Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRR 2.95%
2 FXZ 2.02%
3 RFG 0.79%
4 MMSC 0.78%
5 IVOG 0.59%
6 MDYG 0.58%
7 PSC 0.50%
8 TMFX 0.49%
9 VBK 0.34%
10 QVMM 0.33%
11 MDY 0.31%
12 JPME 0.30%
13 SPMD 0.30%
14 IVOO 0.30%
15 EQAL 0.25%
16 BKMC 0.25%
17 MIDU 0.24%
18 SCHA 0.23%
19 JMEE 0.23%
20 MVV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.73M (10.33%) 19.57K
Increased by +0.72%
Mar 31, 24
2 BlackRock Inc 2.43M (9.21%) 11.23K
Increased by +0.46%
Mar 31, 24
3 Durable Capital Partners LP 2.35M (8.88%) -147.41K
Decreased by -6.28%
Mar 31, 24
4 T. Rowe Price Associates, Inc. 2.10M (7.93%) 20.49K
Increased by +0.98%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 1.92M (7.26%) -12.24K
Decreased by -0.64%
Mar 31, 24
6 Wasatch Advisors LP 1.79M (6.77%) 28.75K
Increased by +1.61%
Mar 31, 24
7 Neuberger Berman Group LLC 1.14M (4.32%) -105.89K
Decreased by -9.27%
Mar 31, 24
8 T. Rowe Price Investment Management,Inc. 1.11M (4.20%) -32.28K
Decreased by -2.91%
Mar 31, 24
9 State Street Corporation 830.31K (3.14%) 30.43K
Increased by +3.67%
Mar 31, 24
10 ClearBridge Advisors, LLC 805.94K (3.05%) -114.78K
Decreased by -14.24%
Mar 31, 24
11 Conestoga Capital Advisors, LLC 704.00K (2.66%) 8.45K
Increased by +1.20%
Mar 31, 24
12 Geneva Capital Management 581.96K (2.20%) -4.03K
Decreased by -0.69%
Mar 31, 24
13 JPMorgan Chase & Co 529.70K (2.00%) -82.52K
Decreased by -15.58%
Mar 31, 24
14 GW&K Investment Management, LLC 471.03K (1.78%) -99.91K
Decreased by -21.21%
Mar 31, 24
15 Geode Capital Management, LLC 465.38K (1.76%) 20.26K
Increased by +4.35%
Mar 31, 24
16 Fred Alger Management, LLC 380.10K (1.44%) -13.35K
Decreased by -3.51%
Mar 31, 24
17 Port Capital LLC 377.19K (1.43%) 7.61K
Increased by +2.02%
Mar 31, 24
18 Snyder Capital Management LP 371.30K (1.40%) 15.22K
Increased by +4.10%
Mar 31, 24
19 Champlain Investment Partners, LLC 357.99K (1.35%) -171.06K
Decreased by -47.78%
Mar 31, 24
20 BAMCO Inc 345.79K (1.31%) -30.65K
Decreased by -8.86%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 1.38M (5.20%) -10.24K
Decreased by -0.74%
Mar 31, 24
2 US Small-Cap Growth II Equity Comp 1.38M (5.20%) -10.24K
Decreased by -0.74%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 918.14K (3.47%) 3.46K
Increased by +0.38%
May 31, 24
4 iShares Core S&P Mid-Cap ETF 908.60K (3.44%) -6.11K
Decreased by -0.67%
May 31, 24
5 Vanguard Small Cap Index 744.63K (2.82%) 1.74K
Increased by +0.23%
May 31, 24
6 Neuberger Berman Genesis Inv 715.96K (2.71%) -80.74K
Decreased by -11.28%
Mar 31, 24
7 Wasatch Core Growth 535.82K (2.03%) 35.99K
Increased by +6.72%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 438.18K (1.66%) 5.26K
Increased by +1.20%
May 31, 24
9 Vanguard Explorer Inv 433.17K (1.64%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard Small Cap Growth Index Inv 423.01K (1.60%) 4.31K
Increased by +1.02%
May 31, 24
11 Conestoga Small Cap Investors 417.88K (1.58%) 0.00
Increased by 0.00%
Apr 30, 24
12 ClearBridge Small Cap Growth A 372.29K (1.41%) -95.60K
Decreased by -25.68%
Mar 31, 24
13 Wasatch Small Cap Growth Investor 332.11K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
14 ClearBridge Small Cap Growth 329.69K (1.25%) 0.00
Increased by 0.00%
May 31, 24
15 Alger Small Cap Focus Composite 307.49K (1.16%) -6.10K
Decreased by -1.98%
Mar 31, 24
16 Alger Small Cap Focus I 307.49K (1.16%) -6.10K
Decreased by -1.98%
Mar 31, 24
17 T. Rowe Price Small-Cap Stock 285.30K (1.08%) -27.80K
Decreased by -9.74%
Mar 31, 24
18 T. Rowe Price US Small-Cap Core Equity 285.30K (1.08%) -27.80K
Decreased by -9.74%
Mar 31, 24
19 Baron Opp. Small Cap Growth Strategy 275.00K (1.04%) 0.00
Increased by 0.00%
Mar 31, 24
20 Baron Small Cap Retail 275.00K (1.04%) 0.00
Increased by 0.00%
Mar 31, 24