Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.62%
2 LFSC 1.12%
3 HAPS 0.71%
4 QQQS 0.53%
5 FYC 0.47%
6 HART 0.41%
7 ETHO 0.35%
8 SCDS 0.29%
9 QSML 0.23%
10 BTEC 0.22%
11 IHI 0.18%
12 CSML 0.17%
13 GSSC 0.12%
14 FESM 0.12%
15 BBSC 0.10%
16 RFLR 0.09%
17 JPSE 0.09%
18 VTWG 0.08%
19 IWO 0.08%
20 EES 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.74%) -6.58K
Decreased by -0.14%
Dec 31, 24
2 BlackRock Inc 4.31M (9.02%) 5.43K
Increased by +0.13%
Dec 31, 24
3 AllianceBernstein L.P. 3.84M (8.03%) -137.00K
Decreased by -3.57%
Dec 31, 24
4 Hood River Capital Management LLC 2.92M (6.12%) 93.13K
Increased by +3.19%
Dec 31, 24
5 Champlain Investment Partners, LLC 2.53M (5.29%) -262.14K
Decreased by -10.37%
Dec 31, 24
6 Macquarie Group Ltd 2.38M (4.97%) -9.58K
Decreased by -0.40%
Dec 31, 24
7 First Light Asset Management, LLC 1.97M (4.12%) 103.69K
Increased by +5.27%
Dec 31, 24
8 State Street Corp 1.35M (2.82%) 1.96K
Increased by +0.15%
Dec 31, 24
9 Divisadero Street Capital Management, LP 1.30M (2.71%) 1.30M
Increased by +100.00%
Sep 30, 24
10 State Street Corporation 1.19M (2.48%) -17.74K
Decreased by -1.50%
Mar 31, 24
11 Amvescap Plc. 1.16M (2.43%) 127.58K
Increased by +10.98%
Dec 31, 23
12 Fred Alger Management, LLC 1.15M (2.42%) -281.76K
Decreased by -24.41%
Dec 31, 23
13 Geode Capital Management, LLC 1.15M (2.41%) -1.58K
Decreased by -0.14%
Dec 31, 24
14 Nuveen Asset Management, LLC 1.04M (2.17%) -149.58K
Decreased by -14.42%
Dec 31, 24
15 GW&K Investment Management, LLC 1.00M (2.09%) -18.51K
Decreased by -1.85%
Dec 31, 24
16 Credit Suisse First Boston (CSFB) 984.96K (2.06%) -5.42K
Decreased by -0.55%
Mar 31, 24
17 FMR Inc 981.52K (2.05%) 8.06K
Increased by +0.82%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 961.36K (2.01%) 525.95K
Increased by +54.71%
Mar 31, 24
19 Millennium Management LLC 952.76K (1.99%) 593.02K
Increased by +62.24%
Jun 30, 24
20 Neuberger Berman Group LLC 939.19K (1.97%) -2.95K
Decreased by -0.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Delaware Small Cap Core I 1.95M (4.07%) 0.00
Increased by 0.00%
Oct 31, 24
2 Macquarie Small Cap Core I 1.95M (4.07%) 0.00
Increased by 0.00%
Feb 28, 25
3 Hood River Small-Cap Growth Instl 1.66M (3.47%) 83.25K
Increased by +5.02%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 1.48M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
5 Champlain Small Company Fund, LLC 1.47M (3.08%) -20.75K
Decreased by -1.41%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.44M (3.02%) -108.00
Decreased by -0.01%
Mar 31, 25
7 iShares Russell 2000 ETF 1.25M (2.61%) -10.78K
Decreased by -0.86%
Mar 31, 25
8 Fidelity Select Medical Tech and Devcs 1.20M (2.51%) 0.00
Increased by 0.00%
May 31, 24
9 Delaware US Small Cap Core Equity (SMA) 1.18M (2.46%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.18M (2.46%) -13.75K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Index 1.16M (2.42%) -25.02K
Decreased by -2.16%
Mar 31, 25
12 AB Small Cap Growth A 1.09M (2.29%) -29.66K
Decreased by -2.71%
Feb 28, 25
13 CS (Lux) Digital Health Equity SB USD 900.00K (1.88%) 0.00
Increased by 0.00%
Mar 31, 24
14 Champlain Small Company Adv 890.00K (1.86%) -140.00K
Decreased by -15.73%
Dec 31, 24
15 AB Discovery Growth A 802.68K (1.68%) -26.76K
Decreased by -3.33%
Feb 28, 25
16 Bellevue Healthcare Ord 768.91K (1.61%) 768.91K
Increased by +100.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 759.78K (1.59%) 20.66K
Increased by +2.72%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 647.99K (1.36%) -15.33K
Decreased by -2.37%
Mar 31, 25
19 Old Westbury Small & Mid Cap Strategies 640.00K (1.34%) -195.00K
Decreased by -30.47%
Jan 31, 25
20 Strategic Advisers Fidelity US TtlStk 605.80K (1.27%) 0.00
Increased by 0.00%
May 31, 24