Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 1.29%
2 ISRA 0.55%
3 MMSC 0.40%
4 EIS 0.35%
5 GWX 0.09%
6 AVDS 0.07%
7 PRFZ 0.07%
8 DBES 0.04%
9 SCZ 0.03%
10 SPDW 0.02%
11 ONEQ 0.01%
12 AVDE 0.01%
13 IDEV 0.01%
14 IXUS 0.00%
15 SPGM 0.00%
16 VT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 7.83M (18.18%) 595.90K
Increased by +7.61%
Jun 30, 24
2 RIMA MANAGEMENT, LLC 4.48M (10.40%) 50.00K
Increased by +1.12%
Jun 30, 24
3 Artisan Partners Limited Partnership 3.64M (8.45%) -37.95K
Decreased by -1.04%
Jun 30, 24
4 Chicago Capital, LLC 3.09M (7.17%) 231.66K
Increased by +7.50%
Sep 30, 24
5 Wasatch Advisors Inc. 2.32M (5.38%) 86.33K
Increased by +3.72%
Sep 30, 23
6 Alyeska Investment Group, L.P. 2.22M (5.16%) -31.17K
Decreased by -1.40%
Jun 30, 24
7 American Capital Management Inc 2.17M (5.03%) -8.21K
Decreased by -0.38%
Jun 30, 24
8 Disciplined Growth Investors Inc 2.06M (4.78%) 111.97K
Increased by +5.43%
Jun 30, 24
9 Wasatch Advisors LP 1.81M (4.20%) 114.37K
Increased by +6.32%
Mar 31, 24
10 Riverbridge Partners LLC 1.59M (3.69%) -96.06K
Decreased by -6.04%
Sep 30, 24
11 Granahan Investment Management Inc.. 1.37M (3.17%) -67.58K
Decreased by -4.95%
Jun 30, 24
12 BlackRock Inc 1.31M (3.04%) -92.97K
Decreased by -7.10%
Jun 30, 24
13 Stephens Inv Mgmt Group LLC 1.29M (2.98%) -73.28K
Decreased by -5.70%
Sep 30, 24
14 Meitav Dash Investments Ltd 1.16M (2.69%) -285.12K
Decreased by -24.64%
Jun 30, 24
15 William Blair Investment Management, LLC 987.86K (2.29%) 56.16K
Increased by +5.68%
Jun 30, 24
16 Pathstone Holdings LLC 965.15K (2.24%) 201.03K
Increased by +20.83%
Jun 30, 24
17 Migdal Insurance & Financial Holdings Ltd 953.68K (2.21%) 485.00K
Increased by +50.86%
Dec 31, 23
18 Harel Insurance Invests & Fin Srvcs Ltd 922.10K (2.14%) -99.00
Decreased by -0.01%
Jun 30, 24
19 D. E. Shaw & Co LP 897.66K (2.08%) 18.33K
Increased by +2.04%
Jun 30, 24
20 Pathstone Family Office, LLC 886.70K (2.06%) 70.85K
Increased by +7.99%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Small-Mid Investor 2.26M (5.24%) 0.00
Increased by 0.00%
Sep 30, 24
2 Artisan Non-U.S. Small-Mid Growth Comp 2.26M (5.24%) 0.00
Increased by 0.00%
Sep 30, 24
3 Stephens SMID Select Growth 864.10K (2.01%) 2.44K
Increased by +0.28%
Sep 30, 24
4 Wasatch Small Cap Growth Investor 821.29K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
5 Janus Henderson US Small Cap Growth 697.34K (1.62%) 0.00
Increased by 0.00%
Sep 30, 24
6 Janus Henderson Venture D 697.34K (1.62%) 0.00
Increased by 0.00%
Aug 31, 24
7 Disciplined Growth - Small Cap Growth 679.57K (1.58%) 679.57K
Increased by +100.00%
Sep 30, 24
8 Vanguard Explorer Inv 672.52K (1.56%) 0.00
Increased by 0.00%
Sep 30, 24
9 Wasatch Ultra Growth 536.73K (1.25%) -28.47K
Decreased by -5.30%
Sep 30, 23
10 Old Westbury Small & Mid Cap Strategies 496.55K (1.15%) 0.00
Increased by 0.00%
Jul 31, 24
11 CREF Stock R1 493.27K (1.15%) -5.37K
Decreased by -1.09%
Dec 31, 23
12 Wasatch Micro Cap 423.07K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
13 Stephens Small Cap Growth 415.98K (0.97%) -76.82K
Decreased by -18.47%
Sep 30, 24
14 Buffalo Small Cap 394.16K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
15 Buffalo Small Cap Growth 394.16K (0.92%) 0.00
Increased by 0.00%
Jun 30, 24
16 Buffalo Small Growth Cap 394.16K (0.92%) 0.00
Increased by 0.00%
Jun 30, 24
17 Kornitzer Small Cap Equity 394.16K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
18 William Blair Small Cap Growth I 391.19K (0.91%) 24.85K
Increased by +6.35%
Sep 30, 24
19 Meridian Contrarian Legacy 373.00K (0.87%) 24.00K
Increased by +6.43%
Sep 30, 24
20 Aegon Intl Post DWS Balanced Mgd A 332.64K (0.77%) -41.51K
Decreased by -12.48%
Mar 31, 23