Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 0.78%
2 RZG 0.76%
3 XHB 0.70%
4 XSVM 0.67%
5 HOMZ 0.59%
6 FYT 0.55%
7 FFTY 0.49%
8 PSCD 0.40%
9 QSML 0.39%
10 FYX 0.34%
11 RWJ 0.33%
12 FYC 0.32%
13 DWAS 0.30%
14 BOUT 0.30%
15 EES 0.24%
16 AFSM 0.19%
17 BFOR 0.19%
18 NAIL 0.17%
19 USVM 0.16%
20 TMFX 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.01M (21.64%) 594.59K
Increased by +9.89%
Dec 31, 24
2 BlackRock Inc 4.53M (16.32%) 2.23M
Increased by +49.27%
Dec 31, 24
3 Vanguard Group Inc 3.13M (11.26%) 605.51K
Increased by +19.36%
Dec 31, 24
4 Cooke & Bieler LP 2.20M (7.91%) 361.62K
Increased by +16.46%
Dec 31, 24
5 HHG PLC 2.06M (7.44%) 1.38M
Increased by +66.60%
Dec 31, 24
6 Arcus Capital Partners LLC 2.06M (7.42%) 359.66K
Increased by +17.45%
Dec 31, 24
7 State Street Corp 1.63M (5.85%) 462.79K
Increased by +28.47%
Dec 31, 24
8 Hood River Capital Management LLC 828.37K (2.98%) 828.37K
Increased by +100.00%
Sep 30, 24
9 State Street Corporation 776.99K (2.80%) 91.23K
Increased by +11.74%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 684.86K (2.47%) 159.88K
Increased by +23.35%
Dec 31, 24
11 Bank of America Corp 671.98K (2.42%) 631.81K
Increased by +94.02%
Sep 30, 24
12 Geode Capital Management, LLC 624.32K (2.25%) 1.98K
Increased by +0.32%
Dec 31, 24
13 Fenimore Asset Management Inc 557.58K (2.01%) -3.25K
Decreased by -0.58%
Dec 31, 24
14 Amvescap Plc. 507.90K (1.83%) 344.43K
Increased by +67.81%
Dec 31, 24
15 Goldman Sachs Group Inc 478.76K (1.72%) 336.37K
Increased by +70.26%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 468.57K (1.69%) 146.94K
Increased by +31.36%
Dec 31, 24
17 Wells Fargo & Co 442.46K (1.59%) 148.79K
Increased by +33.63%
Dec 31, 24
18 Nuveen Asset Management, LLC 382.38K (1.38%) -80.64K
Decreased by -21.09%
Mar 31, 24
19 Federated Hermes Inc 348.80K (1.26%) -26.20K
Decreased by -7.51%
Jun 30, 24
20 Wasatch Advisors Inc. 336.52K (1.21%) 25.72K
Increased by +7.64%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.62M (13.02%) 200.00K
Increased by +5.53%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 1.69M (6.10%) 1.17K
Increased by +0.07%
Mar 31, 25
3 Janus Henderson US SMID Cap Growth 1.19M (4.27%) 784.97K
Increased by +66.22%
Dec 31, 24
4 Janus Henderson US SMID Cap Growth MA 1.19M (4.27%) 1.19M
Increased by +100.00%
Dec 31, 24
5 Janus Henderson Triton D 1.18M (4.25%) -6.43K
Decreased by -0.55%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 919.80K (3.31%) 0.00
Increased by 0.00%
Feb 28, 25
7 iShares Russell 2000 ETF 738.94K (2.66%) -6.38K
Decreased by -0.86%
Mar 31, 25
8 Vanguard Small Cap Index 699.52K (2.52%) 567.00
Increased by +0.08%
Feb 28, 25
9 Janus Henderson US Small Cap Growth 583.91K (2.10%) 391.89K
Increased by +67.12%
Dec 31, 24
10 Janus Henderson US Small Cap Growth MA 583.91K (2.10%) 583.86K
Increased by +99.99%
Dec 31, 24
11 Janus Henderson Venture D 583.91K (2.10%) 0.00
Increased by 0.00%
Jan 31, 25
12 FAM Small Cap Investor 532.96K (1.92%) 96.93K
Increased by +18.19%
Mar 31, 25
13 Hood River Small-Cap Growth Instl 529.59K (1.91%) 529.59K
Increased by +100.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 416.53K (1.50%) 618.00
Increased by +0.15%
Feb 28, 25
15 SPDR® S&P Homebuilders ETF 404.46K (1.46%) 1.48K
Increased by +0.37%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 392.84K (1.41%) -1.53K
Decreased by -0.39%
Feb 28, 25
17 JNL Multi-Manager Small Cap Value I 369.88K (1.33%) 70.47K
Increased by +19.05%
Dec 31, 24
18 Federated Hermes Kaufmann Small Cap A 348.80K (1.26%) -26.20K
Decreased by -7.51%
Jun 30, 24
19 Federated Hermes Kaufmann Small Cap Grow 348.80K (1.26%) -26.20K
Decreased by -7.51%
Jun 30, 24
20 iShares S&P Small-Cap 600 Value ETF 283.67K (1.02%) 0.00
Increased by 0.00%
Nov 30, 24