Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 2.67%
2 BOUT 2.61%
3 TMFS 2.09%
4 KIE 1.56%
5 SOVF 1.49%
6 PFI 1.27%
7 FFTY 0.95%
8 XSMO 0.88%
9 XSHQ 0.82%
10 PSCF 0.69%
11 RZG 0.63%
12 FYC 0.49%
13 VIOG 0.45%
14 PSC 0.44%
15 TXSS 0.44%
16 QSML 0.43%
17 DWAS 0.42%
18 IJT 0.37%
19 SLYG 0.36%
20 FYX 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.51M (14.42%) -90.95K
Decreased by -2.59%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 2.48M (10.17%) -323.52K
Decreased by -13.07%
Mar 31, 25
3 Vanguard Group Inc 2.46M (10.10%) -40.06K
Decreased by -1.63%
Mar 31, 25
4 Wasatch Advisors Inc. 2.12M (8.70%) -360.46K
Decreased by -17.02%
Sep 30, 23
5 Wasatch Advisors LP 2.02M (8.30%) -276.81K
Decreased by -13.69%
Mar 31, 25
6 Capital World Investors 1.69M (6.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 1.20M (4.95%) -79.37K
Decreased by -6.59%
Mar 31, 25
8 State Street Corp 1.01M (4.16%) -43.00K
Decreased by -4.24%
Mar 31, 25
9 DF Dent & Co Inc 892.92K (3.67%) -139.09K
Decreased by -15.58%
Mar 31, 25
10 State Street Corporation 837.47K (3.44%) 17.84K
Increased by +2.13%
Mar 31, 24
11 Loomis, Sayles & Company LP 625.31K (2.57%) 25.39K
Increased by +4.06%
Mar 31, 24
12 Geode Capital Management, LLC 562.25K (2.31%) 12.70K
Increased by +2.26%
Mar 31, 25
13 Wildcat Capital Management, LLC 516.01K (2.12%) 0.00
Increased by 0.00%
Jun 30, 24
14 American Century Companies Inc 497.34K (2.04%) -151.76K
Decreased by -30.52%
Mar 31, 25
15 Owls Nest Partners IA, LLC 484.54K (1.99%) -16.93K
Decreased by -3.49%
Mar 31, 25
16 William Blair Investment Management, LLC 423.92K (1.74%) -383.95K
Decreased by -90.57%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 417.46K (1.71%) 5.33K
Increased by +1.28%
Mar 31, 25
18 Nuveen Asset Management, LLC 393.27K (1.62%) -21.37K
Decreased by -5.43%
Dec 31, 23
19 Akre Capital Management, LLC 366.13K (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
20 Goldman Sachs Group Inc 354.77K (1.46%) 164.69K
Increased by +46.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.95M (8.02%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.47M (6.02%) 0.00
Increased by 0.00%
May 31, 25
3 Virtus KAR Small-Cap Growth I 1.14M (4.69%) -151.00K
Decreased by -13.22%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 713.76K (2.93%) 829.00
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 699.08K (2.87%) 2.45K
Increased by +0.35%
Apr 30, 25
6 Wasatch Core Growth 665.88K (2.74%) -140.70K
Decreased by -21.13%
Mar 31, 25
7 iShares Russell 2000 ETF 564.71K (2.32%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 551.10K (2.26%) 3.88K
Increased by +0.70%
Apr 30, 25
9 Virtus KAR Mid-Cap Growth A 422.29K (1.73%) -120.48K
Decreased by -28.53%
Mar 31, 25
10 Wasatch Small Cap Growth Investor 413.78K (1.70%) 40.38K
Increased by +9.76%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 375.70K (1.54%) 1.51K
Increased by +0.40%
Apr 30, 25
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.50%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Small Cap Growth Index Inv 306.74K (1.26%) -1.06K
Decreased by -0.35%
Apr 30, 25
14 T. Rowe Price Small-Cap Value 306.20K (1.26%) 8.33K
Increased by +2.72%
Mar 31, 25
15 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.23%) 38.48K
Increased by +12.84%
Sep 30, 24
16 T. Rowe Price Small-Cap Stock 289.88K (1.19%) -6.66K
Decreased by -2.30%
Mar 31, 25
17 T. Rowe Price US Small-Cap Core Equity 289.88K (1.19%) -50.12K
Decreased by -17.29%
Mar 31, 25
18 DF Dent Midcap Growth Investor 270.93K (1.11%) 26.51K
Increased by +9.79%
Jun 30, 24
19 DF Dent Mid Cap Growth 266.48K (1.09%) -122.16K
Decreased by -45.84%
May 31, 25
20 DF Dent Small Cap Growth 262.40K (1.08%) 14.95K
Increased by +5.70%
May 31, 25