Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 2.81%
2 ATFV 2.52%
3 FRTY 1.52%
4 FYC 0.34%
5 DWAS 0.30%
6 FYX 0.17%
7 QSML 0.15%
8 IWC 0.14%
9 FAD 0.07%
10 IWO 0.04%
11 EES 0.03%
12 FDIS 0.03%
13 RFLR 0.03%
14 VTWG 0.03%
15 DFAS 0.02%
16 IWM 0.02%
17 RSSL 0.02%
18 VCR 0.02%
19 VTWO 0.02%
20 RYLD 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.02M (16.13%) -126.43K
Decreased by -12.41%
Mar 31, 25
2 Stephens Inc 727.92K (11.53%) -18.73K
Decreased by -2.57%
Mar 31, 25
3 12 West Capital Management LP 556.41K (8.81%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 497.73K (7.88%) 11.29K
Increased by +2.27%
Mar 31, 25
5 Granahan Investment Management Inc.. 401.14K (6.35%) 34.11K
Increased by +8.50%
Mar 31, 25
6 Portolan Capital Management, LLC 373.00K (5.91%) -254.00
Decreased by -0.07%
Mar 31, 25
7 Vanguard Group Inc 366.04K (5.80%) 8.20K
Increased by +2.24%
Mar 31, 25
8 Fred Alger Management, LLC 351.95K (5.57%) -31.23K
Decreased by -8.87%
Mar 31, 25
9 Ameriprise Financial Inc 294.38K (4.66%) 38.76K
Increased by +13.17%
Mar 31, 25
10 Driehaus Capital Management LLC 265.66K (4.21%) 265.66K
Increased by +100.00%
Dec 31, 24
11 Wellington Management Company LLP 260.01K (4.12%) 245.35K
Increased by +94.36%
Jun 30, 24
12 ING Investment Management LLC 256.45K (4.06%) 51.87K
Increased by +20.22%
Mar 31, 25
13 Lord, Abbett & Co LLC 209.69K (3.32%) 25.98K
Increased by +12.39%
Sep 30, 23
14 Hood River Capital Management LLC 201.81K (3.20%) 105.32K
Increased by +52.19%
Dec 31, 24
15 Balyasny Asset Management LLC 188.53K (2.99%) -24.18K
Decreased by -12.82%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 172.43K (2.73%) 17.71K
Increased by +10.27%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 167.17K (2.65%) -21.54K
Decreased by -12.88%
Mar 31, 25
18 Geode Capital Management, LLC 151.65K (2.40%) 9.13K
Increased by +6.02%
Mar 31, 25
19 Eagle Asset Management, Inc. 144.62K (2.29%) 144.62K
Increased by +100.00%
Mar 31, 24
20 Wasatch Advisors LP 144.03K (2.28%) 54.72K
Increased by +37.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alger Small Cap Focus Composite 258.06K (4.09%) -17.38K
Decreased by -6.73%
Mar 31, 25
2 Alger Small Cap Focus I 258.06K (4.09%) -17.38K
Decreased by -6.73%
Mar 31, 25
3 Columbia Small Cap Growth 248.59K (3.94%) 34.79K
Increased by +13.99%
Mar 31, 25
4 Columbia Small Cap Growth Inst 248.59K (3.94%) 0.00
Increased by 0.00%
Apr 30, 25
5 Fidelity Advisor Equity Growth I 219.35K (3.47%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity VIP Growth Initial 211.15K (3.34%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Total Stock Mkt Idx Inv 190.22K (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity® Small Cap Growth 188.61K (2.99%) -229.00
Decreased by -0.12%
Oct 31, 23
9 Vanguard US Total Market Shares ETF 173.72K (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
10 iShares Russell 2000 ETF 170.53K (2.70%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Capital Appreciation 159.57K (2.53%) 0.00
Increased by 0.00%
Apr 30, 25
12 Voya Small Cap Growth I 158.42K (2.51%) 6.06K
Increased by +3.83%
Apr 30, 25
13 Fidelity Small Cap Growth 158.03K (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
14 Voya Small Cap Growth 154.48K (2.45%) 37.54K
Increased by +24.30%
Mar 31, 25
15 Strategic Advisers U.S. Total Stock 153.14K (2.42%) -48.87K
Decreased by -31.91%
Apr 30, 25
16 Wasatch Micro Cap 142.88K (2.26%) 54.22K
Increased by +37.95%
Mar 31, 25
17 Fidelity Growth Discovery 118.54K (1.88%) 0.00
Increased by 0.00%
Apr 30, 25
18 Voya Small Cap Growth (Portland) 116.94K (1.85%) 4.20K
Increased by +3.59%
Dec 31, 24
19 Strategic Advisers U.S. Total Stock{mg} 116.84K (1.85%) 13.12K
Increased by +11.23%
Sep 30, 24
20 Heptagon Driehaus US Micro Cap Eq C$ Acc 113.85K (1.80%) 1.58K
Increased by +1.39%
Dec 31, 24