Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 0.69%
2 WMCR 0.28%
3 BTEC 0.17%
4 CSML 0.11%
5 IWC 0.09%
6 PSM 0.04%
7 AVSC 0.04%
8 SMLV 0.04%
9 IWO 0.03%
10 VTWG 0.03%
11 VTWV 0.03%
12 IWN 0.03%
13 EES 0.02%
14 GSSC 0.02%
15 BBSC 0.02%
16 DFSV 0.02%
17 RSSL 0.01%
18 ISCG 0.01%
19 JKK 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brown Capital Management, LLC 1.67M (10.08%) -211.88K
Decreased by -12.68%
Mar 31, 25
2 Brown Advisory Holdings Inc 1.63M (9.83%) 94.72K
Increased by +5.82%
Mar 31, 25
3 BlackRock Inc 1.27M (7.68%) 14.00K
Increased by +1.10%
Mar 31, 25
4 BRAIDWELL LP 1.11M (6.68%) 0.00
Increased by 0.00%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 1.06M (6.37%) 62.98K
Increased by +5.97%
Mar 31, 25
6 Wellington Management Company LLP 1.05M (6.36%) -6.76K
Decreased by -0.64%
Mar 31, 25
7 Vanguard Group Inc 937.97K (5.66%) 14.08K
Increased by +1.50%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 749.36K (4.52%) 77.39K
Increased by +10.33%
Mar 31, 25
9 Wasatch Advisors LP 717.88K (4.33%) 21.56K
Increased by +3.00%
Mar 31, 25
10 Granahan Investment Management Inc.. 667.06K (4.03%) -119.31K
Decreased by -17.89%
Mar 31, 25
11 Awm Investment Company Inc 545.28K (3.29%) 28.49K
Increased by +5.22%
Mar 31, 25
12 New York State Common Retirement Fund 450.17K (2.72%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corp 445.41K (2.69%) 1.46K
Increased by +0.33%
Mar 31, 25
14 State Street Corporation 433.82K (2.62%) 13.72K
Increased by +3.16%
Mar 31, 24
15 Millennium Management LLC 422.70K (2.55%) 422.70K
Increased by +100.00%
Dec 31, 24
16 Wasatch Advisors Inc. 413.65K (2.50%) 26.07K
Increased by +6.30%
Dec 31, 23
17 Geode Capital Management, LLC 411.49K (2.48%) 19.22K
Increased by +4.67%
Mar 31, 25
18 Amvescap Plc. 408.31K (2.46%) -13.42K
Decreased by -3.29%
Dec 31, 23
19 Riverbridge Partners LLC 372.48K (2.25%) -18.30K
Decreased by -4.91%
Mar 31, 25
20 Marshall Wace Asset Management Ltd 355.78K (2.15%) 355.78K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Brown Capital Mgmt Small Co Inv 558.07K (3.37%) -94.43K
Decreased by -16.92%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 498.06K (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 498.06K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 409.35K (2.47%) 69.00
Increased by +0.02%
Apr 30, 25
5 Wasatch Micro Cap 376.55K (2.27%) 26.89K
Increased by +7.14%
Mar 31, 25
6 Brown Advisory Small-Cap Growth Inv 370.11K (2.23%) -96.90K
Decreased by -26.18%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 254.76K (1.54%) 573.00
Increased by +0.22%
Apr 30, 25
8 Strategic Advisers U.S. Total Stock{mg} 215.43K (1.30%) 12.09K
Increased by +5.61%
Sep 30, 24
9 Principal SmallCap Growth I Instl 201.42K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
10 JNL Multi-Manager Small Cap Growth A 198.34K (1.20%) -46.47K
Decreased by -23.43%
Mar 31, 25
11 Brown Advisory US SmlrComs Dollar B Acc 188.94K (1.14%) 318.00
Increased by +0.17%
Apr 30, 25
12 Invesco Small Cap Equity A 176.81K (1.07%) 0.00
Increased by 0.00%
Dec 31, 23
13 Invesco Small Cap Equity Composite 176.81K (1.07%) 0.00
Increased by 0.00%
Dec 31, 23
14 Strategic Advisers Small-Mid Cap 176.50K (1.06%) 63.66K
Increased by +36.07%
Jul 31, 24
15 Embark Small Cap Equity Retirement 174.62K (1.05%) 20.40K
Increased by +11.68%
Apr 30, 25
16 Xtrackers S&P 500 2xLev Dly Swap ETF 1C 167.77K (1.01%) 167.77K
Increased by +100.00%
Jul 31, 24
17 Fidelity Small Cap Index 166.96K (1.01%) 2.03K
Increased by +1.22%
Feb 28, 25
18 Fidelity® Small Cap Index 160.86K (0.97%) 12.04K
Increased by +7.49%
Oct 31, 23
19 Wasatch Micro Cap Value 158.33K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
20 MoA Small Cap Growth Fund 156.88K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24