Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 2.81%
2 ATFV 2.52%
3 FYC 0.34%
4 DWAS 0.30%
5 FYX 0.17%
6 QSML 0.15%
7 IWC 0.12%
8 FAD 0.07%
9 IWO 0.03%
10 EES 0.03%
11 FDIS 0.03%
12 RFLR 0.03%
13 VCR 0.03%
14 VTWG 0.03%
15 DFAS 0.02%
16 RSSL 0.02%
17 VTWO 0.02%
18 RYLD 0.02%
19 JKK 0.02%
20 ISCG 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.25M (19.80%) 390.69K
Increased by +31.35%
Sep 30, 24
2 Stephens Inc 746.65K (11.86%) -84.49K
Decreased by -11.32%
Dec 31, 24
3 Fred Alger Management, LLC 505.60K (8.03%) 99.52K
Increased by +19.68%
Sep 30, 24
4 12 West Capital Management LP 493.42K (7.84%) 30.00K
Increased by +6.08%
Sep 30, 24
5 BlackRock Inc 459.59K (7.30%) 20.21K
Increased by +4.40%
Sep 30, 24
6 Vanguard Group Inc 338.82K (5.38%) 79.00
Increased by +0.02%
Sep 30, 24
7 Granahan Investment Management Inc.. 315.43K (5.01%) 216.88K
Increased by +68.76%
Sep 30, 24
8 Wellington Management Company LLP 260.01K (4.13%) 245.35K
Increased by +94.36%
Jun 30, 24
9 Portolan Capital Management, LLC 216.53K (3.44%) 28.66K
Increased by +13.23%
Sep 30, 24
10 Lord, Abbett & Co LLC 209.69K (3.33%) 25.98K
Increased by +12.39%
Sep 30, 23
11 Ameriprise Financial Inc 209.13K (3.32%) -3.43K
Decreased by -1.64%
Sep 30, 24
12 Balyasny Asset Management LLC 207.43K (3.29%) 207.43K
Increased by +100.00%
Sep 30, 24
13 ING Investment Management LLC 193.74K (3.08%) 41.61K
Increased by +21.48%
Sep 30, 24
14 Granite Investment Partners, LLC 169.18K (2.69%) 32.55K
Increased by +19.24%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 153.26K (2.43%) -30.50K
Decreased by -19.90%
Sep 30, 24
16 Eagle Asset Management, Inc. 144.62K (2.30%) 144.62K
Increased by +100.00%
Mar 31, 24
17 SBI Rheos Hifumi Inc 139.00K (2.21%) -65.00K
Decreased by -46.76%
Dec 31, 24
18 Geode Capital Management, LLC 138.33K (2.20%) -942.00
Decreased by -0.68%
Sep 30, 24
19 Lazard Asset Management LLC 129.88K (2.06%) 67.85K
Increased by +52.24%
Jun 30, 24
20 State Street Corp 128.07K (2.03%) 1.02K
Increased by +0.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alger Small Cap Focus Composite 299.79K (4.76%) -19.47K
Decreased by -6.49%
Oct 31, 24
2 Alger Small Cap Focus I 299.79K (4.76%) -19.47K
Decreased by -6.49%
Oct 31, 24
3 Fidelity Small Cap Growth 283.73K (4.51%) -42.94K
Decreased by -15.13%
Nov 30, 24
4 Fidelity Advisor Equity Growth I 219.35K (3.48%) 0.00
Increased by 0.00%
Dec 31, 24
5 Columbia Small Cap Growth 213.80K (3.40%) 42.34K
Increased by +19.80%
Dec 31, 24
6 Columbia Small Cap Growth Inst 213.80K (3.40%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity VIP Growth Initial 211.15K (3.35%) 0.00
Increased by 0.00%
Dec 31, 24
8 Strategic Advisers U.S. Total Stock 202.23K (3.21%) 4.45K
Increased by +2.20%
Dec 31, 24
9 Vanguard Total Stock Mkt Idx Inv 190.22K (3.02%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity® Small Cap Growth 188.61K (3.00%) -229.00
Decreased by -0.12%
Oct 31, 23
11 iShares Russell 2000 ETF 162.54K (2.58%) -25.00
Decreased by -0.02%
Jan 29, 25
12 Fidelity Capital Appreciation 159.57K (2.53%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Growth Discovery 118.54K (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
14 Voya Small Cap Growth 116.94K (1.86%) 4.20K
Increased by +3.59%
Dec 31, 24
15 Voya Small Cap Growth (Portland) 116.94K (1.86%) 4.20K
Increased by +3.59%
Dec 31, 24
16 Voya Small Cap Growth I 116.94K (1.86%) 1.54K
Increased by +1.31%
Dec 31, 24
17 Strategic Advisers U.S. Total Stock{mg} 116.84K (1.86%) 13.12K
Increased by +11.23%
Sep 30, 24
18 Fidelity Small Cap Growth K6 115.46K (1.83%) -17.48K
Decreased by -15.14%
Nov 30, 24
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 113.85K (1.81%) 1.58K
Increased by +1.39%
Dec 31, 24
20 VIP Growth Initial 112.00K (1.78%) -13.60K
Decreased by -12.14%
Nov 30, 23