Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 EATV 3.16%
5 RJMG 2.93%
6 FFTY 2.65%
7 PSL 2.47%
8 CSMD 2.33%
9 CBSE 2.06%
10 FRTY 1.60%
11 CBLS 1.54%
12 IJT 1.53%
13 PAMC 1.48%
14 SLYG 1.47%
15 RZG 1.44%
16 RFG 1.39%
17 VIOG 1.37%
18 XMMO 1.35%
19 ESIX 1.30%
20 PDP 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.43M (9.84%) 189.41K
Increased by +3.49%
Sep 30, 24
2 Baillie Gifford & Co Limited. 5.31M (9.62%) 1.50M
Increased by +28.29%
Sep 30, 24
3 BlackRock Inc 5.08M (9.20%) -1.44M
Decreased by -28.43%
Jun 30, 24
4 Wellington Management Company LLP 3.12M (5.65%) 504.15K
Increased by +16.17%
Jun 30, 24
5 JPMorgan Chase & Co 2.53M (4.59%) 206.26K
Increased by +8.15%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 2.36M (4.27%) -501.49K
Decreased by -21.28%
Jun 30, 24
7 State Street Corporation 1.93M (3.50%) -68.78K
Decreased by -3.56%
Mar 31, 24
8 Amvescap Plc. 1.81M (3.28%) 186.34K
Increased by +10.29%
Jun 30, 24
9 William Blair Investment Management, LLC 1.64M (2.97%) 123.85K
Increased by +7.57%
Sep 30, 24
10 State Street Corp 1.61M (2.91%) -325.62K
Decreased by -20.28%
Jun 30, 24
11 ClearBridge Advisors, LLC 1.26M (2.28%) 576.38K
Increased by +45.76%
Jun 30, 24
12 FMR Inc 1.19M (2.15%) 61.52K
Increased by +5.18%
Sep 30, 24
13 Champlain Investment Partners, LLC 1.11M (2.02%) 1.11M
Increased by +100.00%
Sep 30, 24
14 Geode Capital Management, LLC 930.29K (1.69%) -292.59K
Decreased by -31.45%
Jun 30, 24
15 Renaissance Technologies Corp 825.80K (1.50%) -508.00K
Decreased by -61.52%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 784.24K (1.42%) -1.05M
Decreased by -134.34%
Jun 30, 24
17 Driehaus Capital Management LLC 739.48K (1.34%) -151.55K
Decreased by -20.49%
Sep 30, 23
18 Swedbank AB 700.00K (1.27%) 700.00K
Increased by +100.00%
Sep 30, 24
19 Acadian Asset Management LLC 653.86K (1.19%) 459.13K
Increased by +70.22%
Sep 30, 23
20 Zevenbergen Capital Investments LLC 636.14K (1.15%) 255.20K
Increased by +40.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.69%) 1.38K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.24%) -6.96K
Decreased by -0.39%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 1.78M (3.22%) 960.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Small Cap Index 1.41M (2.56%) 2.75K
Increased by +0.19%
Oct 31, 24
5 iShares Russell 2000 ETF 1.26M (2.29%) -10.06K
Decreased by -0.80%
Apr 30, 24
6 Champlain Mid Cap Fund, LLC 956.78K (1.73%) 233.43K
Increased by +24.40%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 843.35K (1.53%) -4.49K
Decreased by -0.53%
Sep 30, 24
8 JPMorgan Growth Advantage A 840.36K (1.52%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 777.42K (1.41%) -961.00
Decreased by -0.12%
Oct 31, 24
10 Swedbank Robur Globalfond A 764.00K (1.39%) 64.00K
Increased by +8.38%
Oct 31, 24
11 Vanguard Explorer Inv 727.78K (1.32%) 539.60K
Increased by +74.14%
Sep 30, 24
12 JPM US Mid Cap Growth-Composite 687.14K (1.25%) 65.42K
Increased by +9.52%
Sep 30, 24
13 JPMorgan Mid Cap Growth I 687.14K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Small Cap Index 553.89K (1.00%) 15.27K
Increased by +2.76%
Jun 30, 24
15 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
16 Fidelity® Small Cap Index 514.59K (0.93%) 14.09K
Increased by +2.74%
Oct 31, 23
17 JPM US Growth Advantage-MA 473.92K (0.86%) 83.38K
Increased by +17.59%
Sep 30, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 472.68K (0.86%) 2.12K
Increased by +0.45%
Dec 29, 23
19 Baillie Gifford WW L/T Glb Gr B USD Acc 470.31K (0.85%) 4.24K
Increased by +0.90%
Sep 30, 24
20 Champlain Small Company Fund, LLC 463.48K (0.84%) 193.59K
Increased by +41.77%
Oct 31, 24