Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.20%
2 TMFS 3.30%
3 BOUT 2.61%
4 KIE 1.76%
5 PFI 1.30%
6 SOVF 1.14%
7 FFTY 0.95%
8 XSMO 0.88%
9 XSHQ 0.82%
10 PSCF 0.50%
11 FYC 0.47%
12 QSML 0.43%
13 RZG 0.42%
14 DWAS 0.42%
15 SLYG 0.37%
16 PSC 0.31%
17 FYX 0.29%
18 BFOR 0.28%
19 JSML 0.26%
20 VIOG 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.58M (15.60%) 65.45K
Increased by +1.83%
Jun 30, 25
2 Vanguard Group Inc 2.63M (11.45%) 166.20K
Increased by +6.33%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.32M (10.13%) -152.75K
Decreased by -6.58%
Jun 30, 25
4 Wasatch Advisors LP 2.28M (9.93%) 253.78K
Increased by +11.15%
Jun 30, 25
5 Wasatch Advisors Inc. 2.12M (9.24%) -360.46K
Decreased by -17.02%
Sep 30, 23
6 Capital World Investors 1.69M (7.36%) 0.00
Increased by 0.00%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 1.35M (5.88%) 143.46K
Increased by +10.64%
Jun 30, 25
8 State Street Corp 1.03M (4.48%) 14.31K
Increased by +1.39%
Jun 30, 25
9 DF Dent & Co Inc 992.33K (4.33%) 99.41K
Increased by +10.02%
Jun 30, 25
10 State Street Corporation 837.47K (3.65%) 17.84K
Increased by +2.13%
Mar 31, 24
11 Geode Capital Management, LLC 705.28K (3.08%) 143.04K
Increased by +20.28%
Jun 30, 25
12 Durable Capital Partners LP 680.81K (2.97%) 680.81K
Increased by +100.00%
Jun 30, 25
13 Loomis, Sayles & Company LP 625.31K (2.73%) 25.39K
Increased by +4.06%
Mar 31, 24
14 Balyasny Asset Management LLC 556.76K (2.43%) 302.13K
Increased by +54.27%
Jun 30, 25
15 Wildcat Capital Management, LLC 516.01K (2.25%) 0.00
Increased by 0.00%
Jun 30, 24
16 Owls Nest Partners IA, LLC 492.91K (2.15%) 8.37K
Increased by +1.70%
Jun 30, 25
17 3G Capital Partners Ltd 462.50K (2.02%) 237.50K
Increased by +51.35%
Jun 30, 25
18 Atlantic Trust Group, LLC 448.96K (1.96%) 446.54K
Increased by +99.46%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 431.77K (1.88%) 14.31K
Increased by +3.31%
Jun 30, 25
20 American Century Companies Inc 427.18K (1.86%) -70.16K
Decreased by -16.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.95M (8.52%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.49M (6.50%) 0.00
Increased by 0.00%
Aug 31, 25
3 Virtus KAR Small-Cap Growth I 1.08M (4.70%) -63.90K
Decreased by -5.93%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 756.77K (3.30%) -16.06K
Decreased by -2.12%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 713.76K (3.11%) 829.00
Increased by +0.12%
Sep 30, 24
6 Wasatch Core Growth 654.42K (2.85%) -11.46K
Decreased by -1.75%
Jun 30, 25
7 Vanguard Small Cap Index 578.84K (2.53%) -2.50K
Decreased by -0.43%
Jul 31, 25
8 iShares Russell 2000 ETF 573.58K (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
9 DF Dent Mid Cap Growth 440.93K (1.92%) 118.36K
Increased by +26.84%
Aug 31, 25
10 Wasatch Small Cap Growth Investor 408.15K (1.78%) -5.63K
Decreased by -1.38%
Jun 30, 25
11 Virtus KAR Mid-Cap Growth A 381.49K (1.66%) -40.80K
Decreased by -10.70%
Jun 30, 25
12 Loomis Sayles Small Cap Growth Instl 364.11K (1.59%) 0.00
Increased by 0.00%
Mar 31, 24
13 T. Rowe Price US Small-Cap Core Equity 339.18K (1.48%) 49.30K
Increased by +14.54%
Jun 30, 25
14 T. Rowe Price Small-Cap Stock 338.90K (1.48%) -273.00
Decreased by -0.08%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 325.85K (1.42%) -40.00
Decreased by -0.01%
Jul 31, 25
16 T. Rowe Price Small-Cap Value 324.34K (1.41%) -744.00
Decreased by -0.23%
Jul 31, 25
17 Virtus GF US Small Cap Focus I USD Acc 299.78K (1.31%) 38.48K
Increased by +12.84%
Sep 30, 24
18 DF Dent Small Cap Growth 278.14K (1.21%) -54.00
Decreased by -0.02%
Aug 31, 25
19 DF Dent Midcap Growth Investor 270.93K (1.18%) 26.51K
Increased by +9.79%
Jun 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 269.21K (1.17%) -118.03K
Decreased by -43.84%
Jul 31, 25