Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.25%
2 PRN 2.09%
3 AIRR 1.78%
4 FFTY 0.97%
5 MMSC 0.80%
6 FYC 0.64%
7 DWAS 0.61%
8 IWC 0.60%
9 NBSM 0.50%
10 FSGS 0.37%
11 RNSC 0.37%
12 CSML 0.31%
13 TPSC 0.28%
14 DGRS 0.21%
15 CSA 0.21%
16 CSF 0.21%
17 IWN 0.16%
18 VTWV 0.15%
19 ISCG 0.10%
20 JKK 0.10%

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 (4.16%) -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 Geode Capital Management, LLC 433.01K (2.14%) 14.37K
Increased by +3.32%
Mar 31, 25
14 Artisan Partners Limited Partnership 425.84K (2.11%) 92.60K
Increased by +21.74%
Mar 31, 25
15 Franklin Resources Inc 384.03K (1.90%) 34.07K
Increased by +8.87%
Mar 31, 25
16 State Street Corp 383.31K (1.90%) 6.73K
Increased by +1.76%
Mar 31, 25
17 Fred Alger Management, LLC 361.65K (1.79%) 103.71K
Increased by +28.68%
Mar 31, 25
18 Goldman Sachs Group Inc 346.39K (1.72%) 32.49K
Increased by +9.38%
Mar 31, 25
19 Royce & Associates, LP 339.83K (1.68%) -33.06K
Decreased by -9.73%
Sep 30, 24
20 Broad Bay Capital Management, LP 314.36K (1.56%) 53.42K
Increased by +16.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.49M (7.40%) -100.47K
Decreased by -6.72%
Mar 31, 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 830.62K (4.11%) 20.52K
Increased by +2.47%
Mar 31, 25
4 T. Rowe Price US Small-Cap Core Equity 830.62K (4.11%) 193.38K
Increased by +23.28%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 625.06K (3.09%) 2.14K
Increased by +0.34%
Apr 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 Neuberger Berman Genesis Inv 489.50K (2.42%) 245.18K
Increased by +50.09%
Mar 31, 25
9 Vanguard US Total Market Shares ETF 485.64K (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
10 T. Rowe Price Instl Small-Cap Stock 444.10K (2.20%) 10.55K
Increased by +2.37%
Mar 31, 25
11 iShares Russell 2000 ETF 434.78K (2.15%) 73.00
Increased by +0.02%
Apr 30, 25
12 Fidelity Low-Priced Stock 416.76K (2.06%) -679.00
Decreased by -0.16%
Feb 28, 25
13 T. Rowe Price U.S. SC Core Eq Tr-D 402.29K (1.99%) 111.94K
Increased by +27.83%
Mar 31, 25
14 T. Rowe Price U.S. SC Core Eq Tr-Z 402.29K (1.99%) 111.94K
Increased by +27.83%
Mar 31, 25
15 Columbia Small Cap Growth 354.94K (1.76%) -5.70K
Decreased by -1.61%
Mar 31, 25
16 Columbia Small Cap Growth Inst 354.94K (1.76%) -5.70K
Decreased by -1.61%
Mar 31, 25
17 PGIM Jennison Small Company A 347.68K (1.72%) 6.70K
Increased by +1.93%
Apr 30, 25
18 Putnam US Small Cap Growth Equity 344.10K (1.70%) 21.30K
Increased by +6.19%
Mar 31, 25
19 Putnam US Small Cap Growth Managed Acct 344.10K (1.70%) 21.30K
Increased by +6.19%
Mar 31, 25
20 Jennison SMid Cap Core Equity 340.98K (1.69%) -65.37K
Decreased by -19.17%
Mar 31, 25