Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.47%
2 PBJ 2.42%
3 EATV 2.02%
4 BOUT 1.34%
5 PFUT 0.77%
6 FYC 0.44%
7 RAYD 0.39%
8 BFOR 0.32%
9 JPSE 0.28%
10 JSML 0.23%
11 CSML 0.20%
12 PSC 0.19%
13 AFSM 0.18%
14 AVSC 0.17%
15 USVM 0.17%
16 VDC 0.16%
17 FSTA 0.16%
18 JSMD 0.15%
19 FPX 0.14%
20 VFMO 0.14%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 BlackRock Inc 2.78M 524.42K
Increased by +18.88%
Mar 31, 24
2 Vanguard Group Inc 2.38M 230.99K
Increased by +9.72%
Mar 31, 24
3 FMR Inc 2.22M -372.56K
Decreased by -16.79%
Mar 31, 24
4 Ameriprise Financial Inc 1.98M 1.03M
Increased by +52.13%
Mar 31, 24
5 D. E. Shaw & Co LP 1.42M 655.22K
Increased by +46.09%
Mar 31, 24
6 Millennium Management LLC 1.01M 106.12K
Increased by +10.55%
Mar 31, 24
7 abrdn PLC 953.96K 83.75K
Increased by +8.78%
Mar 31, 24
8 Loomis, Sayles & Company LP 886.20K -319.54K
Decreased by -36.06%
Mar 31, 24
9 Granahan Investment Management Inc.. 872.71K -57.97K
Decreased by -6.64%
Mar 31, 24
10 Gilder Gagnon Howe & CO LLC 857.88K -457.64K
Decreased by -53.35%
Mar 31, 24
11 Geode Capital Management, LLC 849.93K 132.12K
Increased by +15.55%
Mar 31, 24
12 Two Sigma Investments LLC 787.93K 169.88K
Increased by +21.56%
Mar 31, 24
13 Champlain Investment Partners, LLC 745.39K 745.39K
Increased by +100.00%
Mar 31, 24
14 State Street Corporation 744.69K 121.62K
Increased by +16.33%
Mar 31, 24
15 William Blair Investment Management, LLC 704.90K 4.89K
Increased by +0.69%
Mar 31, 24
16 Two Sigma Advisers, LLC 699.20K 183.70K
Increased by +26.27%
Mar 31, 24
17 Cooper Creek Partners Management LLC 698.68K 698.68K
Increased by +100.00%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 620.44K 152.43K
Increased by +24.57%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 598.43K -448.35K
Decreased by -74.92%
Mar 31, 24
20 GW&K Investment Management, LLC 510.69K -10.11K
Decreased by -1.98%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 CT (Lux) Glb Smlr Coms IE 1.58M 19.46K
Increased by +1.23%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M 0.00
Increased by 0.00%
May 31, 24
3 Champlain Small Company Fund, LLC 948.36K -375.00
Decreased by -0.04%
May 31, 24
4 iShares Russell 2000 ETF 862.85K 6.56K
Increased by +0.76%
May 30, 24
5 Fidelity Small Cap Growth 602.70K 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Series Small Cap Opps 539.00K 359.90K
Increased by +66.77%
Mar 31, 24
7 Loomis Sayles Small Cap Growth Instl 508.17K -7.93K
Decreased by -1.56%
Apr 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 460.70K 3.16K
Increased by +0.69%
May 31, 24
9 Fidelity Advisor Small Cap I 406.45K 341.35K
Increased by +83.98%
Mar 31, 24
10 Wasatch Micro Cap 395.33K 116.35K
Increased by +29.43%
Mar 31, 24
11 Fidelity Small Cap Index 375.23K 81.50K
Increased by +21.72%
Mar 31, 24
12 Vanguard Consumer Staples ETF 358.21K 50.76K
Increased by +14.17%
May 31, 24
13 abrdn US Equity Small Cap 331.59K 25.73K
Increased by +7.76%
Mar 31, 24
14 JNL Multi-Manager Small Cap Growth A 319.45K -29.65K
Decreased by -9.28%
Mar 31, 24
15 iShares Russell 2000 Growth ETF 316.15K 0.00
Increased by 0.00%
May 30, 24
16 abrdn US Small Cap Equity Inst Svc 307.57K -9.20K
Decreased by -2.99%
May 31, 24
17 abrdnI-Nrth American Sml Comp I Acc USD 306.35K 0.00
Increased by 0.00%
Apr 30, 24
18 Champlain Small Company Adv 305.00K 305.00K
Increased by +100.00%
Mar 31, 24
19 Fidelity Stock Selector Small Cap 280.79K 187.50K
Increased by +66.78%
Mar 31, 24
20 William Blair Small Cap Growth I 230.09K 5.32K
Increased by +2.31%
May 31, 24