Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 2.81%
2 ATFV 2.52%
3 FYC 0.34%
4 DWAS 0.30%
5 FYX 0.17%
6 QSML 0.15%
7 IWC 0.11%
8 FAD 0.07%
9 EES 0.03%
10 FDIS 0.03%
11 IWO 0.03%
12 RFLR 0.03%
13 VTWG 0.03%
14 DFAS 0.02%
15 RSSL 0.02%
16 VCR 0.02%
17 RYLD 0.02%
18 UWM 0.02%
19 IWM 0.02%
20 JKK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.14M (18.13%) -101.53K
Decreased by -8.87%
Dec 31, 24
2 Stephens Inc 746.65K (11.82%) -84.49K
Decreased by -11.32%
Dec 31, 24
3 12 West Capital Management LP 556.41K (8.81%) 63.00K
Increased by +11.32%
Dec 31, 24
4 BlackRock Inc 486.45K (7.70%) 26.86K
Increased by +5.52%
Dec 31, 24
5 Fred Alger Management, LLC 383.18K (6.07%) -122.42K
Decreased by -31.95%
Dec 31, 24
6 Portolan Capital Management, LLC 373.25K (5.91%) 156.72K
Increased by +41.99%
Dec 31, 24
7 Granahan Investment Management Inc.. 367.03K (5.81%) 51.60K
Increased by +14.06%
Dec 31, 24
8 Vanguard Group Inc 357.84K (5.67%) 19.02K
Increased by +5.32%
Dec 31, 24
9 Driehaus Capital Management LLC 265.66K (4.21%) 265.66K
Increased by +100.00%
Dec 31, 24
10 Wellington Management Company LLP 260.01K (4.12%) 245.35K
Increased by +94.36%
Jun 30, 24
11 Ameriprise Financial Inc 255.63K (4.05%) 46.49K
Increased by +18.19%
Dec 31, 24
12 Balyasny Asset Management LLC 212.71K (3.37%) 5.28K
Increased by +2.48%
Dec 31, 24
13 Lord, Abbett & Co LLC 209.69K (3.32%) 25.98K
Increased by +12.39%
Sep 30, 23
14 ING Investment Management LLC 204.58K (3.24%) 3.22K
Increased by +1.57%
Dec 31, 24
15 Hood River Capital Management LLC 201.81K (3.20%) 105.32K
Increased by +52.19%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 188.71K (2.99%) 87.00K
Increased by +46.10%
Dec 31, 24
17 Ophir Asset Management Pty Ltd 168.23K (2.66%) 50.00K
Increased by +29.72%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 154.72K (2.45%) 1.46K
Increased by +0.94%
Dec 31, 24
19 Eagle Asset Management, Inc. 144.62K (2.29%) 144.62K
Increased by +100.00%
Mar 31, 24
20 Granite Investment Partners, LLC 143.46K (2.27%) -25.72K
Decreased by -17.93%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Growth Inst 327.98K (5.19%) 62.93K
Increased by +19.19%
Feb 28, 25
2 Alger Small Cap Focus Composite 275.43K (4.36%) -7.38K
Decreased by -2.68%
Jan 31, 25
3 Alger Small Cap Focus I 275.43K (4.36%) -7.38K
Decreased by -2.68%
Jan 31, 25
4 Fidelity Small Cap Growth 246.63K (3.91%) 0.00
Increased by 0.00%
Jan 31, 25
5 Fidelity Advisor Equity Growth I 219.35K (3.47%) 0.00
Increased by 0.00%
Feb 28, 25
6 Columbia Small Cap Growth 213.80K (3.39%) 42.34K
Increased by +19.80%
Dec 31, 24
7 Fidelity VIP Growth Initial 211.15K (3.34%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Total Stock Mkt Idx Inv 190.22K (3.01%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity® Small Cap Growth 188.61K (2.99%) -229.00
Decreased by -0.12%
Oct 31, 23
10 iShares Russell 2000 ETF 176.10K (2.79%) -1.54K
Decreased by -0.87%
Mar 31, 25
11 Strategic Advisers U.S. Total Stock 174.83K (2.77%) -11.19K
Decreased by -6.40%
Feb 28, 25
12 Fidelity Capital Appreciation 159.57K (2.53%) 0.00
Increased by 0.00%
Feb 28, 25
13 Voya Small Cap Growth I 150.35K (2.38%) 24.38K
Increased by +16.21%
Feb 28, 25
14 Fidelity Growth Discovery 118.54K (1.88%) 0.00
Increased by 0.00%
Feb 28, 25
15 Voya Small Cap Growth 116.94K (1.85%) 4.20K
Increased by +3.59%
Dec 31, 24
16 Voya Small Cap Growth (Portland) 116.94K (1.85%) 4.20K
Increased by +3.59%
Dec 31, 24
17 Strategic Advisers U.S. Total Stock{mg} 116.84K (1.85%) 13.12K
Increased by +11.23%
Sep 30, 24
18 Fidelity Small Cap Growth K6 115.91K (1.84%) 450.00
Increased by +0.39%
Jan 31, 25
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 113.85K (1.80%) 1.58K
Increased by +1.39%
Dec 31, 24
20 VIP Growth Initial 112.00K (1.77%) -13.60K
Decreased by -12.14%
Nov 30, 23