Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.02%
2 FIXT 2.31%
3 FEMA 1.90%
4 AMID 1.85%
5 NSCS 0.94%
6 CNTR 0.80%
7 SMCP 0.74%
8 SMIZ 0.59%
9 SMCO 0.59%
10 MMSC 0.34%
11 DWAS 0.29%
12 FYC 0.26%
13 NVQ 0.24%
14 NVQ_old 0.24%
15 DGRS 0.24%
16 AVSC 0.24%
17 ROGS 0.22%
18 ISMD 0.21%
19 RNSC 0.21%
20 FSGS 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 2.00M (11.05%) 450.13K
Increased by +22.48%
Dec 31, 24
2 BlackRock Inc 1.63M (9.02%) 212.60K
Increased by +13.01%
Dec 31, 24
3 Capital Research Global Investors 1.24M (6.83%) -120.61K
Decreased by -9.74%
Dec 31, 24
4 Vanguard Group Inc 1.08M (5.94%) 13.05K
Increased by +1.21%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 953.25K (5.26%) -46.35K
Decreased by -4.86%
Dec 31, 24
6 Silvercrest Asset Management Group LLC 525.89K (2.90%) -248.57K
Decreased by -47.27%
Dec 31, 24
7 State Street Corp 461.88K (2.55%) 12.82K
Increased by +2.77%
Dec 31, 24
8 Geode Capital Management, LLC 443.00K (2.44%) 2.01K
Increased by +0.45%
Dec 31, 24
9 State Street Corporation 429.26K (2.37%) 1.73K
Increased by +0.40%
Mar 31, 24
10 Principal Financial Group Inc 400.56K (2.21%) -5.55K
Decreased by -1.39%
Mar 31, 24
11 Victory Capital Management Inc. 398.44K (2.20%) -6.96K
Decreased by -1.75%
Dec 31, 24
12 Goldman Sachs Group Inc 367.06K (2.02%) -21.33K
Decreased by -5.81%
Dec 31, 24
13 Congress Asset Management Company, LLP 353.82K (1.95%) 34.30K
Increased by +9.69%
Sep 30, 24
14 Ameriprise Financial Inc 349.12K (1.93%) -40.09K
Decreased by -11.48%
Dec 31, 24
15 FMR Inc 343.99K (1.90%) -556.57K
Decreased by -161.80%
Sep 30, 24
16 AllianceBernstein L.P. 333.42K (1.84%) 44.14K
Increased by +13.24%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 308.31K (1.70%) 93.13K
Increased by +30.21%
Dec 31, 24
18 Franklin Resources Inc 296.27K (1.63%) -62.04K
Decreased by -20.94%
Dec 31, 24
19 Northern Trust Corp 289.54K (1.60%) 2.55K
Increased by +0.88%
Jun 30, 24
20 Neumeier Investment Counsel LLC 280.10K (1.55%) -20.50K
Decreased by -7.32%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.28M (7.08%) -114.27K
Decreased by -8.90%
Dec 31, 24
2 Wasatch Core Growth 760.46K (4.20%) 223.75K
Increased by +29.42%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 590.77K (3.26%) 511.00
Increased by +0.09%
Feb 28, 25
4 iShares Russell 2000 ETF 490.80K (2.71%) -4.24K
Decreased by -0.86%
Mar 31, 25
5 Victory Small Cap Value CIT (Net 75) 295.00K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
6 Victory Sycamore Small Company Opp R 295.00K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 283.82K (1.57%) 415.00
Increased by +0.15%
Feb 28, 25
8 Wasatch Small Cap Value 276.94K (1.53%) 32.86K
Increased by +11.86%
Dec 31, 24
9 Putnam US Small Cap Growth Equity 259.81K (1.43%) -26.20K
Decreased by -10.08%
Dec 31, 24
10 Putnam US Small Cap Growth Managed Acct 259.81K (1.43%) -26.20K
Decreased by -10.08%
Dec 31, 24
11 Premier Miton US Opportunities B Acc 250.00K (1.38%) 30.00K
Increased by +12.00%
Dec 31, 24
12 Putnam Small Cap Growth A 237.56K (1.31%) -25.95K
Decreased by -10.92%
Jan 31, 25
13 CT (Lux) American Smaller Com 9U USD 211.08K (1.16%) 12.81K
Increased by +6.07%
Jan 31, 25
14 Congress Small Cap Growth Institutional 200.00K (1.10%) 0.00
Increased by 0.00%
Nov 30, 24
15 Strategic Advisers Fidelity US TtlStk 196.59K (1.08%) 58.46K
Increased by +29.74%
Oct 31, 24
16 Strategic Advisers® Fidelity US TtlStk 191.51K (1.06%) 82.00K
Increased by +42.82%
Nov 30, 23
17 Fidelity Small Cap Growth 187.22K (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
18 Fidelity Small Cap Index 184.15K (1.02%) -3.45K
Decreased by -1.87%
Jan 31, 25
19 Fidelity® Small Cap Growth 183.81K (1.01%) -223.00
Decreased by -0.12%
Oct 31, 23
20 Fidelity® Small Cap Index 180.35K (0.99%) 4.85K
Increased by +2.69%
Oct 31, 23