Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 2.10%
2 AZTD 2.05%
3 PTF 1.30%
4 XSW 0.73%
5 FYC 0.58%
6 BOUT 0.55%
7 QSML 0.49%
8 DWAS 0.45%
9 USVM 0.35%
10 TXSS 0.34%
11 TRFM 0.33%
12 MMSC 0.28%
13 SEIS 0.27%
14 FYX 0.22%
15 CSML 0.21%
16 HAPS 0.19%
17 HLGE 0.14%
18 IWO 0.14%
19 FSCC 0.14%
20 VTWG 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 15.52M (26.17%) -1.67M
Decreased by -10.74%
Sep 30, 24
2 Vanguard Group Inc 6.60M (11.14%) 1.21M
Increased by +18.31%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 4.68M (7.89%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 3.57M (6.02%) 284.41K
Increased by +7.96%
Jun 30, 24
5 Riverbridge Partners LLC 2.03M (3.42%) 1.84M
Increased by +90.86%
Sep 30, 24
6 Franklin Resources Inc 1.80M (3.04%) 75.47K
Increased by +4.18%
Sep 30, 24
7 Driehaus Capital Management LLC 1.79M (3.02%) 702.42K
Increased by +39.16%
Sep 30, 24
8 FMR Inc 1.52M (2.57%) 141.32K
Increased by +9.27%
Sep 30, 24
9 Wasatch Advisors LP 1.36M (2.29%) -116.47K
Decreased by -8.56%
Sep 30, 24
10 Massachusetts Financial Services Company 1.31M (2.22%) -256.07K
Decreased by -19.49%
Sep 30, 24
11 Azora Capital LP 1.30M (2.19%) 48.75K
Increased by +3.75%
Jun 30, 24
12 Geode Capital Management, LLC 1.23M (2.08%) 173.39K
Increased by +14.07%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.13M (1.91%) 80.25K
Increased by +7.08%
Sep 30, 24
14 State Street Corp 1.09M (1.84%) 52.70K
Increased by +4.84%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 986.43K (1.66%) 643.07K
Increased by +65.19%
Sep 30, 24
16 State Street Corporation 981.84K (1.66%) 17.28K
Increased by +1.76%
Mar 31, 24
17 Ameriprise Financial Inc 881.20K (1.49%) 811.50K
Increased by +92.09%
Sep 30, 24
18 Manufacturers Life Insurance Co 862.81K (1.45%) -81.69K
Decreased by -9.47%
Sep 30, 24
19 Goldman Sachs Group Inc 858.65K (1.45%) 413.31K
Increased by +48.13%
Sep 30, 24
20 Scalar Gauge Management, LLC 853.37K (1.44%) 853.37K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.68M (7.89%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.57M (2.64%) 2.54K
Increased by +0.16%
Oct 31, 24
3 iShares Russell 2000 ETF 1.52M (2.57%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Information Technology ETF 1.31M (2.21%) 5.78K
Increased by +0.44%
Oct 31, 24
5 Vanguard Small Cap Index 1.24M (2.10%) 2.45K
Increased by +0.20%
Oct 31, 24
6 Fidelity Small Cap Growth 1.00M (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
7 Franklin Small-Mid Cap Growth A 885.77K (1.49%) 0.00
Increased by 0.00%
Oct 31, 24
8 Franklin US Small-Mid Cap Growth Equity 885.77K (1.49%) 3.17K
Increased by +0.36%
Sep 30, 24
9 Fidelity® Small Cap Growth 868.09K (1.46%) -1.05K
Decreased by -0.12%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 838.67K (1.41%) -3.33K
Decreased by -0.40%
Oct 31, 24
11 Wasatch Small Cap Growth Investor 795.36K (1.34%) -101.92K
Decreased by -12.81%
Sep 30, 24
12 JHancock Small Cap Core NAV 737.01K (1.24%) -40.00K
Decreased by -5.43%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 683.54K (1.15%) 381.00
Increased by +0.06%
Oct 31, 24
14 Columbia Acorn Inst 680.69K (1.15%) 0.00
Increased by 0.00%
Oct 31, 24
15 MFS New Discovery I 669.86K (1.13%) -133.87K
Decreased by -19.99%
Oct 31, 24
16 Franklin Small Cap Growth Adv 664.22K (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
17 Franklin US Small Cap Growth Equity 664.22K (1.12%) -6.83K
Decreased by -1.03%
Sep 30, 24
18 Baron Discovery Institutional 600.00K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
19 Baron Discovery Strategy 600.00K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
20 Franklin Small Cap Growth SMA 564.45K (0.95%) 564.42K
Increased by +99.99%
Mar 31, 24