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 IWC 0.13%
7 FAD 0.07%
8 IWO 0.04%
9 EES 0.03%
10 FDIS 0.03%
11 VCR 0.03%
12 VTWG 0.03%
13 DFAS 0.02%
14 ISCG 0.02%
15 JKK 0.02%
16 RYLD 0.02%
17 IWM 0.02%
18 UWM 0.01%
19 SCHA 0.01%
20 JKJ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stephens Inc 851.07K (15.82%) -62.46K
Decreased by -7.34%
Mar 31, 24
2 FMR Inc 629.37K (11.70%) -96.14K
Decreased by -15.27%
Mar 31, 24
3 12 West Capital Management LP 463.42K (8.61%) 0.00
Increased by 0.00%
Mar 31, 24
4 BlackRock Inc 436.29K (8.11%) 5.28K
Increased by +1.21%
Mar 31, 24
5 Fred Alger Management, LLC 431.29K (8.02%) 69.58K
Increased by +16.13%
Mar 31, 24
6 Ameriprise Financial Inc 373.84K (6.95%) -64.50K
Decreased by -17.25%
Mar 31, 24
7 Vanguard Group Inc 327.31K (6.08%) 5.94K
Increased by +1.82%
Mar 31, 24
8 Driehaus Capital Management LLC 280.73K (5.22%) 145.04K
Increased by +51.66%
Mar 31, 24
9 Ophir Asset Management Pty Ltd 265.59K (4.94%) 89.84K
Increased by +33.83%
Mar 31, 24
10 Lord, Abbett & Co LLC 209.69K (3.90%) 25.98K
Increased by +12.39%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 175.62K (3.26%) -4.63K
Decreased by -2.64%
Mar 31, 24
12 Next Century Growth Investors LLC 172.01K (3.20%) -37.12K
Decreased by -21.58%
Mar 31, 24
13 Marshall Wace Asset Management Ltd 165.35K (3.07%) -27.44K
Decreased by -16.60%
Mar 31, 24
14 Granite Investment Partners, LLC 153.48K (2.85%) -2.08K
Decreased by -1.35%
Mar 31, 24
15 Portolan Capital Management, LLC 148.79K (2.77%) 73.87K
Increased by +49.65%
Mar 31, 24
16 Eagle Asset Management, Inc. 144.62K (2.69%) 144.62K
Increased by +100.00%
Mar 31, 24
17 ING Investment Management LLC 134.69K (2.50%) -18.60K
Decreased by -13.81%
Mar 31, 24
18 Geode Capital Management, LLC 129.39K (2.41%) 2.77K
Increased by +2.14%
Mar 31, 24
19 State Street Corporation 119.95K (2.23%) 2.75K
Increased by +2.29%
Mar 31, 24
20 Ranger Investment Management LP 117.69K (2.19%) 4.21K
Increased by +3.58%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Growth 311.80K (5.80%) 311.80K
Increased by +100.00%
Mar 31, 24
2 Alger Small Cap Focus Composite 293.18K (5.45%) 21.62K
Increased by +7.37%
Apr 30, 24
3 Alger Small Cap Focus I 293.18K (5.45%) 21.62K
Increased by +7.37%
Apr 30, 24
4 Fidelity Small Cap Growth 225.06K (4.18%) 78.59K
Increased by +34.92%
Apr 30, 24
5 Fidelity® Small Cap Growth 188.61K (3.51%) -229.00
Decreased by -0.12%
Oct 31, 23
6 Vanguard Total Stock Mkt Idx Inv 173.72K (3.23%) 0.00
Increased by 0.00%
May 31, 24
7 Columbia Small Cap Growth Inst 170.60K (3.17%) -34.51K
Decreased by -20.23%
May 31, 24
8 iShares Russell 2000 ETF 145.25K (2.70%) 9.38K
Increased by +6.46%
Jun 28, 24
9 Heptagon Driehaus US Micro Cap Eq C$ Acc 119.39K (2.22%) -911.00
Decreased by -0.76%
May 31, 24
10 Fidelity Advisor Equity Growth I 117.35K (2.18%) 0.00
Increased by 0.00%
May 31, 24
11 Ranger Micro Cap 115.36K (2.14%) 1.89K
Increased by +1.64%
Mar 31, 24
12 Wasatch Micro Cap 112.18K (2.09%) 22.46K
Increased by +20.02%
Dec 31, 23
13 Fidelity VIP Growth Initial 112.00K (2.08%) 0.00
Increased by 0.00%
May 31, 24
14 VIP Growth Initial 112.00K (2.08%) -13.60K
Decreased by -12.14%
Nov 30, 23
15 Fidelity Advisor® Equity Growth I 107.50K (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Capital Appreciation 96.50K (1.79%) 0.00
Increased by 0.00%
May 31, 24
17 Fidelity® Capital Appreciation 96.50K (1.79%) 0.00
Increased by 0.00%
Nov 30, 23
18 T. Rowe Price US Smlr Cm Eq A USD 91.37K (1.70%) 8.00K
Increased by +8.76%
Mar 31, 24
19 Eagle Small Cap Growth – Institutional 91.04K (1.69%) 91.04K
Increased by +100.00%
Mar 31, 24
20 Strategic Advisers® Small-Mid Cap 89.61K (1.67%) -30.77K
Decreased by -34.33%
Oct 31, 23