Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 3.19%
3 PBJ 3.06%
4 RJMG 2.70%
5 PSCD 2.59%
6 PEZ 2.43%
7 FRTY 2.15%
8 EATZ 2.08%
9 NSCS 1.11%
10 RZG 0.94%
11 XSMO 0.85%
12 ACTV 0.84%
13 VIOG 0.82%
14 HAPS 0.76%
15 SLYG 0.71%
16 ATFV 0.67%
17 IJT 0.66%
18 RYJ 0.64%
19 FNY 0.62%
20 OASC 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (16.13%) 79.07K
Increased by +1.27%
Mar 31, 25
2 Vanguard Group Inc 4.36M (11.35%) -61.75K
Decreased by -1.41%
Mar 31, 25
3 Wellington Management Company LLP 2.62M (6.82%) 1.38M
Increased by +52.82%
Mar 31, 25
4 12 West Capital Management LP 1.62M (4.21%) -145.52K
Decreased by -8.99%
Mar 31, 25
5 State Street Corp 1.45M (3.78%) -55.90K
Decreased by -3.84%
Mar 31, 25
6 Gilder Gagnon Howe & CO LLC 1.45M (3.77%) -15.02K
Decreased by -1.04%
Mar 31, 25
7 Engaged Capital LLC 1.37M (3.56%) 0.00
Increased by 0.00%
Dec 31, 23
8 State Street Corporation 1.36M (3.54%) 33.85K
Increased by +2.49%
Dec 31, 23
9 Amvescap Plc. 1.27M (3.30%) 24.78K
Increased by +1.95%
Mar 31, 25
10 Citadel Advisors Llc 1.05M (2.73%) 1.02M
Increased by +97.38%
Mar 31, 25
11 Holocene Advisors, LP 946.35K (2.46%) 384.13K
Increased by +40.59%
Sep 30, 24
12 Geode Capital Management, LLC 900.60K (2.34%) 25.54K
Increased by +2.84%
Mar 31, 25
13 Balyasny Asset Management LLC 894.29K (2.33%) 196.97K
Increased by +22.03%
Dec 31, 24
14 Squarepoint Ops LLC 878.70K (2.29%) 378.49K
Increased by +43.07%
Mar 31, 25
15 Lord, Abbett & Co LLC 841.25K (2.19%) -176.26K
Decreased by -20.95%
Sep 30, 23
16 Ameriprise Financial Inc 791.86K (2.06%) 467.75K
Increased by +59.07%
Mar 31, 25
17 Van Berkom and Associates Inc 785.59K (2.04%) 125.36K
Increased by +15.96%
Mar 31, 25
18 Goldman Sachs Group Inc 758.55K (1.97%) 160.19K
Increased by +21.12%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 734.66K (1.91%) -8.82K
Decreased by -1.20%
Mar 31, 25
20 T. Rowe Price Investment Management,Inc. 728.65K (1.90%) -74.22K
Decreased by -10.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.39M (6.22%) -6.73K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.22M (3.17%) 912.00
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.19M (3.09%) 1.10K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 971.14K (2.53%) 6.72K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 961.01K (2.50%) 5.11K
Increased by +0.53%
May 31, 25
6 Vanguard Explorer Inv 927.79K (2.41%) 801.21K
Increased by +86.36%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 712.05K (1.85%) 712.05K
Increased by +100.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 621.81K (1.62%) 4.24K
Increased by +0.68%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 528.97K (1.38%) -3.87K
Decreased by -0.73%
May 31, 25
10 Invesco OFI Small Cap Growth 487.60K (1.27%) -39.85K
Decreased by -8.17%
Jun 30, 25
11 UBS: US Equity Small Cap Growth 483.56K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
12 Invesco Discovery A 472.45K (1.23%) 113.34K
Increased by +23.99%
May 31, 25
13 Fidelity Small Cap Index 385.18K (1.00%) 4.97K
Increased by +1.29%
Apr 30, 25
14 Wasatch Small Cap Growth Investor 369.06K (0.96%) 37.93K
Increased by +10.28%
Mar 31, 25
15 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 354.20K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
17 CT (Lux) American Smaller Com 9U USD 348.81K (0.91%) -74.36K
Decreased by -21.32%
Jun 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 342.14K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
19 iShares Russell 2000 Growth ETF 340.81K (0.89%) 12.00
Increased by +0.00%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.86%) 340.00
Increased by +0.10%
Mar 28, 24