Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.46%
2 IWC 0.33%
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 2.93M (7.59%) 155.87K
Increased by +5.31%
Jun 30, 24
3 Vanguard Group Inc 2.58M (6.67%) 130.85K
Increased by +5.08%
Sep 30, 24
4 Wasatch Advisors LP 2.40M (6.21%) 1.80M
Increased by +74.93%
Sep 30, 24
5 Ameriprise Financial Inc 1.74M (4.51%) -6.91K
Decreased by -0.40%
Sep 30, 24
6 FMR Inc 1.57M (4.07%) -722.95K
Decreased by -45.94%
Sep 30, 24
7 Artisan Partners Limited Partnership 1.32M (3.41%) 289.48K
Increased by +21.98%
Sep 30, 24
8 Loomis, Sayles & Company LP 1.23M (3.18%) -27.93K
Decreased by -2.27%
Sep 30, 24
9 Champlain Investment Partners, LLC 1.12M (2.91%) -139.29K
Decreased by -12.40%
Sep 30, 24
10 D. E. Shaw & Co LP 1.07M (2.76%) -225.82K
Decreased by -21.18%
Sep 30, 24
11 Geode Capital Management, LLC 1.04M (2.70%) 101.82K
Increased by +9.78%
Sep 30, 24
12 Millennium Management LLC 1.01M (2.60%) 106.12K
Increased by +10.55%
Mar 31, 24
13 Victory Capital Management Inc. 895.72K (2.32%) 461.75K
Increased by +51.55%
Sep 30, 24
14 State Street Corp 876.77K (2.27%) 39.43K
Increased by +4.50%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 852.81K (2.21%) 76.34K
Increased by +8.95%
Sep 30, 24
16 abrdn PLC 846.67K (2.19%) -69.99K
Decreased by -8.27%
Sep 30, 24
17 Driehaus Capital Management LLC 821.26K (2.12%) -126.90K
Decreased by -15.45%
Dec 31, 23
18 William Blair Investment Management, LLC 768.63K (1.99%) 7.32K
Increased by +0.95%
Sep 30, 24
19 State Street Corporation 744.69K (1.93%) 121.62K
Increased by +16.33%
Mar 31, 24
20 Gilder Gagnon Howe & CO LLC 737.58K (1.91%) -18.61K
Decreased by -2.52%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) Glb Smlr Coms IE 1.40M (3.62%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (3.25%) 2.04K
Increased by +0.16%
Oct 31, 24
3 Fidelity® Small Cap Growth 1.20M (3.10%) -1.46K
Decreased by -0.12%
Oct 31, 23
4 iShares Russell 2000 ETF 1.09M (2.82%) -2.27K
Decreased by -0.21%
Nov 27, 24
5 Wasatch Small Cap Value 840.23K (2.17%) 840.23K
Increased by +100.00%
Sep 30, 24
6 Champlain Small Company Fund, LLC 783.73K (2.03%) -13.85K
Decreased by -1.77%
Oct 31, 24
7 Loomis Sayles Small Cap Growth Instl 715.30K (1.85%) -8.27K
Decreased by -1.16%
Sep 30, 24
8 Fidelity Balanced 591.30K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Balanced 591.30K (1.53%) 106.84K
Increased by +18.07%
Oct 31, 23
10 Fidelity Series Small Cap Opps 581.70K (1.51%) 0.00
Increased by 0.00%
Aug 31, 24
11 Artisan Small Cap Investor 571.20K (1.48%) 73.56K
Increased by +12.88%
Sep 30, 24
12 Artisan U.S. Small-Cap Growth 571.20K (1.48%) 73.56K
Increased by +12.88%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 568.60K (1.47%) -1.71K
Decreased by -0.30%
Oct 31, 24
14 Fidelity Small Cap Growth 561.35K (1.45%) -1.47K
Decreased by -0.26%
Aug 31, 24
15 Fidelity Advisor Small Cap I 501.20K (1.30%) 0.00
Increased by 0.00%
Aug 31, 24
16 Wasatch Micro Cap 490.97K (1.27%) 97.68K
Increased by +19.89%
Sep 30, 24
17 Fidelity® Small Cap Growth K6 427.85K (1.11%) 8.14K
Increased by +1.90%
Oct 31, 23
18 Champlain Small Company Adv 415.00K (1.07%) -100.00K
Decreased by -24.10%
Sep 30, 24
19 Fidelity Small Cap Index 402.38K (1.04%) -10.56K
Decreased by -2.62%
Aug 31, 24
20 Bridge Builder Small/Mid Cap Growth 396.70K (1.03%) 28.76K
Increased by +7.25%
Oct 31, 24