Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 4.31%
2 CLIX 4.04%
3 IBUY 2.64%
4 FYC 0.16%
5 PSC 0.14%
6 FTLS 0.08%
7 JSML 0.08%
8 GSSC 0.06%
9 BBSC 0.05%
10 IWO 0.05%
11 VTWG 0.05%
12 FYX 0.04%
13 EES 0.04%
14 FDIS 0.04%
15 JKK 0.03%
16 ISCG 0.03%
17 FAD 0.03%
18 VCR 0.03%
19 VBK 0.03%
20 IWM 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 25.22M (19.64%) 182.65K
Increased by +0.72%
Dec 31, 23
2 Vanguard Group Inc 12.39M (9.65%) 112.58K
Increased by +0.91%
Dec 31, 23
3 BlackRock Inc 10.29M (8.01%) 441.21K
Increased by +4.29%
Dec 31, 23
4 T. Rowe Price Investment Management,Inc. 9.52M (7.41%) 1.22M
Increased by +12.85%
Dec 31, 23
5 Capital Research & Mgmt Co - Division 3 8.57M (6.68%) 0.00
Increased by 0.00%
Dec 31, 23
6 Ameriprise Financial Inc 6.04M (4.71%) 960.55K
Increased by +15.90%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 5.54M (4.31%) 2.98M
Increased by +53.90%
Dec 31, 23
8 Franklin Resources Inc 4.27M (3.33%) -55.44K
Decreased by -1.30%
Dec 31, 23
9 D. E. Shaw & Co LP 3.90M (3.04%) -23.83K
Decreased by -0.61%
Sep 30, 23
10 Wellington Management Company LLP 3.08M (2.40%) 2.35M
Increased by +76.27%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.71M (2.11%) 135.35K
Increased by +5.00%
Dec 31, 23
12 State Street Corporation 2.65M (2.07%) 107.00K
Increased by +4.03%
Dec 31, 23
13 Geode Capital Management, LLC 2.64M (2.06%) 119.12K
Increased by +4.51%
Dec 31, 23
14 Applied Fundamental Research, LLC 2.50M (1.94%) 511.79K
Increased by +20.51%
Mar 31, 24
15 Marshall Wace Asset Management Ltd 2.37M (1.84%) 1.67M
Increased by +70.61%
Dec 31, 23
16 Balyasny Asset Management LLC 1.92M (1.49%) 1.53M
Increased by +79.61%
Sep 30, 23
17 Eagle Asset Management, Inc. 1.75M (1.36%) 1.75M
Increased by +100.00%
Dec 31, 23
18 Northern Trust Corp 1.71M (1.33%) -7.22K
Decreased by -0.42%
Dec 31, 23
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.56M (1.21%) 608.28K
Increased by +39.11%
Sep 30, 23
20 Bank of America Corp 1.54M (1.20%) 1.19M
Increased by +77.18%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 10.88M (8.48%) 2.43M
Increased by +22.33%
Mar 31, 24
2 Baron Small Cap Growth Strategy 10.88M (8.48%) 2.43M
Increased by +22.33%
Mar 31, 24
3 American Funds SMALLCAP World A 8.57M (6.68%) 0.00
Increased by 0.00%
Dec 31, 23
4 Baron Focused Growth Retail 7.00M (5.45%) 1.24M
Increased by +17.64%
Mar 31, 24
5 Baron Focused Growth Strategy 7.00M (5.45%) 1.24M
Increased by +17.64%
Mar 31, 24
6 T. Rowe Price Small-Cap Value 6.04M (4.70%) 166.40K
Increased by +2.76%
Mar 31, 24
7 Baron Partners Retail 5.02M (3.91%) -1.44M
Decreased by -28.72%
Dec 31, 23
8 CT American Smaller Coms(US) InstAccGBP 4.49M (3.50%) 0.00
Increased by 0.00%
Mar 31, 24
9 CT (Lux) American Smaller Com 9U USD 4.03M (3.14%) 815.42K
Increased by +20.21%
Mar 31, 24
10 Vanguard Total Stock Mkt Idx Inv 4.01M (3.12%) 6.24K
Increased by +0.16%
Mar 31, 24
11 Vanguard Small Cap Index 3.28M (2.56%) -42.49K
Decreased by -1.30%
Mar 31, 24
12 T. Rowe Price U.S. SC Value Eq Tr-Z 3.02M (2.35%) 318.00K
Increased by +10.53%
Mar 31, 24
13 iShares Russell 2000 ETF 2.94M (2.29%) -23.45K
Decreased by -0.80%
Apr 30, 24
14 Fidelity Canadian Growth Company Sr B 2.31M (1.80%) 0.00
Increased by 0.00%
Jun 30, 23
15 Fidelity Global Innovators Cl F 1.89M (1.47%) 180.00
Increased by +0.01%
Jun 30, 23
16 Franklin U.S. Opportunities Composite 1.89M (1.47%) 0.00
Increased by 0.00%
Dec 31, 23
17 Franklin US Opportunities A(acc)USD 1.89M (1.47%) 0.00
Increased by 0.00%
Jan 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.45%) 26.29K
Increased by +1.41%
Mar 31, 24
19 Vanguard Small Cap Growth Index Inv 1.86M (1.45%) -3.38K
Decreased by -0.18%
Mar 31, 24
20 Eagle Small Cap Growth – Institutional 1.61M (1.25%) 494.19K
Increased by +30.73%
Mar 31, 24