Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.86%
2 LFSC 1.12%
3 HAPS 0.82%
4 FYC 0.54%
5 QQQS 0.53%
6 HART 0.46%
7 ETHO 0.35%
8 SCDS 0.29%
9 QSML 0.23%
10 BTEC 0.22%
11 IHI 0.20%
12 CSML 0.17%
13 GSSC 0.12%
14 FESM 0.12%
15 BBSC 0.10%
16 RFLR 0.09%
17 IWO 0.09%
18 JPSE 0.09%
19 VTWG 0.08%
20 JKK 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.87%) -6.58K
Decreased by -0.14%
Dec 31, 24
2 BlackRock Inc 4.31M (9.14%) 5.43K
Increased by +0.13%
Dec 31, 24
3 AllianceBernstein L.P. 3.84M (8.13%) -137.00K
Decreased by -3.57%
Dec 31, 24
4 Hood River Capital Management LLC 2.92M (6.20%) 93.13K
Increased by +3.19%
Dec 31, 24
5 Champlain Investment Partners, LLC 2.53M (5.36%) -262.14K
Decreased by -10.37%
Dec 31, 24
6 Macquarie Group Ltd 2.38M (5.04%) -9.58K
Decreased by -0.40%
Dec 31, 24
7 First Light Asset Management, LLC 1.97M (4.18%) 103.69K
Increased by +5.27%
Dec 31, 24
8 State Street Corp 1.35M (2.86%) 1.96K
Increased by +0.15%
Dec 31, 24
9 Divisadero Street Capital Management, LP 1.30M (2.75%) 1.30M
Increased by +100.00%
Sep 30, 24
10 State Street Corporation 1.19M (2.52%) -17.74K
Decreased by -1.50%
Mar 31, 24
11 Amvescap Plc. 1.16M (2.46%) 127.58K
Increased by +10.98%
Dec 31, 23
12 Fred Alger Management, LLC 1.15M (2.45%) -281.76K
Decreased by -24.41%
Dec 31, 23
13 Geode Capital Management, LLC 1.15M (2.44%) -1.58K
Decreased by -0.14%
Dec 31, 24
14 Nuveen Asset Management, LLC 1.04M (2.20%) -149.58K
Decreased by -14.42%
Dec 31, 24
15 GW&K Investment Management, LLC 1.00M (2.12%) -18.51K
Decreased by -1.85%
Dec 31, 24
16 Credit Suisse First Boston (CSFB) 984.96K (2.09%) -5.42K
Decreased by -0.55%
Mar 31, 24
17 FMR Inc 981.52K (2.08%) 8.06K
Increased by +0.82%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 961.36K (2.04%) 525.95K
Increased by +54.71%
Mar 31, 24
19 Millennium Management LLC 952.76K (2.02%) 593.02K
Increased by +62.24%
Jun 30, 24
20 Neuberger Berman Group LLC 939.19K (1.99%) -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 (4.13%) 0.00
Increased by 0.00%
Oct 31, 24
2 Macquarie Small Cap Core I 1.95M (4.13%) 0.00
Increased by 0.00%
Feb 28, 25
3 Hood River Small-Cap Growth Instl 1.66M (3.52%) 83.25K
Increased by +5.02%
Dec 31, 24
4 Champlain Small Company Fund, LLC 1.49M (3.17%) -10.82K
Decreased by -0.72%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.44M (3.06%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.25M (2.64%) -10.78K
Decreased by -0.86%
Mar 31, 25
7 Fidelity Select Medical Tech and Devcs 1.20M (2.54%) 0.00
Increased by 0.00%
May 31, 24
8 Vanguard Small Cap Index 1.18M (2.51%) 966.00
Increased by +0.08%
Feb 28, 25
9 Delaware US Small Cap Core Equity (SMA) 1.18M (2.49%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.18M (2.49%) -13.75K
Decreased by -1.17%
Mar 31, 24
11 AB Small Cap Growth A 1.09M (2.32%) -29.66K
Decreased by -2.71%
Feb 28, 25
12 CS (Lux) Digital Health Equity SB USD 900.00K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
13 Champlain Small Company Adv 890.00K (1.89%) -140.00K
Decreased by -15.73%
Dec 31, 24
14 AB Discovery Growth A 802.68K (1.70%) -26.76K
Decreased by -3.33%
Feb 28, 25
15 Bellevue Healthcare Ord 768.91K (1.63%) 768.91K
Increased by +100.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 739.12K (1.57%) 6.41K
Increased by +0.87%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 663.31K (1.41%) -5.94K
Decreased by -0.90%
Feb 28, 25
18 Old Westbury Small & Mid Cap Strategies 640.00K (1.36%) -195.00K
Decreased by -30.47%
Jan 31, 25
19 Strategic Advisers Fidelity US TtlStk 605.80K (1.28%) 0.00
Increased by 0.00%
May 31, 24
20 UBS (Lux) Digital Health Equity SB USD 600.00K (1.27%) 0.00
Increased by 0.00%
Feb 28, 25