Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 4.45%
2 LMBO 3.14%
3 EASI 2.82%
4 PCIG 2.35%
5 MAKX 2.35%
6 PCGG 2.12%
7 BRAZ 1.96%
8 FMET 1.59%
9 HAPY 1.53%
10 EQUL 1.43%
11 FXL 1.05%
12 VERS 1.01%
13 JSMD 0.98%
14 FFND 0.94%
15 FFLS 0.91%
16 FRTY 0.81%
17 XITK 0.67%
18 MEM 0.58%
19 TTEQ 0.56%
20 IQSM 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 4.43M (11.15%) -515.39K
Decreased by -11.62%
Dec 31, 24
2 Wasatch Advisors LP 3.43M (8.61%) -54.55K
Decreased by -1.59%
Dec 31, 24
3 Wasatch Advisors Inc. 3.12M (7.85%) 28.24K
Increased by +0.90%
Dec 31, 23
4 JPMorgan Chase & Co 2.57M (6.47%) -2.17M
Decreased by -84.18%
Dec 31, 24
5 BlackRock Inc 1.96M (4.93%) -698.06K
Decreased by -35.58%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 1.70M (4.27%) 197.06K
Increased by +11.59%
Dec 31, 24
7 Victory Capital Management Inc. 1.61M (4.04%) 96.26K
Increased by +5.99%
Dec 31, 24
8 Perpetual Ltd 1.18M (2.98%) -78.00K
Decreased by -6.58%
Dec 31, 23
9 Riverbridge Partners LLC 1.06M (2.65%) -87.73K
Decreased by -8.31%
Mar 31, 25
10 Sands Capital Management, LLC 991.37K (2.49%) -30.45K
Decreased by -3.07%
Dec 31, 24
11 Manning & Napier Advisors, LLC 907.66K (2.28%) 420.38K
Increased by +46.31%
Mar 31, 25
12 Jennison Associates LLC 802.55K (2.02%) 4.97K
Increased by +0.62%
Dec 31, 24
13 Harding Loevner L.P. 740.09K (1.86%) -11.72K
Decreased by -1.58%
Dec 31, 24
14 Schroder Investment Management Group 663.53K (1.67%) -26.43K
Decreased by -3.98%
Dec 31, 24
15 Citadel Advisors Llc 650.33K (1.63%) 647.43K
Increased by +99.55%
Dec 31, 24
16 Polen Capital 634.52K (1.60%) 1.54K
Increased by +0.24%
Dec 31, 24
17 Allspring Global Investments Holdings, LLC 628.15K (1.58%) -4.75K
Decreased by -0.76%
Dec 31, 24
18 Grandeur Peak Global Advisors, LLC 616.69K (1.55%) -282.78K
Decreased by -45.85%
Dec 31, 23
19 SEI Investments Co 602.80K (1.52%) 20.36K
Increased by +3.38%
Dec 31, 24
20 Westfield Capital Management Company, LP 576.12K (1.45%) 576.12K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 1.25M (3.13%) 1.21M
Increased by +97.14%
Mar 31, 25
2 Victory Sycamore Established Value R 1.25M (3.13%) 125.00K
Increased by +10.04%
Mar 31, 25
3 T. Rowe Price New Horizons 1.10M (2.76%) -341.82K
Decreased by -31.11%
Mar 31, 25
4 US Small-Cap Growth II Equity Comp 1.10M (2.76%) -881.04K
Decreased by -80.18%
Mar 31, 25
5 American Funds SMALLCAP World A 810.39K (2.04%) 19.69K
Increased by +2.43%
Mar 31, 25
6 BlackRock Mid-Cap Growth Equity Instl 788.99K (1.98%) -297.54K
Decreased by -37.71%
Oct 31, 24
7 Sands Capital Emerging Markets Growth EQ 653.51K (1.64%) -110.56K
Decreased by -16.92%
Mar 31, 25
8 JPM US Mid Cap Growth-Composite 588.04K (1.48%) 74.16K
Increased by +12.61%
Dec 31, 24
9 JPMorgan Mid Cap Growth I 588.04K (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
10 Wasatch Core Growth 554.43K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Funds Europacific Growth A 523.16K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital Group EuroPacific Growth Comp 523.16K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
13 T. Rowe Price New Horizons Tr-A 518.92K (1.30%) -159.19K
Decreased by -30.68%
Dec 31, 24
14 JOHCM International Select Institutional 515.03K (1.29%) -63.55K
Decreased by -12.34%
Mar 31, 24
15 Invesco Small Cap Value A 503.22K (1.27%) 503.22K
Increased by +100.00%
Mar 31, 25
16 Vanguard US Growth Investor 473.34K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
17 American Funds New World A 472.90K (1.19%) 120.40K
Increased by +25.46%
Mar 31, 25
18 Capital Group New Geography Equity Comp 472.90K (1.19%) 120.40K
Increased by +25.46%
Mar 31, 25
19 Vanguard Explorer Inv 452.43K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price International Stock 378.31K (0.95%) 69.30K
Increased by +18.32%
Feb 28, 25