Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 2.83%
2 FMET 0.60%
3 MMSC 0.16%
4 GWX 0.09%
5 APIE 0.03%
6 FNDC 0.02%
7 SPDW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.53M (10.51%) 842.43K
Increased by +18.58%
Dec 31, 24
2 Amvescap Plc. 3.28M (7.60%) 81.00K
Increased by +2.47%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 2.55M (5.91%) 171.05K
Increased by +6.71%
Dec 31, 24
4 CDAM (UK) Ltd 2.35M (5.45%) 169.15K
Increased by +7.20%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 2.12M (4.90%) 65.79K
Increased by +3.11%
Dec 31, 23
6 Alyeska Investment Group, L.P. 1.81M (4.19%) 805.90K
Increased by +44.62%
Dec 31, 24
7 Wasatch Advisors LP 1.46M (3.38%) -119.36K
Decreased by -8.18%
Dec 31, 24
8 Alberta Investment Management Corp 1.38M (3.21%) 118.08K
Increased by +8.53%
Dec 31, 24
9 Wasatch Advisors Inc. 1.24M (2.87%) -38.70K
Decreased by -3.13%
Dec 31, 23
10 Mawer Investment Management Ltd 1.20M (2.78%) 1.03M
Increased by +85.97%
Sep 30, 24
11 Ensign Peak Advisors Inc 1.14M (2.64%) 297.30K
Increased by +26.14%
Dec 31, 24
12 Capital World Investors 987.20K (2.29%) 0.00
Increased by 0.00%
Mar 31, 24
13 FMR Inc 952.51K (2.21%) 13.11K
Increased by +1.38%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 932.25K (2.16%) -213.22K
Decreased by -22.87%
Sep 30, 24
15 Fourth Sail Capital, LP 919.62K (2.13%) -11.53K
Decreased by -1.25%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 876.55K (2.03%) -584.61K
Decreased by -66.69%
Sep 30, 24
17 JPMorgan Chase & Co 858.89K (1.99%) 261.49K
Increased by +30.44%
Dec 31, 24
18 Paradice Investment Management LLC 749.16K (1.74%) 109.79K
Increased by +14.66%
Sep 30, 24
19 DF Dent & Co Inc 709.74K (1.65%) -67.37K
Decreased by -9.49%
Dec 31, 24
20 BAMCO Inc 674.26K (1.56%) -177.34K
Decreased by -26.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco Small Cap Value A 3.16M (7.34%) 114.24K
Increased by +3.61%
Mar 31, 25
2 Virtus KAR Small-Cap Growth I 2.88M (6.68%) 620.38K
Increased by +21.52%
Dec 31, 24
3 T. Rowe Price New Horizons 2.68M (6.21%) -2.45M
Decreased by -91.47%
Mar 31, 24
4 US Small-Cap Growth II Equity Comp 2.68M (6.21%) -2.45M
Decreased by -91.47%
Mar 31, 24
5 T. Rowe Price Small-Cap Value 1.46M (3.38%) 49.00K
Increased by +3.36%
Mar 31, 25
6 Mawer Global Small Cap A 891.21K (2.07%) -220.29K
Decreased by -24.72%
Oct 31, 24
7 T. Rowe Price U.S. SC Value Eq Tr-Z 855.37K (1.98%) 26.87K
Increased by +3.14%
Mar 31, 25
8 T. Rowe Price U.S. SC Value Eq Tr-D 828.50K (1.92%) 72.07K
Increased by +8.70%
Dec 31, 24
9 Baron Opp. Small Cap Growth Strategy 800.00K (1.85%) 0.00
Increased by 0.00%
Jun 30, 24
10 Baron Small Cap Retail 800.00K (1.85%) 0.00
Increased by 0.00%
Jun 30, 24
11 Invesco Discovery A 658.27K (1.53%) 184.37K
Increased by +28.01%
Dec 31, 23
12 Invesco OFI Small Cap Growth 658.27K (1.53%) 356.54K
Increased by +54.16%
Dec 31, 23
13 Paradice Global Small Mid Cap Strategy 607.67K (1.41%) 123.12K
Increased by +20.26%
Dec 31, 24
14 Virtus GF US Small Cap Focus I USD Acc 606.17K (1.41%) 45.00K
Increased by +7.42%
Mar 31, 25
15 American Funds New Perspective A 589.98K (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
16 Capital Group New Perspective Comp 589.98K (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
17 T. Rowe Price New Horizons Tr-Z 542.90K (1.26%) -360.82K
Decreased by -66.46%
Mar 31, 24
18 T. Rowe Price Science & Tech 525.32K (1.22%) 525.32K
Increased by +100.00%
Dec 31, 23
19 Baron Global Advantage Institutional 485.67K (1.13%) -14.81K
Decreased by -3.05%
Mar 31, 25
20 Baron Global Advantage Strategy 485.67K (1.13%) -14.81K
Decreased by -3.05%
Mar 31, 25