Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.61%
2 KIE 1.81%
3 SOVF 1.75%
4 PFI 1.53%
5 FFTY 0.95%
6 XSMO 0.88%
7 PSCF 0.85%
8 RZG 0.79%
9 FYC 0.63%
10 TXSS 0.50%
11 SLYG 0.45%
12 IJT 0.45%
13 QSML 0.43%
14 DWAS 0.42%
15 VIOG 0.38%
16 FYX 0.32%
17 JSML 0.31%
18 PSC 0.29%
19 BFOR 0.28%
20 AVSC 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.60M (14.86%) 83.28K
Increased by +2.31%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 2.80M (11.55%) -403.53K
Decreased by -14.42%
Dec 31, 24
3 Vanguard Group Inc 2.50M (10.31%) 19.98K
Increased by +0.80%
Dec 31, 24
4 Wasatch Advisors LP 2.30M (9.48%) -320.54K
Decreased by -13.95%
Dec 31, 24
5 Wasatch Advisors Inc. 2.12M (8.74%) -360.46K
Decreased by -17.02%
Sep 30, 23
6 Capital World Investors 1.69M (6.97%) 0.00
Increased by 0.00%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 1.28M (5.30%) -391.65K
Decreased by -30.50%
Dec 31, 24
8 State Street Corp 1.06M (4.36%) -3.11K
Decreased by -0.29%
Dec 31, 24
9 DF Dent & Co Inc 1.03M (4.26%) -150.58K
Decreased by -14.59%
Dec 31, 24
10 State Street Corporation 837.47K (3.46%) 17.84K
Increased by +2.13%
Mar 31, 24
11 American Century Companies Inc 649.10K (2.68%) 220.27K
Increased by +33.93%
Dec 31, 24
12 Loomis, Sayles & Company LP 625.31K (2.58%) 25.39K
Increased by +4.06%
Mar 31, 24
13 Geode Capital Management, LLC 549.54K (2.27%) -93.97K
Decreased by -17.10%
Dec 31, 24
14 Whitebark Investors 516.01K (2.13%) 516.01K
Increased by +100.00%
Dec 31, 24
15 Wildcat Capital Management, LLC 516.01K (2.13%) 0.00
Increased by 0.00%
Jun 30, 24
16 Owls Nest Partners IA, LLC 501.48K (2.07%) -131.84K
Decreased by -26.29%
Dec 31, 24
17 William Blair Investment Management, LLC 423.92K (1.75%) -383.95K
Decreased by -90.57%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 412.13K (1.70%) 627.00
Increased by +0.15%
Dec 31, 24
19 Balyasny Asset Management LLC 401.52K (1.66%) 91.18K
Increased by +22.71%
Mar 31, 24
20 Nuveen Asset Management, LLC 393.27K (1.62%) -21.37K
Decreased by -5.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.95M (8.06%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 1.52M (6.25%) 912.00
Increased by +0.06%
Mar 31, 25
3 Virtus KAR Small-Cap Growth I 1.29M (5.34%) -207.00K
Decreased by -16.01%
Dec 31, 24
4 Wasatch Core Growth 806.59K (3.33%) -98.55K
Decreased by -12.22%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 693.88K (2.86%) 563.00
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 595.28K (2.46%) -5.17K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 560.52K (2.31%) 462.00
Increased by +0.08%
Feb 28, 25
8 Virtus KAR Mid-Cap Growth A 542.77K (2.24%) -31.89K
Decreased by -5.88%
Dec 31, 24
9 DF Dent Mid Cap Growth 375.37K (1.55%) -41.37K
Decreased by -11.02%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 373.47K (1.54%) 528.00
Increased by +0.14%
Feb 28, 25
11 Wasatch Small Cap Growth Investor 373.40K (1.54%) -53.83K
Decreased by -14.42%
Dec 31, 24
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.50%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Century Small Cap Growth Inv 354.92K (1.46%) 27.65K
Increased by +7.79%
Dec 31, 24
14 American Century U.S. Small Cap Growth 354.92K (1.46%) 27.65K
Increased by +7.79%
Dec 31, 24
15 T. Rowe Price US Small-Cap Core Equity 339.99K (1.40%) 339.99K
Increased by +100.00%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 314.38K (1.30%) -2.39K
Decreased by -0.76%
Feb 28, 25
17 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.24%) 38.48K
Increased by +12.84%
Sep 30, 24
18 T. Rowe Price Small-Cap Value 297.87K (1.23%) 0.00
Increased by 0.00%
Feb 28, 25
19 T. Rowe Price Small-Cap Stock 296.54K (1.22%) -43.20K
Decreased by -14.57%
Feb 28, 25
20 DF Dent Midcap Growth Investor 270.93K (1.12%) 26.51K
Increased by +9.79%
Jun 30, 24