Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.58%
2 TPSC 0.14%
3 CSF 0.11%
4 CSA 0.11%
5 VTWG 0.04%
6 VCR 0.04%
7 IWO 0.04%
8 BBSC 0.03%
9 FDIS 0.03%
10 VBK 0.03%
11 EES 0.02%
12 VTWO 0.02%
13 PRFZ 0.02%
14 IWM 0.02%
15 DFAS 0.01%
16 RYLD 0.01%
17 SCHA 0.01%
18 JKK 0.01%
19 ISCG 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Partners LLC 5.92M (12.37%) 0.00
Increased by 0.00%
Dec 31, 23
2 Orbis Allan Gray Ltd 5.23M (10.91%) 152.87K
Increased by +2.93%
Dec 31, 23
3 Vanguard Group Inc 4.70M (9.82%) 178.63K
Increased by +3.80%
Dec 31, 23
4 BlackRock Inc 3.43M (7.16%) 355.20K
Increased by +10.36%
Dec 31, 23
5 Blair William & Co 2.50M (5.22%) 2.92K
Increased by +0.12%
Dec 31, 23
6 Samlyn Capital, LLC 1.62M (3.38%) 254.42K
Increased by +15.72%
Dec 31, 23
7 Franklin Resources Inc 1.34M (2.79%) 413.00
Increased by +0.03%
Dec 31, 23
8 Granahan Investment Management Inc.. 1.32M (2.77%) 334.73K
Increased by +25.27%
Dec 31, 23
9 Principal Financial Group Inc 1.29M (2.69%) -1.75K
Decreased by -0.14%
Dec 31, 23
10 Ameriprise Financial Inc 1.23M (2.57%) 1.21M
Increased by +98.06%
Dec 31, 23
11 Marshall Wace Asset Management Ltd 1.10M (2.29%) 640.37K
Increased by +58.39%
Dec 31, 23
12 Zuckerman Investment Group, LLC 1.01M (2.11%) 292.03K
Increased by +28.88%
Dec 31, 23
13 Geode Capital Management, LLC 1.01M (2.10%) 46.61K
Increased by +4.63%
Dec 31, 23
14 State Street Corporation 948.07K (1.98%) 103.33K
Increased by +10.90%
Dec 31, 23
15 Emerald Advisers, LLC 935.01K (1.95%) 93.61K
Increased by +10.01%
Dec 31, 23
16 Goldman Sachs Group Inc 861.45K (1.80%) 463.78K
Increased by +53.84%
Dec 31, 23
17 Emerald Mutual Fund Advisers Trust 784.45K (1.64%) 95.42K
Increased by +12.16%
Dec 31, 23
18 Nuveen Asset Management, LLC 702.16K (1.47%) -169.07K
Decreased by -24.08%
Sep 30, 23
19 Kornitzer Capital Management Inc 627.55K (1.31%) 13.32K
Increased by +2.12%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 605.50K (1.26%) 95.55K
Increased by +15.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.80M (3.76%) 2.77K
Increased by +0.15%
Mar 31, 24
2 Columbia Acorn Inst 1.53M (3.20%) 110.32K
Increased by +7.19%
Mar 31, 24
3 Vanguard Small Cap Index 1.46M (3.04%) -19.40K
Decreased by -1.33%
Mar 31, 24
4 Franklin Small Cap Growth Adv 1.19M (2.48%) 0.00
Increased by 0.00%
Mar 31, 24
5 Franklin Small Cap Growth SMA 1.19M (2.48%) 1.19M
Increased by +99.99%
Mar 31, 24
6 Franklin US Small Cap Growth Equity 1.19M (2.48%) 0.00
Increased by 0.00%
Mar 31, 24
7 iShares Russell 2000 ETF 1.05M (2.19%) -8.37K
Decreased by -0.80%
Apr 30, 24
8 Orbis Global Equity Investor 987.04K (2.06%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 827.24K (1.73%) -1.07K
Decreased by -0.13%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 718.50K (1.50%) 10.45K
Increased by +1.45%
Mar 31, 24
11 Orbis SICAV Global Bal Instl Inv 663.38K (1.39%) -66.55K
Decreased by -10.03%
Sep 30, 23
12 Buffalo Small Cap 562.30K (1.17%) 79.86K
Increased by +14.20%
Dec 31, 23
13 Kornitzer Small Cap Equity 562.30K (1.17%) 79.86K
Increased by +14.20%
Dec 31, 23
14 Fidelity Small Cap Index 462.04K (0.97%) 5.92K
Increased by +1.28%
Feb 29, 24
15 Principal SmallCap R5 440.60K (0.92%) 67.60K
Increased by +15.34%
Mar 31, 24
16 Principal U.S. Small Cap Equity 440.60K (0.92%) 153.10K
Increased by +34.75%
Mar 31, 24
17 Fidelity® Small Cap Index 436.09K (0.91%) 11.48K
Increased by +2.63%
Oct 31, 23
18 Emerald Growth A 423.23K (0.88%) 0.00
Increased by 0.00%
Feb 29, 24
19 Federated Hermes Kaufmann Small Cap A 400.00K (0.84%) 400.00K
Increased by +100.00%
Mar 31, 24
20 Federated Hermes Kaufmann Small Cap Grow 400.00K (0.84%) 400.00K
Increased by +100.00%
Mar 31, 24