Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.19%
2 FCUS 4.08%
3 BOUT 3.82%
4 FXG 3.70%
5 PSL 3.17%
6 PBJ 3.03%
7 BKIV 2.41%
8 MMSC 0.85%
9 FNY 0.62%
10 JHSC 0.55%
11 FFTY 0.48%
12 DWAS 0.40%
13 TMFX 0.38%
14 STXK 0.35%
15 IYK 0.34%
16 FSTA 0.32%
17 FNX 0.32%
18 BKSE 0.31%
19 VDC 0.30%
20 JKK 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.61M (9.67%) -49.39K
Decreased by -1.07%
Sep 30, 24
2 JANA Partners LLC 4.29M (9.01%) 275.37K
Increased by +6.42%
Jun 30, 23
3 Wasatch Advisors Inc. 2.91M (6.11%) -72.33K
Decreased by -2.49%
Sep 30, 23
4 WCM Investment Management 2.77M (5.82%) 2.45M
Increased by +88.23%
Sep 30, 24
5 Wellington Management Company LLP 2.62M (5.50%) -316.04K
Decreased by -12.07%
Jun 30, 24
6 Wasatch Advisors LP 2.21M (4.65%) -416.87K
Decreased by -18.83%
Jun 30, 24
7 BlackRock Inc 2.16M (4.53%) 95.33K
Increased by +4.41%
Jun 30, 24
8 Champlain Investment Partners, LLC 1.74M (3.66%) -715.47K
Decreased by -41.01%
Sep 30, 24
9 Franklin Resources Inc 1.65M (3.45%) -26.20K
Decreased by -1.59%
Jun 30, 24
10 Gilder Gagnon Howe & CO LLC 1.52M (3.19%) -32.93K
Decreased by -2.16%
Sep 30, 24
11 William Blair Investment Management, LLC 1.47M (3.08%) -273.83K
Decreased by -18.67%
Sep 30, 24
12 AllianceBernstein L.P. 1.44M (3.03%) -56.02K
Decreased by -3.89%
Jun 30, 24
13 JPMorgan Chase & Co 1.30M (2.73%) -211.22K
Decreased by -16.24%
Jun 30, 24
14 FMR Inc 1.30M (2.72%) -835.42K
Decreased by -64.44%
Sep 30, 23
15 Amvescap Plc. 1.21M (2.55%) 310.82K
Increased by +25.63%
Jun 30, 24
16 Jennison Associates LLC 1.15M (2.42%) -35.24K
Decreased by -3.06%
Sep 30, 24
17 Jana Partners Management LP 1.09M (2.30%) -1.70M
Decreased by -155.51%
Mar 31, 24
18 Bank of New York Mellon Corp 1.05M (2.20%) -111.42K
Decreased by -10.63%
Mar 31, 24
19 Capital World Investors 974.35K (2.05%) 0.00
Increased by 0.00%
Jun 30, 24
20 Riverbridge Partners LLC 939.49K (1.97%) -54.01K
Decreased by -5.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (3.19%) -6.42K
Decreased by -0.42%
Oct 31, 24
2 Vanguard Small Cap Index 1.22M (2.55%) 2.40K
Increased by +0.20%
Oct 31, 24
3 Champlain Mid Cap Fund, LLC 1.10M (2.31%) -16.43K
Decreased by -1.49%
Oct 31, 24
4 Vanguard Explorer Inv 784.40K (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
5 Champlain Mid Cap Adv 745.29K (1.56%) -484.70K
Decreased by -65.04%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 726.01K (1.52%) -13.15K
Decreased by -1.81%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 668.56K (1.40%) -695.00
Decreased by -0.10%
Oct 31, 24
8 American Funds SMALLCAP World A 590.21K (1.24%) -707.14K
Decreased by -119.81%
Sep 30, 24
9 Vanguard Mid Cap Growth Inv 567.50K (1.19%) -127.61K
Decreased by -22.49%
Sep 30, 23
10 BNY Mellon Sm/Md Cp Gr I 566.87K (1.19%) -27.61K
Decreased by -4.87%
Mar 31, 24
11 JPM US Small Cap Core-Composite 558.11K (1.17%) -152.84K
Decreased by -27.38%
Dec 31, 23
12 JPMorgan Small Cap Equity A 558.11K (1.17%) -59.45K
Decreased by -10.65%
Dec 31, 23
13 Wasatch Core Growth 516.58K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Eagle Mid-Cap Growth - Institutional 493.54K (1.04%) -94.94K
Decreased by -19.24%
Sep 30, 24
15 William Blair Small-Mid Cap Growth I 472.18K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
16 Franklin U.S. Opportunities Composite 466.74K (0.98%) 70.60K
Increased by +15.13%
Sep 30, 24
17 Franklin US Opportunities A(acc)USD 466.74K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
18 Bridge Builder Small/Mid Cap Growth 446.81K (0.94%) 4.63K
Increased by +1.04%
Oct 31, 24
19 Invesco Discovery A 443.28K (0.93%) 9.53K
Increased by +2.15%
Sep 30, 24
20 Invesco OFI Small Cap Growth 443.28K (0.93%) 64.30K
Increased by +14.50%
Sep 30, 24