Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOIL 5.33%
2 FIXT 2.46%
3 FEMA 2.34%
4 AWEG 1.92%
5 VNMC 1.47%
6 FTAG 1.29%
7 SOVF 0.71%
8 QMID 0.56%
9 MMSC 0.51%
10 TMSL 0.49%
11 JSMD 0.47%
12 JHSC 0.39%
13 FNY 0.28%
14 ETHO 0.27%
15 FXD 0.24%
16 VBK 0.22%
17 FSMD 0.19%
18 BKMC 0.18%
19 STXM 0.17%
20 SCHA 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 5.42M (12.24%) -267.32K
Decreased by -4.93%
Dec 31, 24
2 Vanguard Group Inc 4.16M (9.40%) 49.26K
Increased by +1.18%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.33M (7.51%) -80.96K
Decreased by -2.43%
Dec 31, 24
4 BlackRock Inc 2.06M (4.64%) -494.46K
Decreased by -24.05%
Dec 31, 24
5 Wasatch Advisors LP 1.73M (3.91%) 153.45K
Increased by +8.86%
Dec 31, 24
6 BAMCO Inc 1.65M (3.73%) 72.43K
Increased by +4.38%
Dec 31, 24
7 Baillie Gifford & Co Limited. 1.64M (3.70%) -245.04K
Decreased by -14.94%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 1.60M (3.61%) 91.72K
Increased by +5.74%
Dec 31, 24
9 Conestoga Capital Advisors, LLC 1.17M (2.64%) 30.73K
Increased by +2.63%
Dec 31, 24
10 JPMorgan Chase & Co 1.06M (2.39%) 58.05K
Increased by +5.49%
Sep 30, 24
11 Impax Asset Management Group PLC 1.04M (2.35%) 0.00
Increased by 0.00%
Sep 30, 24
12 AllianceBernstein L.P. 944.82K (2.13%) 21.02K
Increased by +2.22%
Mar 31, 24
13 Jackson Square Partners, LLC 809.77K (1.83%) 165.07K
Increased by +20.38%
Dec 31, 23
14 State Street Corp 781.97K (1.77%) 11.57K
Increased by +1.48%
Dec 31, 24
15 State Street Corporation 749.27K (1.69%) 10.84K
Increased by +1.45%
Mar 31, 24
16 Allianz Asset Management AG 730.35K (1.65%) -34.72K
Decreased by -4.75%
Dec 31, 24
17 Geode Capital Management, LLC 716.84K (1.62%) -1.14K
Decreased by -0.16%
Dec 31, 24
18 Geneva Capital Management 712.89K (1.61%) 86.79K
Increased by +12.17%
Dec 31, 24
19 Wasatch Advisors Inc. 703.60K (1.59%) 4.65K
Increased by +0.66%
Sep 30, 23
20 DF Dent & Co Inc 671.55K (1.52%) -76.35K
Decreased by -11.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 2.74M (6.18%) -484.39K
Decreased by -17.70%
Dec 31, 24
2 T. Rowe Price New Horizons 2.74M (6.18%) -790.00
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.22%) 941.00
Increased by +0.07%
Feb 28, 25
4 Vanguard Small Cap Index 1.15M (2.60%) 945.00
Increased by +0.08%
Feb 28, 25
5 Impax Water Strategy Composite 1.03M (2.32%) -7.61K
Decreased by -0.74%
Jan 31, 25
6 Baron Opp. Small Cap Growth Strategy 875.00K (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
7 Baron Small Cap Retail 875.00K (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
8 T. Rowe Price New Horizons Tr-Z 708.43K (1.60%) -66.47K
Decreased by -9.38%
Dec 31, 24
9 Conestoga Small Cap Investors 690.33K (1.56%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 684.59K (1.55%) 960.00
Increased by +0.14%
Feb 28, 25
11 T. Rowe Price Small-Cap Stock 652.44K (1.47%) 6.11K
Increased by +0.94%
Jan 31, 25
12 Vanguard Small Cap Growth Index Inv 647.09K (1.46%) -3.80K
Decreased by -0.59%
Feb 28, 25
13 T. Rowe Price US Small-Cap Core Equity 646.33K (1.46%) 25.43K
Increased by +3.93%
Dec 31, 24
14 American Funds SMALLCAP World A 609.88K (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
15 T. Rowe Price Integrated US SmCapGrEq 601.69K (1.36%) 389.56K
Increased by +64.75%
Dec 31, 24
16 BlackRock Mid-Cap Growth Equity Instl 580.50K (1.31%) -262.43K
Decreased by -45.21%
Jun 30, 24
17 Wasatch Core Growth 559.05K (1.26%) 42.08K
Increased by +7.53%
Dec 31, 24
18 T. Rowe Price Mid-Cap Value 557.37K (1.26%) 557.37K
Increased by +100.00%
Jan 31, 25
19 Sands Capital Global Leaders Equity 534.22K (1.21%) 41.31K
Increased by +7.73%
Sep 30, 24
20 BNP Paribas Aqua C C 516.09K (1.17%) -7.87K
Decreased by -1.52%
Jan 31, 25