Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 1.95%
2 XHE 1.86%
3 GRPZ 1.15%
4 RZG 1.08%
5 JSML 1.08%
6 PSCH 1.07%
7 PTH 0.91%
8 SAWS 0.82%
9 DWAS 0.80%
10 MGMT 0.64%
11 TFPN 0.64%
12 ROSC 0.58%
13 AFSM 0.52%
14 IWC 0.48%
15 SIXL 0.45%
16 FYC 0.43%
17 EHLS 0.42%
18 JSMD 0.40%
19 CSML 0.33%
20 QSML 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.11M (15.03%) 19.91K
Increased by +1.79%
Dec 31, 24
2 Wasatch Advisors LP 576.69K (7.79%) 156.14K
Increased by +27.08%
Dec 31, 24
3 Vanguard Group Inc 557.48K (7.54%) 17.36K
Increased by +3.11%
Dec 31, 24
4 Neuberger Berman Group LLC 442.93K (5.99%) -102.08K
Decreased by -23.05%
Dec 31, 24
5 State Street Corp 296.30K (4.00%) 12.84K
Increased by +4.33%
Dec 31, 24
6 Wasatch Advisors Inc. 295.51K (3.99%) 5.22K
Increased by +1.77%
Sep 30, 23
7 State Street Corporation 287.01K (3.88%) -3.55K
Decreased by -1.24%
Mar 31, 24
8 Congress Asset Management Company, LLP 281.32K (3.80%) 35.02K
Increased by +12.45%
Dec 31, 24
9 Renaissance Technologies Corp 279.16K (3.77%) -261.00
Decreased by -0.09%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 179.72K (2.43%) -2.09K
Decreased by -1.16%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 178.41K (2.41%) 63.90K
Increased by +35.82%
Dec 31, 24
12 Amvescap Plc. 174.86K (2.36%) -38.68K
Decreased by -22.12%
Dec 31, 24
13 Geode Capital Management, LLC 172.96K (2.34%) -41.00
Decreased by -0.02%
Dec 31, 24
14 AltraVue Capital, LLC 161.12K (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 150.89K (2.04%) 11.47K
Increased by +7.60%
Dec 31, 24
16 Franklin Resources Inc 136.34K (1.84%) 44.29K
Increased by +32.49%
Dec 31, 24
17 Bessemer Group Inc 129.21K (1.75%) 23.38K
Increased by +18.09%
Dec 31, 24
18 BTIM Corp 107.95K (1.46%) 107.95K
Increased by +100.00%
Dec 31, 24
19 Massachusetts Financial Services Company 103.57K (1.40%) 14.93K
Increased by +14.41%
Dec 31, 24
20 Mountain Pacific Invsmt Advisers Inc 93.32K (1.26%) 340.00
Increased by +0.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 450.75K (6.09%) 296.00
Increased by +0.07%
Mar 31, 25
2 Neuberger Berman Genesis Inv 288.07K (3.89%) -68.93K
Decreased by -23.93%
Dec 31, 24
3 T. Rowe Price Integrated US SmCapGrEq 257.63K (3.48%) 172.01K
Increased by +66.76%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 229.61K (3.10%) 1.80K
Increased by +0.78%
Feb 28, 25
5 iShares Russell 2000 ETF 190.66K (2.58%) -1.65K
Decreased by -0.87%
Mar 31, 25
6 Wasatch Small Cap Growth Investor 155.74K (2.10%) 61.36K
Increased by +39.40%
Dec 31, 24
7 Congress Small Cap Growth Institutional 130.00K (1.76%) 0.00
Increased by 0.00%
Feb 28, 25
8 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.74%) 0.00
Increased by 0.00%
Feb 28, 25
9 Putnam Small Cap Growth A 123.90K (1.67%) -1.20K
Decreased by -0.97%
Feb 28, 25
10 Putnam US Small Cap Growth Equity 121.90K (1.65%) 39.30K
Increased by +32.24%
Dec 31, 24
11 Putnam US Small Cap Growth Managed Acct 121.90K (1.65%) 39.30K
Increased by +32.24%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 111.20K (1.50%) 160.00
Increased by +0.14%
Feb 28, 25
13 Wasatch Small Cap Value 109.24K (1.48%) 16.65K
Increased by +15.24%
Dec 31, 24
14 Congress Asset Mgt Small Cap Growth 105.00K (1.42%) 104.73K
Increased by +99.74%
Jun 30, 24
15 Old Westbury Small & Mid Cap Strategies 85.88K (1.16%) 12.88K
Increased by +15.00%
Jan 31, 25
16 Swedbank Robur Small Cap USA A 80.00K (1.08%) 20.00K
Increased by +25.00%
Jan 31, 25
17 MFS New Discovery I 76.78K (1.04%) 8.88K
Increased by +11.56%
Feb 28, 25
18 Boston Trust Walden Small Cap 73.50K (0.99%) 14.61K
Increased by +19.87%
Feb 28, 25
19 Fidelity Small Cap Index 71.58K (0.97%) -1.34K
Decreased by -1.87%
Jan 31, 25
20 Ranger Micro Cap 70.68K (0.96%) 1.19K
Increased by +1.68%
Mar 31, 24