Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 2.01%
2 AZTD 1.93%
3 PTF 1.31%
4 XSW 0.76%
5 FYC 0.56%
6 QSML 0.54%
7 BOUT 0.45%
8 DWAS 0.41%
9 TXSS 0.33%
10 USVM 0.32%
11 TRFM 0.32%
12 MMSC 0.27%
13 FYX 0.21%
14 CSML 0.21%
15 HAPS 0.18%
16 FSCC 0.16%
17 HLGE 0.14%
18 IWO 0.14%
19 AFSM 0.13%
20 PSC 0.13%

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 1.73M (2.92%) 122.89K
Increased by +7.11%
Jun 30, 24
7 FMR Inc 1.52M (2.57%) 141.32K
Increased by +9.27%
Sep 30, 24
8 Wasatch Advisors LP 1.48M (2.49%) -35.90K
Decreased by -2.43%
Jun 30, 24
9 Massachusetts Financial Services Company 1.31M (2.22%) -256.07K
Decreased by -19.49%
Sep 30, 24
10 Azora Capital LP 1.30M (2.19%) 48.75K
Increased by +3.75%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 1.19M (2.01%) 399.58K
Increased by +33.58%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.13M (1.91%) 80.25K
Increased by +7.08%
Sep 30, 24
13 Driehaus Capital Management LLC 1.09M (1.84%) 392.48K
Increased by +35.97%
Jun 30, 24
14 Geode Capital Management, LLC 1.06M (1.79%) 127.34K
Increased by +12.03%
Jun 30, 24
15 State Street Corp 1.04M (1.75%) 53.87K
Increased by +5.20%
Jun 30, 24
16 State Street Corporation 981.84K (1.66%) 17.28K
Increased by +1.76%
Mar 31, 24
17 Manufacturers Life Insurance Co 862.81K (1.45%) -81.69K
Decreased by -9.47%
Sep 30, 24
18 Scalar Gauge Management, LLC 853.37K (1.44%) 853.37K
Increased by +100.00%
Dec 31, 23
19 Long Path Partners, LP 702.49K (1.18%) -510.59K
Decreased by -72.68%
Jun 30, 24
20 BAMCO Inc 670.05K (1.13%) 3.90K
Increased by +0.58%
Jun 30, 24

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 Vanguard Information Technology ETF 1.31M (2.21%) 5.78K
Increased by +0.44%
Oct 31, 24
4 Vanguard Small Cap Index 1.24M (2.10%) 2.45K
Increased by +0.20%
Oct 31, 24
5 iShares Russell 2000 ETF 1.17M (1.98%) -2.65K
Decreased by -0.23%
Oct 31, 24
6 Fidelity Small Cap Growth 1.00M (1.69%) -2.62K
Decreased by -0.26%
Aug 31, 24
7 Franklin Small-Mid Cap Growth A 885.77K (1.49%) 0.00
Increased by 0.00%
Sep 30, 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 842.00K (1.42%) 141.74K
Increased by +16.83%
Sep 30, 24
11 MFS New Discovery I 803.74K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
12 Wasatch Small Cap Growth Investor 795.36K (1.34%) -101.92K
Decreased by -12.81%
Sep 30, 24
13 JHancock Small Cap Core NAV 777.01K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Small Cap Growth Index Inv 683.54K (1.15%) 381.00
Increased by +0.06%
Oct 31, 24
15 Columbia Acorn Inst 680.69K (1.15%) 62.17K
Increased by +9.13%
Sep 30, 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