Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 3.69%
2 CLIX 2.88%
3 IBUY 1.75%
4 WCEO 0.69%
5 FYC 0.16%
6 PSC 0.14%
7 QSML 0.12%
8 GSSC 0.09%
9 FTLS 0.08%
10 JSML 0.08%
11 AVSC 0.06%
12 IWN 0.05%
13 FYX 0.04%
14 BBSC 0.04%
15 VTWV 0.04%
16 RFLR 0.04%
17 FDIS 0.04%
18 EES 0.03%
19 FAD 0.03%
20 AVUV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 30.84M (20.73%) 807.68K
Increased by +2.62%
Dec 31, 24
2 Vanguard Group Inc 12.80M (8.60%) 153.84K
Increased by +1.20%
Dec 31, 24
3 Ameriprise Financial Inc 12.19M (8.19%) 3.35M
Increased by +27.51%
Dec 31, 24
4 BlackRock Inc 10.80M (7.26%) -19.44K
Decreased by -0.18%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 10.68M (7.18%) 110.47K
Increased by +1.03%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 8.57M (5.76%) 0.00
Increased by 0.00%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 4.35M (2.92%) 827.15K
Increased by +19.01%
Dec 31, 24
8 Franklin Resources Inc 4.27M (2.87%) -55.44K
Decreased by -1.30%
Dec 31, 23
9 D. E. Shaw & Co LP 3.13M (2.11%) -767.58K
Decreased by -24.49%
Mar 31, 24
10 Wellington Management Company LLP 3.08M (2.07%) 2.35M
Increased by +76.27%
Dec 31, 23
11 Geode Capital Management, LLC 2.97M (1.99%) -12.03K
Decreased by -0.41%
Dec 31, 24
12 State Street Corp 2.88M (1.94%) 140.22K
Increased by +4.86%
Dec 31, 24
13 State Street Corporation 2.68M (1.80%) 26.07K
Increased by +0.97%
Mar 31, 24
14 Applied Fundamental Research, LLC 2.49M (1.67%) -161.33K
Decreased by -6.49%
Dec 31, 24
15 Eagle Asset Management, Inc. 2.40M (1.61%) -1.17M
Decreased by -48.87%
Sep 30, 24
16 Bank of New York Mellon Corp 2.32M (1.56%) 1.05M
Increased by +45.46%
Dec 31, 24
17 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.25M (1.51%) 694.88K
Increased by +30.88%
Mar 31, 24
18 Granite Investment Partners, LLC 1.86M (1.25%) 743.66K
Increased by +39.93%
Mar 31, 24
19 Bank of America Corp 1.76M (1.18%) -733.87K
Decreased by -41.80%
Jun 30, 24
20 Nuveen Asset Management, LLC 1.72M (1.16%) 754.29K
Increased by +43.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 12.37M (8.31%) 289.90K
Increased by +2.34%
Dec 31, 24
2 Baron Small Cap Growth Strategy 12.37M (8.31%) 289.90K
Increased by +2.34%
Dec 31, 24
3 American Funds SMALLCAP World A 8.57M (5.76%) 0.00
Increased by 0.00%
Dec 31, 23
4 Baron Focused Growth Retail 8.49M (5.71%) 493.57K
Increased by +5.81%
Dec 31, 24
5 Baron Focused Growth Strategy 8.49M (5.71%) 493.57K
Increased by +5.81%
Dec 31, 24
6 CT (Lux) American Smaller Com 9U USD 7.67M (5.15%) 465.22K
Increased by +6.07%
Jan 31, 25
7 T. Rowe Price Small-Cap Value 6.01M (4.04%) -186.06K
Decreased by -3.09%
Jan 31, 25
8 Baron Partners Retail 5.02M (3.37%) -1.44M
Decreased by -28.72%
Dec 31, 23
9 CT American Smaller Coms(US) InstAccGBP 4.71M (3.16%) -209.24K
Decreased by -4.44%
Jan 31, 25
10 Vanguard Total Stock Mkt Idx Inv 4.10M (2.76%) 0.00
Increased by 0.00%
Feb 28, 25
11 T. Rowe Price U.S. SC Value Eq Tr-Z 3.47M (2.33%) 108.41K
Increased by +3.13%
Dec 31, 24
12 iShares Russell 2000 ETF 3.32M (2.23%) -39.05K
Decreased by -1.18%
Feb 28, 25
13 Vanguard Small Cap Index 3.30M (2.22%) 2.69K
Increased by +0.08%
Feb 28, 25
14 Fidelity Canadian Growth Company Sr B 2.31M (1.56%) 0.00
Increased by 0.00%
Jun 30, 23
15 LVIP Baron Growth Opportunities Svc 2.30M (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.34%) 3.15K
Increased by +0.16%
Feb 28, 25
17 Fidelity Global Innovators Cl F 1.89M (1.27%) 180.00
Increased by +0.01%
Jun 30, 23
18 Franklin U.S. Opportunities Composite 1.89M (1.27%) 0.00
Increased by 0.00%
Dec 31, 23
19 Franklin US Opportunities A(acc)USD 1.89M (1.27%) 0.00
Increased by 0.00%
Jan 31, 24
20 Vanguard Small Cap Growth Index Inv 1.85M (1.24%) -8.38K
Decreased by -0.45%
Feb 28, 25