Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPXZ 1.46%
2 DEEP 0.68%
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 0.03%
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 (17.67%) -1.08M
Decreased by -6.94%
Dec 31, 23
2 T. Rowe Price Associates, Inc. 13.90M (15.80%) 1.25M
Increased by +8.96%
Mar 31, 25
3 Working Capital Advisors (UK) Ltd. 9.75M (11.08%) 619.06K
Increased by +6.35%
Mar 31, 25
4 Bregal North America General Partner Jersey Ltd 7.56M (8.60%) 0.00
Increased by 0.00%
Sep 30, 23
5 Bregal Sagemount I, L.P. 7.56M (8.60%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bregal Sagemount Management LP 7.56M (8.60%) 0.00
Increased by 0.00%
Sep 30, 23
7 True Wind Capital Management, L.P. 7.55M (8.57%) 0.00
Increased by 0.00%
Dec 31, 25
8 BlackRock Inc 7.50M (8.52%) 125.68K
Increased by +1.68%
Sep 30, 25
9 Wasatch Advisors LP 6.34M (7.20%) -69.19K
Decreased by -1.09%
Dec 31, 25
10 Whetstone Capital Advisors, LLC 6.01M (6.83%) 1.53M
Increased by +25.37%
Dec 31, 25
11 Vanguard Group Inc 5.79M (6.58%) -18.37K
Decreased by -0.32%
Dec 31, 25
12 LB Partners LLC 5.05M (5.74%) 0.00
Increased by 0.00%
Sep 30, 25
13 Portolan Capital Management, LLC 4.74M (5.38%) 1.06M
Increased by +22.44%
Dec 31, 25
14 Palogic Value Management LP 4.32M (4.91%) 284.62K
Increased by +6.59%
Dec 31, 25
15 Ethos Financial Group LLC 3.46M (3.94%) -565.00
Decreased by -0.02%
Dec 31, 25
16 Cannell Capital LLC 2.62M (2.98%) -977.40K
Decreased by -37.32%
Sep 30, 25
17 Geode Capital Management, LLC 2.59M (2.94%) 26.36K
Increased by +1.02%
Sep 30, 25
18 State Street Corporation 2.48M (2.81%) 71.78K
Increased by +2.90%
Mar 31, 24
19 State Street Corp 2.16M (2.46%) 5.72K
Increased by +0.26%
Sep 30, 25
20 EVR Research LP 2.08M (2.36%) 45.00K
Increased by +2.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 7.97M (9.06%) 377.55K
Increased by +4.74%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 7.97M (9.06%) 694.95K
Increased by +8.72%
Mar 31, 25
3 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 4.24M (4.82%) 503.28K
Increased by +11.87%
Mar 31, 25
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.24M (4.82%) 503.28K
Increased by +11.87%
Mar 31, 25
5 Wasatch Core Growth 4.11M (4.67%) 0.00
Increased by 0.00%
Mar 31, 25
6 Strategic Advisers U.S. Total Stock 3.61M (4.11%) 574.31K
Increased by +15.89%
Jan 31, 26
7 Wasatch Micro Cap 3.44M (3.91%) 466.81K
Increased by +13.57%
Dec 31, 25
8 Vanguard Total Stock Mkt Idx Inv 3.13M (3.55%) 0.00
Increased by 0.00%
Jan 31, 26
9 iShares Russell 2000 ETF 2.57M (2.92%) 296.54K
Increased by +11.54%
Feb 28, 26
10 Wasatch Small Cap Growth Investor 2.03M (2.31%) 0.00
Increased by 0.00%
Sep 30, 23
11 Wasatch Ultra Growth 1.88M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
12 Wasatch Micro Cap Value 1.50M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
13 Wasatch Micro Cap Value Composite 1.50M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
14 Vanguard Small Cap Index 1.27M (1.44%) 4.66K
Increased by +0.37%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.29%) 0.00
Increased by 0.00%
Jan 31, 26
16 Fidelity Small Cap Index 992.50K (1.13%) -67.86K
Decreased by -6.84%
Dec 31, 25
17 Buffalo Small Cap 967.90K (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
18 Buffalo Small Growth Cap 967.90K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity® Small Cap Index 959.55K (1.09%) 25.67K
Increased by +2.68%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 877.47K (1.00%) 0.00
Increased by 0.00%
May 31, 25