Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.44%
2 PEZ 1.96%
3 FDM 1.45%
4 TPSC 0.14%
5 CSF 0.11%
6 CSA 0.11%
7 IWO 0.05%
8 VCR 0.04%
9 VTWG 0.04%
10 BBSC 0.03%
11 EES 0.03%
12 VBK 0.03%
13 VTWO 0.03%
14 IWM 0.03%
15 FDIS 0.03%
16 RFLR 0.03%
17 RSSL 0.02%
18 ISCV 0.02%
19 JKL 0.02%
20 DFAT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Engaged Capital LLC 6.11M (11.54%) 0.00
Increased by 0.00%
Dec 31, 24
2 Orbis Allan Gray Ltd 5.74M (10.83%) 6.67K
Increased by +0.12%
Dec 31, 24
3 Vanguard Group Inc 5.57M (10.51%) 97.80K
Increased by +1.76%
Dec 31, 24
4 BlackRock Inc 4.38M (8.27%) 288.27K
Increased by +6.58%
Dec 31, 24
5 Berkshire Partners LLC 3.76M (7.09%) 0.00
Increased by 0.00%
Dec 31, 24
6 UBS Group AG 2.39M (4.52%) 1.45M
Increased by +60.75%
Dec 31, 24
7 Ameriprise Financial Inc 2.22M (4.19%) -28.07K
Decreased by -1.26%
Dec 31, 24
8 Zuckerman Investment Group, LLC 1.94M (3.67%) 125.07K
Increased by +6.43%
Dec 31, 24
9 Principal Financial Group Inc 1.79M (3.37%) 176.00K
Increased by +9.84%
Sep 30, 24
10 Marshall Wace Asset Management Ltd 1.75M (3.31%) 132.11K
Increased by +7.54%
Dec 31, 24
11 Hodges Capital Management Inc 1.65M (3.12%) 737.05K
Increased by +44.59%
Dec 31, 24
12 Samlyn Capital, LLC 1.62M (3.05%) 254.42K
Increased by +15.72%
Dec 31, 23
13 Millennium Management LLC 1.52M (2.87%) 1.13M
Increased by +74.25%
Sep 30, 24
14 Franklin Resources Inc 1.30M (2.46%) 9.87K
Increased by +0.76%
Dec 31, 24
15 Geode Capital Management, LLC 1.28M (2.42%) 12.40K
Increased by +0.97%
Dec 31, 24
16 Emerald Advisers, LLC 1.24M (2.34%) -29.48K
Decreased by -2.37%
Dec 31, 24
17 Blair William & Co 1.22M (2.30%) -442.78K
Decreased by -36.29%
Dec 31, 24
18 FMR Inc 1.18M (2.23%) 1.18M
Increased by +99.93%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.16M (2.19%) 238.59K
Increased by +20.55%
Dec 31, 24
20 State Street Corp 1.14M (2.16%) 59.07K
Increased by +5.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AB Small Cap Growth A 2.54M (4.79%) 2.02M
Increased by +79.37%
Feb 28, 25
2 Columbia Acorn Inst 1.86M (3.51%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.30%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 1.44M (2.72%) 1.18K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.44M (2.71%) -12.48K
Decreased by -0.87%
Mar 31, 25
6 Orbis SICAV Global Bal Instl Inv 1.35M (2.55%) 277.68K
Increased by +20.51%
Sep 30, 24
7 Franklin Small Cap Growth SMA 1.19M (2.24%) 1.19M
Increased by +99.99%
Mar 31, 24
8 Franklin Small Cap Growth Adv 1.18M (2.22%) 0.00
Increased by 0.00%
Feb 28, 25
9 Franklin US Small Cap Growth Equity 1.18M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
10 Columbia Small Cap Growth Inst 1.00M (1.89%) 178.70K
Increased by +17.83%
Feb 28, 25
11 Orbis Global Equity Investor 987.04K (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 865.51K (1.63%) 8.06K
Increased by +0.93%
Feb 28, 25
13 Principal SmallCap Growth I Instl 839.61K (1.58%) 367.99K
Increased by +43.83%
Feb 28, 25
14 Vanguard Small Cap Growth Index Inv 809.49K (1.53%) -8.04K
Decreased by -0.99%
Feb 28, 25
15 Principal U.S. Small Cap Equity 658.70K (1.24%) 204.00K
Increased by +30.97%
Sep 30, 24
16 Buffalo Small Cap 641.67K (1.21%) 79.36K
Increased by +12.37%
Mar 31, 24
17 Buffalo Small Cap Growth 641.67K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
18 Kornitzer Small Cap Equity 641.67K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
19 Principal SmallCap R5 635.90K (1.20%) -22.80K
Decreased by -3.59%
Oct 31, 24
20 AB US Small Cap Growth Collective Tr W 584.10K (1.10%) 467.83K
Increased by +80.09%
Feb 28, 25