Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 2.82%
2 CLIX 2.44%
3 IBUY 1.82%
4 WCEO 0.41%
5 FYC 0.16%
6 PSC 0.14%
7 QSML 0.11%
8 GSSC 0.09%
9 FTLS 0.08%
10 JSML 0.08%
11 VTWV 0.06%
12 VCR 0.05%
13 AVSC 0.05%
14 FYX 0.04%
15 IWN 0.04%
16 BBSC 0.04%
17 RFLR 0.04%
18 FDIS 0.03%
19 FAD 0.03%
20 VTWO 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 25.73M (20.14%) 516.50K
Increased by +2.01%
Mar 31, 24
2 Vanguard Group Inc 12.60M (9.86%) 206.67K
Increased by +1.64%
Mar 31, 24
3 BlackRock Inc 10.33M (8.08%) 44.71K
Increased by +0.43%
Mar 31, 24
4 T. Rowe Price Investment Management,Inc. 10.13M (7.93%) 614.41K
Increased by +6.06%
Mar 31, 24
5 Ameriprise Financial Inc 9.05M (7.08%) 3.01M
Increased by +33.26%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 8.57M (6.71%) 0.00
Increased by 0.00%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 4.63M (3.62%) -912.00K
Decreased by -19.71%
Mar 31, 24
8 Franklin Resources Inc 4.27M (3.34%) -55.44K
Decreased by -1.30%
Dec 31, 23
9 D. E. Shaw & Co LP 3.13M (2.45%) -767.58K
Decreased by -24.49%
Mar 31, 24
10 Wellington Management Company LLP 3.08M (2.41%) 2.35M
Increased by +76.27%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.93M (2.29%) 226.69K
Increased by +7.73%
Mar 31, 24
12 Marshall Wace Asset Management Ltd 2.71M (2.12%) 338.11K
Increased by +12.49%
Mar 31, 24
13 Geode Capital Management, LLC 2.70M (2.11%) 56.45K
Increased by +2.09%
Mar 31, 24
14 State Street Corporation 2.68M (2.10%) 26.07K
Increased by +0.97%
Mar 31, 24
15 Eagle Asset Management, Inc. 2.52M (1.97%) 767.77K
Increased by +30.51%
Mar 31, 24
16 Applied Fundamental Research, LLC 2.50M (1.95%) 511.79K
Increased by +20.51%
Mar 31, 24
17 Bank of America Corp 2.49M (1.95%) 948.77K
Increased by +38.11%
Mar 31, 24
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.25M (1.76%) 694.88K
Increased by +30.88%
Mar 31, 24
19 Bank of New York Mellon Corp 1.98M (1.55%) 1.11M
Increased by +55.72%
Mar 31, 24
20 Northern Trust Corp 1.93M (1.51%) 212.81K
Increased by +11.05%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 10.88M (8.52%) 2.43M
Increased by +22.33%
Mar 31, 24
2 Baron Small Cap Growth Strategy 10.88M (8.52%) 2.43M
Increased by +22.33%
Mar 31, 24
3 American Funds SMALLCAP World A 8.57M (6.71%) 0.00
Increased by 0.00%
Dec 31, 23
4 Baron Focused Growth Retail 7.00M (5.48%) 1.24M
Increased by +17.64%
Mar 31, 24
5 Baron Focused Growth Strategy 7.00M (5.48%) 1.24M
Increased by +17.64%
Mar 31, 24
6 T. Rowe Price Small-Cap Value 6.04M (4.72%) 166.40K
Increased by +2.76%
Mar 31, 24
7 Baron Partners Retail 5.02M (3.93%) -1.44M
Decreased by -28.72%
Dec 31, 23
8 CT American Smaller Coms(US) InstAccGBP 4.57M (3.57%) 77.78K
Increased by +1.70%
Apr 30, 24
9 CT (Lux) American Smaller Com 9U USD 4.26M (3.33%) 226.97K
Increased by +5.33%
Apr 30, 24
10 Vanguard Total Stock Mkt Idx Inv 3.92M (3.06%) -92.71K
Decreased by -2.37%
Apr 30, 24
11 Vanguard Small Cap Index 3.28M (2.57%) -1.94K
Decreased by -0.06%
Apr 30, 24
12 T. Rowe Price U.S. SC Value Eq Tr-Z 3.02M (2.36%) 318.00K
Increased by +10.53%
Mar 31, 24
13 iShares Russell 2000 ETF 2.90M (2.27%) -32.32K
Decreased by -1.11%
May 29, 24
14 Fidelity Canadian Growth Company Sr B 2.31M (1.81%) 0.00
Increased by 0.00%
Jun 30, 23
15 Fidelity Global Innovators Cl F 1.89M (1.48%) 180.00
Increased by +0.01%
Jun 30, 23
16 Franklin U.S. Opportunities Composite 1.89M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
17 Franklin US Opportunities A(acc)USD 1.89M (1.48%) 0.00
Increased by 0.00%
Jan 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.46%) -363.00
Decreased by -0.02%
Apr 30, 24
19 Vanguard Small Cap Growth Index Inv 1.85M (1.45%) -8.87K
Decreased by -0.48%
Apr 30, 24
20 Eagle Small Cap Growth – Institutional 1.61M (1.26%) 494.19K
Increased by +30.73%
Mar 31, 24