Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.25%
2 PRN 1.90%
3 AIRR 1.78%
4 FFTY 0.93%
5 MMSC 0.73%
6 FYC 0.59%
7 IWC 0.55%
8 DWAS 0.55%
9 RNSC 0.37%
10 FSGS 0.37%
11 CSML 0.31%
12 TPSC 0.28%
13 DGRS 0.21%
14 CSA 0.21%
15 CSF 0.21%
16 VTWV 0.15%
17 IWN 0.14%
18 JKK 0.09%
19 ISCG 0.09%
20 RFLR 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 2.03M (10.07%) 698.64K
Increased by +34.48%
Dec 31, 24
2 Koonce Calvin Scott 1.87M (9.28%) 0.00
Increased by 0.00%
Dec 31, 23
3 Capital Research Global Investors 1.79M (8.91%) 258.67K
Increased by +14.42%
Dec 31, 24
4 FMR Inc 1.68M (8.33%) -646.57K
Decreased by -38.55%
Dec 31, 24
5 BlackRock Inc 1.42M (7.06%) 156.90K
Increased by +11.03%
Dec 31, 24
6 Vanguard Group Inc 1.07M (5.32%) 182.47K
Increased by +17.03%
Dec 31, 24
7 Jennison Associates LLC 928.62K (4.61%) 104.87K
Increased by +11.29%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 770.19K (3.83%) -46.00K
Decreased by -5.97%
Dec 31, 24
9 Ameriprise Financial Inc 716.17K (3.56%) 277.97K
Increased by +38.81%
Dec 31, 24
10 AltraVue Capital, LLC 617.65K (3.07%) 50.00K
Increased by +8.10%
Dec 31, 24
11 Durable Capital Partners LP 609.58K (3.03%) 217.44K
Increased by +35.67%
Dec 31, 24
12 Fidelity International Ltd 563.17K (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
13 Geode Capital Management, LLC 418.64K (2.08%) 35.92K
Increased by +8.58%
Dec 31, 24
14 Neuberger Berman Group LLC 376.80K (1.87%) 376.80K
Increased by +100.00%
Dec 31, 24
15 State Street Corp 376.58K (1.87%) 52.75K
Increased by +14.01%
Dec 31, 24
16 Franklin Resources Inc 349.96K (1.74%) 24.84K
Increased by +7.10%
Dec 31, 24
17 Royce & Associates, LP 339.83K (1.69%) -33.06K
Decreased by -9.73%
Sep 30, 24
18 Artisan Partners Limited Partnership 333.24K (1.66%) 333.24K
Increased by +100.00%
Dec 31, 24
19 Goldman Sachs Group Inc 313.90K (1.56%) 232.00K
Increased by +73.91%
Dec 31, 24
20 Juniper Investment Co, LLC 311.86K (1.55%) -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 (7.93%) 210.95K
Increased by +13.22%
Dec 31, 24
2 Fidelity® Low-Priced Stock 1.16M (5.74%) -1.20K
Decreased by -0.10%
Oct 31, 23
3 T. Rowe Price Small-Cap Stock 810.09K (4.02%) 155.34K
Increased by +19.18%
Feb 28, 25
4 T. Rowe Price US Small-Cap Core Equity 637.24K (3.17%) 278.40K
Increased by +43.69%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 620.48K (3.08%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Small Cap America Sr B 563.17K (2.80%) 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 Vanguard US Total Market Shares ETF 485.64K (2.41%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 463.67K (2.30%) -4.01K
Decreased by -0.87%
Mar 31, 25
10 T. Rowe Price Instl Small-Cap Stock 433.56K (2.15%) 84.03K
Increased by +19.38%
Feb 28, 25
11 Fidelity Low-Priced Stock 417.44K (2.07%) -260.17K
Decreased by -62.32%
Jan 31, 25
12 PGIM Jennison Small Company A 406.35K (2.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 Columbia Acorn Inst 365.98K (1.82%) 35.34K
Increased by +9.66%
Feb 28, 25
14 Columbia Small Cap Growth 360.64K (1.79%) 2.44K
Increased by +0.68%
Dec 31, 24
15 Columbia Small Cap Growth Inst 360.64K (1.79%) 0.00
Increased by 0.00%
Feb 28, 25
16 Jennison SMid Cap Core Equity 340.98K (1.69%) -65.37K
Decreased by -19.17%
Mar 31, 25
17 Putnam Small Cap Growth A 326.10K (1.62%) -3.30K
Decreased by -1.01%
Feb 28, 25
18 Putnam US Small Cap Growth Equity 322.80K (1.60%) 16.40K
Increased by +5.08%
Dec 31, 24
19 Putnam US Small Cap Growth Managed Acct 322.80K (1.60%) 16.40K
Increased by +5.08%
Dec 31, 24
20 T. Rowe Price Small-Cap Value 319.04K (1.59%) 0.00
Increased by 0.00%
Feb 28, 25