Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 1.85%
2 SOVF 1.69%
3 PTF 1.30%
4 XITK 0.80%
5 XSW 0.66%
6 BOUT 0.59%
7 FYC 0.45%
8 DWAS 0.43%
9 QSML 0.42%
10 USVM 0.35%
11 TRFM 0.33%
12 TXSS 0.29%
13 MMSC 0.28%
14 SEIS 0.27%
15 FYX 0.22%
16 CSML 0.21%
17 HAPS 0.19%
18 HLGE 0.14%
19 FSCC 0.14%
20 AFSM 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 15.52M (22.12%) -1.67M
Decreased by -10.74%
Sep 30, 24
2 Vanguard Group Inc 6.60M (9.41%) 1.21M
Increased by +18.31%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 4.68M (6.67%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 3.99M (5.69%) 416.80K
Increased by +10.45%
Sep 30, 24
5 Riverbridge Partners LLC 1.89M (2.69%) -137.02K
Decreased by -7.25%
Dec 31, 24
6 Franklin Resources Inc 1.80M (2.57%) 75.47K
Increased by +4.18%
Sep 30, 24
7 Driehaus Capital Management LLC 1.79M (2.56%) 702.42K
Increased by +39.16%
Sep 30, 24
8 FMR Inc 1.52M (2.17%) 141.32K
Increased by +9.27%
Sep 30, 24
9 Wasatch Advisors LP 1.36M (1.94%) -116.47K
Decreased by -8.56%
Sep 30, 24
10 Massachusetts Financial Services Company 1.31M (1.87%) -256.07K
Decreased by -19.49%
Sep 30, 24
11 Azora Capital LP 1.30M (1.85%) 48.75K
Increased by +3.75%
Jun 30, 24
12 Geode Capital Management, LLC 1.23M (1.76%) 173.39K
Increased by +14.07%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.13M (1.62%) 80.25K
Increased by +7.08%
Sep 30, 24
14 State Street Corp 1.09M (1.55%) 52.70K
Increased by +4.84%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 986.43K (1.41%) 643.07K
Increased by +65.19%
Sep 30, 24
16 State Street Corporation 981.84K (1.40%) 17.28K
Increased by +1.76%
Mar 31, 24
17 Ameriprise Financial Inc 881.20K (1.26%) 811.50K
Increased by +92.09%
Sep 30, 24
18 Manufacturers Life Insurance Co 862.81K (1.23%) -81.69K
Decreased by -9.47%
Sep 30, 24
19 Goldman Sachs Group Inc 858.65K (1.22%) 413.31K
Increased by +48.13%
Sep 30, 24
20 Scalar Gauge Management, LLC 853.37K (1.22%) 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 3.82M (5.44%) -864.41K
Decreased by -22.66%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.76M (2.51%) -144.36K
Decreased by -8.20%
Dec 31, 24
3 iShares Russell 2000 ETF 1.44M (2.05%) -5.53K
Decreased by -0.38%
Dec 31, 24
4 AB Small Cap Growth A 1.44M (2.05%) 931.46K
Increased by +64.78%
Nov 30, 24
5 Vanguard Small Cap Index 1.41M (2.01%) -113.52K
Decreased by -8.06%
Dec 31, 24
6 Vanguard Information Technology ETF 1.25M (1.79%) 18.92K
Increased by +1.51%
Dec 31, 24
7 Champlain Small Company Fund, LLC 1.10M (1.56%) 566.77K
Increased by +51.68%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.45%) 40.26K
Increased by +3.97%
Dec 31, 24
9 Fidelity Small Cap Growth 1.00M (1.43%) 1.22K
Increased by +0.12%
Oct 31, 24
10 Invesco Discovery A 936.35K (1.33%) 584.06K
Increased by +62.38%
Nov 30, 24
11 Franklin Small-Mid Cap Growth A 885.77K (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
12 Franklin US Small-Mid Cap Growth Equity 885.77K (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity® Small Cap Growth 868.09K (1.24%) -1.05K
Decreased by -0.12%
Oct 31, 23
14 Columbia Acorn Inst 853.51K (1.22%) 172.81K
Increased by +20.25%
Nov 30, 24
15 MFS New Discovery I 796.56K (1.14%) 126.70K
Increased by +15.91%
Nov 30, 24
16 Vanguard Small Cap Growth Index Inv 795.61K (1.13%) -39.45K
Decreased by -4.96%
Dec 31, 24
17 Wasatch Small Cap Growth Investor 795.36K (1.13%) -101.92K
Decreased by -12.81%
Sep 30, 24
18 JHancock Small Cap Core NAV 737.01K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
19 Franklin Small Cap Growth Adv 664.22K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
20 Franklin US Small Cap Growth Equity 664.22K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24