Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.28%
2 FFTY 2.84%
3 PSL 1.64%
4 FDLS 1.06%
5 DWAS 0.90%
6 EHLS 0.73%
7 FYC 0.68%
8 AFSM 0.50%
9 FSCC 0.42%
10 IWC 0.37%
11 FYX 0.36%
12 BFOR 0.27%
13 OASC 0.24%
14 ISMD 0.23%
15 QSML 0.20%
16 BSVO 0.17%
17 AVSC 0.14%
18 FSMD 0.12%
19 AVUV 0.12%
20 IWO 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Coliseum Capital Management LLC 6.85M (14.33%) -2.48M
Decreased by -36.25%
Dec 31, 24
2 BlackRock Inc 3.20M (6.70%) 14.02K
Increased by +0.44%
Dec 31, 24
3 Vanguard Group Inc 2.75M (5.74%) 44.10K
Increased by +1.61%
Dec 31, 24
4 Lord, Abbett & Co LLC 1.85M (3.87%) 1.22M
Increased by +65.99%
Dec 31, 24
5 DUMAC Inc 1.68M (3.52%) 1.68M
Increased by +100.00%
Dec 31, 24
6 Punch & Associates Inv Mgmt Inc 1.59M (3.33%) 416.28K
Increased by +26.13%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.49M (3.12%) -431.25K
Decreased by -28.87%
Dec 31, 24
8 Cannell Capital LLC 1.41M (2.94%) -81.60K
Decreased by -5.80%
Dec 31, 24
9 Macquarie Group Ltd 1.39M (2.91%) 129.02K
Increased by +9.28%
Dec 31, 24
10 Park West Asset Management LLC 1.36M (2.85%) -541.34K
Decreased by -39.75%
Dec 31, 24
11 Renaissance Technologies Corp 1.19M (2.49%) 6.74K
Increased by +0.57%
Dec 31, 24
12 Alyeska Investment Group, L.P. 1.13M (2.37%) 109.25K
Increased by +9.65%
Dec 31, 24
13 WASHINGTON UNIVERSITY 1.03M (2.15%) -1.57M
Decreased by -152.54%
Jun 30, 24
14 Goldman Sachs Group Inc 1.01M (2.11%) 273.77K
Increased by +27.16%
Dec 31, 23
15 Royce & Associates, LP 994.53K (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
16 Next Century Growth Investors LLC 991.75K (2.07%) 140.25K
Increased by +14.14%
Dec 31, 24
17 American Century Companies Inc 973.16K (2.04%) 136.64K
Increased by +14.04%
Dec 31, 24
18 Geode Capital Management, LLC 954.94K (2.00%) 2.14K
Increased by +0.22%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 934.70K (1.96%) -183.59K
Decreased by -19.64%
Dec 31, 24
20 State Street Corp 894.78K (1.87%) 38.69K
Increased by +4.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.45M (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.42M (2.97%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 1.22M (2.56%) -10.62K
Decreased by -0.87%
Mar 31, 25
4 Lord Abbett Developing Growth A 1.12M (2.34%) 371.93K
Increased by +33.20%
Jan 31, 25
5 Avantis US Small Cap Value ETF 1.03M (2.16%) 2.69K
Increased by +0.26%
Mar 29, 25
6 AZ InvestEd Ivy Small Cap Growth E 946.68K (1.98%) 0.00
Increased by 0.00%
Feb 28, 25
7 Macquarie Small Cap Growth C 946.68K (1.98%) 0.00
Increased by 0.00%
Nov 30, 24
8 Delaware Ivy Small Cap Growth C 862.59K (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 666.44K (1.39%) 986.00
Increased by +0.15%
Feb 28, 25
10 Fidelity Small Cap Growth 651.08K (1.36%) 31.78K
Increased by +4.88%
Jan 31, 25
11 Royce Small-Cap Trust 639.03K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
12 Royce Value Trust 639.03K (1.34%) 0.00
Increased by 0.00%
Mar 31, 24
13 Hennessy Cornerstone Growth Investor 620.00K (1.30%) -70.90K
Decreased by -11.44%
Mar 31, 25
14 Pier Capital Small Cap Growth Equity 448.26K (0.94%) 224.22K
Increased by +50.02%
Dec 31, 24
15 First Eagle US Small Cap Strategy 415.80K (0.87%) -58.99K
Decreased by -14.19%
Dec 31, 24
16 iShares Russell 2000 Growth ETF 412.70K (0.86%) -1.96K
Decreased by -0.48%
Mar 31, 25
17 Embark Small Cap Equity Institutional 397.08K (0.83%) 20.15K
Increased by +5.07%
Feb 28, 25
18 Embark Small Cap Equity Retirement 397.08K (0.83%) 20.15K
Increased by +5.07%
Feb 28, 25
19 Fidelity Small Cap Index 388.44K (0.81%) -7.27K
Decreased by -1.87%
Jan 31, 25
20 First Eagle Small Cap Opportunity I 385.91K (0.81%) 2.42K
Increased by +0.63%
Feb 28, 25