Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.52%
2 MOON 1.95%
3 DAT 1.09%
4 PTF 0.73%
5 CSML 0.33%
6 IWC 0.19%
7 FYX 0.18%
8 QSML 0.15%
9 AFSM 0.13%
10 SMLF 0.13%
11 GSSC 0.12%
12 HAPS 0.10%
13 FYC 0.09%
14 IWO 0.06%
15 VTWG 0.05%
16 TRFK 0.04%
17 FESM 0.04%
18 RFLR 0.03%
19 ISCG 0.03%
20 JKK 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 2.08M (5.09%) 179.59K
Increased by +8.63%
Jun 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 BAMCO Inc 1.89M (4.61%) 0.00
Increased by 0.00%
Jun 30, 24
9 Franklin Resources Inc 1.29M (3.16%) 1.26M
Increased by +97.52%
Jun 30, 24
10 Ameriprise Financial Inc 1.08M (2.63%) -186.88K
Decreased by -17.38%
Jun 30, 24
11 Loomis, Sayles & Company LP 1.05M (2.57%) 157.19K
Increased by +14.93%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 1.03M (2.53%) -431.68K
Decreased by -41.77%
Jun 30, 24
13 Deutsche Bank AG 865.08K (2.11%) -38.68K
Decreased by -4.47%
Mar 31, 24
14 Geode Capital Management, LLC 856.38K (2.09%) 118.83K
Increased by +13.88%
Jun 30, 24
15 Driehaus Capital Management LLC 852.72K (2.08%) -125.16K
Decreased by -14.68%
Mar 31, 24
16 State Street Corp 817.22K (2.00%) 108.58K
Increased by +13.29%
Jun 30, 24
17 Pembroke Management Ltd 800.78K (1.96%) -9.10K
Decreased by -1.14%
Sep 30, 24
18 State Street Corporation 708.64K (1.73%) 30.71K
Increased by +4.33%
Mar 31, 24
19 Wasatch Advisors LP 633.16K (1.55%) 633.16K
Increased by +100.00%
Jun 30, 24
20 Portolan Capital Management, LLC 590.45K (1.44%) -212.91K
Decreased by -36.06%
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 Baron Discovery Institutional 1.07M (2.62%) -374.80K
Decreased by -35.02%
Sep 30, 24
7 Baron Discovery Strategy 1.07M (2.62%) -374.80K
Decreased by -35.02%
Sep 30, 24
8 iShares Russell 2000 ETF 1.02M (2.50%) -2.30K
Decreased by -0.22%
Oct 31, 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 598.39K (1.46%) 114.24K
Increased by +19.09%
Sep 30, 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