Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPXZ 1.46%
2 DVP 0.56%
3 DEEP 0.55%
4 SQLV 0.25%
5 TMSL 0.20%
6 JSML 0.14%
7 QSML 0.10%
8 KCE 0.10%
9 TXSS 0.08%
10 SCDS 0.08%
11 JSMD 0.07%
12 PSC 0.06%
13 EBIT 0.06%
14 AVSC 0.06%
15 FINX 0.05%
16 BBSC 0.04%
17 RFLR 0.03%
18 EES 0.03%
19 PKW 0.02%
20 RSSL 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 15.55M (16.12%) -1.08M
Decreased by -6.94%
Dec 31, 23
2 T. Rowe Price Associates, Inc. 13.90M (14.41%) 1.25M
Increased by +8.96%
Mar 31, 25
3 Wasatch Advisors LP 13.44M (13.93%) -3.30M
Decreased by -24.53%
Mar 31, 25
4 Working Capital Advisors (UK) Ltd. 9.75M (10.11%) 619.06K
Increased by +6.35%
Mar 31, 25
5 Vanguard Group Inc 8.11M (8.41%) -2.07M
Decreased by -25.50%
Mar 31, 25
6 BlackRock Inc 7.62M (7.90%) -168.83K
Decreased by -2.22%
Mar 31, 25
7 Bregal North America General Partner Jersey Ltd 7.56M (7.84%) 0.00
Increased by 0.00%
Sep 30, 23
8 Bregal Sagemount I, L.P. 7.56M (7.84%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bregal Sagemount Management LP 7.56M (7.84%) 0.00
Increased by 0.00%
Sep 30, 23
10 True Wind Capital Management, L.P. 7.55M (7.82%) 0.00
Increased by 0.00%
Mar 31, 25
11 Ethos Financial Group LLC 2.95M (3.06%) 2.95M
Increased by +100.00%
Mar 31, 25
12 State Street Corp 2.62M (2.72%) 1.37K
Increased by +0.05%
Mar 31, 25
13 State Street Corporation 2.48M (2.57%) 71.78K
Increased by +2.90%
Mar 31, 24
14 Geode Capital Management, LLC 2.47M (2.56%) 72.91K
Increased by +2.96%
Mar 31, 25
15 EVR Research LP 2.08M (2.15%) 45.00K
Increased by +2.17%
Mar 31, 25
16 JPMorgan Chase & Co 2.03M (2.10%) -716.97K
Decreased by -35.35%
Sep 30, 24
17 Cannell Capital LLC 1.92M (1.99%) -577.43K
Decreased by -30.05%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.64M (1.70%) 32.13K
Increased by +1.96%
Mar 31, 25
19 Northern Trust Corp 970.66K (1.01%) 95.72K
Increased by +9.86%
Dec 31, 24
20 Amvescap Plc. 966.89K (1.00%) 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 7.97M (8.26%) 377.55K
Increased by +4.74%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 7.97M (8.26%) 694.95K
Increased by +8.72%
Mar 31, 25
3 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 4.24M (4.40%) 503.28K
Increased by +11.87%
Mar 31, 25
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.24M (4.40%) 503.28K
Increased by +11.87%
Mar 31, 25
5 Wasatch Core Growth 4.11M (4.26%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 3.21M (3.32%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 2.52M (2.61%) 426.00
Increased by +0.02%
Apr 30, 25
8 Wasatch Small Cap Growth Investor 2.03M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
9 Wasatch Ultra Growth 1.88M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.77%) -3.10K
Decreased by -0.18%
Apr 30, 25
11 Vanguard Small Cap Index 1.27M (1.31%) 1.47K
Increased by +0.12%
Apr 30, 25
12 Wasatch Micro Cap 1.24M (1.29%) 210.47K
Increased by +16.91%
Dec 31, 24
13 Fidelity Small Cap Index 1.02M (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
14 Buffalo Small Cap 967.90K (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
15 Buffalo Small Growth Cap 967.90K (1.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity® Small Cap Index 959.55K (0.99%) 25.67K
Increased by +2.68%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 905.36K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
18 Invesco Global Multi Cap Growth 803.15K (0.83%) 803.15K
Increased by +100.00%
Mar 31, 24
19 Invesco Global Opportunities A 803.15K (0.83%) 0.00
Increased by 0.00%
May 31, 24
20 Vanguard Small Cap Growth Index Inv 704.56K (0.73%) -532.00
Decreased by -0.08%
Apr 30, 25