Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 XHE 1.06%
2 NSCS 1.03%
3 HART 0.35%
4 ETHO 0.28%
5 BTEC 0.26%
6 CSML 0.17%
7 IHI 0.14%
8 JPSE 0.09%
9 BBSC 0.08%
10 BKSE 0.07%
11 VTWG 0.07%
12 IWO 0.06%
13 ISCG 0.05%
14 JKK 0.05%
15 VTWO 0.05%
16 VBK 0.05%
17 IWM 0.04%
18 FTLS 0.04%
19 GSSC 0.04%
20 RYLD 0.03%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.69M (10.19%) 43.43K
Increased by +0.93%
Sep 30, 23
2 BlackRock Inc 3.96M (8.6%) 43.85K
Increased by +1.11%
Sep 30, 23
3 AllianceBernstein L.P. 3.23M (7.01%) 17.22K
Increased by +0.53%
Sep 30, 23
4 Champlain Investment Partners, LLC 1.85M (4.02%) 41.16K
Increased by +2.22%
Sep 30, 23
5 First Light Asset Management, LLC 1.49M (3.24%) 27.77K
Increased by +1.86%
Sep 30, 23
6 Macquarie Group Ltd 1.46M (3.17%) 58.85K
Increased by +4.04%
Sep 30, 23
7 Fred Alger Management, LLC 1.44M (3.12%) -29.56K
Decreased by -2.06%
Sep 30, 23
8 Wellington Management Company LLP 1.23M (2.68%) -58.19K
Decreased by -4.72%
Sep 30, 23
9 State Street Corporation 1.15M (2.49%) -15.43K
Decreased by -1.34%
Sep 30, 23
10 Amvescap Plc. 1.03M (2.25%) -171K
Decreased by -16.53%
Sep 30, 23
11 Credit Suisse First Boston (CSFB) 1.03M (2.24%) -102.59K
Decreased by -9.96%
Sep 30, 23
12 Nuveen Asset Management, LLC 1.02M (2.21%) 37.91K
Increased by +3.72%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1M (2.18%) 9.18K
Increased by +0.92%
Dec 31, 23
14 Geode Capital Management, LLC 986.41K (2.14%) 37.48K
Increased by +3.8%
Sep 30, 23
15 TimesSquare Capital Management, LLC 976.11K (2.12%) 71.28K
Increased by +7.3%
Dec 31, 23
16 GW&K Investment Management, LLC 866.53K (1.88%) 5K
Increased by +0.58%
Sep 30, 23
17 Loomis, Sayles & Company LP 860.54K (1.87%) -26.86K
Decreased by -3.12%
Sep 30, 23
18 Hood River Capital Management LLC 847.34K (1.84%) 847.34K
Increased by +100%
Sep 30, 23
19 Neuberger Berman Group LLC 764.02K (1.66%) 3.28K
Increased by +0.43%
Sep 30, 23
20 Bellevue Group AG 747.56K (1.62%) -1.05K
Decreased by -0.14%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 1.6M (3.47%) 2K
Increased by +0.13%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.43M (3.1%) 3.49K
Increased by +0.24%
Jan 31, 24
3 Delaware Small Cap Core I 1.19M (2.58%) 0
Increased by 0%
Dec 31, 23
4 Macquarie US Small Cap Core Equity 1.19M (2.58%) 0
Increased by 0%
Dec 31, 23
5 Vanguard Small Cap Index 1.15M (2.5%) 3.17K
Increased by +0.28%
Jan 31, 24
6 iShares Russell 2000 ETF 1.14M (2.49%) -20.86K
Decreased by -1.82%
Jan 31, 24
7 Alger Small Cap Focus Composite 1.14M (2.47%) -42.15K
Decreased by -3.71%
Nov 30, 23
8 Alger Small Cap Focus I 1.14M (2.47%) -42.15K
Decreased by -3.71%
Nov 30, 23
9 AB Small Cap Growth A 1.07M (2.32%) -52
Decreased by -0%
Dec 31, 23
10 CS (Lux) Digital Health Equity SB USD 900K (1.96%) 0
Increased by 0%
Dec 31, 23
11 Champlain Small Company Adv 765K (1.66%) 10K
Increased by +1.31%
Sep 30, 23
12 AB Discovery Growth A 716.18K (1.56%) -3.19K
Decreased by -0.45%
Dec 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 697.38K (1.52%) 257
Increased by +0.04%
Jan 31, 24
14 Vanguard Small Cap Growth Index Inv 640.57K (1.39%) 117
Increased by +0.02%
Jan 31, 24
15 UBS: US Equity Small Cap Growth 583.33K (1.27%) 0
Increased by 0%
Sep 30, 23
16 CREF Stock R1 493.87K (1.07%) 0
Increased by 0%
Dec 31, 23
17 Loomis Sayles Small Cap Growth Instl 489.92K (1.06%) 0
Increased by 0%
Dec 31, 23
18 Wasatch Ultra Growth 487.49K (1.06%) -46.44K
Decreased by -9.53%
Dec 31, 23
19 Fidelity Small Cap Index 457.41K (0.99%) 8.76K
Increased by +1.92%
Nov 30, 23
20 Fidelity® Small Cap Index 448.65K (0.98%) 12.04K
Increased by +2.68%
Oct 31, 23