Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.52%
2 MOON 1.95%
3 DAT 0.77%
4 PTF 0.73%
5 CSML 0.33%
6 FYX 0.18%
7 IWC 0.14%
8 AFSM 0.13%
9 QSML 0.11%
10 GSSC 0.09%
11 FYC 0.09%
12 SMLF 0.09%
13 HAPS 0.08%
14 VTWG 0.05%
15 IWO 0.04%
16 TRFK 0.03%
17 FESM 0.03%
18 RFLR 0.03%
19 VTWO 0.03%
20 RSSL 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.96M (12.13%) 340.52K
Increased by +6.86%
Sep 30, 24
2 BlackRock Inc 3.25M (7.94%) 322.98K
Increased by +9.94%
Jun 30, 24
3 GPI CAPITAL, L.P. 3.12M (7.63%) 0.00
Increased by 0.00%
Sep 30, 24
4 WEST RIM CAPITAL ASSOCIATES II, L.P. 2.72M (6.66%) -681.23K
Decreased by -25.00%
Sep 30, 23
5 EVR Research LP 2.54M (6.21%) 458.42K
Increased by +18.05%
Sep 30, 24
6 Solel Partners LP 1.99M (4.86%) 1.11M
Increased by +55.59%
Sep 30, 24
7 Hood River Capital Management LLC 1.98M (4.85%) 352.18K
Increased by +17.77%
Sep 30, 24
8 Franklin Resources Inc 1.65M (4.03%) 353.23K
Increased by +21.44%
Sep 30, 24
9 BAMCO Inc 1.41M (3.45%) -476.06K
Decreased by -33.75%
Sep 30, 24
10 ING Investment Management LLC 1.36M (3.32%) 831.83K
Increased by +61.34%
Sep 30, 24
11 Ameriprise Financial Inc 1.08M (2.63%) -186.88K
Decreased by -17.38%
Jun 30, 24
12 Loomis, Sayles & Company LP 1.05M (2.57%) 157.19K
Increased by +14.93%
Jun 30, 24
13 Wasatch Advisors LP 990.33K (2.42%) 357.17K
Increased by +36.07%
Sep 30, 24
14 Geode Capital Management, LLC 944.45K (2.31%) 88.07K
Increased by +9.32%
Sep 30, 24
15 Portolan Capital Management, LLC 874.79K (2.14%) 382.85K
Increased by +43.76%
Sep 30, 24
16 Deutsche Bank AG 865.08K (2.11%) -38.68K
Decreased by -4.47%
Mar 31, 24
17 Driehaus Capital Management LLC 852.72K (2.08%) -125.16K
Decreased by -14.68%
Mar 31, 24
18 State Street Corp 850.51K (2.08%) 33.29K
Increased by +3.91%
Sep 30, 24
19 Pembroke Management Ltd 800.78K (1.96%) -9.10K
Decreased by -1.14%
Sep 30, 24
20 State Street Corporation 708.64K (1.73%) 30.71K
Increased by +4.33%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth Adv 1.49M (3.65%) 286.50K
Increased by +19.18%
Sep 30, 24
2 Franklin US Small Cap Growth Equity 1.49M (3.65%) 291.17K
Increased by +19.49%
Sep 30, 24
3 UBS: US Equity Small Cap Growth 1.49M (3.64%) 0.00
Increased by 0.00%
Jun 30, 24
4 Hood River Small-Cap Growth Instl 1.28M (3.13%) 314.69K
Increased by +24.61%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (2.92%) 1.78K
Increased by +0.15%
Oct 31, 24
6 iShares Russell 2000 ETF 1.10M (2.69%) -2.30K
Decreased by -0.21%
Nov 27, 24
7 Baron Discovery Institutional 1.07M (2.62%) -374.80K
Decreased by -35.02%
Sep 30, 24
8 Baron Discovery Strategy 1.07M (2.62%) -374.80K
Decreased by -35.02%
Sep 30, 24
9 Vanguard Small Cap Index 947.67K (2.32%) 1.85K
Increased by +0.20%
Oct 31, 24
10 Vanguard Information Technology ETF 903.45K (2.21%) 3.78K
Increased by +0.42%
Oct 31, 24
11 Columbia Small Cap Growth 863.51K (2.11%) -132.81K
Decreased by -15.38%
Jun 30, 24
12 Columbia Small Cap Growth Inst 863.51K (2.11%) 0.00
Increased by 0.00%
Aug 31, 24
13 Voya Small Cap Growth (Portland) 790.53K (1.93%) 494.56K
Increased by +62.56%
Sep 30, 24
14 Voya Small Cap Growth I 705.86K (1.73%) 57.78K
Increased by +8.19%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 639.32K (1.56%) -220.00
Decreased by -0.03%
Oct 31, 24
16 Loomis Sayles Small Cap Growth Instl 605.95K (1.48%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 596.25K (1.46%) -2.15K
Decreased by -0.36%
Oct 31, 24
18 Strategic Advisers® Small-Mid Cap 583.72K (1.43%) 0.00
Increased by 0.00%
Oct 31, 23
19 Strategic Advisers U.S. Total Stock{mg} 499.71K (1.22%) 150.36K
Increased by +30.09%
Sep 30, 24
20 Xtrackers MSCI World Swap ETF 1C 428.75K (1.05%) 97.63K
Increased by +22.77%
Oct 31, 24