Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUFF 4.59%
2 SMLL 4.47%
3 NEWZ 2.60%
4 GLRY 2.60%
5 EWMC 2.53%
6 PFI 2.40%
7 GRPM 1.79%
8 KIE 1.64%
9 CSMD 1.57%
10 PDP 1.57%
11 SAWS 1.54%
12 XMHQ 1.54%
13 VNSE 1.53%
14 RFG 1.23%
15 IAK 1.15%
16 XMMO 1.08%
17 TSME 1.06%
18 FSGS 0.99%
19 QMID 0.93%
20 RNSC 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.08M (9.45%) -8.16K
Decreased by -0.39%
Sep 30, 24
2 BlackRock Inc 2.05M (9.31%) 8.84K
Increased by +0.43%
Sep 30, 24
3 BAMCO Inc 1.75M (7.91%) -70.71K
Decreased by -4.05%
Sep 30, 24
4 State Street Corp 689.39K (3.12%) 8.95K
Increased by +1.30%
Sep 30, 24
5 State Street Corporation 675.37K (3.06%) 6.16K
Increased by +0.91%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 665.03K (3.01%) -434.19K
Decreased by -65.29%
Sep 30, 24
7 Thrivent Financial For Lutherans 636.02K (2.88%) -93.49K
Decreased by -14.70%
Sep 30, 24
8 Geode Capital Management, LLC 528.71K (2.40%) 29.69K
Increased by +5.61%
Sep 30, 24
9 Davenport & Company LLC 466.94K (2.12%) 28.09K
Increased by +6.02%
Sep 30, 24
10 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.93%) 52.22K
Increased by +12.25%
Jun 30, 24
11 Amvescap Plc. 411.30K (1.86%) -115.90K
Decreased by -28.18%
Sep 30, 24
12 Geneva Capital Management 407.83K (1.85%) 5.21K
Increased by +1.28%
Sep 30, 24
13 AllianceBernstein L.P. 387.23K (1.76%) -44.39K
Decreased by -11.46%
Mar 31, 24
14 Champlain Investment Partners, LLC 353.07K (1.60%) -5.04K
Decreased by -1.43%
Sep 30, 24
15 Royal London Asset Management Ltd 342.11K (1.55%) -48.18K
Decreased by -14.08%
Sep 30, 24
16 Riverbridge Partners LLC 327.23K (1.48%) 32.35K
Increased by +9.88%
Sep 30, 24
17 JPMorgan Chase & Co 310.93K (1.41%) -8.82K
Decreased by -2.84%
Sep 30, 24
18 NORGES BANK 265.21K (1.20%) 30.63K
Increased by +11.55%
Jun 30, 24
19 Turtle Creek Asset Management Inc. 261.35K (1.18%) -66.26K
Decreased by -25.35%
Sep 30, 24
20 Capital World Investors 257.95K (1.17%) 329.00
Increased by +0.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 920.00K (4.17%) -5.00K
Decreased by -0.54%
Dec 31, 24
2 Baron Small Cap Growth Strategy 920.00K (4.17%) -5.00K
Decreased by -0.54%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 720.58K (3.27%) 2.42K
Increased by +0.34%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 695.89K (3.15%) 636.00
Increased by +0.09%
Dec 31, 24
5 Vanguard Small Cap Index 563.38K (2.55%) 5.23K
Increased by +0.93%
Dec 31, 24
6 Baron Opp. Small Cap Growth Strategy 450.00K (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
7 Baron Small Cap Retail 450.00K (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 335.75K (1.52%) 4.66K
Increased by +1.39%
Dec 31, 24
9 Eaton Vance Atlanta Capital SMID-Cap I 329.60K (1.49%) -5.41K
Decreased by -1.64%
Nov 30, 24
10 Vanguard Small Cap Growth Index Inv 319.13K (1.45%) 12.04K
Increased by +3.77%
Dec 31, 24
11 Champlain Mid Cap Fund, LLC 318.50K (1.44%) -4.33K
Decreased by -1.36%
Dec 31, 24
12 American Funds SMALLCAP World A 257.62K (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 217.65K (0.99%) -1.04K
Decreased by -0.48%
Dec 31, 24
14 Thrivent Mid Cap Stock A 213.22K (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
15 BMC Global Select R SEK 204.84K (0.93%) 120.64K
Increased by +58.89%
Nov 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 184.46K (0.84%) 5.09K
Increased by +2.76%
Dec 31, 24
17 Delaware Ivy Mid Cap Growth A 177.28K (0.80%) 8.50K
Increased by +4.80%
Oct 31, 24
18 Macquarie Mid Cap Growth A 177.28K (0.80%) 0.00
Increased by 0.00%
Nov 30, 24
19 Champlain Mid Cap Adv 170.00K (0.77%) -5.00K
Decreased by -2.94%
Sep 30, 24
20 Thrivent Mid Cap Stock 156.93K (0.71%) 1.36K
Increased by +0.87%
Aug 31, 24