Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 5.88%
2 RUFF 4.59%
3 GLRY 3.02%
4 RISN 2.95%
5 PFI 2.87%
6 NEWZ 2.60%
7 EWMC 2.53%
8 GRPM 2.21%
9 CSMD 2.02%
10 PDP 1.98%
11 XMHQ 1.98%
12 KIE 1.95%
13 JMID 1.60%
14 RFG 1.53%
15 VNSE 1.53%
16 SAWS 1.50%
17 TSME 1.50%
18 FSGS 1.23%
19 RNSC 1.23%
20 IAK 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.13M (9.68%) 81.14K
Increased by +3.80%
Dec 31, 24
2 Vanguard Group Inc 2.11M (9.59%) 29.55K
Increased by +1.40%
Dec 31, 24
3 BAMCO Inc 1.73M (7.83%) -18.81K
Decreased by -1.09%
Dec 31, 24
4 State Street Corp 718.25K (3.26%) 28.86K
Increased by +4.02%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 689.62K (3.13%) 24.58K
Increased by +3.56%
Dec 31, 24
6 State Street Corporation 675.37K (3.06%) 6.16K
Increased by +0.91%
Mar 31, 24
7 Thrivent Financial For Lutherans 630.24K (2.86%) -5.78K
Decreased by -0.92%
Dec 31, 24
8 Geode Capital Management, LLC 544.95K (2.47%) 16.25K
Increased by +2.98%
Dec 31, 24
9 Davenport & Company LLC 511.87K (2.32%) 44.93K
Increased by +8.78%
Dec 31, 24
10 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.93%) 52.22K
Increased by +12.25%
Jun 30, 24
11 Geneva Capital Management 402.91K (1.83%) -4.92K
Decreased by -1.22%
Dec 31, 24
12 AllianceBernstein L.P. 387.23K (1.76%) -44.39K
Decreased by -11.46%
Mar 31, 24
13 Amvescap Plc. 352.33K (1.60%) -58.97K
Decreased by -16.74%
Dec 31, 24
14 JPMorgan Chase & Co 329.60K (1.50%) -292.27K
Decreased by -88.68%
Dec 31, 24
15 Champlain Investment Partners, LLC 323.10K (1.47%) -29.98K
Decreased by -9.28%
Dec 31, 24
16 Royal London Asset Management Ltd 322.44K (1.46%) -19.67K
Decreased by -6.10%
Dec 31, 24
17 Riverbridge Partners LLC 306.38K (1.39%) -20.84K
Decreased by -6.80%
Dec 31, 24
18 NORGES BANK 265.21K (1.20%) 30.63K
Increased by +11.55%
Jun 30, 24
19 Capital World Investors 257.87K (1.17%) -83.00
Decreased by -0.03%
Dec 31, 24
20 Macquarie Group Ltd 256.28K (1.16%) 7.44K
Increased by +2.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 920.00K (4.17%) -5.00K
Decreased by -0.54%
Dec 31, 24
2 Baron Small Cap Growth Strategy 920.00K (4.17%) -5.00K
Decreased by -0.54%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 719.34K (3.26%) 529.00
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 697.70K (3.16%) 396.00
Increased by +0.06%
Feb 28, 25
5 Vanguard Small Cap Index 564.86K (2.56%) 462.00
Increased by +0.08%
Feb 28, 25
6 Baron Opp. Small Cap Growth Strategy 450.00K (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
7 Baron Small Cap Retail 450.00K (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 336.31K (1.53%) 464.00
Increased by +0.14%
Feb 28, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 329.60K (1.50%) 0.00
Increased by 0.00%
Jan 31, 25
10 Champlain Mid Cap Fund, LLC 324.50K (1.47%) -14.44K
Decreased by -4.45%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 317.27K (1.44%) -1.77K
Decreased by -0.56%
Feb 28, 25
12 American Funds SMALLCAP World A 257.62K (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 217.83K (0.99%) -36.00
Decreased by -0.02%
Feb 28, 25
14 BMC Global Select R SEK 215.68K (0.98%) 109.95K
Increased by +50.98%
Feb 28, 25
15 Thrivent Mid Cap Stock A 213.22K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
16 Macquarie Mid Cap Growth A 181.30K (0.82%) 1.99K
Increased by +1.09%
Jan 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 178.73K (0.81%) 1.69K
Increased by +0.94%
Feb 28, 25
18 Delaware Ivy Mid Cap Growth A 177.28K (0.80%) 8.50K
Increased by +4.80%
Oct 31, 24
19 Thrivent Mid Cap Stock 156.93K (0.71%) 1.36K
Increased by +0.87%
Aug 31, 24
20 Invesco Discovery A 156.52K (0.71%) -54.76K
Decreased by -34.99%
Dec 31, 23