Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 EATZ 3.14%
3 RJMG 2.48%
4 PEJ 2.38%
5 PEZ 2.37%
6 PSCD 2.24%
7 FRTY 2.15%
8 PBJ 2.09%
9 NSCS 1.11%
10 ATFV 0.98%
11 XSMO 0.85%
12 ACTV 0.84%
13 RZG 0.80%
14 VIOG 0.75%
15 HAPS 0.65%
16 RYJ 0.64%
17 SLYG 0.55%
18 IJT 0.55%
19 ESIX 0.51%
20 MMSC 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.12M (16.03%) 217.96K
Increased by +3.56%
Dec 31, 24
2 Vanguard Group Inc 4.43M (11.59%) 49.88K
Increased by +1.13%
Dec 31, 24
3 12 West Capital Management LP 1.76M (4.62%) -28.98K
Decreased by -1.64%
Dec 31, 24
4 State Street Corp 1.51M (3.96%) 57.64K
Increased by +3.82%
Dec 31, 24
5 Gilder Gagnon Howe & CO LLC 1.47M (3.84%) -31.64K
Decreased by -2.16%
Dec 31, 24
6 Engaged Capital LLC 1.37M (3.58%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corporation 1.36M (3.56%) 33.85K
Increased by +2.49%
Dec 31, 23
8 Amvescap Plc. 1.25M (3.26%) 292.35K
Increased by +23.48%
Dec 31, 24
9 Wellington Management Company LLP 1.24M (3.24%) 14.90K
Increased by +1.21%
Dec 31, 24
10 Holocene Advisors, LP 946.35K (2.48%) 384.13K
Increased by +40.59%
Sep 30, 24
11 Balyasny Asset Management LLC 894.29K (2.34%) 196.97K
Increased by +22.03%
Dec 31, 24
12 Geode Capital Management, LLC 875.06K (2.29%) -1.32K
Decreased by -0.15%
Dec 31, 24
13 Lord, Abbett & Co LLC 841.25K (2.20%) -176.26K
Decreased by -20.95%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 760.60K (1.99%) 19.32K
Increased by +2.54%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 743.48K (1.95%) 208.05K
Increased by +27.98%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 728.65K (1.91%) -74.22K
Decreased by -10.19%
Dec 31, 24
17 Van Berkom and Associates Inc 660.24K (1.73%) -182.24K
Decreased by -27.60%
Dec 31, 24
18 Point72 Asset Management, L.P. 650.68K (1.70%) 395.31K
Increased by +60.75%
Sep 30, 24
19 Champlain Investment Partners, LLC 614.75K (1.61%) 27.71K
Increased by +4.51%
Sep 30, 24
20 MANE GLOBAL CAPITAL MANAGEMENT LP 602.13K (1.58%) 602.13K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.48M (6.48%) 1.46K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.13%) 6.49K
Increased by +0.54%
Feb 28, 25
3 iShares Russell 2000 ETF 1.00M (2.62%) -8.69K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 970.90K (2.54%) 798.00
Increased by +0.08%
Feb 28, 25
5 Van Berkom Sm-Cap Eq 712.05K (1.86%) 712.05K
Increased by +100.00%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 609.89K (1.60%) 848.00
Increased by +0.14%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 545.51K (1.43%) -2.95K
Decreased by -0.54%
Feb 28, 25
8 Invesco Discovery A 508.18K (1.33%) 0.00
Increased by 0.00%
Feb 28, 25
9 Invesco OFI Small Cap Growth 508.18K (1.33%) 164.10K
Increased by +32.29%
Dec 31, 24
10 UBS: US Equity Small Cap Growth 483.56K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
11 CT (Lux) American Smaller Com 9U USD 385.27K (1.01%) 106.95K
Increased by +27.76%
Feb 28, 25
12 Fidelity Small Cap Index 375.67K (0.98%) -7.04K
Decreased by -1.87%
Jan 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 364.79K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 347.02K (0.91%) 520.00
Increased by +0.15%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 336.76K (0.88%) -1.60K
Decreased by -0.48%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.87%) 340.00
Increased by +0.10%
Mar 28, 24
18 Wasatch Small Cap Growth Investor 331.13K (0.87%) -7.03K
Decreased by -2.12%
Dec 31, 24
19 T. Rowe Price US Small-Cap Core Equity 322.80K (0.85%) -39.34K
Decreased by -12.19%
Dec 31, 24
20 Fidelity Greater Canada Sr F 308.00K (0.81%) 308.00K
Increased by +100.00%
Mar 31, 24