Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.61%
2 TMFS 2.45%
3 TMFM 2.36%
4 KIE 1.60%
5 PFI 1.30%
6 SOVF 1.00%
7 FFTY 0.95%
8 XSMO 0.88%
9 XSHQ 0.82%
10 FYC 0.47%
11 PSCF 0.46%
12 RZG 0.45%
13 QSML 0.43%
14 DWAS 0.42%
15 VIOG 0.38%
16 SLYG 0.37%
17 PSC 0.31%
18 FYX 0.29%
19 BFOR 0.28%
20 TXSS 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.58M (15.38%) 65.45K
Increased by +1.83%
Jun 30, 25
2 Vanguard Group Inc 2.63M (11.29%) 166.20K
Increased by +6.33%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.32M (9.99%) -152.75K
Decreased by -6.58%
Jun 30, 25
4 Wasatch Advisors LP 2.28M (9.79%) 253.78K
Increased by +11.15%
Jun 30, 25
5 Wasatch Advisors Inc. 2.12M (9.11%) -360.46K
Decreased by -17.02%
Sep 30, 23
6 Capital World Investors 1.69M (7.26%) 0.00
Increased by 0.00%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 1.35M (5.80%) 143.46K
Increased by +10.64%
Jun 30, 25
8 State Street Corp 1.03M (4.42%) 14.31K
Increased by +1.39%
Jun 30, 25
9 DF Dent & Co Inc 992.33K (4.27%) 99.41K
Increased by +10.02%
Jun 30, 25
10 State Street Corporation 837.47K (3.60%) 17.84K
Increased by +2.13%
Mar 31, 24
11 Geode Capital Management, LLC 705.28K (3.03%) 143.04K
Increased by +20.28%
Jun 30, 25
12 Durable Capital Partners LP 680.81K (2.93%) 680.81K
Increased by +100.00%
Jun 30, 25
13 Loomis, Sayles & Company LP 625.31K (2.69%) 25.39K
Increased by +4.06%
Mar 31, 24
14 Balyasny Asset Management LLC 556.76K (2.39%) 302.13K
Increased by +54.27%
Jun 30, 25
15 Wildcat Capital Management, LLC 516.01K (2.22%) 0.00
Increased by 0.00%
Jun 30, 24
16 Owls Nest Partners IA, LLC 492.91K (2.12%) 8.37K
Increased by +1.70%
Jun 30, 25
17 3G Capital Partners Ltd 462.50K (1.99%) 237.50K
Increased by +51.35%
Jun 30, 25
18 Atlantic Trust Group, LLC 448.96K (1.93%) 446.54K
Increased by +99.46%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 431.77K (1.86%) 14.31K
Increased by +3.31%
Jun 30, 25
20 American Century Companies Inc 427.18K (1.84%) -70.16K
Decreased by -16.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.95M (8.40%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.49M (6.41%) 0.00
Increased by 0.00%
Aug 31, 25
3 Virtus KAR Small-Cap Growth I 1.08M (4.64%) -63.90K
Decreased by -5.93%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 756.77K (3.26%) -16.06K
Decreased by -2.12%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 713.76K (3.07%) 829.00
Increased by +0.12%
Sep 30, 24
6 Wasatch Core Growth 654.42K (2.82%) -11.46K
Decreased by -1.75%
Jun 30, 25
7 Vanguard Small Cap Index 578.84K (2.49%) -2.50K
Decreased by -0.43%
Jul 31, 25
8 iShares Russell 2000 ETF 573.58K (2.47%) 0.00
Increased by 0.00%
Aug 31, 25
9 DF Dent Mid Cap Growth 440.93K (1.90%) 118.36K
Increased by +26.84%
Aug 31, 25
10 Wasatch Small Cap Growth Investor 408.15K (1.76%) -5.63K
Decreased by -1.38%
Jun 30, 25
11 Virtus KAR Mid-Cap Growth A 381.49K (1.64%) -40.80K
Decreased by -10.70%
Jun 30, 25
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.57%) 0.00
Increased by 0.00%
Mar 31, 24
13 T. Rowe Price US Small-Cap Core Equity 339.18K (1.46%) 49.30K
Increased by +14.54%
Jun 30, 25
14 T. Rowe Price Small-Cap Stock 338.90K (1.46%) -273.00
Decreased by -0.08%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 325.85K (1.40%) -40.00
Decreased by -0.01%
Jul 31, 25
16 T. Rowe Price Small-Cap Value 324.34K (1.40%) -744.00
Decreased by -0.23%
Jul 31, 25
17 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.29%) 38.48K
Increased by +12.84%
Sep 30, 24
18 DF Dent Small Cap Growth 278.14K (1.20%) -54.00
Decreased by -0.02%
Aug 31, 25
19 DF Dent Midcap Growth Investor 270.93K (1.17%) 26.51K
Increased by +9.79%
Jun 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 269.21K (1.16%) -118.03K
Decreased by -43.84%
Jul 31, 25