Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA 2.10%
2 FRTY 2.06%
3 TMFS 1.97%
4 TOGA_old 1.81%
5 WCLD 1.31%
6 AWEG 1.28%
7 WISE 1.27%
8 XITK 0.97%
9 BOUT 0.88%
10 IVES 0.76%
11 XSW 0.73%
12 FINX 0.63%
13 FXL 0.63%
14 AIBU 0.58%
15 QSML 0.41%
16 CLDL 0.39%
17 ESSC 0.36%
18 BBSC 0.17%
19 STXK 0.16%
20 BKSE 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.72M (11.20%) 56.25K
Increased by +0.48%
Jun 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 7.48M (7.15%) 670.81K
Increased by +8.96%
Jun 30, 25
3 HMI Capital Management, L.P. 6.78M (6.47%) 2.19K
Increased by +0.03%
Jun 30, 25
4 Wasatch Advisors LP 6.22M (5.94%) -472.38K
Decreased by -7.60%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 5.86M (5.59%) 153.56K
Increased by +2.62%
Jun 30, 25
6 T. Rowe Price Investment Management,Inc. 5.56M (5.31%) 691.73K
Increased by +12.44%
Jun 30, 25
7 BlackRock Inc 5.04M (4.82%) 359.19K
Increased by +7.12%
Jun 30, 25
8 Long Path Partners, LP 4.79M (4.57%) 1.82M
Increased by +37.93%
Jun 30, 25
9 Sachem Head Capital Management LP 4.49M (4.29%) -437.40K
Decreased by -9.74%
Jun 30, 25
10 INSIGHT HOLDINGS GROUP, LLC 4.46M (4.26%) 0.00
Increased by 0.00%
Jun 30, 25
11 Elco Management Co., LLC 2.93M (2.80%) 2.93M
Increased by +100.00%
Mar 31, 25
12 ShawSpring Partners LLC 2.89M (2.76%) -764.15K
Decreased by -26.46%
Jun 30, 25
13 Capital Research Global Investors 2.83M (2.70%) 0.00
Increased by 0.00%
Jun 30, 25
14 Amvescap Plc. 2.70M (2.58%) 94.94K
Increased by +3.52%
Mar 31, 25
15 Ameriprise Financial Inc 2.69M (2.57%) -214.99K
Decreased by -8.01%
Mar 31, 25
16 Conestoga Capital Advisors, LLC 2.67M (2.55%) 516.63K
Increased by +19.35%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 2.55M (2.43%) 573.33K
Increased by +22.52%
Jun 30, 25
18 FMR Inc 2.43M (2.32%) -68.92K
Decreased by -2.83%
Jun 30, 25
19 Massachusetts Financial Services Company 2.34M (2.23%) -83.05K
Decreased by -3.55%
Mar 31, 25
20 Wasatch Advisors Inc. 2.25M (2.15%) 358.77K
Increased by +15.92%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.41M (8.03%) 167.96K
Increased by +2.00%
Jun 30, 25
2 Virtus KAR Small-Cap Growth I 3.74M (3.57%) 342.07K
Increased by +9.15%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.31M (3.17%) -70.92K
Decreased by -2.14%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.74M (2.62%) 171.17K
Increased by +6.24%
Sep 30, 24
5 Vanguard Small Cap Index 2.53M (2.42%) -16.93K
Decreased by -0.67%
Jul 31, 25
6 Vanguard Information Technology ETF 2.50M (2.38%) 25.45K
Increased by +1.02%
Jul 31, 25
7 Vanguard Explorer Inv 1.82M (1.74%) 152.60K
Increased by +8.40%
Mar 31, 25
8 T. Rowe Price Small-Cap Value 1.72M (1.64%) -3.94K
Decreased by -0.23%
Jul 31, 25
9 Wasatch Core Growth 1.68M (1.61%) 0.00
Increased by 0.00%
Jun 30, 25
10 Baron Opp. Small Cap Growth Strategy 1.60M (1.53%) 250.00K
Increased by +15.63%
Jun 30, 25
11 Baron Small Cap Retail 1.60M (1.53%) 250.00K
Increased by +15.63%
Jun 30, 25
12 Conestoga Small Cap Investors 1.59M (1.52%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 1.41M (1.35%) -544.00
Decreased by -0.04%
Jul 31, 25
14 Wasatch Small Cap Growth Investor 1.38M (1.32%) -19.09K
Decreased by -1.38%
Jun 30, 25
15 US Small-Cap Growth II Equity Comp 1.38M (1.32%) 1.38M
Increased by +100.00%
Jun 30, 24
16 T. Rowe Price New Horizons 1.38M (1.32%) -556.00
Decreased by -0.04%
Aug 31, 24
17 Fidelity Small Cap Growth 1.28M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
18 Brown Capital Mgmt Small Co Inv 1.22M (1.17%) -204.75K
Decreased by -16.76%
Jun 30, 24
19 T. Rowe Price U.S. SC Value Eq Tr-D 1.10M (1.05%) 419.00K
Increased by +38.12%
Jun 30, 25
20 Franklin Small Cap Growth SMA 1.09M (1.04%) 1.09M
Increased by +99.99%
Jun 30, 25