Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.05%
2 RJMG 2.62%
3 XHS 2.51%
4 FINX 1.82%
5 IHF 1.50%
6 NSCS 1.45%
7 PFUT 1.20%
8 FDLS 1.12%
9 DTEC 1.06%
10 EQWM 1.00%
11 SMCP 0.90%
12 FPX 0.84%
13 MMSC 0.74%
14 SCDS 0.67%
15 BTAL 0.61%
16 SMIZ 0.57%
17 VTWG 0.57%
18 JHSC 0.57%
19 IWO 0.54%
20 PSC 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.74M (12.51%) -186.71K
Decreased by -1.74%
Jun 30, 24
2 Vanguard Group Inc 8.88M (10.34%) 50.96K
Increased by +0.57%
Sep 30, 24
3 Wasatch Advisors LP 7.76M (9.04%) 483.27K
Increased by +6.23%
Sep 30, 24
4 Wasatch Advisors Inc. 7.27M (8.47%) 139.45K
Increased by +1.92%
Sep 30, 23
5 FMR Inc 5.29M (6.16%) -39.72K
Decreased by -0.75%
Sep 30, 24
6 State Street Corp 3.13M (3.65%) 23.61K
Increased by +0.75%
Sep 30, 24
7 State Street Corporation 3.05M (3.56%) 96.92K
Increased by +3.17%
Mar 31, 24
8 ClearBridge Advisors, LLC 2.39M (2.78%) 11.19K
Increased by +0.47%
Sep 30, 24
9 Mackenzie Investments 2.36M (2.75%) -6.99K
Decreased by -0.30%
Sep 30, 24
10 Goldman Sachs Group Inc 2.26M (2.63%) 1.35M
Increased by +59.89%
Dec 31, 23
11 Geode Capital Management, LLC 2.08M (2.42%) 15.14K
Increased by +0.73%
Sep 30, 24
12 Brown Advisory Holdings Inc 1.86M (2.17%) 129.81K
Increased by +6.97%
Sep 30, 24
13 William Blair Investment Management, LLC 1.78M (2.08%) -862.33K
Decreased by -48.37%
Dec 31, 23
14 Franklin Resources Inc 1.64M (1.91%) 11.66K
Increased by +0.71%
Sep 30, 24
15 Amvescap Plc. 1.61M (1.88%) 55.77K
Increased by +3.46%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.58M (1.84%) 34.32K
Increased by +2.17%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.28M (1.49%) -5.48K
Decreased by -0.43%
Jun 30, 24
18 Stephens Inv Mgmt Group LLC 1.25M (1.46%) -38.97K
Decreased by -3.12%
Sep 30, 24
19 JPMorgan Chase & Co 1.22M (1.42%) -252.24K
Decreased by -20.76%
Sep 30, 24
20 Loomis, Sayles & Company LP 1.13M (1.31%) 24.66K
Increased by +2.19%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.79M (3.26%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.75M (3.21%) -12.07K
Decreased by -0.44%
Oct 31, 24
3 iShares Russell 2000 ETF 2.37M (2.77%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 2.18M (2.54%) 4.25K
Increased by +0.19%
Oct 31, 24
5 Wasatch Core Growth 2.12M (2.47%) 198.59K
Increased by +9.36%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.51%) -8.86K
Decreased by -0.68%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 1.20M (1.40%) -1.49K
Decreased by -0.12%
Oct 31, 24
8 VIP Growth Initial 1.14M (1.33%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Advisor Equity Growth I 1.12M (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
10 Canada Life US Small-Mid Cap Growth A 1.08M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity VIP Growth Initial 1.06M (1.24%) 0.00
Increased by 0.00%
Oct 31, 24
12 Vanguard Explorer Inv 1.05M (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Advisor® Equity Growth I 1.04M (1.22%) 17.60K
Increased by +1.69%
Nov 30, 23
14 Wasatch Small Cap Growth Investor 1.02M (1.19%) -40.94K
Decreased by -4.00%
Sep 30, 24
15 JPM US Small Cap Core-Composite 968.38K (1.13%) -146.79K
Decreased by -15.16%
Dec 31, 23
16 Van Berkom Sm-Cap Eq 926.43K (1.08%) 926.43K
Increased by +100.00%
Jun 30, 24
17 Fidelity Small Cap Index 860.07K (1.00%) -5.65K
Decreased by -0.66%
Sep 30, 24
18 ClearBridge Select I 849.79K (0.99%) 93.28K
Increased by +10.98%
Sep 30, 24
19 Canada Life US Small-Mid Cap Growth F 838.41K (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity® Small Cap Index 810.61K (0.94%) 22.17K
Increased by +2.74%
Oct 31, 23