Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.25%
2 PRN 1.78%
3 AIRR 1.78%
4 FFTY 0.97%
5 MMSC 0.92%
6 DWAS 0.61%
7 FYC 0.60%
8 IWC 0.60%
9 NBSM 0.58%
10 QSML 0.41%
11 RNSC 0.37%
12 FSGS 0.37%
13 CSML 0.31%
14 TPSC 0.28%
15 FYX 0.28%
16 DGRS 0.21%
17 CSA 0.21%
18 CSF 0.21%
19 IWO 0.20%
20 VTWG 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 2.54M (12.56%) 511.21K
Increased by +20.15%
Mar 31, 25
2 Koonce Calvin Scott 1.87M (9.24%) 0.00
Increased by 0.00%
Dec 31, 23
3 Capital Research Global Investors 1.66M (8.20%) -137.53K
Decreased by -8.30%
Mar 31, 25
4 FMR Inc 1.52M (7.52%) -157.71K
Decreased by -10.38%
Mar 31, 25
5 BlackRock Inc 1.39M (6.87%) -33.99K
Decreased by -2.45%
Mar 31, 25
6 Vanguard Group Inc 1.08M (5.35%) 9.46K
Increased by +0.88%
Mar 31, 25
7 Ameriprise Financial Inc 1.06M (5.27%) 347.66K
Increased by +32.68%
Mar 31, 25
8 Durable Capital Partners LP 865.02K (4.28%) 255.43K
Increased by +29.53%
Mar 31, 25
9 Jennison Associates LLC 839.27K (4.15%) -89.35K
Decreased by -10.65%
Mar 31, 25
10 Neuberger Berman Group LLC 755.46K (3.74%) 378.66K
Increased by +50.12%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 755.28K (3.74%) -14.91K
Decreased by -1.97%
Mar 31, 25
12 AltraVue Capital, LLC 628.60K (3.11%) 10.95K
Increased by +1.74%
Mar 31, 25
13 ING Investment Management LLC 509.41K (2.52%) 223.75K
Increased by +43.92%
Mar 31, 25
14 First Trust Advisors L.P. 493.56K (2.44%) 205.75K
Increased by +41.69%
Mar 31, 25
15 Geode Capital Management, LLC 433.01K (2.14%) 14.37K
Increased by +3.32%
Mar 31, 25
16 Artisan Partners Limited Partnership 425.84K (2.11%) 92.60K
Increased by +21.74%
Mar 31, 25
17 Franklin Resources Inc 384.03K (1.90%) 34.07K
Increased by +8.87%
Mar 31, 25
18 State Street Corp 383.31K (1.90%) 6.73K
Increased by +1.76%
Mar 31, 25
19 Fred Alger Management, LLC 361.65K (1.79%) 103.71K
Increased by +28.68%
Mar 31, 25
20 Goldman Sachs Group Inc 346.39K (1.71%) 32.49K
Increased by +9.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.61M (7.99%) 120.05K
Increased by +7.43%
Jun 30, 25
2 Fidelity® Low-Priced Stock 1.16M (5.72%) -1.20K
Decreased by -0.10%
Oct 31, 23
3 T. Rowe Price Small-Cap Stock 878.82K (4.35%) -1.03K
Decreased by -0.12%
Jun 30, 25
4 T. Rowe Price US Small-Cap Core Equity 878.82K (4.35%) 48.20K
Increased by +5.48%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 628.28K (3.11%) 2.69K
Increased by +0.43%
Jun 30, 25
6 Fidelity Small Cap America Sr B 563.17K (2.79%) 0.00
Increased by 0.00%
Sep 30, 24
7 First Trust RBA Amer Indl RenaisTM ETF 492.00K (2.44%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 ETF 486.95K (2.41%) -7.83K
Decreased by -1.61%
Jul 30, 25
9 Vanguard US Total Market Shares ETF 485.64K (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
10 Neuberger Berman Genesis Inv 471.45K (2.33%) -18.05K
Decreased by -3.83%
Jun 30, 25
11 T. Rowe Price Instl Small-Cap Stock 441.95K (2.19%) -28.92K
Decreased by -6.54%
Jun 30, 25
12 T. Rowe Price U.S. SC Core Eq Tr-D 432.08K (2.14%) 29.79K
Increased by +6.89%
Jun 30, 25
13 T. Rowe Price U.S. SC Core Eq Tr-Z 402.29K (1.99%) 111.94K
Increased by +27.83%
Mar 31, 25
14 Columbia Small Cap Growth Inst 354.94K (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
15 Putnam Small Cap Growth A 337.55K (1.67%) -2.95K
Decreased by -0.87%
Jun 30, 25
16 Putnam US Small Cap Growth Equity 337.55K (1.67%) -6.55K
Decreased by -1.94%
Jun 30, 25
17 Putnam US Small Cap Growth Managed Acct 337.55K (1.67%) -6.55K
Decreased by -1.94%
Jun 30, 25
18 T. Rowe Price Small-Cap Value 318.07K (1.57%) -372.00
Decreased by -0.12%
Jun 30, 25
19 FIAM Small Cap Core Composite 297.20K (1.47%) -7.00K
Decreased by -2.36%
Mar 31, 25
20 Jennison SMid Cap Core Equity 295.41K (1.46%) -45.57K
Decreased by -15.43%
Jun 30, 25