Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.98%
2 ZGEN 5.98%
3 IPO 4.62%
4 MID 4.55%
5 RFG 3.15%
6 FFTY 2.82%
7 BOUT 2.76%
8 PEZ 2.54%
9 AGIX 2.40%
10 FPX 2.39%
11 FXD 1.50%
12 XITK 1.14%
13 LSAF 1.05%
14 FNY 0.76%
15 MDYG 0.75%
16 IJK 0.75%
17 LSEQ 0.74%
18 FESM 0.73%
19 IVOG 0.70%
20 TMFX 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.47M (10.04%) 976.45K
Increased by +28.11%
Jun 30, 24
2 Vanguard Group Inc 3.46M (9.99%) 69.34K
Increased by +2.01%
Jun 30, 24
3 Baillie Gifford & Co Limited. 3.42M (9.88%) -121.36K
Decreased by -3.55%
Jun 30, 24
4 Durable Capital Partners LP 2.94M (8.51%) -161.53K
Decreased by -5.49%
Jun 30, 24
5 FMR Inc 2.10M (6.07%) 687.05K
Increased by +32.73%
Jun 30, 24
6 Whale Rock Capital Management LLC 1.42M (4.11%) 145.45K
Increased by +10.24%
Jun 30, 24
7 State Street Corp 1.04M (3.00%) 347.20K
Increased by +33.41%
Jun 30, 24
8 Dragoneer Investment Group, LLC 981.30K (2.84%) 981.30K
Increased by +100.00%
Jun 30, 24
9 Gilder Gagnon Howe & CO LLC 782.84K (2.26%) -19.36K
Decreased by -2.47%
Jun 30, 24
10 Foxhaven Asset Management, LP 774.26K (2.24%) 52.19K
Increased by +6.74%
Jun 30, 24
11 AllianceBernstein L.P. 765.92K (2.21%) -120.19K
Decreased by -15.69%
Jun 30, 24
12 Amvescap Plc. 705.77K (2.04%) 135.24K
Increased by +19.16%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 692.39K (2.00%) 11.99K
Increased by +1.73%
Jun 30, 24
14 State Street Corporation 692.15K (2.00%) 14.59K
Increased by +2.11%
Mar 31, 24
15 Geode Capital Management, LLC 656.32K (1.90%) -85.93K
Decreased by -13.09%
Jun 30, 24
16 Two Sigma Advisers, LLC 625.00K (1.81%) -50.50K
Decreased by -8.08%
Mar 31, 24
17 General Atlantic Llc 580.64K (1.68%) 0.00
Increased by 0.00%
Sep 30, 23
18 Lord, Abbett & Co LLC 561.79K (1.62%) -74.19K
Decreased by -13.21%
Mar 31, 24
19 Goldman Sachs Group Inc 527.02K (1.52%) 244.58K
Increased by +46.41%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 499.73K (1.44%) 134.97K
Increased by +27.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.18M (3.41%) 1.88K
Increased by +0.16%
Oct 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.14M (3.28%) 22.24K
Increased by +1.96%
Sep 30, 24
3 Baillie Gifford US Equity Growth 1.06M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard US Growth Investor 1.06M (3.06%) 7.30K
Increased by +0.69%
Sep 30, 24
5 Vanguard Small Cap Index 890.28K (2.57%) 1.59K
Increased by +0.18%
Sep 30, 24
6 iShares Russell 2000 ETF 691.24K (2.00%) -5.50K
Decreased by -0.80%
Apr 30, 24
7 Fidelity Contrafund 581.95K (1.68%) 158.12K
Increased by +27.17%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 559.93K (1.62%) -6.02K
Decreased by -1.08%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 490.93K (1.42%) -582.00
Decreased by -0.12%
Sep 30, 24
10 Baillie Gifford Positive Change B Acc 473.18K (1.37%) -2.66K
Decreased by -0.56%
Sep 30, 24
11 Baillie Gifford Positive Change 472.24K (1.37%) -5.24K
Decreased by -1.11%
Sep 30, 24
12 Baillie Gifford American B Inc 428.69K (1.24%) -10.93K
Decreased by -2.55%
Sep 30, 24
13 Invesco Discovery A 331.36K (0.96%) 7.12K
Increased by +2.15%
Sep 30, 24
14 Invesco OFI Small Cap Growth 331.36K (0.96%) -35.74K
Decreased by -10.79%
Sep 30, 24
15 T. Rowe Price Small-Cap Stock 326.00K (0.94%) -6.90K
Decreased by -2.12%
Sep 30, 23
16 T. Rowe Price US Small-Cap Core Equity 326.00K (0.94%) -6.90K
Decreased by -2.12%
Sep 30, 23
17 AGF Global Select 316.87K (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Small Cap Index 303.81K (0.88%) 8.34K
Increased by +2.74%
Jun 30, 24
19 Lord Abbett Developing Growth A 303.45K (0.88%) -79.61K
Decreased by -26.24%
Dec 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 298.79K (0.86%) 3.67K
Increased by +1.23%
Sep 30, 24