Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AOTG 0.19%
2 QSML 0.06%
3 IWC 0.04%
4 TXSS 0.04%
5 AVSC 0.01%
6 VTWG 0.01%
7 VTWO 0.01%
8 DFAS 0.01%
9 IWO 0.01%
10 IWM 0.01%
11 RSSL 0.01%
12 UWM 0.00%
13 IWN 0.00%
14 FTEC 0.00%
15 SCHA 0.00%
16 URTY 0.00%
17 DFSU 0.00%
18 RYLD 0.00%
19 HDG 0.00%
20 SPGM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stephens Group LLC 7.80M (33.36%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 2.01M (8.58%) 336.91K
Increased by +16.79%
Jun 30, 24
3 Vanguard Group Inc 1.95M (8.34%) 3.48K
Increased by +0.18%
Sep 30, 24
4 Franklin Resources Inc 1.79M (7.66%) 34.35K
Increased by +1.92%
Sep 30, 24
5 NORGES BANK 1.77M (7.59%) 0.00
Increased by 0.00%
Jun 30, 24
6 Solel Partners LP 1.49M (6.38%) -1.50K
Decreased by -0.10%
Sep 30, 24
7 Lakewood Capital Management, LP 966.53K (4.14%) 0.00
Increased by 0.00%
Sep 30, 24
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 954.33K (4.08%) 80.50K
Increased by +8.43%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 685.56K (2.93%) 19.12K
Increased by +2.79%
Sep 30, 24
10 Formula Growth Ltd 610.00K (2.61%) 70.00K
Increased by +11.48%
Sep 30, 24
11 Geode Capital Management, LLC 602.70K (2.58%) -6.68K
Decreased by -1.11%
Sep 30, 24
12 State Street Corp 507.63K (2.17%) 2.00K
Increased by +0.39%
Sep 30, 24
13 State Street Corporation 492.28K (2.11%) 23.03K
Increased by +4.68%
Mar 31, 24
14 Wasatch Advisors Inc. 469.50K (2.01%) -187.64K
Decreased by -39.97%
Sep 30, 23
15 Whetstone Capital Advisors, LLC 360.67K (1.54%) 268.00
Increased by +0.07%
Dec 31, 23
16 Atlantic Trust Group, LLC 335.59K (1.44%) 114.01K
Increased by +33.97%
Mar 31, 24
17 Metavasi Capital LP 310.00K (1.33%) 310.00K
Increased by +100.00%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 303.53K (1.30%) -35.74K
Decreased by -11.77%
Sep 30, 24
19 Acadian Asset Management LLC 296.06K (1.27%) -11.71K
Decreased by -3.96%
Mar 31, 24
20 Berylson Capital Partners LLC 282.57K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth SMA 1.67M (7.13%) 1.67M
Increased by +99.99%
Mar 31, 24
2 Franklin Small Cap Growth Adv 1.65M (7.06%) 0.00
Increased by 0.00%
Sep 30, 24
3 Franklin US Small Cap Growth Equity 1.65M (7.06%) -16.96K
Decreased by -1.03%
Sep 30, 24
4 iShares Russell 2000 ETF 819.48K (3.51%) -1.71K
Decreased by -0.21%
Nov 27, 24
5 Vanguard Total Stock Mkt Idx Inv 770.15K (3.30%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Information Technology ETF 538.78K (2.31%) 1.22K
Increased by +0.23%
Oct 31, 24
7 Wasatch Micro Cap 466.99K (2.00%) -187.55K
Decreased by -40.16%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 399.81K (1.71%) 0.00
Increased by 0.00%
Oct 31, 24
9 ArrowMark Small Cap Gro 351.59K (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
10 Meridian Small Cap Growth Legacy 351.59K (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Small Cap Index 298.58K (1.28%) -5.48K
Decreased by -1.83%
Sep 30, 24
12 WisdomTree Artfcl Intllgnc & Innvtn ETF 222.81K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity® Small Cap Index 221.25K (0.95%) 5.21K
Increased by +2.35%
Oct 31, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 179.75K (0.77%) -6.00K
Decreased by -3.34%
Oct 31, 24
15 DFA US Small Cap I 167.66K (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
16 iShares Russell 2000 Growth ETF 164.78K (0.71%) 0.00
Increased by 0.00%
Nov 27, 24
17 Fidelity Extended Market Index 136.16K (0.58%) 16.71K
Increased by +12.27%
Sep 30, 24
18 Vanguard Russell 2000 ETF 134.23K (0.57%) -816.00
Decreased by -0.61%
Oct 31, 24
19 DFA US Micro Cap I 128.21K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
20 Dimensional US Small Cap ETF 127.38K (0.54%) 0.00
Increased by 0.00%
Nov 28, 24