Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 1.27%
2 PTF 1.19%
3 SIXS 1.16%
4 AWEG 1.09%
5 PSCT 1.09%
6 FSGS 1.04%
7 RNSC 1.04%
8 XSW 0.71%
9 GRPZ 0.69%
10 RZG 0.62%
11 XSMO 0.48%
12 LIVR 0.48%
13 QSML 0.47%
14 VIOG 0.43%
15 SIXL 0.42%
16 DWAS 0.40%
17 CAFG 0.40%
18 SLYG 0.39%
19 ESIX 0.36%
20 BFOR 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.57M (13.62%) 76.72K
Increased by +2.15%
Dec 31, 24
2 Vanguard Group Inc 2.21M (8.42%) 58.93K
Increased by +2.67%
Dec 31, 24
3 Mak Capital One LLC 1.19M (4.55%) 0.00
Increased by 0.00%
Dec 31, 24
4 Lord, Abbett & Co LLC 1.17M (4.45%) 108.83K
Increased by +9.32%
Dec 31, 24
5 State Street Corp 963.60K (3.67%) 44.78K
Increased by +4.65%
Dec 31, 24
6 Wasatch Advisors LP 896.20K (3.42%) -80.20K
Decreased by -8.95%
Dec 31, 24
7 State Street Corporation 844.95K (3.22%) 25.65K
Increased by +3.04%
Mar 31, 24
8 FMR Inc 800.52K (3.05%) 294.83K
Increased by +36.83%
Dec 31, 24
9 Amvescap Plc. 727.79K (2.77%) 585.89K
Increased by +80.50%
Dec 31, 24
10 Fred Alger Management, LLC 700.02K (2.67%) -101.28K
Decreased by -14.47%
Dec 31, 24
11 Geneva Capital Management 665.94K (2.54%) -9.44K
Decreased by -1.42%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 661.40K (2.52%) 61.60K
Increased by +9.31%
Jun 30, 24
13 Brown Capital Management, LLC 618.96K (2.36%) -64.70K
Decreased by -10.45%
Dec 31, 24
14 Franklin Resources Inc 610.03K (2.32%) 511.90K
Increased by +83.91%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 564.84K (2.15%) -70.35K
Decreased by -12.46%
Jun 30, 24
16 Driehaus Capital Management LLC 529.30K (2.02%) -5.84K
Decreased by -1.10%
Dec 31, 23
17 Artisan Partners Limited Partnership 529.23K (2.02%) -283.85K
Decreased by -53.64%
Dec 31, 24
18 Geode Capital Management, LLC 528.85K (2.02%) 236.00
Increased by +0.04%
Dec 31, 24
19 Nine Ten Capital Management LLC 497.43K (1.90%) -148.96K
Decreased by -29.95%
Mar 31, 24
20 Loomis, Sayles & Company LP 488.16K (1.86%) -14.26K
Decreased by -2.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.43M (5.43%) -351.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 806.65K (3.07%) 618.00
Increased by +0.08%
Feb 28, 25
3 T. Rowe Price Integrated US SmCapGrEq 595.28K (2.27%) 297.64K
Increased by +50.00%
Dec 31, 24
4 Vanguard Information Technology ETF 581.75K (2.22%) 1.55K
Increased by +0.27%
Feb 28, 25
5 iShares Russell 2000 ETF 580.48K (2.21%) -6.86K
Decreased by -1.18%
Feb 28, 25
6 Wasatch Small Cap Growth Investor 483.61K (1.84%) -10.27K
Decreased by -2.12%
Dec 31, 24
7 Lord Abbett & Co. Growth Equity- SA 419.52K (1.60%) 122.90K
Increased by +29.29%
Dec 31, 24
8 Lord Abbett Developing Growth A 415.39K (1.58%) 0.00
Increased by 0.00%
Nov 30, 24
9 Artisan International Small-Mid Investor 350.41K (1.34%) -174.15K
Decreased by -49.70%
Dec 31, 24
10 Artisan Non-U.S. Small-Mid Growth Comp 350.41K (1.34%) -174.15K
Decreased by -49.70%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 338.36K (1.29%) 496.00
Increased by +0.15%
Feb 28, 25
12 Brown Capital Mgmt Small Co Inv 306.45K (1.17%) 272.88K
Increased by +89.05%
Jun 30, 24
13 Lord Abbett Growth Leaders I 302.67K (1.15%) 6.04K
Increased by +2.00%
Nov 30, 24
14 Alger Small Cap Focus Composite 301.88K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
15 Alger Small Cap Focus I 301.88K (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
16 Franklin DynaTech A 300.00K (1.14%) 150.00K
Increased by +50.00%
Dec 31, 24
17 Franklin Innovation Composite 300.00K (1.14%) 300.00K
Increased by +100.00%
Dec 31, 24
18 T. Rowe Price Integrated US Sm Gr Eq 297.64K (1.13%) 0.00
Increased by 0.00%
Jan 31, 25
19 Loomis Sayles Small Cap Growth Instl 284.94K (1.09%) 0.00
Increased by 0.00%
Jan 31, 25
20 American Century Small Cap Growth Inv 273.93K (1.04%) -4.21K
Decreased by -1.54%
Dec 31, 24