Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.03%
2 TXSS 1.03%
3 DEEP 0.90%
4 DVP 0.90%
5 PSCD 0.40%
6 RZG 0.32%
7 BFOR 0.23%
8 QSML 0.17%
9 SLY 0.16%
10 JSML 0.15%
11 SSLY 0.15%
12 SLYG 0.15%
13 VIOG 0.13%
14 FYT 0.12%
15 AVSC 0.11%
16 CSA 0.11%
17 CSF 0.11%
18 IJT 0.10%
19 TXS 0.10%
20 TPSC 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.15M (19.30%) 239.40K
Increased by +5.77%
Dec 31, 24
2 Wasatch Advisors LP 3.90M (18.15%) -33.48K
Decreased by -0.86%
Dec 31, 24
3 Wasatch Advisors Inc. 2.88M (13.40%) 80.93K
Increased by +2.81%
Sep 30, 23
4 Edge Capital Group, LLC 1.78M (8.29%) -52.00K
Decreased by -2.92%
Dec 31, 24
5 Vanguard Group Inc 1.62M (7.55%) -9.39K
Decreased by -0.58%
Dec 31, 24
6 Neuberger Berman Group LLC 1.60M (7.44%) -5.95K
Decreased by -0.37%
Sep 30, 23
7 Capital World Investors 1.31M (6.12%) 0.00
Increased by 0.00%
Dec 31, 24
8 State Street Corp 890.57K (4.15%) 48.43K
Increased by +5.44%
Dec 31, 24
9 State Street Corporation 802.28K (3.73%) 24.45K
Increased by +3.05%
Mar 31, 24
10 Bares Capital Management Inc 676.08K (3.15%) -50.00K
Decreased by -7.40%
Jun 30, 24
11 Geode Capital Management, LLC 571.09K (2.66%) -792.00
Decreased by -0.14%
Dec 31, 24
12 Schwartz Investment Counsel Inc 537.00K (2.50%) 25.00K
Increased by +4.66%
Dec 31, 24
13 Mawer Investment Management Ltd 397.53K (1.85%) 48.59K
Increased by +12.22%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 317.97K (1.48%) 3.70K
Increased by +1.16%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 307.71K (1.43%) 69.20K
Increased by +22.49%
Jun 30, 24
16 Brown Advisory Holdings Inc 290.62K (1.35%) -670.00
Decreased by -0.23%
Mar 31, 24
17 Wellington Management Company LLP 271.38K (1.26%) 53.10K
Increased by +19.57%
Mar 31, 24
18 Driehaus Capital Management LLC 256.14K (1.19%) -580.00
Decreased by -0.23%
Sep 30, 23
19 Northern Trust Corp 255.92K (1.19%) 22.39K
Increased by +8.75%
Dec 31, 24
20 Grantham, Mayo, Van Otterloo & Co., LLC 242.58K (1.13%) 11.46K
Increased by +4.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.40M (6.53%) 960.00
Increased by +0.07%
Mar 31, 25
2 American Funds SMALLCAP World A 1.31M (6.12%) 0.00
Increased by 0.00%
Dec 31, 24
3 Wasatch Core Growth 1.14M (5.29%) -17.49K
Decreased by -1.54%
Dec 31, 24
4 Neuberger Berman Genesis Inv 1.06M (4.93%) -6.58K
Decreased by -0.62%
Sep 30, 23
5 Vanguard US Total Market Shares ETF 706.08K (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 695.98K (3.24%) 0.00
Increased by 0.00%
Feb 28, 25
7 Wasatch Small Cap Growth Investor 685.51K (3.19%) -14.56K
Decreased by -2.12%
Dec 31, 24
8 iShares Russell 2000 ETF 663.94K (3.09%) -5.78K
Decreased by -0.87%
Mar 31, 25
9 BBH Partner Fund Small Cap Equity 494.00K (2.30%) -106.00K
Decreased by -21.46%
Jul 31, 24
10 Ave Maria Growth 455.00K (2.12%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares US Infrastructure ETF 408.50K (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 345.68K (1.61%) 545.00
Increased by +0.16%
Feb 28, 25
13 Wasatch Micro Cap 249.78K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
14 Fidelity Small Cap Index 248.31K (1.16%) -4.65K
Decreased by -1.87%
Jan 31, 25
15 iShares Russell 2000 Growth ETF 223.50K (1.04%) -1.06K
Decreased by -0.48%
Mar 31, 25
16 Fidelity® Small Cap Index 218.18K (1.02%) 5.96K
Increased by +2.73%
Oct 31, 23
17 Mawer U.S. Mid Cap Equity A 214.40K (1.00%) 5.67K
Increased by +2.64%
Feb 28, 25
18 iShares S&P Small-Cap 600 Growth ETF 207.26K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 195.03K (0.91%) 296.00
Increased by +0.15%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 189.44K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24