Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ISMD 0.2%
2 IWC 0.08%
3 GSSC 0.05%
4 VTWG 0.03%
5 TPSC 0.03%
6 IWO 0.03%
7 CSF 0.02%
8 CSA 0.02%
9 EES 0.02%
10 JKK 0.02%
11 ISCG 0.02%
12 IWM 0.01%
13 UWM 0.01%
14 VGT 0.01%
15 VTWO 0.01%
16 RYLD 0.01%
17 DFAS 0.01%
18 FTEC 0.01%
19 SCHA 0.01%
20 JKJ 0.01%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.08M (7.61%) 240.52K
Increased by +11.58%
Dec 31, 23
2 Goldman Sachs Group Inc 1.88M (6.89%) 470.86K
Increased by +25.03%
Sep 30, 23
3 Vanguard Group Inc 1.51M (5.52%) 38.38K
Increased by +2.54%
Dec 31, 23
4 Driehaus Capital Management LLC 1.45M (5.31%) 102.52K
Increased by +7.06%
Sep 30, 23
5 Awm Investment Company Inc 1.23M (4.5%) 30K
Increased by +2.44%
Dec 31, 23
6 Ameriprise Financial Inc 958.31K (3.51%) 596.89K
Increased by +62.29%
Dec 31, 23
7 Lord, Abbett & Co LLC 953.67K (3.49%) 558.91K
Increased by +58.61%
Sep 30, 23
8 Hood River Capital Management LLC 936.84K (3.43%) 867.51K
Increased by +92.6%
Dec 31, 23
9 Oberweis Asset Management Inc 910.11K (3.33%) 37K
Increased by +4.07%
Sep 30, 23
10 Congress Asset Management Company, LLP 875.57K (3.21%) 875.57K
Increased by +100%
Dec 31, 23
11 Baillie Gifford & Co Limited. 662.31K (2.42%) 656.18K
Increased by +99.08%
Dec 31, 23
12 Amvescap Plc. 596.66K (2.18%) 472.11K
Increased by +79.13%
Sep 30, 23
13 Geode Capital Management, LLC 592.9K (2.17%) 53.97K
Increased by +9.1%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 562.33K (2.06%) 125.08K
Increased by +22.24%
Sep 30, 23
15 State Street Corporation 554.65K (2.03%) -9.2K
Decreased by -1.66%
Dec 31, 23
16 Weiss Asset Management LP 544.95K (1.99%) 544.95K
Increased by +100%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 493.08K (1.81%) 37.17K
Increased by +7.54%
Dec 31, 23
18 Point72 Asset Management, L.P. 467.92K (1.71%) 365.71K
Increased by +78.16%
Sep 30, 23
19 Millennium Management LLC 375.16K (1.37%) 318.55K
Increased by +84.91%
Dec 31, 23
20 FMR Inc 333.41K (1.22%) -463.52K
Decreased by -139.03%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 859.09K (3.14%) -27.1K
Decreased by -3.15%
Feb 29, 24
2 Columbia Small Cap Growth Inst 698.02K (2.56%) 202.47K
Increased by +29.01%
Jan 31, 24
3 iShares Russell 2000 ETF 674.45K (2.47%) -110
Decreased by -0.02%
Feb 29, 24
4 Congress Small Cap Growth Institutional 650K (2.38%) 25K
Increased by +3.85%
Dec 31, 23
5 Vanguard Information Technology ETF 599.33K (2.19%) 599.33K
Increased by +100%
Feb 29, 24
6 Oberweis Micro-Cap 534.4K (1.96%) 65K
Increased by +12.16%
Dec 31, 23
7 Hood River Small-Cap Growth Instl 530.2K (1.94%) 494.76K
Increased by +93.32%
Dec 31, 23
8 Oberweis Small-Cap Opportunities 522.04K (1.91%) 81.63K
Increased by +15.64%
Dec 31, 23
9 Columbia Small Cap Growth SMA Cmp 498.91K (1.83%) 498.91K
Increased by +100%
Oct 31, 23
10 Oberweis Micro-Cap Growth 469.4K (1.72%) 37K
Increased by +7.88%
Sep 30, 23
11 Oberweis Small-Cap Opp 440.41K (1.61%) 0
Increased by 0%
Sep 30, 23
12 Lord Abbett Developing Growth A 393.41K (1.44%) 0
Increased by 0%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 389.14K (1.42%) -359
Decreased by -0.09%
Feb 29, 24
14 Fidelity® Small Cap Growth 330.43K (1.21%) 0
Increased by 0%
Sep 30, 23
15 AGF US Small-Mid Cap 276K (1.01%) 0
Increased by 0%
Jan 31, 24
16 Fidelity Small Cap Index 275.69K (1.01%) 20.85K
Increased by +7.56%
Dec 31, 23
17 Columbia Acorn Inst 269.97K (0.99%) 0
Increased by 0%
Dec 31, 23
18 iShares Russell 2000 Growth ETF 243.25K (0.89%) -283
Decreased by -0.12%
Feb 29, 24
19 Fidelity® Small Cap Index 242.8K (0.89%) 5.29K
Increased by +2.18%
Sep 30, 23
20 Edinburgh Worldwide Ord 230.1K (0.84%) 78.84K
Increased by +34.26%
Dec 31, 23