Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.34%
2 EVAV 2.62%
3 SEMI 2.39%
4 FRTY 2.34%
5 CBLS 2.26%
6 MOON 1.70%
7 HAIL 1.02%
8 XSD 0.71%
9 DRIV 0.69%
10 ALAI 0.64%
11 FYC 0.29%
12 CARZ 0.27%
13 IWC 0.12%
14 FYX 0.10%
15 GINN 0.08%
16 RFLR 0.07%
17 FAD 0.06%
18 BBSC 0.04%
19 RSSL 0.03%
20 KOMP 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 26.29M (14.58%) 819.32K
Increased by +3.12%
Dec 31, 24
2 BAMCO Inc 19.90M (11.04%) 4.66M
Increased by +23.42%
Dec 31, 24
3 Granahan Investment Management Inc.. 17.68M (9.80%) -134.32K
Decreased by -0.76%
Dec 31, 24
4 Frontier Capital Management CO Inc 17.37M (9.63%) 6.52M
Increased by +37.52%
Dec 31, 24
5 BlackRock Inc 13.95M (7.73%) 357.31K
Increased by +2.56%
Dec 31, 24
6 Vanguard Group Inc 12.59M (6.98%) 942.09K
Increased by +7.49%
Dec 31, 24
7 Neuberger Berman Group LLC 9.91M (5.50%) 5.02M
Increased by +50.64%
Dec 31, 24
8 State Street Corporation 9.81M (5.44%) 1.75M
Increased by +17.79%
Mar 31, 24
9 State Street Corp 7.41M (4.11%) 310.24K
Increased by +4.19%
Dec 31, 24
10 Artemis Investment Management LLP 6.54M (3.63%) 1.60K
Increased by +0.02%
Mar 31, 25
11 UBS Group AG 6.16M (3.42%) 2.30M
Increased by +37.39%
Dec 31, 24
12 Yiheng Capital LLC 4.92M (2.73%) 1.19M
Increased by +24.11%
Sep 30, 23
13 Harbor Capital Advisors Inc 4.10M (2.27%) 768.91K
Increased by +18.74%
Mar 31, 25
14 Geode Capital Management, LLC 4.00M (2.22%) 52.13K
Increased by +1.30%
Dec 31, 24
15 Elemental Capital Partners LLC 3.52M (1.95%) 2.38M
Increased by +67.48%
Dec 31, 24
16 Intrinsic Edge Capital Management, LLC 2.89M (1.60%) 1.65M
Increased by +56.98%
Dec 31, 23
17 Soros Fund Management LLC 2.59M (1.43%) -93.45K
Decreased by -3.61%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 2.55M (1.41%) 423.11K
Increased by +16.59%
Dec 31, 24
19 Emerald Advisers, LLC 2.53M (1.41%) -237.92K
Decreased by -9.39%
Jun 30, 24
20 Light Street Capital Management LLC 2.34M (1.30%) 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 17.53M (9.72%) 1.30M
Increased by +7.42%
Mar 31, 25
2 Baron Opp. Small Cap Growth Strategy 6.00M (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
3 Baron Small Cap Retail 6.00M (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
4 Baron High Growth Strategy 5.95M (3.30%) 500.00K
Increased by +8.41%
Mar 31, 25
5 Baron Opportunity Retail 5.95M (3.30%) 500.00K
Increased by +8.41%
Mar 31, 25
6 Artemis US Smaller Companies I Acc GBP 5.22M (2.90%) 246.23K
Increased by +4.71%
Jan 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.90M (2.72%) 0.00
Increased by 0.00%
Mar 31, 25
8 JNL Multi-Manager Small Cap Growth A 4.77M (2.65%) 11.12K
Increased by +0.23%
Mar 31, 25
9 Vanguard US Opportunities Ins USD Acc 4.71M (2.61%) 525.00K
Increased by +11.15%
Mar 31, 25
10 Vanguard US Total Market Shares ETF 4.58M (2.54%) 68.12K
Increased by +1.49%
Sep 30, 24
11 Baron Discovery Institutional 4.51M (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
12 Baron Discovery Strategy 4.51M (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 ETF 4.21M (2.34%) 711.00
Increased by +0.02%
Apr 30, 25
14 Embark Small Cap Equity Institutional 4.10M (2.27%) 50.52K
Increased by +1.23%
Mar 31, 25
15 Embark Small Cap Equity Retirement 4.05M (2.25%) 635.72K
Increased by +15.69%
Feb 28, 25
16 Vanguard Information Technology ETF 3.80M (2.11%) 42.98K
Increased by +1.13%
Mar 31, 25
17 Frontier Small Cap Growth 3.77M (2.09%) -1.49M
Decreased by -39.41%
Mar 31, 25
18 SPDR® S&P Semiconductor ETF 3.26M (1.81%) -31.21K
Decreased by -0.96%
Apr 30, 25
19 Neuberger Berman Long Short Instl 3.22M (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
20 Empower Core Plus Bond/PGIM Fund SP 2.85M (1.58%) 0.00
Increased by 0.00%
Sep 30, 24