Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.33%
2 IWC 0.25%
3 IWO 0.08%
4 JKK 0.04%
5 ISCG 0.04%
6 IWM 0.04%
7 ISCB 0.02%
8 JKJ 0.02%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Syon Capital LLC 4.44M (11.55%) 4.44M
Increased by +100.00%
Dec 31, 23
2 FMR Inc 2.59M (6.74%) 206.74K
Increased by +7.98%
Dec 31, 23
3 BlackRock Inc 2.25M (5.86%) 140.71K
Increased by +6.25%
Dec 31, 23
4 Vanguard Group Inc 2.14M (5.58%) 189.35K
Increased by +8.83%
Dec 31, 23
5 Gilder Gagnon Howe & CO LLC 1.32M (3.42%) -49.57K
Decreased by -3.77%
Dec 31, 23
6 Loomis, Sayles & Company LP 1.21M (3.14%) 163.09K
Increased by +13.53%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 1.05M (2.72%) 371.35K
Increased by +35.48%
Dec 31, 23
8 Ameriprise Financial Inc 947.44K (2.46%) 159.57K
Increased by +16.84%
Dec 31, 23
9 Granahan Investment Management Inc.. 930.68K (2.42%) -231.97K
Decreased by -24.93%
Dec 31, 23
10 Millennium Management LLC 899.94K (2.34%) 612.62K
Increased by +68.07%
Dec 31, 23
11 abrdn PLC 870.21K (2.26%) 870.21K
Increased by +100.00%
Dec 31, 23
12 Driehaus Capital Management LLC 821.26K (2.14%) -126.90K
Decreased by -15.45%
Dec 31, 23
13 D. E. Shaw & Co LP 766.27K (1.99%) -70.00K
Decreased by -9.14%
Sep 30, 23
14 Geode Capital Management, LLC 717.80K (1.87%) 87.42K
Increased by +12.18%
Dec 31, 23
15 William Blair Investment Management, LLC 700.00K (1.82%) -51.33K
Decreased by -7.33%
Dec 31, 23
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 662.56K (1.72%) 348.86K
Increased by +52.65%
Sep 30, 23
17 Bank of America Corp 626.77K (1.63%) 178.31K
Increased by +28.45%
Sep 30, 23
18 State Street Corporation 623.07K (1.62%) 61.32K
Increased by +9.84%
Dec 31, 23
19 Two Sigma Investments LLC 618.05K (1.61%) 116.73K
Increased by +18.89%
Dec 31, 23
20 GW&K Investment Management, LLC 520.80K (1.35%) 520.80K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.25M (3.25%) 1.92K
Increased by +0.15%
Mar 31, 24
2 Fidelity® Small Cap Growth 1.20M (3.12%) -1.46K
Decreased by -0.12%
Oct 31, 23
3 CT (Lux) Glb Smlr Coms IE 1.02M (2.66%) 326.19K
Increased by +31.90%
Jan 31, 24
4 Champlain Small Company Fund, LLC 948.74K (2.47%) 389.00K
Increased by +41.00%
Apr 30, 24
5 iShares Russell 2000 ETF 869.64K (2.26%) -6.91K
Decreased by -0.79%
Apr 30, 24
6 Fidelity Small Cap Growth 602.70K (1.57%) 54.08K
Increased by +8.97%
Feb 29, 24
7 Fidelity Balanced 591.30K (1.54%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Balanced 591.30K (1.54%) 106.84K
Increased by +18.07%
Oct 31, 23
9 Loomis Sayles Small Cap Growth Instl 516.09K (1.34%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 457.62K (1.19%) 6.23K
Increased by +1.36%
Mar 31, 24
11 Fidelity® Small Cap Growth K6 427.85K (1.11%) 8.14K
Increased by +1.90%
Oct 31, 23
12 Wasatch Micro Cap 395.33K (1.03%) 116.35K
Increased by +29.43%
Mar 31, 24
13 abrdn US Equity Small Cap 331.59K (0.86%) 25.73K
Increased by +7.76%
Mar 31, 24
14 abrdn US Small Cap Equity Inst Svc 331.59K (0.86%) 35.65K
Increased by +10.75%
Mar 31, 24
15 Heptagon Driehaus US Micro Cap Eq C$ Acc 329.11K (0.86%) -46.44K
Decreased by -14.11%
Dec 31, 23
16 JNL Multi-Manager Small Cap Growth A 319.45K (0.83%) -29.65K
Decreased by -9.28%
Mar 31, 24
17 iShares Russell 2000 Growth ETF 317.29K (0.83%) -760.00
Decreased by -0.24%
Apr 30, 24
18 Vanguard Consumer Staples ETF 308.05K (0.80%) 665.00
Increased by +0.22%
Mar 31, 24
19 abrdnI-Nrth American Sml Comp I Acc USD 306.35K (0.80%) 40.95K
Increased by +13.37%
Mar 31, 24
20 Fidelity Small Cap Index 293.72K (0.76%) 1.80K
Increased by +0.61%
Feb 29, 24