Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.39%
2 IWC 0.34%
3 IWO 0.11%
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 (11.19%) 4.44M
Increased by +100.00%
Dec 31, 23
2 BlackRock Inc 3.24M (8.17%) 95.03K
Increased by +2.93%
Dec 31, 24
3 Wasatch Advisors LP 2.83M (7.13%) 427.87K
Increased by +15.13%
Dec 31, 24
4 Vanguard Group Inc 2.59M (6.52%) 11.71K
Increased by +0.45%
Dec 31, 24
5 Ameriprise Financial Inc 1.73M (4.35%) -16.63K
Decreased by -0.96%
Dec 31, 24
6 Artisan Partners Limited Partnership 1.50M (3.79%) 185.69K
Increased by +12.36%
Dec 31, 24
7 Loomis, Sayles & Company LP 1.42M (3.58%) 193.42K
Increased by +13.60%
Dec 31, 24
8 FMR Inc 1.41M (3.56%) -162.66K
Decreased by -11.53%
Dec 31, 24
9 D. E. Shaw & Co LP 1.13M (2.85%) 64.01K
Increased by +5.66%
Dec 31, 24
10 Millennium Management LLC 1.01M (2.53%) 106.12K
Increased by +10.55%
Mar 31, 24
11 Geode Capital Management, LLC 934.17K (2.35%) -107.49K
Decreased by -11.51%
Dec 31, 24
12 State Street Corp 919.38K (2.32%) 42.60K
Increased by +4.63%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 904.75K (2.28%) 51.94K
Increased by +5.74%
Dec 31, 24
14 Victory Capital Management Inc. 895.72K (2.26%) 461.75K
Increased by +51.55%
Sep 30, 24
15 Driehaus Capital Management LLC 854.62K (2.15%) 372.63K
Increased by +43.60%
Dec 31, 24
16 abrdn PLC 846.67K (2.13%) -69.99K
Decreased by -8.27%
Sep 30, 24
17 Champlain Investment Partners, LLC 838.40K (2.11%) -285.25K
Decreased by -34.02%
Dec 31, 24
18 State Street Corporation 744.69K (1.88%) 121.62K
Increased by +16.33%
Mar 31, 24
19 Gilder Gagnon Howe & CO LLC 736.67K (1.86%) -903.00
Decreased by -0.12%
Dec 31, 24
20 Woodson Capital Management, LP 709.62K (1.79%) 30.55K
Increased by +4.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.25M (3.16%) -92.00
Decreased by -0.01%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.23M (3.09%) -25.80K
Decreased by -2.10%
Sep 30, 24
3 Fidelity® Small Cap Growth 1.20M (3.02%) -1.46K
Decreased by -0.12%
Oct 31, 23
4 CT (Lux) Glb Smlr Coms IE 1.05M (2.63%) -341.45K
Decreased by -32.66%
Jan 31, 25
5 Wasatch Small Cap Value 979.31K (2.47%) -60.58K
Decreased by -6.19%
Mar 31, 25
6 iShares Russell 2000 ETF 964.10K (2.43%) -7.82K
Decreased by -0.81%
Apr 29, 25
7 Loomis Sayles Small Cap Growth Instl 809.56K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
8 Champlain Small Company Fund, LLC 783.73K (1.97%) -13.85K
Decreased by -1.77%
Oct 31, 24
9 Artisan Small Cap Investor 751.47K (1.89%) 118.08K
Increased by +15.71%
Mar 31, 25
10 Artisan U.S. Small-Cap Growth 751.47K (1.89%) 118.08K
Increased by +15.71%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 606.45K (1.53%) 14.04K
Increased by +2.32%
Mar 31, 25
12 Fidelity Balanced 591.30K (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Balanced 591.30K (1.49%) 106.84K
Increased by +18.07%
Oct 31, 23
14 Fidelity Small Cap Growth 561.35K (1.41%) -1.47K
Decreased by -0.26%
Aug 31, 24
15 Wasatch Micro Cap 528.29K (1.33%) -13.92K
Decreased by -2.64%
Mar 31, 25
16 Fidelity Stock Selector Small Cap 453.69K (1.14%) -27.40K
Decreased by -6.04%
Feb 28, 25
17 Fidelity® Small Cap Growth K6 427.85K (1.08%) 8.14K
Increased by +1.90%
Oct 31, 23
18 Vanguard Consumer Staples ETF 399.08K (1.01%) 5.47K
Increased by +1.37%
Mar 31, 25
19 Fidelity Advisor Small Cap I 395.40K (1.00%) -22.30K
Decreased by -5.64%
Feb 28, 25
20 Fidelity Small Cap Index 389.76K (0.98%) 2.40K
Increased by +0.62%
Feb 28, 25