Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 5.92%
2 RUFF 4.59%
3 GLRY 3.12%
4 RISN 2.99%
5 PFI 2.87%
6 NEWZ 2.60%
7 EWMC 2.53%
8 GRPM 2.35%
9 CSMD 2.10%
10 KIE 2.08%
11 XMHQ 2.06%
12 PDP 1.98%
13 RFG 1.60%
14 JMID 1.60%
15 SAWS 1.55%
16 VNSE 1.53%
17 TSME 1.38%
18 IAK 1.27%
19 FDG 1.27%
20 QMID 1.23%

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 GAMMA Investing LLC 309.06K (1.40%) 308.54K
Increased by +99.83%
Mar 31, 25
18 Riverbridge Partners LLC 306.38K (1.39%) -20.84K
Decreased by -6.80%
Dec 31, 24
19 NORGES BANK 265.21K (1.20%) 30.63K
Increased by +11.55%
Jun 30, 24
20 Capital World Investors 257.87K (1.17%) -83.00
Decreased by -0.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 915.00K (4.15%) -5.00K
Decreased by -0.55%
Mar 31, 25
2 Baron Small Cap Growth Strategy 915.00K (4.15%) -5.00K
Decreased by -0.55%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 722.62K (3.28%) 1.24K
Increased by +0.17%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 700.08K (3.18%) 528.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 699.77K (3.17%) 2.07K
Increased by +0.30%
Mar 31, 25
6 Vanguard Small Cap Index 551.83K (2.50%) -13.03K
Decreased by -2.36%
Mar 31, 25
7 Baron Opp. Small Cap Growth Strategy 450.00K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
8 Baron Small Cap Retail 450.00K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 341.09K (1.55%) 4.78K
Increased by +1.40%
Mar 31, 25
10 Eaton Vance Atlanta Capital SMID-Cap I 329.60K (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
11 Champlain Mid Cap Fund, LLC 318.01K (1.44%) -6.49K
Decreased by -2.04%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 309.40K (1.40%) -7.87K
Decreased by -2.54%
Mar 31, 25
13 American Funds SMALLCAP World A 257.62K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
14 Invesco S&P MidCap Quality ETF 220.34K (1.00%) -304.00
Decreased by -0.14%
Mar 31, 25
15 BMC Global Select R SEK 215.68K (0.98%) 109.95K
Increased by +50.98%
Feb 28, 25
16 Thrivent Mid Cap Stock A 209.56K (0.95%) -3.66K
Decreased by -1.75%
Jan 31, 25
17 Macquarie Mid Cap Growth A 181.30K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
18 Delaware Ivy Mid Cap Growth A 177.28K (0.80%) 8.50K
Increased by +4.80%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 176.65K (0.80%) -2.08K
Decreased by -1.18%
Mar 31, 25
20 Thrivent Mid Cap Stock 156.93K (0.71%) 1.36K
Increased by +0.87%
Aug 31, 24