Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 3.80%
2 NSCS 1.36%
3 XSW 0.61%
4 SEIS 0.27%
5 IWC 0.27%
6 IVES 0.21%
7 QSML 0.21%
8 CSML 0.18%
9 HAPS 0.15%
10 BBSC 0.07%
11 IWO 0.06%
12 GSSC 0.06%
13 VTWG 0.05%
14 JKK 0.05%
15 ISCG 0.05%
16 EES 0.04%
17 IWM 0.04%
18 RFLR 0.04%
19 PSC 0.04%
20 VTWO 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 7.26M (12.55%) 197.06K
Increased by +2.72%
Dec 31, 23
2 Wasatch Advisors LP 7.04M (12.17%) -105.33K
Decreased by -1.50%
Sep 30, 24
3 BlackRock Inc 4.86M (8.41%) 157.82K
Increased by +3.25%
Jun 30, 24
4 Vanguard Group Inc 4.36M (7.55%) 96.24K
Increased by +2.21%
Sep 30, 24
5 Riverbridge Partners LLC 3.09M (5.34%) -191.64K
Decreased by -6.21%
Sep 30, 24
6 BAMCO Inc 3.00M (5.19%) 0.00
Increased by 0.00%
Sep 30, 24
7 Wellington Management Company LLP 2.86M (4.95%) 675.42K
Increased by +23.62%
Sep 30, 24
8 Jennison Associates LLC 2.44M (4.22%) -243.91K
Decreased by -10.00%
Sep 30, 24
9 Alyeska Investment Group, L.P. 1.95M (3.37%) -1.06M
Decreased by -54.49%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 1.80M (3.11%) 125.66K
Increased by +6.99%
Sep 30, 24
11 Royal Bank of Canada 1.80M (3.11%) 3.93K
Increased by +0.22%
Sep 30, 24
12 AllianceBernstein L.P. 1.65M (2.85%) -791.92K
Decreased by -48.08%
Sep 30, 24
13 Nuveen Asset Management, LLC 1.65M (2.85%) 402.13K
Increased by +24.44%
Sep 30, 24
14 State Street Corp 1.45M (2.50%) 6.94K
Increased by +0.48%
Sep 30, 24
15 State Street Corporation 1.44M (2.49%) 39.84K
Increased by +2.77%
Mar 31, 24
16 Geode Capital Management, LLC 1.38M (2.39%) 17.76K
Increased by +1.29%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.31M (2.26%) 62.00K
Increased by +4.74%
Jun 30, 24
18 Summit Creek Advisors LLC 1.18M (2.03%) 27.84K
Increased by +2.37%
Sep 30, 24
19 Bank of America Corp 1.05M (1.82%) -152.65K
Decreased by -14.55%
Sep 30, 24
20 The Colony Group LLC 1.04M (1.79%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Small Cap Growth Investor 3.01M (5.20%) -120.47K
Decreased by -4.00%
Sep 30, 24
2 Baron Opp. Small Cap Growth Strategy 3.00M (5.19%) 0.00
Increased by 0.00%
Sep 30, 24
3 Baron Small Cap Retail 3.00M (5.19%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.82M (3.15%) 146.88K
Increased by +8.08%
Oct 31, 24
5 iShares Russell 2000 ETF 1.63M (2.82%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Information Technology ETF 1.29M (2.23%) 5.38K
Increased by +0.42%
Oct 31, 24
7 CREF Stock R1 1.15M (1.99%) 0.00
Increased by 0.00%
Aug 31, 24
8 Wasatch Micro Cap 1.13M (1.95%) 82.70K
Increased by +7.34%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 872.56K (1.51%) -3.05K
Decreased by -0.35%
Oct 31, 24
10 JNL Multi-Manager Small Cap Growth A 795.77K (1.38%) -13.30K
Decreased by -1.67%
Sep 30, 23
11 Summit Creek Small Cap Growth 682.26K (1.18%) 0.00
Increased by 0.00%
Oct 31, 24
12 Loomis Sayles Small Cap Growth Instl 602.91K (1.04%) 602.91K
Increased by +100.00%
Oct 31, 24
13 Fidelity Small Cap Index 585.14K (1.01%) -4.05K
Decreased by -0.69%
Sep 30, 24
14 Buffalo Small Cap 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
15 Kornitzer Small Cap Equity 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity® Small Cap Index 538.39K (0.93%) 16.93K
Increased by +3.14%
Oct 31, 23
17 Royce Small-Cap Opportunity Invmt 465.71K (0.81%) 4.87K
Increased by +1.05%
Sep 30, 24
18 Jennison U.S. Small Cap Equity Fund 4 413.61K (0.72%) -123.45K
Decreased by -29.85%
Sep 30, 24
19 Oberweis Micro-Cap 403.90K (0.70%) 403.90K
Increased by +100.00%
Sep 30, 24
20 Oberweis Micro-Cap Growth 403.90K (0.70%) 403.90K
Increased by +100.00%
Sep 30, 24