Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KIE 2.46%
2 SOVF 1.97%
3 RZG 1.32%
4 PFI 1.12%
5 FFTY 0.95%
6 XSMO 0.88%
7 PSCF 0.75%
8 FYC 0.64%
9 QSML 0.43%
10 SLYG 0.42%
11 IJT 0.41%
12 TXSS 0.39%
13 VIOG 0.32%
14 DWAS 0.30%
15 PSC 0.29%
16 JSML 0.26%
17 AVSC 0.24%
18 FYX 0.24%
19 QVMS 0.24%
20 SSLY 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (15.49%) 122.25K
Increased by +3.32%
Jun 30, 24
2 Kayne Anderson Rudnick Investment Management LLC 3.43M (14.43%) 879.96K
Increased by +25.66%
Jun 30, 24
3 Wasatch Advisors LP 2.48M (10.44%) 378.53K
Increased by +15.26%
Jun 30, 24
4 Vanguard Group Inc 2.48M (10.43%) -40.04K
Decreased by -1.61%
Sep 30, 24
5 Wasatch Advisors Inc. 2.12M (8.91%) -360.46K
Decreased by -17.02%
Sep 30, 23
6 Capital World Investors 1.69M (7.10%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 1.68M (7.05%) 493.27K
Increased by +29.43%
Sep 30, 24
8 DF Dent & Co Inc 1.38M (5.81%) 12.42K
Increased by +0.90%
Jun 30, 24
9 State Street Corp 874.26K (3.68%) 36.79K
Increased by +4.21%
Jun 30, 24
10 State Street Corporation 837.47K (3.52%) 17.84K
Increased by +2.13%
Mar 31, 24
11 Geode Capital Management, LLC 637.54K (2.68%) 53.82K
Increased by +8.44%
Jun 30, 24
12 Owls Nest Partners IA, LLC 633.32K (2.66%) -59.66K
Decreased by -9.42%
Sep 30, 24
13 Loomis, Sayles & Company LP 625.31K (2.63%) 25.39K
Increased by +4.06%
Mar 31, 24
14 Wildcat Capital Management, LLC 516.01K (2.17%) 0.00
Increased by 0.00%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 436.66K (1.84%) 60.74K
Increased by +13.91%
Jun 30, 24
16 American Century Companies Inc 428.84K (1.80%) 7.90K
Increased by +1.84%
Sep 30, 24
17 William Blair Investment Management, LLC 423.92K (1.78%) -383.95K
Decreased by -90.57%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 411.51K (1.73%) 18.41K
Increased by +4.47%
Sep 30, 24
19 Balyasny Asset Management LLC 401.52K (1.69%) 91.18K
Increased by +22.71%
Mar 31, 24
20 Nuveen Asset Management, LLC 393.27K (1.65%) -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 (8.21%) 0.00
Increased by 0.00%
Sep 30, 24
2 Virtus KAR Small-Cap Growth I 1.69M (7.12%) 492.64K
Increased by +29.10%
Jun 30, 24
3 iShares Core S&P Small-Cap ETF 1.55M (6.52%) 1.44K
Increased by +0.09%
Oct 31, 24
4 Wasatch Core Growth 905.13K (3.81%) 130.79K
Increased by +14.45%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 709.38K (2.98%) -4.38K
Decreased by -0.62%
Oct 31, 24
6 Virtus KAR Mid-Cap Growth A 599.15K (2.52%) -27.84K
Decreased by -4.65%
Jun 30, 24
7 iShares Russell 2000 ETF 578.77K (2.44%) -1.30K
Decreased by -0.22%
Oct 31, 24
8 Vanguard Small Cap Index 547.23K (2.30%) 1.05K
Increased by +0.19%
Oct 31, 24
9 DF Dent Mid Cap Growth 488.78K (2.06%) -1.20K
Decreased by -0.25%
Oct 31, 24
10 Wasatch Small Cap Growth Investor 427.23K (1.80%) -55.84K
Decreased by -13.07%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 367.69K (1.55%) -13.87K
Decreased by -3.77%
Sep 30, 24
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.53%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Century Small Cap Growth Inv 327.27K (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
14 American Century U.S. Small Cap Growth 327.27K (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
15 T. Rowe Price Small-Cap Value 308.21K (1.30%) 47.50K
Increased by +15.41%
Sep 30, 24
16 DF Dent Small Cap Growth 307.60K (1.29%) -10.03K
Decreased by -3.26%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 299.86K (1.26%) -869.00
Decreased by -0.29%
Oct 31, 24
18 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.26%) 38.48K
Increased by +12.84%
Sep 30, 24
19 DF Dent Midcap Growth Investor 270.93K (1.14%) 26.51K
Increased by +9.79%
Jun 30, 24
20 Fidelity Small Cap Index 239.76K (1.01%) -6.08K
Decreased by -2.54%
Aug 31, 24