Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOIL 5.33%
2 AWEG 3.82%
3 TMFM 2.96%
4 FIXT 2.46%
5 FEMA 2.34%
6 TMFS 1.59%
7 VNMC 1.47%
8 FTAG 1.37%
9 SOVF 0.72%
10 QMID 0.55%
11 MMSC 0.50%
12 TMSL 0.48%
13 JSMD 0.47%
14 JHSC 0.42%
15 FNY 0.28%
16 ETHO 0.27%
17 ISCG 0.24%
18 JKK 0.24%
19 FXD 0.24%
20 FNDA 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 6.08M (13.85%) 660.08K
Increased by +10.86%
Mar 31, 25
2 Vanguard Group Inc 4.14M (9.43%) -21.88K
Decreased by -0.53%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 3.17M (7.22%) -154.99K
Decreased by -4.89%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 2.09M (4.77%) 494.74K
Increased by +23.64%
Mar 31, 25
5 Wasatch Advisors LP 2.00M (4.55%) 267.77K
Increased by +13.40%
Mar 31, 25
6 BlackRock Inc 1.97M (4.48%) -88.49K
Decreased by -4.50%
Mar 31, 25
7 BAMCO Inc 1.70M (3.87%) 46.94K
Increased by +2.76%
Mar 31, 25
8 Baillie Gifford & Co Limited. 1.34M (3.06%) -296.35K
Decreased by -22.06%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.18M (2.70%) 16.12K
Increased by +1.36%
Mar 31, 25
10 JPMorgan Chase & Co 1.06M (2.41%) 58.05K
Increased by +5.49%
Sep 30, 24
11 Impax Asset Management Group PLC 1.01M (2.30%) -23.00K
Decreased by -2.28%
Mar 31, 25
12 Impactive Capital LP 993.58K (2.26%) 993.58K
Increased by +100.00%
Mar 31, 25
13 AllianceBernstein L.P. 944.82K (2.15%) 21.02K
Increased by +2.22%
Mar 31, 24
14 Jackson Square Partners, LLC 809.77K (1.84%) 165.07K
Increased by +20.38%
Dec 31, 23
15 Ameriprise Financial Inc 773.36K (1.76%) 135.95K
Increased by +17.58%
Mar 31, 25
16 State Street Corp 764.59K (1.74%) -17.38K
Decreased by -2.27%
Mar 31, 25
17 Geode Capital Management, LLC 751.55K (1.71%) 34.72K
Increased by +4.62%
Mar 31, 25
18 State Street Corporation 749.27K (1.71%) 10.84K
Increased by +1.45%
Mar 31, 24
19 Geneva Capital Management 709.27K (1.62%) -3.62K
Decreased by -0.51%
Mar 31, 25
20 Neuberger Berman Group LLC 707.06K (1.61%) 110.46K
Increased by +15.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 2.74M (6.25%) -322.88K
Decreased by -11.77%
Jun 30, 25
2 US Small-Cap Growth II Equity Comp 2.74M (6.25%) -218.24K
Decreased by -7.96%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.44M (3.29%) 1.06K
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.44M (3.27%) 1.19K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.13M (2.58%) 5.44K
Increased by +0.48%
May 31, 25
6 Impax Water Strategy Composite 1.01M (2.30%) 0.00
Increased by 0.00%
May 31, 25
7 American Funds SMALLCAP World A 953.47K (2.17%) 343.59K
Increased by +36.04%
Jun 30, 25
8 T. Rowe Price New Horizons Tr-A 879.50K (2.00%) 26.58K
Increased by +3.02%
Jun 30, 25
9 Baron Opp. Small Cap Growth Strategy 875.00K (1.99%) 0.00
Increased by 0.00%
Jun 30, 25
10 Baron Small Cap Retail 875.00K (1.99%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price New Horizons Tr-Z 852.92K (1.94%) 144.48K
Increased by +16.94%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 698.01K (1.59%) 4.88K
Increased by +0.70%
May 31, 25
13 Wasatch Core Growth 678.45K (1.55%) 119.40K
Increased by +17.60%
Mar 31, 25
14 T. Rowe Price Mid-Cap Value 665.11K (1.51%) -847.00
Decreased by -0.13%
Jun 30, 25
15 T. Rowe Price US Mid-Cap Value Equity 665.11K (1.51%) 35.86K
Increased by +5.39%
Jun 30, 25
16 T. Rowe Price Small-Cap Stock 661.51K (1.51%) -130.27K
Decreased by -19.69%
Jun 30, 25
17 T. Rowe Price US Small-Cap Core Equity 661.51K (1.51%) -90.97K
Decreased by -13.75%
Jun 30, 25
18 Conestoga Small Cap Investors 659.65K (1.50%) -9.13K
Decreased by -1.38%
May 31, 25
19 Vanguard Small Cap Growth Index Inv 624.23K (1.42%) -4.23K
Decreased by -0.68%
May 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 601.69K (1.37%) 389.56K
Increased by +64.75%
Dec 31, 24