Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.66%
2 HOMZ 0.93%
3 RZG 0.81%
4 PEZ 0.78%
5 XHB 0.75%
6 XSVM 0.62%
7 FYT 0.55%
8 FFTY 0.49%
9 PSCD 0.44%
10 QSML 0.39%
11 RWJ 0.38%
12 FYX 0.34%
13 FYC 0.32%
14 ITB 0.31%
15 DWAS 0.30%
16 BOUT 0.30%
17 EES 0.26%
18 AFSM 0.19%
19 BFOR 0.19%
20 NAIL 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.00M (20.73%) -9.53K
Decreased by -0.16%
Mar 31, 25
2 BlackRock Inc 4.41M (15.24%) -120.90K
Decreased by -2.74%
Mar 31, 25
3 Vanguard Group Inc 3.10M (10.73%) -23.79K
Decreased by -0.77%
Mar 31, 25
4 Cooke & Bieler LP 2.18M (7.53%) -17.89K
Decreased by -0.82%
Mar 31, 25
5 HHG PLC 2.10M (7.27%) 38.28K
Increased by +1.82%
Mar 31, 25
6 State Street Corp 1.41M (4.87%) -215.53K
Decreased by -15.29%
Mar 31, 25
7 Arcus Capital Partners LLC 1.23M (4.25%) -830.04K
Decreased by -67.41%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 842.41K (2.91%) 157.55K
Increased by +18.70%
Mar 31, 25
9 Hood River Capital Management LLC 828.37K (2.86%) 828.37K
Increased by +100.00%
Sep 30, 24
10 State Street Corporation 776.99K (2.68%) 91.23K
Increased by +11.74%
Mar 31, 24
11 Bank of America Corp 671.98K (2.32%) 631.81K
Increased by +94.02%
Sep 30, 24
12 Fenimore Asset Management Inc 665.42K (2.30%) 107.84K
Increased by +16.21%
Mar 31, 25
13 Geode Capital Management, LLC 638.90K (2.21%) 14.58K
Increased by +2.28%
Mar 31, 25
14 Amvescap Plc. 523.56K (1.81%) 15.66K
Increased by +2.99%
Mar 31, 25
15 Goldman Sachs Group Inc 519.87K (1.80%) 41.12K
Increased by +7.91%
Mar 31, 25
16 Wells Fargo & Co 463.49K (1.60%) 21.03K
Increased by +4.54%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 438.67K (1.52%) -29.91K
Decreased by -6.82%
Mar 31, 25
18 Nuveen Asset Management, LLC 382.38K (1.32%) -80.64K
Decreased by -21.09%
Mar 31, 24
19 Federated Hermes Inc 348.80K (1.21%) -26.20K
Decreased by -7.51%
Jun 30, 24
20 Wasatch Advisors Inc. 336.52K (1.16%) 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 (12.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.64M (5.67%) 0.00
Increased by 0.00%
May 31, 25
3 Janus Henderson US SMID Cap Growth MA 1.19M (4.10%) 1.19M
Increased by +100.00%
Dec 31, 24
4 Janus Henderson Triton D 1.17M (4.03%) 0.00
Increased by 0.00%
Apr 30, 25
5 Janus Henderson US SMID Cap Growth 1.17M (4.03%) -18.57K
Decreased by -1.59%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 919.80K (3.18%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 820.42K (2.83%) 143.40K
Increased by +17.48%
Sep 30, 24
8 Vanguard Small Cap Index 722.15K (2.50%) 2.66K
Increased by +0.37%
May 31, 25
9 iShares Russell 2000 ETF 698.22K (2.41%) 0.00
Increased by 0.00%
May 31, 25
10 Janus Henderson US Small Cap Growth 584.20K (2.02%) 288.00
Increased by +0.05%
Mar 31, 25
11 Janus Henderson Venture D 584.20K (2.02%) 0.00
Increased by 0.00%
Apr 30, 25
12 Janus Henderson US Small Cap Growth MA 583.91K (2.02%) 583.86K
Increased by +99.99%
Dec 31, 24
13 FAM Small Cap Investor 532.96K (1.84%) 96.93K
Increased by +18.19%
Mar 31, 25
14 Hood River Small-Cap Growth Instl 529.59K (1.83%) 529.59K
Increased by +100.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 431.92K (1.49%) 3.52K
Increased by +0.81%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 398.89K (1.38%) -525.00
Decreased by -0.13%
May 31, 25
17 JNL Multi-Manager Small Cap Value I 369.88K (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
18 SPDR® S&P Homebuilders ETF 368.82K (1.27%) -7.41K
Decreased by -2.01%
May 31, 25
19 Federated Hermes Kaufmann Small Cap A 348.80K (1.21%) -26.20K
Decreased by -7.51%
Jun 30, 24
20 Federated Hermes Kaufmann Small Cap Grow 348.80K (1.21%) -26.20K
Decreased by -7.51%
Jun 30, 24