Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 4.43%
2 CLIX 3.55%
3 IBUY 2.78%
4 PEZ 1.32%
5 XRT 1.12%
6 RETL 0.65%
7 MMSC 0.61%
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 (15.06%) 301.65K
Increased by +4.99%
Mar 31, 25
2 BlackRock Inc 4.86M (12.10%) 852.83K
Increased by +17.56%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.67M (11.64%) -280.28K
Decreased by -6.00%
Mar 31, 25
4 Vanguard Group Inc 3.93M (9.79%) 98.41K
Increased by +2.50%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 2.36M (5.89%) 506.23K
Increased by +21.41%
Mar 31, 25
6 Westfield Capital Management Company, LP 1.25M (3.12%) -838.24K
Decreased by -67.01%
Sep 30, 24
7 State Street Corporation 1.21M (3.03%) 46.48K
Increased by +3.83%
Mar 31, 24
8 Turtle Creek Asset Management Inc. 1.15M (2.87%) 159.15K
Increased by +13.84%
Jun 30, 24
9 London Company of Virginia 1.15M (2.86%) -2.85K
Decreased by -0.25%
Mar 31, 25
10 Westfield Capital Management Company, L.P. 1.07M (2.66%) -184.72K
Decreased by -17.32%
Dec 31, 24
11 State Street Corp 1.03M (2.56%) 19.62K
Increased by +1.91%
Mar 31, 25
12 William Blair Investment Management, LLC 985.53K (2.46%) -2.50M
Decreased by -253.40%
Mar 31, 25
13 GW&K Investment Management, LLC 950.33K (2.37%) -20.95K
Decreased by -2.20%
Mar 31, 25
14 Goldman Sachs Group Inc 927.91K (2.31%) -30.30K
Decreased by -3.26%
Mar 31, 25
15 Geode Capital Management, LLC 883.74K (2.20%) 25.80K
Increased by +2.92%
Mar 31, 25
16 Balyasny Asset Management LLC 795.61K (1.98%) 681.45K
Increased by +85.65%
Dec 31, 24
17 Bank of America Corp 734.23K (1.83%) 91.13K
Increased by +12.41%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 722.97K (1.80%) 59.89K
Increased by +8.28%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 709.37K (1.77%) 230.75K
Increased by +32.53%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 709.05K (1.77%) 320.28K
Increased by +45.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.01M (7.49%) -214.50K
Decreased by -7.13%
Dec 31, 24
2 Fidelity Growth Compy Commingled Pl S 2.76M (6.88%) 0.00
Increased by 0.00%
Mar 31, 25
3 Fidelity Growth Compy Commingled Pl O 2.48M (6.18%) -12.40K
Decreased by -0.50%
Aug 31, 24
4 Fidelity Growth Company Fund 1.93M (4.82%) 21.00K
Increased by +1.09%
Mar 31, 25
5 Fidelity® Growth Company 1.80M (4.48%) -60.20K
Decreased by -3.35%
Nov 30, 23
6 FullerThaler Behavioral Small-Cap Growth 1.56M (3.89%) 315.38K
Increased by +20.19%
Mar 31, 25
7 FullerThaler Behavioral Sm-Cp Gr R6 1.55M (3.87%) 144.80K
Increased by +9.33%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 1.30M (3.23%) 63.90K
Increased by +4.92%
Apr 30, 25
9 Orchard Select Small Cap Value 1.30M (3.23%) 935.59K
Increased by +72.13%
Oct 31, 24
10 Orchard US Small Cap Value USD Instl 1 1.30M (3.23%) 935.59K
Increased by +72.13%
Oct 31, 24
11 Vanguard US Total Market Shares ETF 1.18M (2.94%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Small Cap Index 1.01M (2.52%) 8.50K
Increased by +0.84%
Apr 30, 25
13 Orchard Small Cap Value ESG 951.92K (2.37%) 590.41K
Increased by +62.02%
Oct 31, 24
14 iShares Russell 2000 ETF 946.19K (2.36%) 160.00
Increased by +0.02%
Apr 30, 25
15 William Blair Sml-Mid Cap Grwth CIT Cl A 911.77K (2.27%) 911.77K
Increased by +100.00%
Sep 30, 24
16 William Blair Small-Mid Cap Growth CIT 900.56K (2.24%) -11.21K
Decreased by -1.24%
Oct 31, 24
17 William Blair Small-Mid Cap Growth I 736.29K (1.83%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity® Growth Company K6 669.32K (1.67%) -35.58K
Decreased by -5.32%
Nov 30, 23
19 Fidelity Growth Company K6 664.33K (1.66%) 6.50K
Increased by +0.98%
Mar 31, 25
20 Stephens Small Cap Growth 636.05K (1.58%) 56.29K
Increased by +8.85%
Mar 31, 25