Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 1.74%
2 FDM 1.09%
3 TPSC 0.14%
4 CSF 0.11%
5 CSA 0.11%
6 VCR 0.05%
7 VTWG 0.04%
8 BBSC 0.04%
9 FDIS 0.04%
10 IWO 0.03%
11 VBK 0.03%
12 VTWO 0.03%
13 RFLR 0.03%
14 RSSL 0.02%
15 IWM 0.02%
16 EES 0.02%
17 PRFZ 0.02%
18 ISCG 0.02%
19 JKK 0.02%
20 UWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Partners LLC 5.92M (12.20%) 0.00
Increased by 0.00%
Mar 31, 24
2 Orbis Allan Gray Ltd 5.40M (11.13%) 179.06K
Increased by +3.31%
Mar 31, 24
3 Vanguard Group Inc 5.40M (11.13%) 700.58K
Increased by +12.97%
Mar 31, 24
4 BlackRock Inc 3.43M (7.05%) -1.76K
Decreased by -0.05%
Mar 31, 24
5 Blair William & Co 2.14M (4.40%) -363.15K
Decreased by -17.00%
Mar 31, 24
6 Engaged Capital LLC 1.99M (4.10%) 1.99M
Increased by +100.00%
Mar 31, 24
7 Ameriprise Financial Inc 1.84M (3.80%) 615.70K
Increased by +33.38%
Mar 31, 24
8 Samlyn Capital, LLC 1.62M (3.33%) 254.42K
Increased by +15.72%
Dec 31, 23
9 Principal Financial Group Inc 1.61M (3.32%) 39.47K
Increased by +2.45%
Jun 30, 24
10 Marshall Wace Asset Management Ltd 1.52M (3.13%) 425.04K
Increased by +27.93%
Mar 31, 24
11 Granahan Investment Management Inc.. 1.52M (3.13%) 194.12K
Increased by +12.78%
Mar 31, 24
12 Franklin Resources Inc 1.29M (2.65%) -51.01K
Decreased by -3.97%
Mar 31, 24
13 Zuckerman Investment Group, LLC 1.28M (2.63%) 267.12K
Increased by +20.90%
Mar 31, 24
14 FMR Inc 1.18M (2.44%) 1.18M
Increased by +99.93%
Mar 31, 24
15 Geode Capital Management, LLC 1.04M (2.13%) 29.09K
Increased by +2.81%
Mar 31, 24
16 State Street Corporation 957.25K (1.97%) 9.18K
Increased by +0.96%
Mar 31, 24
17 Emerald Advisers, LLC 942.46K (1.94%) 7.45K
Increased by +0.79%
Mar 31, 24
18 Nuveen Asset Management, LLC 907.09K (1.87%) 447.99K
Increased by +49.39%
Mar 31, 24
19 Goldman Sachs Group Inc 861.45K (1.77%) 463.78K
Increased by +53.84%
Dec 31, 23
20 Point72 Asset Management, L.P. 857.78K (1.77%) 772.69K
Increased by +90.08%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Acorn Inst 1.89M (3.89%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.76M (3.62%) 0.00
Increased by 0.00%
Jun 30, 24
3 iShares Russell 2000 ETF 1.45M (2.98%) 0.00
Increased by 0.00%
Jul 29, 24
4 Vanguard Small Cap Index 1.39M (2.87%) -67.57K
Decreased by -4.85%
Jun 30, 24
5 Franklin Small Cap Growth Adv 1.19M (2.45%) 0.00
Increased by 0.00%
Jun 30, 24
6 Franklin Small Cap Growth SMA 1.19M (2.45%) 1.19M
Increased by +99.99%
Mar 31, 24
7 Franklin US Small Cap Growth Equity 1.19M (2.45%) 0.00
Increased by 0.00%
Jun 30, 24
8 Orbis Global Equity Investor 987.04K (2.03%) 0.00
Increased by 0.00%
Mar 31, 24
9 Orbis SICAV Global Bal Instl Inv 792.83K (1.63%) 129.45K
Increased by +16.33%
Dec 31, 23
10 Vanguard Small Cap Growth Index Inv 784.54K (1.62%) -47.26K
Decreased by -6.02%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 747.80K (1.54%) 23.62K
Increased by +3.16%
Jun 30, 24
12 Buffalo Small Cap 641.67K (1.32%) 79.36K
Increased by +12.37%
Mar 31, 24
13 Kornitzer Small Cap Equity 641.67K (1.32%) 79.36K
Increased by +12.37%
Mar 31, 24
14 Principal SmallCap R5 454.70K (0.94%) 0.00
Increased by 0.00%
Jun 30, 24
15 Principal U.S. Small Cap Equity 454.70K (0.94%) 14.10K
Increased by +3.10%
Jun 30, 24
16 Fidelity Small Cap Index 450.85K (0.93%) 2.04K
Increased by +0.45%
May 31, 24
17 Fidelity® Small Cap Index 436.09K (0.90%) 11.48K
Increased by +2.63%
Oct 31, 23
18 Emerald Growth A 424.70K (0.87%) 1.47K
Increased by +0.35%
May 31, 24
19 Federated Hermes Kaufmann Small Cap A 400.00K (0.82%) 400.00K
Increased by +100.00%
Mar 31, 24
20 Federated Hermes Kaufmann Small Cap Grow 400.00K (0.82%) 0.00
Increased by 0.00%
Jun 30, 24