Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 0.88%
2 KCE 0.55%
3 SQLV 0.25%
4 FINX 0.21%
5 JSML 0.14%
6 IAI 0.11%
7 JSMD 0.07%
8 PSC 0.06%
9 AVSC 0.06%
10 IWO 0.04%
11 BBSC 0.04%
12 VTWG 0.04%
13 RYLD 0.03%
14 PKW 0.03%
15 EES 0.02%
16 IWM 0.02%
17 GSSC 0.02%
18 DFAS 0.02%
19 VBK 0.02%
20 VTWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 15.55M (17.30%) -1.08M
Decreased by -6.94%
Dec 31, 23
2 Wasatch Advisors LP 15.55M (17.30%) -1.08M
Decreased by -6.94%
Dec 31, 23
3 T. Rowe Price Associates, Inc. 10.71M (11.91%) -2.76K
Decreased by -0.03%
Dec 31, 23
4 Vanguard Group Inc 9.47M (10.54%) 46.91K
Increased by +0.50%
Dec 31, 23
5 Bregal North America General Partner Jersey Ltd 7.56M (8.42%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bregal Sagemount I, L.P. 7.56M (8.42%) 0.00
Increased by 0.00%
Sep 30, 23
7 Bregal Sagemount Management LP 7.56M (8.42%) 0.00
Increased by 0.00%
Sep 30, 23
8 True Wind Capital Management, L.P. 7.55M (8.40%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 7.33M (8.16%) 409.46K
Increased by +5.58%
Dec 31, 23
10 Working Capital Advisors (UK) Ltd. 7.09M (7.89%) 658.24K
Increased by +9.29%
Dec 31, 23
11 Cannell Capital LLC 2.65M (2.95%) 943.43K
Increased by +35.64%
Dec 31, 23
12 State Street Corporation 2.40M (2.67%) -491.42K
Decreased by -20.45%
Dec 31, 23
13 Geode Capital Management, LLC 2.15M (2.39%) 90.01K
Increased by +4.19%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 1.81M (2.02%) 71.86K
Increased by +3.96%
Dec 31, 23
15 Kornitzer Capital Management Inc 1.53M (1.70%) 0.00
Increased by 0.00%
Dec 31, 23
16 Northern Trust Corp 908.24K (1.01%) -3.13K
Decreased by -0.34%
Dec 31, 23
17 Raymond James & Associates 839.99K (0.93%) 46.43K
Increased by +5.53%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 838.08K (0.93%) -173.87K
Decreased by -20.75%
Sep 30, 23
19 Goldman Sachs Group Inc 832.34K (0.93%) 458.75K
Increased by +55.12%
Dec 31, 23
20 Charles Schwab Investment Management Inc 776.26K (0.86%) 9.96K
Increased by +1.28%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 6.12M (6.81%) -5.05K
Decreased by -0.08%
Mar 31, 24
2 T. Rowe Price US Mid-Cap Value Equity 6.12M (6.81%) -5.05K
Decreased by -0.08%
Mar 31, 24
3 Wasatch Core Growth 4.04M (4.50%) 444.33K
Increased by +11.00%
Mar 31, 24
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.05M (3.40%) 5.05K
Increased by +0.17%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.94M (3.27%) 4.64K
Increased by +0.16%
Mar 31, 24
6 Vanguard Small Cap Index 2.44M (2.71%) -31.68K
Decreased by -1.30%
Mar 31, 24
7 iShares Russell 2000 ETF 2.31M (2.57%) -18.42K
Decreased by -0.80%
Apr 30, 24
8 Wasatch Small Cap Growth Investor 2.03M (2.26%) 0.00
Increased by 0.00%
Sep 30, 23
9 Wasatch Ultra Growth 1.90M (2.12%) -80.69K
Decreased by -4.24%
Mar 31, 24
10 Wasatch Small Cap Value 1.76M (1.95%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.67%) 23.20K
Increased by +1.55%
Mar 31, 24
12 Vanguard Small Cap Growth Index Inv 1.38M (1.54%) -2.40K
Decreased by -0.17%
Mar 31, 24
13 Wasatch Micro Cap 1.04M (1.16%) 88.06K
Increased by +8.47%
Mar 31, 24
14 Fidelity Small Cap Index 1.02M (1.13%) 11.06K
Increased by +1.09%
Feb 29, 24
15 Buffalo Small Cap 967.90K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
16 Kornitzer Small Cap Equity 967.90K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Small Cap Index 959.55K (1.07%) 25.67K
Increased by +2.68%
Oct 31, 23
18 Invesco Global Multi Cap Growth 803.15K (0.89%) 803.15K
Increased by +100.00%
Mar 31, 24
19 Invesco Global Opportunities A 803.15K (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 784.97K (0.87%) -1.88K
Decreased by -0.24%
Apr 30, 24