Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 6.92%
2 HOML 4.33%
3 FDFF 3.59%
4 SAMT 3.40%
5 FFTY 3.15%
6 KIE 1.77%
7 PFI 1.31%
8 RYJ 0.61%
9 FYC 0.56%
10 MMSC 0.47%
11 DWAS 0.32%
12 PSC 0.32%
13 FYX 0.28%
14 JHSC 0.27%
15 VTWG 0.24%
16 BBSC 0.19%
17 IWO 0.16%
18 BKSE 0.14%
19 STXK 0.14%
20 AVSC 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.71M (16.25%) 102.11K
Increased by +1.05%
Mar 31, 24
2 Vanguard Group Inc 6.17M (10.32%) 60.54K
Increased by +0.98%
Mar 31, 24
3 BlackRock Inc 4.41M (7.38%) -201.93K
Decreased by -4.58%
Mar 31, 24
4 Champlain Investment Partners, LLC 4.02M (6.73%) 462.49K
Increased by +11.50%
Mar 31, 24
5 Macquarie Group Ltd 3.45M (5.77%) -96.18K
Decreased by -2.79%
Mar 31, 24
6 BAMCO Inc 3.26M (5.46%) -66.00
Decreased by -0.00%
Mar 31, 24
7 William Blair Investment Management, LLC 2.93M (4.90%) 2.72M
Increased by +92.93%
Mar 31, 24
8 Westwood Holdings Group Inc 2.74M (4.58%) -279.82K
Decreased by -10.23%
Mar 31, 24
9 Amvescap Plc. 2.11M (3.54%) 53.90K
Increased by +2.55%
Sep 30, 23
10 Aristotle Capital Boston, LLC 1.55M (2.59%) 26.17K
Increased by +1.69%
Mar 31, 24
11 Loomis, Sayles & Company LP 1.48M (2.49%) -47.20K
Decreased by -3.18%
Mar 31, 24
12 Boston Partners Global Investors, Inc 1.48M (2.48%) 215.08K
Increased by +14.54%
Mar 31, 24
13 Geode Capital Management, LLC 1.41M (2.37%) 43.33K
Increased by +3.07%
Mar 31, 24
14 State Street Corporation 1.32M (2.22%) 7.51K
Increased by +0.57%
Mar 31, 24
15 Bank of New York Mellon Corp 1.23M (2.06%) -73.99K
Decreased by -6.00%
Mar 31, 24
16 Hood River Capital Management LLC 1.05M (1.75%) 193.31K
Increased by +18.47%
Sep 30, 23
17 HHG PLC 1.01M (1.70%) -2.73K
Decreased by -0.27%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 1.01M (1.69%) 20.85K
Increased by +2.07%
Mar 31, 24
19 Point72 Asset Management, L.P. 961.69K (1.61%) -83.41K
Decreased by -8.67%
Sep 30, 23
20 Royal Bank of Canada 944.51K (1.58%) -27.33K
Decreased by -2.89%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.25M (5.44%) 0.00
Increased by 0.00%
Jun 30, 24
2 Baron Small Cap Retail 3.25M (5.44%) 0.00
Increased by 0.00%
Jun 30, 24
3 Champlain Small Company Fund, LLC 3.18M (5.32%) 635.00
Increased by +0.02%
Jun 30, 24
4 Delaware Small Cap Core I 2.74M (4.58%) 0.00
Increased by 0.00%
May 31, 24
5 Delaware US Small Cap Core Equity (SMA) 2.74M (4.58%) -32.03K
Decreased by -1.17%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 2.74M (4.58%) -32.03K
Decreased by -1.17%
Mar 31, 24
7 Vanguard Total Stock Mkt Idx Inv 2.02M (3.38%) 26.30K
Increased by +1.30%
May 31, 24
8 Champlain Small Company Adv 1.66M (2.77%) 205.00K
Increased by +12.39%
Mar 31, 24
9 Vanguard Small Cap Index 1.64M (2.74%) 3.90K
Increased by +0.24%
May 31, 24
10 iShares Russell 2000 ETF 1.61M (2.69%) 202.82K
Increased by +12.63%
Jun 28, 24
11 Strategic Advisers Fidelity US TtlStk 1.59M (2.66%) 0.00
Increased by 0.00%
May 31, 24
12 Strategic Advisers® Fidelity US TtlStk 1.43M (2.39%) 234.19K
Increased by +16.38%
Nov 30, 23
13 Fidelity Small Cap Growth 1.17M (1.96%) -4.18K
Decreased by -0.36%
Apr 30, 24
14 Fidelity® Small Cap Growth 1.15M (1.92%) -1.39K
Decreased by -0.12%
Oct 31, 23
15 Old Westbury Small & Mid Cap Strategies 1.01M (1.69%) 175.00K
Increased by +17.33%
Apr 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 973.41K (1.63%) 6.88K
Increased by +0.71%
May 31, 24
17 Janus Henderson US Small Cap Growth 950.70K (1.59%) 0.00
Increased by 0.00%
Sep 30, 23
18 Janus Henderson Venture D 950.70K (1.59%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 933.91K (1.56%) 9.52K
Increased by +1.02%
May 31, 24
20 Loomis Sayles Small Cap Growth Instl 925.42K (1.55%) -12.67K
Decreased by -1.37%
May 31, 24