Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONLN 3.78%
2 CLIX 3.31%
3 IBUY 1.76%
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 VTWV 0.05%
13 IWN 0.05%
14 FYX 0.04%
15 BBSC 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 (20.68%) 807.68K
Increased by +2.62%
Dec 31, 24
2 Vanguard Group Inc 12.80M (8.59%) 153.84K
Increased by +1.20%
Dec 31, 24
3 Ameriprise Financial Inc 12.19M (8.18%) 3.35M
Increased by +27.51%
Dec 31, 24
4 BlackRock Inc 10.80M (7.24%) -19.44K
Decreased by -0.18%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 10.68M (7.16%) 110.47K
Increased by +1.03%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 8.57M (5.75%) 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 (2.10%) -767.58K
Decreased by -24.49%
Mar 31, 24
10 Wellington Management Company LLP 3.08M (2.06%) 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 (1.93%) 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 Eagle Asset Management, Inc. 2.40M (1.61%) -1.17M
Decreased by -48.87%
Sep 30, 24
15 Bank of New York Mellon Corp 2.32M (1.55%) 1.05M
Increased by +45.46%
Dec 31, 24
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.25M (1.51%) 694.88K
Increased by +30.88%
Mar 31, 24
17 Granite Investment Partners, LLC 1.86M (1.25%) 743.66K
Increased by +39.93%
Mar 31, 24
18 Applied Fundamental Research, LLC 1.81M (1.22%) -672.70K
Decreased by -37.08%
Mar 31, 25
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 (1.15%) 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 (8.30%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Growth Strategy 12.37M (8.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 American Funds SMALLCAP World A 8.57M (5.75%) 0.00
Increased by 0.00%
Dec 31, 23
4 Baron Focused Growth Retail 8.49M (5.70%) 0.00
Increased by 0.00%
Mar 31, 25
5 Baron Focused Growth Strategy 8.49M (5.70%) 0.00
Increased by 0.00%
Mar 31, 25
6 CT (Lux) American Smaller Com 9U USD 7.98M (5.36%) 216.81K
Increased by +2.72%
Mar 31, 25
7 T. Rowe Price Small-Cap Value 6.01M (4.03%) -1.29K
Decreased by -0.02%
Mar 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 4.76M (3.19%) 49.05K
Increased by +1.03%
Mar 31, 25
10 Vanguard Total Stock Mkt Idx Inv 4.10M (2.75%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard US Total Market Shares ETF 4.10M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price U.S. SC Value Eq Tr-Z 3.47M (2.33%) 183.00
Increased by +0.01%
Mar 31, 25
13 T. Rowe Price U.S. SC Value Eq Tr-D 3.47M (2.33%) 108.41K
Increased by +3.13%
Dec 31, 24
14 Vanguard Small Cap Index 3.27M (2.19%) -31.19K
Decreased by -0.95%
Mar 31, 25
15 iShares Russell 2000 ETF 3.23M (2.16%) -26.16K
Decreased by -0.81%
Apr 29, 25
16 Fidelity Canadian Growth Company Sr B 2.31M (1.55%) 0.00
Increased by 0.00%
Jun 30, 23
17 LVIP Baron Growth Opportunities Svc 2.30M (1.55%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.36%) 31.30K
Increased by +1.55%
Mar 31, 25
19 Fidelity Global Innovators Cl F 1.89M (1.27%) 180.00
Increased by +0.01%
Jun 30, 23
20 Franklin U.S. Opportunities Composite 1.89M (1.26%) 0.00
Increased by 0.00%
Dec 31, 23