Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPXZ 1.46%
2 DEEP 0.89%
3 DVP 0.40%
4 SQLV 0.25%
5 TMSL 0.20%
6 JSML 0.14%
7 QSML 0.10%
8 TXSS 0.08%
9 SCDS 0.08%
10 JSMD 0.07%
11 PSC 0.06%
12 EBIT 0.06%
13 AVSC 0.06%
14 KCE 0.05%
15 BBSC 0.04%
16 VTWG 0.04%
17 RFLR 0.03%
18 FINX 0.03%
19 EES 0.03%
20 PKW 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 16.74M (18.18%) 105.45K
Increased by +0.63%
Dec 31, 24
2 Wasatch Advisors Inc. 15.55M (16.89%) -1.08M
Decreased by -6.94%
Dec 31, 23
3 T. Rowe Price Associates, Inc. 12.66M (13.75%) 920.63K
Increased by +7.27%
Dec 31, 24
4 Vanguard Group Inc 10.18M (11.06%) 160.62K
Increased by +1.58%
Dec 31, 24
5 Working Capital Advisors (UK) Ltd. 9.13M (9.92%) 0.00
Increased by 0.00%
Dec 31, 24
6 BlackRock Inc 7.79M (8.46%) 161.67K
Increased by +2.08%
Dec 31, 24
7 Bregal North America General Partner Jersey Ltd 7.56M (8.22%) 0.00
Increased by 0.00%
Sep 30, 23
8 Bregal Sagemount I, L.P. 7.56M (8.22%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bregal Sagemount Management LP 7.56M (8.22%) 0.00
Increased by 0.00%
Sep 30, 23
10 True Wind Capital Management, L.P. 7.55M (8.20%) 0.00
Increased by 0.00%
Dec 31, 24
11 State Street Corp 2.62M (2.84%) 71.91K
Increased by +2.75%
Dec 31, 24
12 Cannell Capital LLC 2.50M (2.71%) -86.73K
Decreased by -3.47%
Dec 31, 24
13 State Street Corporation 2.48M (2.69%) 71.78K
Increased by +2.90%
Mar 31, 24
14 Geode Capital Management, LLC 2.39M (2.60%) 28.25K
Increased by +1.18%
Dec 31, 24
15 EVR Research LP 2.03M (2.21%) 130.00K
Increased by +6.40%
Dec 31, 24
16 JPMorgan Chase & Co 2.03M (2.20%) -716.97K
Decreased by -35.35%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.61M (1.75%) 305.65K
Increased by +18.93%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 1.61M (1.75%) 24.75K
Increased by +1.54%
Dec 31, 24
19 Northern Trust Corp 970.66K (1.05%) 95.72K
Increased by +9.86%
Dec 31, 24
20 Amvescap Plc. 966.89K (1.05%) 823.20K
Increased by +85.14%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 7.40M (8.04%) 126.65K
Increased by +1.71%
Jan 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 7.27M (7.90%) 612.68K
Increased by +8.42%
Dec 31, 24
3 Wasatch Core Growth 4.11M (4.46%) -63.19K
Decreased by -1.54%
Dec 31, 24
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.74M (4.06%) 309.03K
Increased by +8.27%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.21M (3.48%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 2.64M (2.87%) -31.10K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 2.59M (2.81%) 2.13K
Increased by +0.08%
Feb 28, 25
8 Wasatch Small Cap Growth Investor 2.03M (2.20%) 0.00
Increased by 0.00%
Sep 30, 23
9 Wasatch Ultra Growth 1.88M (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
10 Wasatch Small Cap Value 1.71M (1.86%) 5.23K
Increased by +0.31%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.80%) 2.94K
Increased by +0.18%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 1.45M (1.58%) -5.87K
Decreased by -0.40%
Feb 28, 25
13 Wasatch Micro Cap 1.24M (1.35%) 210.47K
Increased by +16.91%
Dec 31, 24
14 Fidelity Small Cap Index 1.04M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
15 Buffalo Small Cap 967.90K (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
16 Buffalo Small Growth Cap 967.90K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
17 Kornitzer Small Cap Equity 967.90K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
18 Fidelity® Small Cap Index 959.55K (1.04%) 25.67K
Increased by +2.68%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 908.58K (0.99%) -1.07K
Decreased by -0.12%
Feb 28, 25
20 Invesco Global Multi Cap Growth 803.15K (0.87%) 803.15K
Increased by +100.00%
Mar 31, 24