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 KCE 0.08%
10 SCDS 0.08%
11 JSMD 0.07%
12 PSC 0.06%
13 EBIT 0.06%
14 AVSC 0.06%
15 BBSC 0.04%
16 FINX 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 LP 16.74M (19.14%) 105.45K
Increased by +0.63%
Dec 31, 24
2 Wasatch Advisors Inc. 15.55M (17.78%) -1.08M
Decreased by -6.94%
Dec 31, 23
3 T. Rowe Price Associates, Inc. 12.66M (14.47%) 920.63K
Increased by +7.27%
Dec 31, 24
4 Vanguard Group Inc 10.18M (11.64%) 160.62K
Increased by +1.58%
Dec 31, 24
5 Working Capital Advisors (UK) Ltd. 9.13M (10.45%) 0.00
Increased by 0.00%
Dec 31, 24
6 BlackRock Inc 7.79M (8.91%) 161.67K
Increased by +2.08%
Dec 31, 24
7 Bregal North America General Partner Jersey Ltd 7.56M (8.65%) 0.00
Increased by 0.00%
Sep 30, 23
8 Bregal Sagemount I, L.P. 7.56M (8.65%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bregal Sagemount Management LP 7.56M (8.65%) 0.00
Increased by 0.00%
Sep 30, 23
10 True Wind Capital Management, L.P. 7.55M (8.63%) 0.00
Increased by 0.00%
Mar 31, 25
11 State Street Corp 2.62M (2.99%) 71.91K
Increased by +2.75%
Dec 31, 24
12 Cannell Capital LLC 2.50M (2.86%) -86.73K
Decreased by -3.47%
Dec 31, 24
13 State Street Corporation 2.48M (2.83%) 71.78K
Increased by +2.90%
Mar 31, 24
14 Geode Capital Management, LLC 2.39M (2.74%) 28.25K
Increased by +1.18%
Dec 31, 24
15 EVR Research LP 2.03M (2.32%) 130.00K
Increased by +6.40%
Dec 31, 24
16 JPMorgan Chase & Co 2.03M (2.32%) -716.97K
Decreased by -35.35%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.61M (1.85%) 305.65K
Increased by +18.93%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 1.61M (1.84%) 24.75K
Increased by +1.54%
Dec 31, 24
19 Northern Trust Corp 970.66K (1.11%) 95.72K
Increased by +9.86%
Dec 31, 24
20 Amvescap Plc. 966.89K (1.11%) 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 (9.11%) 377.55K
Increased by +4.74%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 7.97M (9.11%) 694.95K
Increased by +8.72%
Mar 31, 25
3 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.24M (4.85%) 503.28K
Increased by +11.87%
Mar 31, 25
4 Wasatch Core Growth 4.11M (4.70%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.21M (3.67%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 ETF 2.52M (2.88%) -20.45K
Decreased by -0.81%
Apr 29, 25
7 Wasatch Small Cap Growth Investor 2.03M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
8 Wasatch Ultra Growth 1.88M (2.15%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.95%) 54.03K
Increased by +3.16%
Mar 31, 25
10 Vanguard Small Cap Index 1.26M (1.45%) -1.33M
Decreased by -104.89%
Mar 31, 25
11 Wasatch Micro Cap 1.24M (1.42%) 210.47K
Increased by +16.91%
Dec 31, 24
12 Fidelity Small Cap Index 1.02M (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
13 Buffalo Small Cap 967.90K (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
14 Buffalo Small Growth Cap 967.90K (1.11%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity® Small Cap Index 959.55K (1.10%) 25.67K
Increased by +2.68%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 905.36K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
17 Invesco Global Multi Cap Growth 803.15K (0.92%) 803.15K
Increased by +100.00%
Mar 31, 24
18 Invesco Global Opportunities A 803.15K (0.92%) 0.00
Increased by 0.00%
May 31, 24
19 Vanguard Small Cap Growth Index Inv 705.10K (0.81%) -749.38K
Decreased by -106.28%
Mar 31, 25
20 JHFunds2 Mid Value NAV 685.50K (0.78%) 0.00
Increased by 0.00%
Feb 28, 25