Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCG 1000.00%
3 SOVF 2.66%
4 PFI 1.12%
5 RZG 1.07%
6 FFTY 0.95%
7 XSMO 0.89%
8 PSCF 0.63%
9 SLYG 0.35%
10 DWAS 0.30%
11 PSC 0.29%
12 JSML 0.25%
13 IJT 0.24%
14 VIOG 0.24%
15 SSLY 0.24%
16 AVSC 0.21%
17 TPSC 0.21%
18 QVMS 0.20%
19 SPSM 0.18%
20 CSA 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.56M (15.10%) -23.37K
Decreased by -0.66%
Mar 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 2.55M (10.82%) -129.29K
Decreased by -5.07%
Mar 31, 24
3 Vanguard Group Inc 2.42M (10.25%) 46.86K
Increased by +1.94%
Mar 31, 24
4 Wasatch Advisors Inc. 2.12M (8.99%) -360.46K
Decreased by -17.02%
Sep 30, 23
5 Wasatch Advisors LP 2.10M (8.92%) 308.31K
Increased by +14.67%
Mar 31, 24
6 Capital World Investors 1.69M (7.16%) 0.00
Increased by 0.00%
Mar 31, 24
7 DF Dent & Co Inc 1.37M (5.80%) 380.21K
Increased by +27.80%
Mar 31, 24
8 State Street Corporation 837.47K (3.55%) 17.84K
Increased by +2.13%
Mar 31, 24
9 Owls Nest Partners IA, LLC 638.73K (2.71%) -4.17K
Decreased by -0.65%
Mar 31, 24
10 Loomis, Sayles & Company LP 625.31K (2.65%) 25.39K
Increased by +4.06%
Mar 31, 24
11 Geode Capital Management, LLC 583.72K (2.48%) 34.05K
Increased by +5.83%
Mar 31, 24
12 T. Rowe Price Investment Management,Inc. 569.54K (2.42%) 569.54K
Increased by +100.00%
Mar 31, 24
13 Wildcat Capital Management, LLC 516.01K (2.19%) 0.00
Increased by 0.00%
Mar 31, 24
14 Akre Capital Management, LLC 487.34K (2.07%) 243.67K
Increased by +50.00%
Mar 31, 24
15 William Blair Investment Management, LLC 423.92K (1.80%) -383.95K
Decreased by -90.57%
Sep 30, 23
16 Balyasny Asset Management LLC 401.52K (1.70%) 91.18K
Increased by +22.71%
Mar 31, 24
17 Nuveen Asset Management, LLC 393.27K (1.67%) -21.37K
Decreased by -5.43%
Dec 31, 23
18 Goldman Sachs Group Inc 389.10K (1.65%) -200.86K
Decreased by -51.62%
Mar 31, 24
19 3G Capital Partners Ltd 375.00K (1.59%) 125.00K
Increased by +33.33%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 342.07K (1.45%) 33.98K
Increased by +9.93%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.95M (8.28%) 0.00
Increased by 0.00%
Jun 30, 24
2 iShares Core S&P Small-Cap ETF 1.65M (6.98%) 3.27K
Increased by +0.20%
Jun 28, 24
3 Virtus KAR Small-Cap Growth I 1.20M (5.09%) -77.00K
Decreased by -6.41%
Mar 31, 24
4 DF Dent Mid Cap Growth 737.22K (3.13%) -9.21K
Decreased by -1.25%
Jun 30, 24
5 Vanguard Total Stock Mkt Idx Inv 686.97K (2.91%) 622.00
Increased by +0.09%
Jun 30, 24
6 Virtus KAR Mid-Cap Growth A 626.99K (2.66%) -17.96K
Decreased by -2.87%
Mar 31, 24
7 Wasatch Core Growth 618.99K (2.63%) 227.81K
Increased by +36.80%
Mar 31, 24
8 iShares Russell 2000 ETF 574.01K (2.44%) 73.06K
Increased by +12.73%
Jun 28, 24
9 Vanguard Small Cap Index 570.86K (2.42%) 27.48K
Increased by +4.81%
Jun 30, 24
10 Wasatch Small Cap Growth Investor 499.31K (2.12%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 378.78K (1.61%) 10.44K
Increased by +2.76%
Jun 30, 24
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Century Small Cap Growth Inv 327.27K (1.39%) 92.79K
Increased by +28.35%
Jun 30, 24
14 American Century U.S. Small Cap Growth 327.27K (1.39%) 92.79K
Increased by +28.35%
Jun 30, 24
15 Vanguard Small Cap Growth Index Inv 321.63K (1.36%) 12.01K
Increased by +3.73%
Jun 30, 24
16 DF Dent Midcap Growth Investor 244.42K (1.04%) 76.31K
Increased by +31.22%
Mar 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 243.15K (1.03%) -268.00
Decreased by -0.11%
Jun 28, 24
18 DF Dent Small Cap Growth 231.87K (0.98%) 1.21K
Increased by +0.52%
Jun 30, 24
19 Wasatch Ultra Growth 220.16K (0.93%) -63.44K
Decreased by -28.82%
Sep 30, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 217.66K (0.92%) -88.00
Decreased by -0.04%
Jun 28, 24