Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 3.19%
3 PBJ 3.06%
4 PSCD 2.98%
5 RJMG 2.72%
6 PEZ 2.37%
7 EATZ 2.29%
8 FRTY 2.15%
9 RZG 1.12%
10 NSCS 1.11%
11 HAPS 0.89%
12 XSMO 0.85%
13 ACTV 0.84%
14 SLYG 0.78%
15 IJT 0.76%
16 OASC 0.68%
17 ATFV 0.67%
18 RYJ 0.64%
19 VIOG 0.55%
20 ESIX 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (16.19%) 79.07K
Increased by +1.27%
Mar 31, 25
2 Vanguard Group Inc 4.36M (11.40%) -61.75K
Decreased by -1.41%
Mar 31, 25
3 Wellington Management Company LLP 2.62M (6.84%) 1.38M
Increased by +52.82%
Mar 31, 25
4 12 West Capital Management LP 1.62M (4.23%) -145.52K
Decreased by -8.99%
Mar 31, 25
5 State Street Corp 1.45M (3.80%) -55.90K
Decreased by -3.84%
Mar 31, 25
6 Gilder Gagnon Howe & CO LLC 1.45M (3.79%) -15.02K
Decreased by -1.04%
Mar 31, 25
7 Engaged Capital LLC 1.37M (3.57%) 0.00
Increased by 0.00%
Dec 31, 23
8 State Street Corporation 1.36M (3.55%) 33.85K
Increased by +2.49%
Dec 31, 23
9 Amvescap Plc. 1.25M (3.25%) 292.35K
Increased by +23.48%
Dec 31, 24
10 Holocene Advisors, LP 946.35K (2.47%) 384.13K
Increased by +40.59%
Sep 30, 24
11 Geode Capital Management, LLC 900.60K (2.35%) 25.54K
Increased by +2.84%
Mar 31, 25
12 Balyasny Asset Management LLC 894.29K (2.34%) 196.97K
Increased by +22.03%
Dec 31, 24
13 Squarepoint Ops LLC 878.70K (2.29%) 378.49K
Increased by +43.07%
Mar 31, 25
14 Lord, Abbett & Co LLC 841.25K (2.20%) -176.26K
Decreased by -20.95%
Sep 30, 23
15 Ameriprise Financial Inc 791.86K (2.07%) 467.75K
Increased by +59.07%
Mar 31, 25
16 Van Berkom and Associates Inc 785.59K (2.05%) 125.36K
Increased by +15.96%
Mar 31, 25
17 Goldman Sachs Group Inc 758.55K (1.98%) 160.19K
Increased by +21.12%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 734.66K (1.92%) -8.82K
Decreased by -1.20%
Mar 31, 25
19 T. Rowe Price Investment Management,Inc. 728.65K (1.90%) -74.22K
Decreased by -10.19%
Dec 31, 24
20 Point72 Asset Management, L.P. 650.68K (1.70%) 395.31K
Increased by +60.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.43M (6.34%) -2.12K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.22M (3.18%) 19.40K
Increased by +1.59%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.19M (3.10%) 1.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 955.90K (2.50%) 5.17K
Increased by +0.54%
Apr 30, 25
5 iShares Russell 2000 ETF 937.16K (2.45%) 158.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Explorer Inv 927.79K (2.42%) 801.21K
Increased by +86.36%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 712.05K (1.86%) 712.05K
Increased by +100.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 617.57K (1.61%) 5.07K
Increased by +0.82%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 532.84K (1.39%) -400.00
Decreased by -0.08%
Apr 30, 25
10 Invesco Discovery A 527.45K (1.38%) 19.27K
Increased by +3.65%
Mar 31, 25
11 Invesco OFI Small Cap Growth 527.45K (1.38%) 19.27K
Increased by +3.65%
Mar 31, 25
12 UBS: US Equity Small Cap Growth 483.56K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 CT (Lux) American Smaller Com 9U USD 396.02K (1.03%) 10.75K
Increased by +2.72%
Mar 31, 25
14 Fidelity Small Cap Index 377.89K (0.99%) 2.22K
Increased by +0.59%
Feb 28, 25
15 Wasatch Small Cap Growth Investor 369.06K (0.96%) 37.93K
Increased by +10.28%
Mar 31, 25
16 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 357.50K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 347.02K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
19 iShares Russell 2000 Growth ETF 337.96K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.87%) 340.00
Increased by +0.10%
Mar 28, 24