Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPXZ 1.46%
2 DEEP 1.40%
3 DVP 0.62%
4 SQLV 0.25%
5 TMSL 0.20%
6 JSML 0.14%
7 KCE 0.11%
8 QSML 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 IWC 0.04%
18 RFLR 0.03%
19 EES 0.03%
20 PKW 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 15.55M (16.32%) -1.08M
Decreased by -6.94%
Dec 31, 23
2 T. Rowe Price Associates, Inc. 13.90M (14.59%) 1.25M
Increased by +8.96%
Mar 31, 25
3 Working Capital Advisors (UK) Ltd. 9.75M (10.24%) 619.06K
Increased by +6.35%
Mar 31, 25
4 Bregal North America General Partner Jersey Ltd 7.56M (7.94%) 0.00
Increased by 0.00%
Sep 30, 23
5 Bregal Sagemount I, L.P. 7.56M (7.94%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bregal Sagemount Management LP 7.56M (7.94%) 0.00
Increased by 0.00%
Sep 30, 23
7 True Wind Capital Management, L.P. 7.55M (7.92%) 0.00
Increased by 0.00%
Mar 31, 26
8 BlackRock Inc 7.37M (7.73%) -107.53K
Decreased by -1.46%
Mar 31, 26
9 Wasatch Advisors LP 7.05M (7.40%) 716.51K
Increased by +10.16%
Mar 31, 26
10 Portolan Capital Management, LLC 6.90M (7.24%) 2.17M
Increased by +31.38%
Mar 31, 26
11 Vanguard Group Inc 5.79M (6.08%) -18.37K
Decreased by -0.32%
Dec 31, 25
12 LB Partners LLC 5.40M (5.67%) 150.00K
Increased by +2.78%
Mar 31, 26
13 Palogic Value Management LP 4.54M (4.77%) 223.51K
Increased by +4.92%
Mar 31, 26
14 Vanguard Capital Management, LLC 4.44M (4.66%) 4.44M
Increased by +100.00%
Mar 31, 26
15 Whetstone Capital Advisors, LLC 3.80M (3.99%) -2.22M
Decreased by -58.32%
Mar 31, 26
16 Ethos Financial Group LLC 3.46M (3.64%) 0.00
Increased by 0.00%
Mar 31, 26
17 Cannell Capital LLC 2.62M (2.75%) -977.40K
Decreased by -37.32%
Sep 30, 25
18 Geode Capital Management, LLC 2.50M (2.63%) -26.11K
Decreased by -1.04%
Mar 31, 26
19 State Street Corporation 2.48M (2.60%) 71.78K
Increased by +2.90%
Mar 31, 24
20 State Street Corp 2.18M (2.29%) 18.63K
Increased by +0.85%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 7.97M (8.36%) 377.55K
Increased by +4.74%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 7.97M (8.36%) 694.95K
Increased by +8.72%
Mar 31, 25
3 Strategic Advisers U.S. Total Stock 4.87M (5.11%) 386.14K
Increased by +7.93%
Apr 30, 26
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 4.24M (4.45%) 503.28K
Increased by +11.87%
Mar 31, 25
5 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.24M (4.45%) 503.28K
Increased by +11.87%
Mar 31, 25
6 Wasatch Core Growth 4.11M (4.31%) 0.00
Increased by 0.00%
Mar 31, 25
7 Wasatch Micro Cap 3.72M (3.91%) 281.19K
Increased by +7.56%
Mar 31, 26
8 Vanguard Total Stock Mkt Idx Inv 3.13M (3.28%) 0.00
Increased by 0.00%
Apr 30, 26
9 iShares Russell 2000 ETF 2.53M (2.65%) 23.35K
Increased by +0.92%
May 29, 26
10 Wasatch Small Cap Growth Investor 2.03M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
11 Wasatch Ultra Growth 1.88M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
12 Wasatch Micro Cap Value 1.69M (1.77%) 188.83K
Increased by +11.18%
Mar 31, 26
13 Wasatch Micro Cap Value Composite 1.69M (1.77%) 0.00
Increased by 0.00%
Mar 31, 26
14 Vanguard Small Cap Index 1.27M (1.33%) 4.66K
Increased by +0.37%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Small Cap Index 979.71K (1.03%) 4.07K
Increased by +0.42%
Mar 31, 26
17 Buffalo Small Cap 967.90K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
18 Buffalo Small Growth Cap 967.90K (1.02%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity® Small Cap Index 959.55K (1.01%) 25.67K
Increased by +2.68%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 877.47K (0.92%) 0.00
Increased by 0.00%
May 31, 25