Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 4.11%
2 CLIX 3.48%
3 IBUY 2.62%
4 PEZ 1.32%
5 XRT 1.29%
6 RETL 0.86%
7 MMSC 0.56%
8 SEIS 0.38%
9 QSML 0.37%
10 GSSC 0.16%
11 FSCC 0.14%
12 CSF 0.13%
13 CSA 0.13%
14 PSC 0.11%
15 JSML 0.08%
16 BBSC 0.08%
17 RFLR 0.08%
18 EBIT 0.07%
19 FDIS 0.07%
20 PRFZ 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.04M (26.61%) 301.65K
Increased by +4.99%
Mar 31, 25
2 BlackRock Inc 4.86M (21.38%) 852.83K
Increased by +17.56%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.67M (20.55%) -280.28K
Decreased by -6.00%
Mar 31, 25
4 Vanguard Group Inc 3.93M (17.30%) 98.41K
Increased by +2.50%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 2.36M (10.40%) 506.23K
Increased by +21.41%
Mar 31, 25
6 William Blair Investment Management, LLC 1.78M (7.82%) 790.21K
Increased by +44.50%
Jun 30, 25
7 Westfield Capital Management Company, LP 1.25M (5.51%) -838.24K
Decreased by -67.01%
Sep 30, 24
8 State Street Corporation 1.21M (5.34%) 46.48K
Increased by +3.83%
Mar 31, 24
9 Turtle Creek Asset Management Inc. 1.15M (5.06%) 159.15K
Increased by +13.84%
Jun 30, 24
10 London Company of Virginia 1.15M (5.05%) -2.85K
Decreased by -0.25%
Mar 31, 25
11 Westfield Capital Management Company, L.P. 1.07M (4.69%) -184.72K
Decreased by -17.32%
Dec 31, 24
12 State Street Corp 1.03M (4.53%) 19.62K
Increased by +1.91%
Mar 31, 25
13 Citadel Advisors Llc 1.02M (4.48%) 949.32K
Increased by +93.22%
Mar 31, 25
14 Millennium Management LLC 986.69K (4.34%) 986.69K
Increased by +100.00%
Mar 31, 25
15 GW&K Investment Management, LLC 950.33K (4.18%) -20.95K
Decreased by -2.20%
Mar 31, 25
16 Goldman Sachs Group Inc 927.91K (4.08%) -30.30K
Decreased by -3.26%
Mar 31, 25
17 Geode Capital Management, LLC 883.74K (3.89%) 25.80K
Increased by +2.92%
Mar 31, 25
18 Stephens Inv Mgmt Group LLC 817.98K (3.60%) 181.93K
Increased by +22.24%
Jun 30, 25
19 Balyasny Asset Management LLC 795.61K (3.50%) 681.45K
Increased by +85.65%
Dec 31, 24
20 Bank of America Corp 734.23K (3.23%) 91.13K
Increased by +12.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 2.77M (12.19%) 1.53K
Increased by +0.06%
Jun 30, 25
2 Virtus KAR Small-Cap Growth I 2.75M (12.08%) -262.00K
Decreased by -9.54%
Mar 31, 25
3 Fidelity Growth Compy Commingled Pl O 2.48M (10.91%) -12.40K
Decreased by -0.50%
Aug 31, 24
4 Fidelity Growth Company Fund 1.94M (8.55%) -1.00K
Decreased by -0.05%
Jun 30, 25
5 Fidelity® Growth Company 1.80M (7.92%) -60.20K
Decreased by -3.35%
Nov 30, 23
6 FullerThaler Behavioral Small-Cap Growth 1.56M (6.88%) 315.38K
Increased by +20.19%
Mar 31, 25
7 FullerThaler Behavioral Sm-Cp Gr R6 1.55M (6.83%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Total Stock Mkt Idx Inv 1.30M (5.71%) 0.00
Increased by 0.00%
Jun 30, 25
9 Orchard Select Small Cap Value 1.30M (5.71%) 935.59K
Increased by +72.13%
Oct 31, 24
10 Orchard US Small Cap Value USD Instl 1 1.30M (5.71%) 935.59K
Increased by +72.13%
Oct 31, 24
11 Vanguard US Total Market Shares ETF 1.18M (5.20%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Small Cap Index 986.00K (4.34%) -30.67K
Decreased by -3.11%
Jun 30, 25
13 iShares Russell 2000 ETF 976.58K (4.30%) -15.74K
Decreased by -1.61%
Jul 30, 25
14 Orchard Small Cap Value ESG 951.92K (4.19%) 590.41K
Increased by +62.02%
Oct 31, 24
15 William Blair Sml-Mid Cap Grwth CIT Cl A 911.77K (4.01%) 911.77K
Increased by +100.00%
Sep 30, 24
16 William Blair Small-Mid Cap Growth CIT 900.56K (3.96%) -11.21K
Decreased by -1.24%
Oct 31, 24
17 Stephens Small Cap Growth 817.98K (3.60%) 181.93K
Increased by +22.24%
Jun 30, 25
18 Virtus GF US Small Cap Focus I USD Acc 770.80K (3.39%) 229.70K
Increased by +29.80%
Jun 30, 25
19 Strategic Advisers U.S. Total Stock 756.36K (3.33%) 123.42K
Increased by +16.32%
May 31, 25
20 William Blair Small-Mid Cap Growth I 736.29K (3.24%) 0.00
Increased by 0.00%
Oct 31, 24