Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.34%
2 SEMI 2.39%
3 FRTY 2.34%
4 CBLS 2.26%
5 EVAV 1.73%
6 MOON 1.70%
7 HAIL 0.90%
8 XSD 0.73%
9 DRIV 0.63%
10 ALAI 0.40%
11 FYC 0.29%
12 CARZ 0.27%
13 IWC 0.11%
14 FYX 0.10%
15 GINN 0.08%
16 RFLR 0.07%
17 FAD 0.06%
18 BBSC 0.04%
19 VTWV 0.03%
20 RSSL 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 26.29M (15.10%) 819.32K
Increased by +3.12%
Dec 31, 24
2 BAMCO Inc 19.90M (11.43%) 4.66M
Increased by +23.42%
Dec 31, 24
3 Granahan Investment Management Inc.. 17.68M (10.16%) -134.32K
Decreased by -0.76%
Dec 31, 24
4 Frontier Capital Management CO Inc 17.37M (9.98%) 6.52M
Increased by +37.52%
Dec 31, 24
5 BlackRock Inc 13.95M (8.01%) 357.31K
Increased by +2.56%
Dec 31, 24
6 Vanguard Group Inc 12.59M (7.23%) 942.09K
Increased by +7.49%
Dec 31, 24
7 Neuberger Berman Group LLC 9.91M (5.70%) 5.02M
Increased by +50.64%
Dec 31, 24
8 State Street Corporation 9.81M (5.64%) 1.75M
Increased by +17.79%
Mar 31, 24
9 State Street Corp 7.41M (4.26%) 310.24K
Increased by +4.19%
Dec 31, 24
10 Artemis Investment Management LLP 6.54M (3.76%) 5.42M
Increased by +82.84%
Dec 31, 24
11 UBS Group AG 6.16M (3.54%) 2.30M
Increased by +37.39%
Dec 31, 24
12 Yiheng Capital LLC 4.92M (2.82%) 1.19M
Increased by +24.11%
Sep 30, 23
13 Geode Capital Management, LLC 4.00M (2.30%) 52.13K
Increased by +1.30%
Dec 31, 24
14 Elemental Capital Partners LLC 3.52M (2.02%) 2.38M
Increased by +67.48%
Dec 31, 24
15 Harbor Capital Advisors Inc 3.33M (1.92%) 137.31K
Increased by +4.12%
Dec 31, 24
16 Intrinsic Edge Capital Management, LLC 2.89M (1.66%) 1.65M
Increased by +56.98%
Dec 31, 23
17 Soros Fund Management LLC 2.59M (1.49%) -93.45K
Decreased by -3.61%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 2.55M (1.46%) 423.11K
Increased by +16.59%
Dec 31, 24
19 Emerald Advisers, LLC 2.53M (1.46%) -237.92K
Decreased by -9.39%
Jun 30, 24
20 Light Street Capital Management LLC 2.34M (1.34%) 545.34K
Increased by +23.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Odyssey Aggressive Growth 16.23M (9.32%) 697.55K
Increased by +4.30%
Dec 31, 24
2 Baron Opp. Small Cap Growth Strategy 6.00M (3.45%) 2.00M
Increased by +33.33%
Dec 31, 24
3 Baron Small Cap Retail 6.00M (3.45%) 2.00M
Increased by +33.33%
Dec 31, 24
4 Baron High Growth Strategy 5.45M (3.13%) 1.48M
Increased by +27.21%
Dec 31, 24
5 Baron Opportunity Retail 5.45M (3.13%) 1.48M
Increased by +27.21%
Dec 31, 24
6 Frontier Small Cap Growth 5.26M (3.02%) 1.82M
Increased by +34.69%
Dec 31, 24
7 Artemis US Smaller Companies I Acc GBP 4.98M (2.86%) 2.45M
Increased by +49.22%
Dec 31, 24
8 Vanguard Total Stock Mkt Idx Inv 4.90M (2.82%) 0.00
Increased by 0.00%
Feb 28, 25
9 JNL Multi-Manager Small Cap Growth A 4.76M (2.74%) 322.56K
Increased by +6.77%
Dec 31, 24
10 Baron Discovery Institutional 4.51M (2.59%) 450.00K
Increased by +9.98%
Dec 31, 24
11 Baron Discovery Strategy 4.51M (2.59%) 450.00K
Increased by +9.98%
Dec 31, 24
12 iShares Russell 2000 ETF 4.37M (2.51%) -37.90K
Decreased by -0.87%
Mar 31, 25
13 Vanguard US Opportunities Ins USD Acc 4.12M (2.37%) 0.00
Increased by 0.00%
Dec 31, 24
14 Embark Small Cap Equity Institutional 4.05M (2.33%) 635.72K
Increased by +15.69%
Feb 28, 25
15 Vanguard Information Technology ETF 3.76M (2.16%) -46.70K
Decreased by -1.24%
Feb 28, 25
16 Neuberger Berman Long Short Instl 3.22M (1.85%) 0.00
Increased by 0.00%
Feb 28, 25
17 SPDR® S&P Semiconductor ETF 3.21M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
18 Empower Core Plus Bond/PGIM Fund SP 2.85M (1.64%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.51%) 4.00K
Increased by +0.15%
Feb 28, 25
20 Alger Small Cap Focus Composite 2.54M (1.46%) 1.12M
Increased by +43.96%
Mar 31, 24