Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 2.97%
2 BOUT 2.61%
3 TMFS 1.86%
4 KIE 1.57%
5 SOVF 1.37%
6 PFI 1.30%
7 FFTY 0.95%
8 XSMO 0.88%
9 XSHQ 0.82%
10 PSCF 0.57%
11 RZG 0.53%
12 FYC 0.47%
13 QSML 0.43%
14 DWAS 0.42%
15 PSC 0.38%
16 VIOG 0.38%
17 SLYG 0.37%
18 TXSS 0.36%
19 IJT 0.32%
20 FYX 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.51M (14.20%) -90.95K
Decreased by -2.59%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 2.48M (10.01%) -323.52K
Decreased by -13.07%
Mar 31, 25
3 Vanguard Group Inc 2.46M (9.95%) -40.06K
Decreased by -1.63%
Mar 31, 25
4 Wasatch Advisors Inc. 2.12M (8.57%) -360.46K
Decreased by -17.02%
Sep 30, 23
5 Wasatch Advisors LP 2.02M (8.18%) -276.81K
Decreased by -13.69%
Mar 31, 25
6 Capital World Investors 1.69M (6.83%) 0.00
Increased by 0.00%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 1.20M (4.87%) -79.37K
Decreased by -6.59%
Mar 31, 25
8 State Street Corp 1.01M (4.10%) -43.00K
Decreased by -4.24%
Mar 31, 25
9 DF Dent & Co Inc 892.92K (3.61%) -139.09K
Decreased by -15.58%
Mar 31, 25
10 State Street Corporation 837.47K (3.39%) 17.84K
Increased by +2.13%
Mar 31, 24
11 Loomis, Sayles & Company LP 625.31K (2.53%) 25.39K
Increased by +4.06%
Mar 31, 24
12 Geode Capital Management, LLC 562.25K (2.27%) 12.70K
Increased by +2.26%
Mar 31, 25
13 Wildcat Capital Management, LLC 516.01K (2.09%) 0.00
Increased by 0.00%
Jun 30, 24
14 American Century Companies Inc 497.34K (2.01%) -151.76K
Decreased by -30.52%
Mar 31, 25
15 Owls Nest Partners IA, LLC 484.54K (1.96%) -16.93K
Decreased by -3.49%
Mar 31, 25
16 William Blair Investment Management, LLC 423.92K (1.71%) -383.95K
Decreased by -90.57%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 417.46K (1.69%) 5.33K
Increased by +1.28%
Mar 31, 25
18 Nuveen Asset Management, LLC 393.27K (1.59%) -21.37K
Decreased by -5.43%
Dec 31, 23
19 Akre Capital Management, LLC 366.13K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
20 Goldman Sachs Group Inc 354.77K (1.43%) 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 (7.89%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.49M (6.02%) -4.15K
Decreased by -0.28%
Jun 30, 25
3 Virtus KAR Small-Cap Growth I 1.14M (4.62%) -151.00K
Decreased by -13.22%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 713.76K (2.89%) 829.00
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 699.72K (2.83%) 641.00
Increased by +0.09%
May 31, 25
6 Wasatch Core Growth 665.88K (2.69%) -140.70K
Decreased by -21.13%
Mar 31, 25
7 iShares Russell 2000 ETF 597.33K (2.42%) 4.14K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 553.09K (2.24%) 2.00K
Increased by +0.36%
May 31, 25
9 Virtus KAR Mid-Cap Growth A 422.29K (1.71%) -120.48K
Decreased by -28.53%
Mar 31, 25
10 Wasatch Small Cap Growth Investor 413.78K (1.67%) 40.38K
Increased by +9.76%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 378.42K (1.53%) 2.72K
Increased by +0.72%
May 31, 25
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.47%) 0.00
Increased by 0.00%
Mar 31, 24
13 T. Rowe Price Small-Cap Stock 339.18K (1.37%) -397.00
Decreased by -0.12%
Jun 30, 25
14 T. Rowe Price US Small-Cap Core Equity 339.18K (1.37%) 49.30K
Increased by +14.54%
Jun 30, 25
15 T. Rowe Price Small-Cap Value 325.09K (1.31%) -380.00
Decreased by -0.12%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 304.72K (1.23%) -2.02K
Decreased by -0.66%
May 31, 25
17 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.21%) 38.48K
Increased by +12.84%
Sep 30, 24
18 DF Dent Mid Cap Growth 285.93K (1.16%) 19.44K
Increased by +6.80%
Jun 30, 25
19 DF Dent Midcap Growth Investor 270.93K (1.10%) 26.51K
Increased by +9.79%
Jun 30, 24
20 DF Dent Small Cap Growth 261.81K (1.06%) -600.00
Decreased by -0.23%
Jun 30, 25