Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 3.76%
2 NSCS 1.14%
3 XSW 0.56%
4 IWC 0.23%
5 IVES 0.21%
6 CSML 0.18%
7 QSML 0.18%
8 HAPS 0.12%
9 BBSC 0.06%
10 EES 0.06%
11 GSSC 0.05%
12 IWO 0.05%
13 VTWG 0.05%
14 ISCG 0.04%
15 JKK 0.04%
16 RFLR 0.04%
17 IWM 0.03%
18 PSC 0.03%
19 RSSL 0.03%
20 DFAS 0.03%

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 7.14M (12.36%) -471.12K
Decreased by -6.60%
Jun 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 Alyeska Investment Group, L.P. 3.01M (5.20%) 1.63M
Increased by +54.19%
Jun 30, 24
7 BAMCO Inc 3.00M (5.19%) 0.00
Increased by 0.00%
Jun 30, 24
8 AllianceBernstein L.P. 2.44M (4.22%) 21.71K
Increased by +0.89%
Jun 30, 24
9 Jennison Associates LLC 2.44M (4.22%) -243.91K
Decreased by -10.00%
Sep 30, 24
10 Wellington Management Company LLP 2.18M (3.78%) 442.61K
Increased by +20.26%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 1.80M (3.11%) 125.66K
Increased by +6.99%
Sep 30, 24
12 Royal Bank of Canada 1.79M (3.10%) -93.31K
Decreased by -5.21%
Jun 30, 24
13 State Street Corp 1.44M (2.49%) 1.08K
Increased by +0.07%
Jun 30, 24
14 State Street Corporation 1.44M (2.49%) 39.84K
Increased by +2.77%
Mar 31, 24
15 Geode Capital Management, LLC 1.36M (2.36%) 53.82K
Increased by +3.95%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.31M (2.26%) 62.00K
Increased by +4.74%
Jun 30, 24
17 Nuveen Asset Management, LLC 1.24M (2.15%) 399.53K
Increased by +32.13%
Jun 30, 24
18 Bank of America Corp 1.20M (2.08%) -155.52K
Decreased by -12.94%
Jun 30, 24
19 Summit Creek Advisors LLC 1.18M (2.03%) 27.84K
Increased by +2.37%
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 1.50M (2.60%) -3.37K
Decreased by -0.22%
Oct 31, 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 875.61K (1.51%) 14.05K
Increased by +1.60%
Sep 30, 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 Fidelity Small Cap Index 589.19K (1.02%) -18.07K
Decreased by -3.07%
Aug 31, 24
13 Buffalo Small Cap 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
14 Kornitzer Small Cap Equity 567.28K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fidelity® Small Cap Index 538.39K (0.93%) 16.93K
Increased by +3.14%
Oct 31, 23
16 Royce Small-Cap Opportunity Invmt 465.71K (0.81%) 4.87K
Increased by +1.05%
Sep 30, 24
17 Jennison U.S. Small Cap Equity Fund 4 413.61K (0.72%) -123.45K
Decreased by -29.85%
Sep 30, 24
18 iShares Russell 2000 Growth ETF 386.22K (0.67%) 0.00
Increased by 0.00%
Oct 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 375.34K (0.65%) -12.50K
Decreased by -3.33%
Oct 31, 24
20 AB Small Cap Value Advisor 375.26K (0.65%) -108.35K
Decreased by -28.87%
Sep 30, 24