Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.11%
2 CBLS 2.15%
3 QQQS 0.53%
4 JSML 0.22%
5 ISMD 0.21%
6 IWC 0.09%
7 JSMD 0.05%
8 QSML 0.05%
9 FSCC 0.03%
10 GSSC 0.03%
11 VTWG 0.03%
12 IWO 0.03%
13 TPSC 0.03%
14 EES 0.03%
15 VTWO 0.02%
16 CSF 0.02%
17 CSA 0.02%
18 RFLR 0.02%
19 ISCG 0.01%
20 JKK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.62M (9.39%) 2.46M
Increased by +93.89%
Sep 30, 24
2 Vanguard Group Inc 2.14M (7.67%) 33.17K
Increased by +1.55%
Sep 30, 24
3 BlackRock Inc 2.02M (7.25%) 118.13K
Increased by +5.84%
Sep 30, 24
4 Goldman Sachs Group Inc 1.88M (6.74%) 470.86K
Increased by +25.03%
Sep 30, 23
5 Baillie Gifford & Co Limited. 1.81M (6.48%) 136.26K
Increased by +7.54%
Sep 30, 24
6 Driehaus Capital Management LLC 1.45M (5.20%) 102.52K
Increased by +7.06%
Sep 30, 23
7 Ameriprise Financial Inc 1.29M (4.62%) 902.71K
Increased by +70.12%
Sep 30, 24
8 Awm Investment Company Inc 1.29M (4.61%) 32.11K
Increased by +2.50%
Sep 30, 24
9 Lord, Abbett & Co LLC 953.67K (3.42%) 558.91K
Increased by +58.61%
Sep 30, 23
10 Hood River Capital Management LLC 936.84K (3.36%) 867.51K
Increased by +92.60%
Dec 31, 23
11 Congress Asset Management Company, LLP 875.57K (3.14%) 875.57K
Increased by +100.00%
Dec 31, 23
12 BMO Capital Markets Corp. 808.61K (2.90%) -206.63K
Decreased by -25.55%
Jun 30, 24
13 Bank of Montreal 808.61K (2.90%) -206.63K
Decreased by -25.55%
Jun 30, 24
14 Nomura Holdings Inc 666.18K (2.39%) -144.82K
Decreased by -21.74%
Jun 30, 24
15 Marshall Wace Asset Management Ltd 662.13K (2.37%) 662.13K
Increased by +100.00%
Sep 30, 24
16 Geode Capital Management, LLC 639.15K (2.29%) 18.52K
Increased by +2.90%
Sep 30, 24
17 Amvescap Plc. 596.66K (2.14%) 472.11K
Increased by +79.13%
Sep 30, 23
18 State Street Corp 571.86K (2.05%) 8.84K
Increased by +1.55%
Sep 30, 24
19 State Street Corporation 562.49K (2.02%) 7.83K
Increased by +1.39%
Mar 31, 24
20 Weiss Asset Management LP 559.78K (2.01%) 14.83K
Increased by +2.65%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 984.90K (3.53%) 219.50K
Increased by +22.29%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 860.41K (3.08%) 0.00
Increased by 0.00%
Nov 30, 24
3 FIAM Small Cap Core Composite 765.40K (2.74%) 765.40K
Increased by +100.00%
Sep 30, 24
4 Edinburgh Worldwide Ord 751.88K (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
5 Columbia Small Cap Growth Inst 743.04K (2.66%) 0.00
Increased by 0.00%
Nov 30, 24
6 Columbia Small Cap Growth 736.23K (2.64%) 736.23K
Increased by +100.00%
Sep 30, 24
7 iShares Russell 2000 ETF 732.40K (2.63%) -2.83K
Decreased by -0.39%
Dec 31, 24
8 Congress Small Cap Growth Institutional 650.00K (2.33%) 25.00K
Increased by +3.85%
Dec 31, 23
9 Vanguard Information Technology ETF 631.76K (2.27%) 13.44K
Increased by +2.13%
Nov 30, 24
10 Federated Hermes MDT SCC Institutional 628.28K (2.25%) 534.38K
Increased by +85.05%
Jun 30, 24
11 Federated Hermes MDT Small Cap Core IS 628.28K (2.25%) 534.38K
Increased by +85.05%
Jun 30, 24
12 Baillie Gifford Global Discovery A Acc 562.84K (2.02%) -8.24K
Decreased by -1.46%
Nov 30, 24
13 Fidelity Small Cap Growth 554.37K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
14 Oberweis Micro-Cap 534.40K (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
15 Oberweis Micro-Cap Growth 534.40K (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
16 Hood River Small-Cap Growth Instl 530.20K (1.90%) 494.76K
Increased by +93.32%
Dec 31, 23
17 Columbia Small Cap Growth SMA Cmp 498.91K (1.79%) 498.91K
Increased by +100.00%
Oct 31, 23
18 DPAM B Eqs NewGems Sust A Dis 470.00K (1.69%) 220.00K
Increased by +46.81%
Feb 29, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 419.19K (1.50%) 2.45K
Increased by +0.58%
Nov 30, 24
20 Oberweis Small-Cap Opp 412.94K (1.48%) -109.10K
Decreased by -26.42%
Mar 31, 24