Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 RJMG 3.04%
3 PEJ 2.93%
4 PBJ 2.76%
5 PSCD 2.61%
6 PEZ 2.37%
7 FRTY 2.15%
8 EATZ 2.10%
9 NSCS 1.11%
10 RZG 0.98%
11 XSMO 0.85%
12 ATFV 0.84%
13 ACTV 0.84%
14 HAPS 0.82%
15 SLYG 0.67%
16 IJT 0.67%
17 RYJ 0.64%
18 OASC 0.60%
19 VIOG 0.55%
20 MMSC 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.12M (15.97%) 217.96K
Increased by +3.56%
Dec 31, 24
2 Vanguard Group Inc 4.43M (11.54%) 49.88K
Increased by +1.13%
Dec 31, 24
3 12 West Capital Management LP 1.76M (4.60%) -28.98K
Decreased by -1.64%
Dec 31, 24
4 State Street Corp 1.51M (3.94%) 57.64K
Increased by +3.82%
Dec 31, 24
5 Gilder Gagnon Howe & CO LLC 1.47M (3.82%) -31.64K
Decreased by -2.16%
Dec 31, 24
6 Engaged Capital LLC 1.37M (3.57%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corporation 1.36M (3.55%) 33.85K
Increased by +2.49%
Dec 31, 23
8 Amvescap Plc. 1.25M (3.25%) 292.35K
Increased by +23.48%
Dec 31, 24
9 Wellington Management Company LLP 1.24M (3.22%) 14.90K
Increased by +1.21%
Dec 31, 24
10 Holocene Advisors, LP 946.35K (2.47%) 384.13K
Increased by +40.59%
Sep 30, 24
11 Balyasny Asset Management LLC 894.29K (2.33%) 196.97K
Increased by +22.03%
Dec 31, 24
12 Geode Capital Management, LLC 875.06K (2.28%) -1.32K
Decreased by -0.15%
Dec 31, 24
13 Lord, Abbett & Co LLC 841.25K (2.19%) -176.26K
Decreased by -20.95%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 760.60K (1.98%) 19.32K
Increased by +2.54%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 743.48K (1.94%) 208.05K
Increased by +27.98%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 728.65K (1.90%) -74.22K
Decreased by -10.19%
Dec 31, 24
17 Van Berkom and Associates Inc 660.24K (1.72%) -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 (1.60%) 27.71K
Increased by +4.51%
Sep 30, 24
20 MANE GLOBAL CAPITAL MANAGEMENT LP 602.13K (1.57%) 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 2.43M (6.33%) -2.12K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.13%) 4.31K
Increased by +0.36%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.19M (3.09%) 1.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 950.73K (2.48%) -20.17K
Decreased by -2.12%
Mar 31, 25
5 iShares Russell 2000 ETF 937.16K (2.44%) 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 612.51K (1.60%) 2.61K
Increased by +0.43%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 533.24K (1.39%) -12.27K
Decreased by -2.30%
Mar 31, 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 (0.90%) 0.00
Increased by 0.00%
Apr 29, 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