Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 2.81%
2 ATFV 2.52%
3 FRTY 1.60%
4 FYC 0.34%
5 DWAS 0.30%
6 RUSC 0.27%
7 FYX 0.17%
8 QSML 0.15%
9 IWC 0.14%
10 FAD 0.07%
11 IWO 0.04%
12 VTWG 0.04%
13 EES 0.03%
14 FDIS 0.03%
15 RFLR 0.03%
16 VCR 0.03%
17 DFAS 0.02%
18 RSSL 0.02%
19 IWM 0.02%
20 VTWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.02M (16.10%) -126.43K
Decreased by -12.41%
Mar 31, 25
2 Stephens Inc 727.92K (11.51%) -18.73K
Decreased by -2.57%
Mar 31, 25
3 12 West Capital Management LP 556.41K (8.80%) 0.00
Increased by 0.00%
Mar 31, 25
4 ING Investment Management LLC 512.90K (8.11%) 308.31K
Increased by +60.11%
Mar 31, 25
5 BlackRock Inc 497.73K (7.87%) 11.29K
Increased by +2.27%
Mar 31, 25
6 Granahan Investment Management Inc.. 401.14K (6.34%) 34.11K
Increased by +8.50%
Mar 31, 25
7 Portolan Capital Management, LLC 373.00K (5.90%) -254.00
Decreased by -0.07%
Mar 31, 25
8 Vanguard Group Inc 366.04K (5.79%) 8.20K
Increased by +2.24%
Mar 31, 25
9 Fred Alger Management, LLC 351.95K (5.57%) -31.23K
Decreased by -8.87%
Mar 31, 25
10 Ameriprise Financial Inc 294.38K (4.66%) 38.76K
Increased by +13.17%
Mar 31, 25
11 Driehaus Capital Management LLC 265.66K (4.20%) 265.66K
Increased by +100.00%
Dec 31, 24
12 Wellington Management Company LLP 260.01K (4.11%) 245.35K
Increased by +94.36%
Jun 30, 24
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 (3.19%) 105.32K
Increased by +52.19%
Dec 31, 24
15 UBS Group AG 194.25K (3.07%) 60.11K
Increased by +30.95%
Mar 31, 25
16 Balyasny Asset Management LLC 188.53K (2.98%) -24.18K
Decreased by -12.82%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 172.43K (2.73%) 17.71K
Increased by +10.27%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 167.17K (2.64%) -21.54K
Decreased by -12.88%
Mar 31, 25
19 Geode Capital Management, LLC 151.65K (2.40%) 9.13K
Increased by +6.02%
Mar 31, 25
20 Eagle Asset Management, Inc. 144.62K (2.29%) 144.62K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Growth 278.34K (4.40%) 29.76K
Increased by +10.69%
Jun 30, 25
2 Columbia Small Cap Growth Inst 247.29K (3.91%) -1.29K
Decreased by -0.52%
May 31, 25
3 Fidelity Small Cap Growth 221.83K (3.51%) 63.80K
Increased by +28.76%
Apr 30, 25
4 Fidelity Advisor Equity Growth I 219.35K (3.47%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity VIP Growth Initial 211.15K (3.34%) 0.00
Increased by 0.00%
May 31, 25
6 Alger Small Cap Focus Composite 200.36K (3.17%) -57.70K
Decreased by -28.80%
Apr 30, 25
7 Alger Small Cap Focus I 200.36K (3.17%) -57.70K
Decreased by -28.80%
Apr 30, 25
8 Vanguard Total Stock Mkt Idx Inv 190.22K (3.01%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity® Small Cap Growth 188.61K (2.98%) -229.00
Decreased by -0.12%
Oct 31, 23
10 Vanguard US Total Market Shares ETF 173.72K (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
11 Voya Small Cap Growth 163.10K (2.58%) 8.62K
Increased by +5.29%
Jun 30, 25
12 Voya Small Cap Growth I 163.10K (2.58%) 1.67K
Increased by +1.03%
Jun 30, 25
13 Fidelity Capital Appreciation 159.57K (2.52%) 0.00
Increased by 0.00%
May 31, 25
14 iShares Russell 2000 ETF 157.85K (2.50%) 1.11K
Increased by +0.70%
Jun 30, 25
15 Wasatch Micro Cap 142.88K (2.26%) 54.22K
Increased by +37.95%
Mar 31, 25
16 Fidelity Growth Discovery 118.54K (1.87%) 0.00
Increased by 0.00%
May 31, 25
17 Voya Small Cap Growth (Portland) 116.94K (1.85%) 4.20K
Increased by +3.59%
Dec 31, 24
18 Strategic Advisers U.S. Total Stock{mg} 116.84K (1.85%) 13.12K
Increased by +11.23%
Sep 30, 24
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