Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 3.70%
2 CLIX 2.93%
3 IBUY 1.62%
4 PEZ 1.32%
5 XRT 1.13%
6 RETL 0.83%
7 MMSC 0.50%
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 VTWG 0.08%
18 RFLR 0.08%
19 EBIT 0.07%
20 FDIS 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.74M (14.34%) 38.69K
Increased by +0.67%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 4.95M (12.36%) -455.74K
Decreased by -9.21%
Dec 31, 24
3 BlackRock Inc 4.00M (10.00%) 564.56K
Increased by +14.10%
Dec 31, 24
4 Vanguard Group Inc 3.83M (9.57%) 65.60K
Increased by +1.71%
Dec 31, 24
5 William Blair Investment Management, LLC 3.48M (8.70%) -1.64M
Decreased by -47.01%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 1.86M (4.64%) -56.58K
Decreased by -3.05%
Dec 31, 24
7 Westfield Capital Management Company, LP 1.25M (3.12%) -838.24K
Decreased by -67.01%
Sep 30, 24
8 State Street Corporation 1.21M (3.03%) 46.48K
Increased by +3.83%
Mar 31, 24
9 London Company of Virginia 1.15M (2.87%) -6.38K
Decreased by -0.55%
Dec 31, 24
10 Turtle Creek Asset Management Inc. 1.15M (2.87%) 159.15K
Increased by +13.84%
Jun 30, 24
11 Westfield Capital Management Company, L.P. 1.07M (2.66%) -184.72K
Decreased by -17.32%
Dec 31, 24
12 State Street Corp 1.01M (2.52%) -114.06K
Decreased by -11.30%
Dec 31, 24
13 GW&K Investment Management, LLC 971.28K (2.42%) -18.24K
Decreased by -1.88%
Dec 31, 24
14 Goldman Sachs Group Inc 958.21K (2.39%) 169.27K
Increased by +17.67%
Dec 31, 24
15 Geode Capital Management, LLC 857.93K (2.14%) -3.72K
Decreased by -0.43%
Dec 31, 24
16 Balyasny Asset Management LLC 795.61K (1.99%) 681.45K
Increased by +85.65%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 709.37K (1.77%) 230.75K
Increased by +32.53%
Sep 30, 24
18 JPMorgan Chase & Co 699.34K (1.75%) 317.92K
Increased by +45.46%
Sep 30, 24
19 Two Sigma Advisers, LLC 680.40K (1.70%) 10.10K
Increased by +1.48%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 663.07K (1.66%) -46.55K
Decreased by -7.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.01M (7.51%) -214.50K
Decreased by -7.13%
Dec 31, 24
2 Fidelity Growth Compy Commingled Pl S 2.61M (6.52%) 49.30K
Increased by +1.89%
Jan 31, 25
3 Fidelity Growth Compy Commingled Pl O 2.48M (6.19%) -12.40K
Decreased by -0.50%
Aug 31, 24
4 Fidelity Growth Company Fund 1.83M (4.58%) 31.72K
Increased by +1.73%
Jan 31, 25
5 Fidelity® Growth Company 1.80M (4.49%) -60.20K
Decreased by -3.35%
Nov 30, 23
6 FullerThaler Behavioral Sm-Cp Gr R6 1.41M (3.51%) 173.80K
Increased by +12.35%
Jan 31, 25
7 Orchard Select Small Cap Value 1.30M (3.24%) 935.59K
Increased by +72.13%
Oct 31, 24
8 Orchard US Small Cap Value USD Instl 1 1.30M (3.24%) 935.59K
Increased by +72.13%
Oct 31, 24
9 FullerThaler Behavioral Small-Cap Growth 1.25M (3.11%) -22.79K
Decreased by -1.83%
Dec 31, 24
10 Vanguard Total Stock Mkt Idx Inv 1.20M (3.00%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares Russell 2000 ETF 992.11K (2.48%) -11.68K
Decreased by -1.18%
Feb 28, 25
12 Vanguard Small Cap Index 977.55K (2.44%) 798.00
Increased by +0.08%
Feb 28, 25
13 Orchard Small Cap Value ESG 951.92K (2.38%) 590.41K
Increased by +62.02%
Oct 31, 24
14 William Blair Sml-Mid Cap Grwth CIT Cl A 911.77K (2.28%) 911.77K
Increased by +100.00%
Sep 30, 24
15 William Blair Small-Mid Cap Growth CIT 900.56K (2.25%) -11.21K
Decreased by -1.24%
Oct 31, 24
16 William Blair Small-Mid Cap Growth I 736.29K (1.84%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity® Growth Company K6 669.32K (1.67%) -35.58K
Decreased by -5.32%
Nov 30, 23
18 Fidelity Growth Company K6 642.30K (1.60%) 9.58K
Increased by +1.49%
Jan 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 583.60K (1.46%) 832.00
Increased by +0.14%
Feb 28, 25
20 Stephens Small Cap Growth 579.76K (1.45%) -50.15K
Decreased by -8.65%
Dec 31, 24