Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 2.15%
2 QQQS 0.56%
3 CBSE 0.35%
4 ISMD 0.32%
5 JSML 0.22%
6 IWC 0.08%
7 JSMD 0.05%
8 QSML 0.05%
9 FSCC 0.03%
10 GSSC 0.03%
11 IWO 0.03%
12 TPSC 0.03%
13 EES 0.03%
14 VTWG 0.02%
15 CSF 0.02%
16 CSA 0.02%
17 RFLR 0.02%
18 ISCG 0.01%
19 JKK 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.37M (12.70%) 292.57K
Increased by +8.68%
Mar 31, 25
2 Vanguard Group Inc 2.19M (8.25%) 5.58K
Increased by +0.25%
Mar 31, 25
3 BlackRock Inc 2.06M (7.76%) 13.03K
Increased by +0.63%
Mar 31, 25
4 Baillie Gifford & Co Limited. 2.00M (7.55%) -20.49K
Decreased by -1.02%
Mar 31, 25
5 Goldman Sachs Group Inc 1.88M (7.09%) 470.86K
Increased by +25.03%
Sep 30, 23
6 Awm Investment Company Inc 1.59M (5.99%) 348.74K
Increased by +21.96%
Mar 31, 25
7 Driehaus Capital Management LLC 1.45M (5.47%) 102.52K
Increased by +7.06%
Sep 30, 23
8 Lord, Abbett & Co LLC 953.67K (3.60%) 558.91K
Increased by +58.61%
Sep 30, 23
9 Hood River Capital Management LLC 936.84K (3.53%) 867.51K
Increased by +92.60%
Dec 31, 23
10 Point72 Asset Management, L.P. 920.43K (3.47%) 920.43K
Increased by +100.00%
Dec 31, 24
11 Congress Asset Management Company, LLP 875.57K (3.30%) 875.57K
Increased by +100.00%
Dec 31, 23
12 BMO Capital Markets Corp. 808.61K (3.05%) -206.63K
Decreased by -25.55%
Jun 30, 24
13 Bank of Montreal 808.61K (3.05%) -206.63K
Decreased by -25.55%
Jun 30, 24
14 Geode Capital Management, LLC 669.89K (2.53%) 22.28K
Increased by +3.33%
Mar 31, 25
15 Nomura Holdings Inc 666.18K (2.51%) -144.82K
Decreased by -21.74%
Jun 30, 24
16 Marshall Wace Asset Management Ltd 662.13K (2.50%) 662.13K
Increased by +100.00%
Sep 30, 24
17 Rice Hall James & Associates, LLC 620.34K (2.34%) -14.05K
Decreased by -2.27%
Mar 31, 25
18 State Street Corp 609.19K (2.30%) 10.15K
Increased by +1.67%
Mar 31, 25
19 Amvescap Plc. 596.66K (2.25%) 472.11K
Increased by +79.13%
Sep 30, 23
20 State Street Corporation 562.49K (2.12%) 7.83K
Increased by +1.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core Composite 985.80K (3.72%) 220.40K
Increased by +22.36%
Dec 31, 24
2 FIAM Small Cap Core CIT Cl B 963.00K (3.63%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 862.11K (3.25%) 1.70K
Increased by +0.20%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 860.41K (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
5 Edinburgh Worldwide Ord 751.88K (2.83%) 0.00
Increased by 0.00%
Feb 28, 25
6 Columbia Small Cap Growth 743.04K (2.80%) 6.82K
Increased by +0.92%
Dec 31, 24
7 Columbia Small Cap Growth Inst 743.04K (2.80%) 0.00
Increased by 0.00%
Nov 30, 24
8 iShares Russell 2000 ETF 697.47K (2.63%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Information Technology ETF 659.69K (2.49%) 3.54K
Increased by +0.54%
Apr 30, 25
10 Congress Small Cap Growth Institutional 650.00K (2.45%) 25.00K
Increased by +3.85%
Dec 31, 23
11 Federated Hermes MDT SCC Institutional 628.28K (2.37%) 534.38K
Increased by +85.05%
Jun 30, 24
12 Federated Hermes MDT Small Cap Core IS 628.28K (2.37%) 534.38K
Increased by +85.05%
Jun 30, 24
13 Baillie Gifford Global Discovery A Acc 567.00K (2.14%) -3.84K
Decreased by -0.68%
Apr 30, 25
14 Fidelity Small Cap Growth 554.37K (2.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Oberweis Micro-Cap 534.40K (2.01%) 0.00
Increased by 0.00%
Sep 30, 24
16 Oberweis Micro-Cap Growth 534.40K (2.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Hood River Small-Cap Growth Instl 530.20K (2.00%) 494.76K
Increased by +93.32%
Dec 31, 23
18 Columbia Small Cap Growth SMA Cmp 498.91K (1.88%) 498.91K
Increased by +100.00%
Oct 31, 23
19 DPAM B Eqs NewGems Sust A Dis 470.00K (1.77%) 220.00K
Increased by +46.81%
Feb 29, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 440.15K (1.66%) 0.00
Increased by 0.00%
Apr 30, 25