Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 IPAY 3.47%
4 SMLL 3.19%
5 LMBO 3.02%
6 BPAY 2.96%
7 LOUP 2.90%
8 MVPA 2.48%
9 RFG 2.04%
10 VCLO 1.97%
11 FFTY 1.81%
12 GIGE 1.75%
13 FXR 1.39%
14 FDIG 1.39%
15 FINX 1.34%
16 NBSM 1.13%
17 STCE 1.01%
18 QSML 0.98%
19 FRTY 0.94%
20 FDFF 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Durable Capital Partners LP 6.10M (9.81%) 1.13M
Increased by +18.55%
Sep 30, 24
2 Vanguard Group Inc 5.98M (9.61%) 175.49K
Increased by +2.94%
Sep 30, 24
3 Wasatch Advisors LP 5.88M (9.46%) 1.98M
Increased by +33.67%
Sep 30, 24
4 BlackRock Inc 2.86M (4.60%) 298.74K
Increased by +10.45%
Jun 30, 24
5 Jennison Associates LLC 2.83M (4.56%) 242.18K
Increased by +8.55%
Sep 30, 24
6 Wasatch Advisors Inc. 2.57M (4.13%) 616.45K
Increased by +23.99%
Dec 31, 23
7 ClearBridge Advisors, LLC 2.19M (3.52%) -125.26K
Decreased by -5.72%
Sep 30, 24
8 Darlington Partners Capital Management, LP 2.14M (3.45%) 2.14M
Increased by +100.00%
Sep 30, 24
9 Ameriprise Financial Inc 2.08M (3.35%) -559.15K
Decreased by -26.85%
Sep 30, 24
10 Wellington Management Company LLP 2.04M (3.27%) -2.10M
Decreased by -103.25%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 1.79M (2.88%) -2.14M
Decreased by -119.69%
Sep 30, 24
12 Manufacturers Life Insurance Co 1.71M (2.74%) -24.66K
Decreased by -1.45%
Sep 30, 24
13 AllianceBernstein L.P. 1.69M (2.71%) -100.67K
Decreased by -5.97%
Sep 30, 24
14 Millennium Management LLC 1.67M (2.68%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 Westfield Capital Management Company, LP 1.46M (2.34%) 12.80K
Increased by +0.88%
Sep 30, 24
16 HHG PLC 1.45M (2.34%) -914.00
Decreased by -0.06%
Sep 30, 24
17 FMR Inc 1.35M (2.17%) -14.48K
Decreased by -1.07%
Mar 31, 24
18 ShawSpring Partners LLC 1.32M (2.12%) -82.55K
Decreased by -6.25%
Sep 30, 24
19 Spyglass Capital Management LLC 1.20M (1.94%) 101.98K
Increased by +8.47%
Jun 30, 24
20 Boston Partners Global Investors, Inc 1.19M (1.91%) 768.33K
Increased by +64.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.09M (3.37%) 4.13K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 2.06M (3.31%) -8.10K
Decreased by -0.39%
Oct 31, 24
3 Wasatch Core Growth 1.94M (3.12%) 402.67K
Increased by +20.76%
Sep 30, 24
4 Vanguard Small Cap Index 1.64M (2.63%) 3.20K
Increased by +0.20%
Oct 31, 24
5 Columbia Seligman Tech & Info A 1.14M (1.83%) -85.60K
Decreased by -7.50%
Sep 30, 24
6 Columbia Seligman Technology Growth 1.14M (1.83%) 96.40K
Increased by +8.45%
Sep 30, 24
7 ClearBridge Small Cap Growth A 1.11M (1.78%) -103.20K
Decreased by -9.30%
Sep 30, 24
8 ClearBridge Small Cap Growth 1.09M (1.76%) -15.70K
Decreased by -1.44%
Oct 31, 24
9 Delaware Ivy Science and Technology C 1.09M (1.75%) -259.15K
Decreased by -23.87%
Jun 30, 23
10 Manulife Dividend Income F 1.04M (1.67%) 129.48K
Increased by +12.46%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 954.74K (1.54%) -3.48K
Decreased by -0.36%
Oct 31, 24
12 Vanguard Small Cap Growth Index Inv 898.84K (1.45%) -1.12K
Decreased by -0.13%
Oct 31, 24
13 Jennison SMid Cap Core Equity 852.10K (1.37%) 0.00
Increased by 0.00%
Sep 30, 24
14 Nomura Global AI Related Stock Fund MF 795.80K (1.28%) 0.00
Increased by 0.00%
May 14, 24
15 PGIM Jennison Small Company A 779.68K (1.25%) -72.42K
Decreased by -9.29%
Oct 31, 24
16 Neuberger Berman Genesis Inv 764.29K (1.23%) -3.74K
Decreased by -0.49%
Sep 30, 24
17 Jennison Mid Cap Growth Equity 763.65K (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
18 Janus Henderson Triton D 759.03K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
19 Janus Henderson US SMID Cap Growth 759.03K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
20 Eagle Mid-Cap Growth - Institutional 736.71K (1.18%) -70.28K
Decreased by -9.54%
Sep 30, 24