Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 4.45%
2 EASI 2.82%
3 PCIG 2.70%
4 LMBO 2.56%
5 PCGG 2.55%
6 MAKX 2.35%
7 BRAZ 1.88%
8 FMET 1.59%
9 HAPY 1.53%
10 EQUL 1.43%
11 JSMD 0.94%
12 VERS 0.92%
13 FFLS 0.84%
14 FRTY 0.81%
15 FFND 0.73%
16 XITK 0.65%
17 FXL 0.63%
18 MEM 0.58%
19 TTEQ 0.57%
20 IQSM 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 4.43M (10.99%) -515.39K
Decreased by -11.62%
Dec 31, 24
2 Wasatch Advisors LP 3.43M (8.49%) -54.55K
Decreased by -1.59%
Dec 31, 24
3 Wasatch Advisors Inc. 3.12M (7.74%) 28.24K
Increased by +0.90%
Dec 31, 23
4 JPMorgan Chase & Co 2.57M (6.38%) -2.17M
Decreased by -84.18%
Dec 31, 24
5 BlackRock Inc 1.96M (4.86%) -698.06K
Decreased by -35.58%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 1.70M (4.22%) 197.06K
Increased by +11.59%
Dec 31, 24
7 Victory Capital Management Inc. 1.61M (3.98%) 96.26K
Increased by +5.99%
Dec 31, 24
8 Perpetual Ltd 1.18M (2.94%) -78.00K
Decreased by -6.58%
Dec 31, 23
9 Riverbridge Partners LLC 1.14M (2.84%) -73.73K
Decreased by -6.45%
Dec 31, 24
10 Sands Capital Management, LLC 991.37K (2.46%) -30.45K
Decreased by -3.07%
Dec 31, 24
11 Jennison Associates LLC 802.55K (1.99%) 4.97K
Increased by +0.62%
Dec 31, 24
12 Harding Loevner L.P. 740.09K (1.83%) -11.72K
Decreased by -1.58%
Dec 31, 24
13 Schroder Investment Management Group 663.53K (1.64%) -26.43K
Decreased by -3.98%
Dec 31, 24
14 Citadel Advisors Llc 650.33K (1.61%) 647.43K
Increased by +99.55%
Dec 31, 24
15 Polen Capital 634.52K (1.57%) 1.54K
Increased by +0.24%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 628.15K (1.56%) -4.75K
Decreased by -0.76%
Dec 31, 24
17 Grandeur Peak Global Advisors, LLC 616.69K (1.53%) -282.78K
Decreased by -45.85%
Dec 31, 23
18 SEI Investments Co 602.80K (1.49%) 20.36K
Increased by +3.38%
Dec 31, 24
19 Westfield Capital Management Company, LP 576.12K (1.43%) 576.12K
Increased by +100.00%
Jun 30, 24
20 Millennium Management LLC 566.10K (1.40%) 304.83K
Increased by +53.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 1.98M (4.91%) -833.17K
Decreased by -42.08%
Dec 31, 24
2 T. Rowe Price New Horizons 1.82M (4.50%) -164.42K
Decreased by -9.06%
Jan 31, 25
3 Victory Sycamore Established Value R 1.12M (2.78%) 85.00K
Increased by +7.59%
Dec 31, 24
4 American Funds SMALLCAP World A 790.71K (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Mid-Cap Growth Equity Instl 788.99K (1.96%) -297.54K
Decreased by -37.71%
Oct 31, 24
6 Sands Capital Emerging Markets Growth EQ 764.08K (1.89%) -23.65K
Decreased by -3.09%
Dec 31, 24
7 JPM US Mid Cap Growth-Composite 588.04K (1.46%) 74.16K
Increased by +12.61%
Dec 31, 24
8 JPMorgan Mid Cap Growth I 588.04K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
9 Wasatch Core Growth 554.43K (1.37%) -13.04K
Decreased by -2.35%
Dec 31, 24
10 American Funds Europacific Growth A 523.16K (1.30%) 147.07K
Increased by +28.11%
Dec 31, 24
11 Capital Group EuroPacific Growth Comp 523.16K (1.30%) 147.07K
Increased by +28.11%
Dec 31, 24
12 T. Rowe Price New Horizons Tr-Z 518.92K (1.29%) -159.19K
Decreased by -30.68%
Dec 31, 24
13 JOHCM International Select Institutional 515.03K (1.28%) -63.55K
Decreased by -12.34%
Mar 31, 24
14 Vanguard Explorer Inv 452.43K (1.12%) 8.69K
Increased by +1.92%
Dec 31, 24
15 American Funds New Economy A 364.00K (0.90%) -35.50K
Decreased by -9.75%
Sep 30, 23
16 Capital Group New Economy Comp 364.00K (0.90%) -35.50K
Decreased by -9.75%
Sep 30, 23
17 PGIM Jennison International Opps Z 363.17K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
18 American Funds New World A 352.51K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
19 Capital Group New Geography Equity Comp 352.51K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price Integrated US SmCapGrEq 345.78K (0.86%) 234.50K
Increased by +67.82%
Dec 31, 24