Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.20%
2 HART 0.71%
3 QQQS 0.69%
4 ETHO 0.38%
5 SCDS 0.31%
6 QSML 0.25%
7 BTEC 0.22%
8 IHI 0.21%
9 CSML 0.17%
10 GSSC 0.14%
11 FESM 0.13%
12 BBSC 0.11%
13 RFLR 0.09%
14 JPSE 0.09%
15 VTWG 0.08%
16 IWO 0.08%
17 JKK 0.07%
18 ISCG 0.07%
19 BKSE 0.06%
20 IWM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.66M (9.89%) 37.85K
Increased by +0.81%
Sep 30, 24
2 BlackRock Inc 4.62M (9.80%) 384.73K
Increased by +8.34%
Jun 30, 24
3 AllianceBernstein L.P. 4.20M (8.93%) 552.24K
Increased by +13.13%
Jun 30, 24
4 Hood River Capital Management LLC 2.83M (6.01%) 1.06M
Increased by +37.28%
Sep 30, 24
5 Champlain Investment Partners, LLC 2.79M (5.93%) 115.81K
Increased by +4.15%
Sep 30, 24
6 Macquarie Group Ltd 2.00M (4.24%) 584.82K
Increased by +29.27%
Jun 30, 24
7 First Light Asset Management, LLC 1.96M (4.17%) 581.84K
Increased by +29.61%
Jun 30, 24
8 Wellington Management Company LLP 1.54M (3.27%) -102.31K
Decreased by -6.65%
Jun 30, 24
9 Divisadero Street Capital Management, LP 1.30M (2.75%) 1.30M
Increased by +100.00%
Sep 30, 24
10 State Street Corp 1.28M (2.72%) 95.18K
Increased by +7.43%
Jun 30, 24
11 State Street Corporation 1.19M (2.52%) -17.74K
Decreased by -1.50%
Mar 31, 24
12 Nuveen Asset Management, LLC 1.18M (2.51%) -191.52K
Decreased by -16.20%
Jun 30, 24
13 Amvescap Plc. 1.16M (2.47%) 127.58K
Increased by +10.98%
Dec 31, 23
14 Fred Alger Management, LLC 1.15M (2.45%) -281.76K
Decreased by -24.41%
Dec 31, 23
15 Geode Capital Management, LLC 1.12M (2.38%) 59.11K
Increased by +5.28%
Jun 30, 24
16 UBS Asset Mgmt Americas Inc 1.02M (2.17%) -9.84K
Decreased by -0.96%
Sep 30, 24
17 GW&K Investment Management, LLC 1.02M (2.16%) 262.64K
Increased by +25.77%
Sep 30, 24
18 Credit Suisse First Boston (CSFB) 984.96K (2.09%) -5.42K
Decreased by -0.55%
Mar 31, 24
19 FMR Inc 973.46K (2.07%) -1.14M
Decreased by -117.00%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 961.36K (2.04%) 525.95K
Increased by +54.71%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 2.11M (4.49%) 132.88K
Increased by +6.29%
Oct 31, 24
2 Delaware Small Cap Core I 1.95M (4.13%) 118.04K
Increased by +6.07%
Sep 30, 24
3 Hood River Small-Cap Growth Instl 1.58M (3.34%) 932.39K
Increased by +59.19%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.14%) 2.38K
Increased by +0.16%
Oct 31, 24
5 iShares Russell 2000 ETF 1.22M (2.59%) -2.74K
Decreased by -0.23%
Oct 31, 24
6 Fidelity Select Medical Tech and Devcs 1.20M (2.55%) 0.00
Increased by 0.00%
May 31, 24
7 AB Small Cap Growth A 1.18M (2.51%) -42.05K
Decreased by -3.56%
Sep 30, 24
8 Delaware US Small Cap Core Equity (SMA) 1.18M (2.50%) -13.75K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.18M (2.50%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 Vanguard Small Cap Index 1.16M (2.47%) 2.25K
Increased by +0.19%
Oct 31, 24
11 Champlain Small Company Adv 1.10M (2.34%) 0.00
Increased by 0.00%
Jun 30, 24
12 CS (Lux) Digital Health Equity SB USD 900.00K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
13 UBS (Lux) Digital Health Equity SB USD 900.00K (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
14 AB Discovery Growth A 873.76K (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
15 Bellevue Healthcare Ord 768.91K (1.63%) 768.91K
Increased by +100.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 746.15K (1.58%) 2.97K
Increased by +0.40%
Sep 30, 24
17 Wasatch Ultra Growth 710.33K (1.51%) -16.02K
Decreased by -2.26%
Sep 30, 24
18 Vanguard Small Cap Growth Index Inv 638.94K (1.36%) 357.00
Increased by +0.06%
Oct 31, 24
19 Old Westbury Small & Mid Cap Strategies 635.00K (1.35%) 0.00
Increased by 0.00%
Jul 31, 24
20 Strategic Advisers Fidelity US TtlStk 605.80K (1.29%) 0.00
Increased by 0.00%
May 31, 24