Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 3.68%
2 NSCS 1.35%
3 XSW 0.59%
4 IWC 0.22%
5 IVES 0.21%
6 CSML 0.18%
7 QSML 0.17%
8 HAPS 0.11%
9 BBSC 0.06%
10 AVSC 0.06%
11 EES 0.05%
12 GSSC 0.05%
13 IWO 0.05%
14 VTWG 0.04%
15 JKK 0.04%
16 ISCG 0.04%
17 RFLR 0.04%
18 IWM 0.03%
19 PSC 0.03%
20 RSSL 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 7.61M (13.21%) 357.79K
Increased by +4.70%
Mar 31, 24
2 Wasatch Advisors Inc. 7.26M (12.59%) 197.06K
Increased by +2.72%
Dec 31, 23
3 BlackRock Inc 4.70M (8.16%) -74.89K
Decreased by -1.59%
Mar 31, 24
4 Vanguard Group Inc 4.20M (7.29%) 64.30K
Increased by +1.53%
Mar 31, 24
5 Riverbridge Partners LLC 3.28M (5.69%) -239.38K
Decreased by -7.30%
Jun 30, 24
6 BAMCO Inc 3.00M (5.21%) 0.00
Increased by 0.00%
Mar 31, 24
7 AllianceBernstein L.P. 2.42M (4.20%) -61.51K
Decreased by -2.54%
Mar 31, 24
8 Jennison Associates LLC 2.34M (4.06%) 26.97K
Increased by +1.15%
Mar 31, 24
9 Royal Bank of Canada 1.89M (3.27%) 77.38K
Increased by +4.10%
Mar 31, 24
10 Wellington Management Company LLP 1.74M (3.02%) -137.16K
Decreased by -7.87%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.47M (2.55%) 104.68K
Increased by +7.14%
Mar 31, 24
12 State Street Corporation 1.44M (2.50%) 39.84K
Increased by +2.77%
Mar 31, 24
13 Alyeska Investment Group, L.P. 1.38M (2.39%) 1.38M
Increased by +100.00%
Mar 31, 24
14 Bank of America Corp 1.36M (2.36%) 310.85K
Increased by +22.90%
Mar 31, 24
15 Geode Capital Management, LLC 1.31M (2.27%) 41.01K
Increased by +3.13%
Mar 31, 24
16 Frontier Capital Management CO Inc 1.26M (2.19%) -172.90K
Decreased by -13.73%
Mar 31, 24
17 The Colony Group LLC 1.04M (1.80%) 1.04M
Increased by +100.00%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 924.77K (1.60%) -90.39K
Decreased by -9.77%
Sep 30, 23
19 Thrivent Financial For Lutherans 917.76K (1.59%) -93.17K
Decreased by -10.15%
Mar 31, 24
20 Summit Creek Advisors LLC 917.30K (1.59%) 6.05K
Increased by +0.66%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Small Cap Growth Investor 3.26M (5.65%) 0.00
Increased by 0.00%
Mar 31, 24
2 Baron Opp. Small Cap Growth Strategy 3.00M (5.21%) 0.00
Increased by 0.00%
Jun 30, 24
3 Baron Small Cap Retail 3.00M (5.21%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.67M (2.90%) 0.00
Increased by 0.00%
Jun 30, 24
5 iShares Russell 2000 ETF 1.43M (2.48%) 105.34K
Increased by +7.36%
Jun 28, 24
6 Vanguard Information Technology ETF 1.27M (2.21%) 16.09K
Increased by +1.26%
Jun 30, 24
7 Wasatch Micro Cap 1.15M (2.00%) 206.41K
Increased by +17.89%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 854.22K (1.48%) 28.57K
Increased by +3.34%
Jun 30, 24
9 JNL Multi-Manager Small Cap Growth A 795.77K (1.38%) -13.30K
Decreased by -1.67%
Sep 30, 23
10 Buffalo Small Cap 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
11 Kornitzer Small Cap Equity 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity Small Cap Index 563.75K (0.98%) 268.00
Increased by +0.05%
Apr 30, 24
13 Fidelity® Small Cap Index 538.39K (0.93%) 16.93K
Increased by +3.14%
Oct 31, 23
14 Jennison U.S. Small Cap Equity Fund 4 537.06K (0.93%) 58.42K
Increased by +10.88%
Jun 30, 24
15 CREF Stock R1 531.60K (0.92%) 0.00
Increased by 0.00%
May 31, 24
16 Summit Creek Small Cap Growth 525.08K (0.91%) 0.00
Increased by 0.00%
Mar 31, 24
17 AB Small Cap Value Advisor 464.28K (0.81%) 0.00
Increased by 0.00%
May 31, 24
18 Royce Small-Cap Opportunity Invmt 460.85K (0.80%) 123.61K
Increased by +26.82%
Jun 30, 24
19 Wasatch Micro Cap Value 446.85K (0.78%) 0.00
Increased by 0.00%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 382.57K (0.66%) 456.00
Increased by +0.12%
Jun 28, 24