Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.25%
2 PRN 1.94%
3 AIRR 1.90%
4 FFTY 1.02%
5 MMSC 0.80%
6 IWC 0.60%
7 DWAS 0.59%
8 FSGS 0.37%
9 RNSC 0.37%
10 CSML 0.31%
11 TPSC 0.28%
12 DGRS 0.21%
13 CSA 0.21%
14 CSF 0.21%
15 IWN 0.15%
16 VTWV 0.14%
17 JKK 0.10%
18 ISCG 0.10%
19 RFLR 0.09%
20 IWM 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 2.03M (10.64%) 698.64K
Increased by +34.48%
Dec 31, 24
2 Koonce Calvin Scott 1.87M (9.80%) 0.00
Increased by 0.00%
Dec 31, 23
3 Capital Research Global Investors 1.79M (9.42%) 258.67K
Increased by +14.42%
Dec 31, 24
4 FMR Inc 1.68M (8.80%) -646.57K
Decreased by -38.55%
Dec 31, 24
5 BlackRock Inc 1.42M (7.46%) 156.90K
Increased by +11.03%
Dec 31, 24
6 Vanguard Group Inc 1.07M (5.63%) 182.47K
Increased by +17.03%
Dec 31, 24
7 Jennison Associates LLC 928.62K (4.88%) 104.87K
Increased by +11.29%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 770.19K (4.04%) -46.00K
Decreased by -5.97%
Dec 31, 24
9 Ameriprise Financial Inc 716.17K (3.76%) 277.97K
Increased by +38.81%
Dec 31, 24
10 AltraVue Capital, LLC 617.65K (3.24%) 50.00K
Increased by +8.10%
Dec 31, 24
11 Durable Capital Partners LP 609.58K (3.20%) 217.44K
Increased by +35.67%
Dec 31, 24
12 Fidelity International Ltd 563.17K (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
13 Geode Capital Management, LLC 418.64K (2.20%) 35.92K
Increased by +8.58%
Dec 31, 24
14 Neuberger Berman Group LLC 376.80K (1.98%) 376.80K
Increased by +100.00%
Dec 31, 24
15 State Street Corp 376.58K (1.98%) 52.75K
Increased by +14.01%
Dec 31, 24
16 Franklin Resources Inc 349.96K (1.84%) 24.84K
Increased by +7.10%
Dec 31, 24
17 Royce & Associates, LP 339.83K (1.78%) -33.06K
Decreased by -9.73%
Sep 30, 24
18 Artisan Partners Limited Partnership 333.24K (1.75%) 333.24K
Increased by +100.00%
Dec 31, 24
19 Goldman Sachs Group Inc 313.90K (1.65%) 232.00K
Increased by +73.91%
Dec 31, 24
20 Juniper Investment Co, LLC 311.86K (1.64%) -52.47K
Decreased by -16.82%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.60M (8.37%) 210.95K
Increased by +13.22%
Dec 31, 24
2 Fidelity® Low-Priced Stock 1.16M (6.07%) -1.20K
Decreased by -0.10%
Oct 31, 23
3 Fidelity Low-Priced Stock 677.61K (3.56%) -226.00K
Decreased by -33.35%
Dec 31, 24
4 T. Rowe Price Small-Cap Stock 654.75K (3.44%) 17.51K
Increased by +2.67%
Jan 31, 25
5 T. Rowe Price US Small-Cap Core Equity 637.24K (3.35%) 278.40K
Increased by +43.69%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 620.48K (3.26%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity Small Cap America Sr B 563.17K (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
8 First Trust RBA Amer Indl RenaisTM ETF 501.70K (2.63%) 1.08K
Increased by +0.21%
Feb 27, 25
9 iShares Russell 2000 ETF 455.19K (2.39%) -5.33K
Decreased by -1.17%
Feb 28, 25
10 Jennison SMid Cap Core Equity 406.35K (2.13%) 53.84K
Increased by +13.25%
Dec 31, 24
11 PGIM Jennison Small Company A 406.35K (2.13%) 0.00
Increased by 0.00%
Feb 28, 25
12 Columbia Small Cap Growth 360.64K (1.89%) 2.44K
Increased by +0.68%
Dec 31, 24
13 Columbia Small Cap Growth Inst 360.64K (1.89%) 0.00
Increased by 0.00%
Jan 31, 25
14 T. Rowe Price Instl Small-Cap Stock 349.53K (1.84%) 11.00K
Increased by +3.15%
Jan 31, 25
15 Columbia Acorn Inst 330.65K (1.74%) 91.90K
Increased by +27.79%
Jan 31, 25
16 Putnam Small Cap Growth A 326.10K (1.71%) -3.30K
Decreased by -1.01%
Feb 28, 25
17 Putnam US Small Cap Growth Equity 322.80K (1.69%) 16.40K
Increased by +5.08%
Dec 31, 24
18 Putnam US Small Cap Growth Managed Acct 322.80K (1.69%) 16.40K
Increased by +5.08%
Dec 31, 24
19 T. Rowe Price Small-Cap Value 319.04K (1.67%) -31.25K
Decreased by -9.79%
Jan 31, 25
20 FIAM Small Cap Core CIT Cl B 304.20K (1.60%) 2.70K
Increased by +0.89%
Dec 31, 24