Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 4.64%
2 FCUS 4.47%
3 TSME 2.02%
4 EHLS 1.75%
5 FESM 0.99%
6 IWO 0.93%
7 FNY 0.87%
8 SFYX 0.82%
9 STXK 0.60%
10 IWM 0.59%
11 RSSL 0.59%
12 JKK 0.52%
13 ISCG 0.52%
14 GSSC 0.43%
15 UWM 0.43%
16 FNX 0.43%
17 SCHA 0.29%
18 JKJ 0.27%
19 ISCB 0.27%
20 ISCV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.36M (10.25%) 582.74K
Increased by +5.62%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 7.64M (7.56%) 854.31K
Increased by +11.18%
Sep 30, 24
3 FMR Inc 7.60M (7.51%) -1.15M
Decreased by -15.09%
Sep 30, 24
4 BlackRock Inc 7.16M (7.08%) 115.19K
Increased by +1.61%
Jun 30, 24
5 Washington State Investment Board 6.42M (6.35%) -1.88M
Decreased by -29.34%
Sep 30, 24
6 Atlantic Trust Group, LLC 3.50M (3.46%) 365.59K
Increased by +10.44%
Jun 30, 24
7 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 Geode Capital Management, LLC 2.39M (2.36%) 61.90K
Increased by +2.59%
Sep 30, 24
9 State Street Corp 2.33M (2.30%) 38.28K
Increased by +1.65%
Sep 30, 24
10 Frontier Capital Management CO Inc 2.25M (2.23%) -563.51K
Decreased by -25.00%
Sep 30, 24
11 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
12 Ameriprise Financial Inc 2.09M (2.07%) 495.15K
Increased by +23.64%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.95M (1.93%) -2.89M
Decreased by -148.43%
Sep 30, 24
14 Hood River Capital Management LLC 1.92M (1.89%) -1.14M
Decreased by -59.60%
Sep 30, 24
15 Broad Bay Capital Management, LP 1.81M (1.79%) -590.50K
Decreased by -32.63%
Jun 30, 24
16 Westfield Capital Management Company, LP 1.66M (1.64%) 773.02K
Increased by +46.57%
Sep 30, 24
17 Driehaus Capital Management LLC 1.34M (1.33%) -215.87K
Decreased by -16.09%
Sep 30, 24
18 Royce & Associates, LP 1.27M (1.25%) 143.09K
Increased by +11.30%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 1.17M (1.16%) -125.30K
Decreased by -10.70%
Sep 30, 24
20 Oaktree Capital Management LLC 1.17M (1.15%) -644.47K
Decreased by -55.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.23M (3.19%) -12.63K
Decreased by -0.39%
Oct 31, 24
2 iShares Russell 2000 ETF 2.85M (2.81%) -7.40K
Decreased by -0.26%
Nov 27, 24
3 Vanguard Small Cap Index 2.56M (2.53%) 5.00K
Increased by +0.20%
Oct 31, 24
4 American Funds Growth Fund of Amer A 2.44M (2.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 2.44M (2.41%) 0.00
Increased by 0.00%
Sep 30, 24
6 Fidelity® Blue Chip Growth 1.90M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
7 American Funds SMALLCAP World A 1.82M (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Blue Chip Growth 1.73M (1.71%) -153.50K
Decreased by -8.86%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.50%) -9.26K
Decreased by -0.61%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 1.41M (1.39%) -4.51K
Decreased by -0.32%
Oct 31, 24
11 Capital Group AMCAP Composite 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
12 VA CollegeAmerica Amcap 529A 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
13 Fidelity® Small Cap Growth 1.20M (1.18%) -1.45K
Decreased by -0.12%
Oct 31, 23
14 Hood River Small-Cap Growth Instl 1.12M (1.11%) -562.30K
Decreased by -50.02%
Sep 30, 24
15 Fidelity Small Cap Index 1.02M (1.01%) -25.71K
Decreased by -2.52%
Aug 31, 24
16 Fidelity Small Cap Growth 983.00K (0.97%) -2.10K
Decreased by -0.21%
Aug 31, 24
17 Fidelity® Small Cap Index 958.34K (0.95%) 26.76K
Increased by +2.79%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 918.13K (0.91%) 0.00
Increased by 0.00%
Nov 27, 24
19 American Funds Invmt Co of Amer A 915.72K (0.91%) 13.87K
Increased by +1.51%
Sep 30, 24
20 Capital Group Investment Co of Amer Comp 915.72K (0.91%) 13.87K
Increased by +1.51%
Sep 30, 24