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 0.10%
8 FAD 0.07%
9 VTWG 0.04%
10 EES 0.03%
11 FDIS 0.03%
12 IWO 0.03%
13 RFLR 0.03%
14 VCR 0.03%
15 DFAS 0.02%
16 RSSL 0.02%
17 ISCG 0.02%
18 VTWO 0.02%
19 RYLD 0.02%
20 JKK 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.25M (23.12%) 390.69K
Increased by +31.35%
Sep 30, 24
2 Stephens Inc 831.14K (15.42%) -7.01K
Decreased by -0.84%
Sep 30, 24
3 Fred Alger Management, LLC 505.60K (9.38%) 99.52K
Increased by +19.68%
Sep 30, 24
4 12 West Capital Management LP 493.42K (9.15%) 30.00K
Increased by +6.08%
Sep 30, 24
5 BlackRock Inc 459.59K (8.53%) 20.21K
Increased by +4.40%
Sep 30, 24
6 Vanguard Group Inc 338.82K (6.28%) 79.00
Increased by +0.02%
Sep 30, 24
7 Granahan Investment Management Inc.. 315.43K (5.85%) 216.88K
Increased by +68.76%
Sep 30, 24
8 Wellington Management Company LLP 260.01K (4.82%) 245.35K
Increased by +94.36%
Jun 30, 24
9 Portolan Capital Management, LLC 216.53K (4.02%) 28.66K
Increased by +13.23%
Sep 30, 24
10 Lord, Abbett & Co LLC 209.69K (3.89%) 25.98K
Increased by +12.39%
Sep 30, 23
11 Ameriprise Financial Inc 209.13K (3.88%) -3.43K
Decreased by -1.64%
Sep 30, 24
12 Balyasny Asset Management LLC 207.43K (3.85%) 207.43K
Increased by +100.00%
Sep 30, 24
13 SBI Rheos Hifumi Inc 204.00K (3.78%) 12.00K
Increased by +5.88%
Sep 30, 24
14 ING Investment Management LLC 193.74K (3.59%) 41.61K
Increased by +21.48%
Sep 30, 24
15 Granite Investment Partners, LLC 169.18K (3.14%) 32.55K
Increased by +19.24%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 153.26K (2.84%) -30.50K
Decreased by -19.90%
Sep 30, 24
17 Eagle Asset Management, Inc. 144.62K (2.68%) 144.62K
Increased by +100.00%
Mar 31, 24
18 Geode Capital Management, LLC 138.33K (2.57%) -942.00
Decreased by -0.68%
Sep 30, 24
19 Lazard Asset Management LLC 129.88K (2.41%) 67.85K
Increased by +52.24%
Jun 30, 24
20 State Street Corp 128.07K (2.38%) 1.02K
Increased by +0.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 326.68K (6.06%) 480.00
Increased by +0.15%
Oct 31, 24
2 Alger Small Cap Focus Composite 299.79K (5.56%) -19.47K
Decreased by -6.49%
Oct 31, 24
3 Alger Small Cap Focus I 299.79K (5.56%) -19.47K
Decreased by -6.49%
Oct 31, 24
4 Fidelity Advisor Equity Growth I 219.35K (4.07%) 0.00
Increased by 0.00%
Nov 30, 24
5 Columbia Small Cap Growth Inst 213.80K (3.97%) 40.76K
Increased by +19.06%
Nov 30, 24
6 Fidelity VIP Growth Initial 211.15K (3.92%) 0.00
Increased by 0.00%
Nov 30, 24
7 Strategic Advisers U.S. Total Stock 197.78K (3.67%) 48.30K
Increased by +24.42%
Nov 30, 24
8 Vanguard Total Stock Mkt Idx Inv 190.22K (3.53%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity® Small Cap Growth 188.61K (3.50%) -229.00
Decreased by -0.12%
Oct 31, 23
10 Columbia Small Cap Growth 171.46K (3.18%) 851.00
Increased by +0.50%
Sep 30, 24
11 iShares Russell 2000 ETF 160.44K (2.98%) -625.00
Decreased by -0.39%
Dec 31, 24
12 Fidelity Capital Appreciation 159.57K (2.96%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity Small Cap Growth K6 132.94K (2.47%) 670.00
Increased by +0.50%
Oct 31, 24
14 Fidelity Growth Discovery 118.54K (2.20%) 0.00
Increased by 0.00%
Nov 30, 24
15 Voya Small Cap Growth (Portland) 116.94K (2.17%) 4.20K
Increased by +3.59%
Dec 31, 24
16 Strategic Advisers U.S. Total Stock{mg} 116.84K (2.17%) 13.12K
Increased by +11.23%
Sep 30, 24
17 Voya Small Cap Growth I 115.40K (2.14%) 1.84K
Increased by +1.60%
Nov 30, 24
18 Heptagon Driehaus US Micro Cap Eq C$ Acc 112.27K (2.08%) 38.55K
Increased by +34.33%
Nov 30, 24
19 VIP Growth Initial 112.00K (2.08%) -13.60K
Decreased by -12.14%
Nov 30, 23
20 Wasatch Micro Cap 110.56K (2.05%) 23.89K
Increased by +21.60%
Sep 30, 24