Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ACWI 0.01%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.12M (18.96%) 114.4K
Increased by +2.23%
Sep 30, 23
2 Kayne Anderson Rudnick Investment Management LLC 3.72M (13.78%) 124.93K
Increased by +3.36%
Sep 30, 23
3 Vanguard Group Inc 2.92M (10.82%) -5.58K
Decreased by -0.19%
Sep 30, 23
4 Nordea Investment Mgmt Bank Demark A/s 985.34K (3.65%) -59.62K
Decreased by -6.05%
Dec 31, 23
5 State Street Corporation 960.87K (3.56%) -11.75K
Decreased by -1.22%
Sep 30, 23
6 Neuberger Berman Group LLC 887.87K (3.29%) -27.84K
Decreased by -3.14%
Sep 30, 23
7 Jackson Square Partners, LLC 624.32K (2.31%) -50.18K
Decreased by -8.04%
Sep 30, 23
8 Wellington Management Company LLP 567.2K (2.1%) 304.71K
Increased by +53.72%
Sep 30, 23
9 BAMCO Inc 560.28K (2.07%) 0
Increased by 0%
Sep 30, 23
10 Wells Fargo & Co 559.39K (2.07%) 41.17K
Increased by +7.36%
Sep 30, 23
11 Geode Capital Management, LLC 513.82K (1.9%) 35.52K
Increased by +6.91%
Sep 30, 23
12 ClearBridge Advisors, LLC 498.28K (1.84%) -196
Decreased by -0.04%
Sep 30, 23
13 Independent Franchise Partners LLP 441.46K (1.63%) 101.49K
Increased by +22.99%
Sep 30, 23
14 Sumitomo Mitsui Trust Holdings Inc 406.81K (1.51%) -11.95K
Decreased by -2.94%
Sep 30, 23
15 Lazard Asset Management LLC 368.99K (1.37%) -10.81K
Decreased by -2.93%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 313.11K (1.16%) 16.65K
Increased by +5.32%
Dec 31, 23
17 Two Creeks Capital Management, LP 304.12K (1.13%) -204.9K
Decreased by -67.37%
Sep 30, 23
18 Valley Forge Capital Management, LP 295.49K (1.09%) 0
Increased by 0%
Sep 30, 23
19 Credit Suisse First Boston (CSFB) 279.93K (1.04%) 72.89K
Increased by +26.04%
Sep 30, 23
20 Bank of New York Mellon Corp 268.64K (0.99%) -13.02K
Decreased by -4.85%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Mid-Cap Growth Equity Instl 985.94K (3.65%) 0
Increased by 0%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 908.81K (3.36%) -3.83K
Decreased by -0.42%
Dec 31, 23
3 iShares Core S&P Mid-Cap ETF 849.79K (3.15%) -459
Decreased by -0.05%
Jan 31, 24
4 Nordea 1 - Global Climate & Envir BI EUR 747.77K (2.77%) -8.62K
Decreased by -1.15%
Dec 31, 23
5 Vanguard Small Cap Index 729.98K (2.7%) -20.41K
Decreased by -2.8%
Dec 31, 23
6 Neuberger Berman Genesis Inv 567.44K (2.1%) -1.32K
Decreased by -0.23%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 415.06K (1.54%) 6.33K
Increased by +1.52%
Dec 31, 23
8 Vanguard Small Cap Growth Index Inv 407.73K (1.51%) -12.15K
Decreased by -2.98%
Dec 31, 23
9 Virtus KAR Small-Cap Growth I 398.67K (1.48%) -21K
Decreased by -5.27%
Sep 30, 23
10 Baron Opp. Small Cap Growth Strategy 350K (1.3%) 0
Increased by 0%
Dec 31, 23
11 Baron Small Cap Retail 350K (1.3%) 0
Increased by 0%
Dec 31, 23
12 Lazard Global Robotics & Automation 344.84K (1.28%) 0
Increased by 0%
Dec 31, 23
13 Virtus KAR Mid-Cap Core I 344.08K (1.27%) 29.67K
Increased by +8.62%
Sep 30, 23
14 Nikko Global Robotics Equity Mother Fund 340.5K (1.26%) -40.2K
Decreased by -11.81%
Jul 20, 23
15 iShares MSCI USA Min Vol Factor ETF 283.84K (1.05%) -516
Decreased by -0.18%
Jan 31, 24
16 BGF World Technology A2 269.17K (1%) 0
Increased by 0%
Oct 31, 23
17 ClearBridge Small Cap Growth 268.54K (0.99%) 0
Increased by 0%
Dec 31, 23
18 ClearBridge Small Cap Growth A 268.54K (0.99%) -2.99K
Decreased by -1.11%
Dec 31, 23
19 Vanguard Information Technology ETF 267.11K (0.99%) 1.6K
Increased by +0.6%
Dec 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 227.22K (0.84%) 85
Increased by +0.04%
Dec 31, 23