Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.45%
2 IWC 0.34%
3 IWO 0.10%
4 JKK 0.06%
5 ISCG 0.06%
6 IWM 0.05%
7 ISCB 0.03%
8 JKJ 0.03%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Syon Capital LLC 4.44M (11.49%) 4.44M
Increased by +100.00%
Dec 31, 23
2 BlackRock Inc 2.78M (7.19%) 524.42K
Increased by +18.88%
Mar 31, 24
3 Vanguard Group Inc 2.38M (6.15%) 230.99K
Increased by +9.72%
Mar 31, 24
4 FMR Inc 2.22M (5.74%) -372.56K
Decreased by -16.79%
Mar 31, 24
5 Ameriprise Financial Inc 1.98M (5.12%) 1.03M
Increased by +52.13%
Mar 31, 24
6 D. E. Shaw & Co LP 1.42M (3.68%) 655.22K
Increased by +46.09%
Mar 31, 24
7 Millennium Management LLC 1.01M (2.60%) 106.12K
Increased by +10.55%
Mar 31, 24
8 abrdn PLC 953.96K (2.47%) 83.75K
Increased by +8.78%
Mar 31, 24
9 Loomis, Sayles & Company LP 886.20K (2.29%) -319.54K
Decreased by -36.06%
Mar 31, 24
10 Granahan Investment Management Inc.. 872.71K (2.26%) -57.97K
Decreased by -6.64%
Mar 31, 24
11 Gilder Gagnon Howe & CO LLC 857.88K (2.22%) -457.64K
Decreased by -53.35%
Mar 31, 24
12 Geode Capital Management, LLC 849.93K (2.20%) 132.12K
Increased by +15.55%
Mar 31, 24
13 Driehaus Capital Management LLC 821.26K (2.12%) -126.90K
Decreased by -15.45%
Dec 31, 23
14 Two Sigma Investments LLC 787.93K (2.04%) 169.88K
Increased by +21.56%
Mar 31, 24
15 Champlain Investment Partners, LLC 745.39K (1.93%) 745.39K
Increased by +100.00%
Mar 31, 24
16 State Street Corporation 744.69K (1.93%) 121.62K
Increased by +16.33%
Mar 31, 24
17 William Blair Investment Management, LLC 704.90K (1.82%) 4.89K
Increased by +0.69%
Mar 31, 24
18 Two Sigma Advisers, LLC 699.20K (1.81%) 183.70K
Increased by +26.27%
Mar 31, 24
19 Cooper Creek Partners Management LLC 698.68K (1.81%) 698.68K
Increased by +100.00%
Mar 31, 24
20 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 662.56K (1.71%) 348.86K
Increased by +52.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) Glb Smlr Coms IE 1.58M (4.10%) 19.46K
Increased by +1.23%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (3.24%) 0.00
Increased by 0.00%
Jun 30, 24
3 Fidelity® Small Cap Growth 1.20M (3.10%) -1.46K
Decreased by -0.12%
Oct 31, 23
4 iShares Russell 2000 ETF 948.43K (2.45%) 69.03K
Increased by +7.28%
Jun 28, 24
5 Champlain Small Company Fund, LLC 946.48K (2.45%) -1.89K
Decreased by -0.20%
Jun 30, 24
6 Fidelity Small Cap Growth 600.55K (1.55%) -2.15K
Decreased by -0.36%
Apr 30, 24
7 Fidelity Balanced 591.30K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Balanced 591.30K (1.53%) 106.84K
Increased by +18.07%
Oct 31, 23
9 Fidelity Series Small Cap Opps 581.70K (1.51%) 42.70K
Increased by +7.34%
Apr 30, 24
10 Loomis Sayles Small Cap Growth Instl 501.28K (1.30%) -6.88K
Decreased by -1.37%
May 31, 24
11 Fidelity Advisor Small Cap I 501.20K (1.30%) 94.75K
Increased by +18.90%
Apr 30, 24
12 Artisan Small Cap Investor 497.64K (1.29%) 497.64K
Increased by +100.00%
Jun 30, 24
13 Artisan U.S. Small-Cap Growth 497.64K (1.29%) 497.64K
Increased by +100.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 473.28K (1.22%) 12.59K
Increased by +2.66%
Jun 30, 24
15 Fidelity® Small Cap Growth K6 427.85K (1.11%) 8.14K
Increased by +1.90%
Oct 31, 23
16 Wasatch Micro Cap 395.33K (1.02%) 116.35K
Increased by +29.43%
Mar 31, 24
17 Fidelity Small Cap Index 374.51K (0.97%) -713.00
Decreased by -0.19%
Apr 30, 24
18 Putnam Small Cap Growth A 356.90K (0.92%) 301.20K
Increased by +84.39%
Jun 30, 24
19 Vanguard Consumer Staples ETF 356.81K (0.92%) -1.40K
Decreased by -0.39%
Jun 30, 24
20 iShares Russell 2000 Growth ETF 344.18K (0.89%) 26.13K
Increased by +7.59%
Jun 28, 24