Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 2.15%
2 QQQS 0.52%
3 CBSE 0.35%
4 ISMD 0.24%
5 JSML 0.22%
6 IWC 0.07%
7 JSMD 0.05%
8 QSML 0.05%
9 FSCC 0.03%
10 GSSC 0.03%
11 TPSC 0.03%
12 EES 0.03%
13 VTWG 0.02%
14 CSF 0.02%
15 CSA 0.02%
16 IWO 0.02%
17 RFLR 0.02%
18 ISCG 0.01%
19 JKK 0.01%
20 RSSL 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.08M (10.96%) 457.82K
Increased by +14.88%
Dec 31, 24
2 Vanguard Group Inc 2.18M (7.78%) 44.88K
Increased by +2.06%
Dec 31, 24
3 BlackRock Inc 2.05M (7.29%) 24.84K
Increased by +1.21%
Dec 31, 24
4 Baillie Gifford & Co Limited. 2.02M (7.21%) 216.71K
Increased by +10.71%
Dec 31, 24
5 Goldman Sachs Group Inc 1.88M (6.70%) 470.86K
Increased by +25.03%
Sep 30, 23
6 Driehaus Capital Management LLC 1.45M (5.17%) 102.52K
Increased by +7.06%
Sep 30, 23
7 Ameriprise Financial Inc 1.28M (4.56%) -6.52K
Decreased by -0.51%
Dec 31, 24
8 Awm Investment Company Inc 1.24M (4.42%) -47.66K
Decreased by -3.85%
Dec 31, 24
9 Lord, Abbett & Co LLC 953.67K (3.40%) 558.91K
Increased by +58.61%
Sep 30, 23
10 Hood River Capital Management LLC 936.84K (3.34%) 867.51K
Increased by +92.60%
Dec 31, 23
11 Point72 Asset Management, L.P. 920.43K (3.28%) 920.43K
Increased by +100.00%
Dec 31, 24
12 Congress Asset Management Company, LLP 875.57K (3.12%) 875.57K
Increased by +100.00%
Dec 31, 23
13 BMO Capital Markets Corp. 808.61K (2.88%) -206.63K
Decreased by -25.55%
Jun 30, 24
14 Bank of Montreal 808.61K (2.88%) -206.63K
Decreased by -25.55%
Jun 30, 24
15 Nomura Holdings Inc 666.18K (2.37%) -144.82K
Decreased by -21.74%
Jun 30, 24
16 Marshall Wace Asset Management Ltd 662.13K (2.36%) 662.13K
Increased by +100.00%
Sep 30, 24
17 Geode Capital Management, LLC 647.61K (2.31%) 8.46K
Increased by +1.31%
Dec 31, 24
18 Rice Hall James & Associates, LLC 634.39K (2.26%) 235.63K
Increased by +37.14%
Dec 31, 24
19 State Street Corp 599.03K (2.13%) 27.17K
Increased by +4.54%
Dec 31, 24
20 Amvescap Plc. 596.66K (2.13%) 472.11K
Increased by +79.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 985.80K (3.51%) 0.00
Increased by 0.00%
Jan 31, 25
2 FIAM Small Cap Core Composite 985.80K (3.51%) 220.40K
Increased by +22.36%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 860.41K (3.07%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 860.41K (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Edinburgh Worldwide Ord 751.88K (2.68%) 0.00
Increased by 0.00%
Jan 31, 25
6 Columbia Small Cap Growth 743.04K (2.65%) 6.82K
Increased by +0.92%
Dec 31, 24
7 Columbia Small Cap Growth Inst 743.04K (2.65%) 0.00
Increased by 0.00%
Nov 30, 24
8 iShares Russell 2000 ETF 738.19K (2.63%) -6.38K
Decreased by -0.86%
Mar 31, 25
9 Vanguard Information Technology ETF 656.16K (2.34%) 7.63K
Increased by +1.16%
Mar 31, 25
10 Congress Small Cap Growth Institutional 650.00K (2.32%) 25.00K
Increased by +3.85%
Dec 31, 23
11 Federated Hermes MDT SCC Institutional 628.28K (2.24%) 534.38K
Increased by +85.05%
Jun 30, 24
12 Federated Hermes MDT Small Cap Core IS 628.28K (2.24%) 534.38K
Increased by +85.05%
Jun 30, 24
13 Baillie Gifford Global Discovery A Acc 564.77K (2.01%) -3.56K
Decreased by -0.63%
Feb 28, 25
14 Fidelity Small Cap Growth 554.37K (1.98%) 0.00
Increased by 0.00%
Jan 31, 25
15 Oberweis Micro-Cap 534.40K (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
16 Oberweis Micro-Cap Growth 534.40K (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
17 Hood River Small-Cap Growth Instl 530.20K (1.89%) 494.76K
Increased by +93.32%
Dec 31, 23
18 Columbia Small Cap Growth SMA Cmp 498.91K (1.78%) 498.91K
Increased by +100.00%
Oct 31, 23
19 DPAM B Eqs NewGems Sust A Dis 470.00K (1.67%) 220.00K
Increased by +46.81%
Feb 29, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 440.15K (1.57%) 10.33K
Increased by +2.35%
Mar 31, 25