Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.70%
2 SMLF 0.12%
3 IWC 0.11%
4 BSVO 0.10%
5 GSSC 0.08%
6 QSML 0.07%
7 AVUV 0.07%
8 JSML 0.07%
9 AVSC 0.06%
10 EES 0.04%
11 DFSV 0.03%
12 VCR 0.03%
13 RFLR 0.03%
14 PRFZ 0.03%
15 DFAT 0.03%
16 VTWG 0.02%
17 VTWO 0.02%
18 IWO 0.02%
19 IWM 0.02%
20 RSSL 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Granahan Investment Management Inc.. 1.26M (9.59%) -170.17K
Decreased by -13.55%
Mar 31, 24
2 BlackRock Inc 1.22M (9.27%) 40.89K
Increased by +3.37%
Mar 31, 24
3 FMR Inc 1.02M (7.78%) -615.00
Decreased by -0.06%
Mar 31, 24
4 Wasatch Advisors Inc. 854.73K (6.52%) -56.89K
Decreased by -6.66%
Sep 30, 23
5 Vanguard Group Inc 841.54K (6.42%) 11.74K
Increased by +1.40%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 768.14K (5.86%) 105.11K
Increased by +13.68%
Mar 31, 24
7 Hood River Capital Management LLC 711.40K (5.43%) -10.73K
Decreased by -1.51%
Mar 31, 24
8 HHG PLC 601.87K (4.59%) -6.69K
Decreased by -1.11%
Mar 31, 24
9 RIMA MANAGEMENT, LLC 570.97K (4.36%) 570.97K
Increased by +100.00%
Mar 31, 24
10 Federated Hermes Inc 548.80K (4.19%) 0.00
Increased by 0.00%
Mar 31, 24
11 Fidelity International Ltd 518.08K (3.95%) -77.51K
Decreased by -14.96%
Dec 31, 23
12 Awm Investment Company Inc 516.70K (3.94%) 0.00
Increased by 0.00%
Mar 31, 24
13 Bank of New York Mellon Corp 408.44K (3.12%) -44.40K
Decreased by -10.87%
Mar 31, 24
14 Arrowstreet Capital Limited Partnership 348.40K (2.66%) 45.34K
Increased by +13.01%
Mar 31, 24
15 D. E. Shaw & Co LP 335.48K (2.56%) 136.01K
Increased by +40.54%
Mar 31, 24
16 Millennium Management LLC 334.93K (2.56%) 67.23K
Increased by +20.07%
Mar 31, 24
17 Kornitzer Capital Management Inc 323.20K (2.47%) 0.00
Increased by 0.00%
Mar 31, 24
18 Geode Capital Management, LLC 319.04K (2.44%) 9.51K
Increased by +2.98%
Mar 31, 24
19 Goldman Sachs Group Inc 290.98K (2.22%) 183.03K
Increased by +62.90%
Dec 31, 23
20 State Street Corporation 272.16K (2.08%) -114.00
Decreased by -0.04%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 805.19K (6.15%) -978.00
Decreased by -0.12%
Oct 31, 23
2 Fidelity Small Cap Growth 745.29K (5.69%) 0.00
Increased by 0.00%
Mar 31, 24
3 Janus Henderson US Small Cap Growth 549.16K (4.19%) -7.03K
Decreased by -1.28%
Mar 31, 24
4 Janus Henderson Venture D 549.16K (4.19%) 0.00
Increased by 0.00%
Apr 30, 24
5 Federated Hermes Kaufmann Small Cap A 548.80K (4.19%) 0.00
Increased by 0.00%
Mar 31, 24
6 Federated Hermes Kaufmann Small Cap Grow 548.80K (4.19%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity Small Cap America Sr B 518.08K (3.95%) 0.00
Increased by 0.00%
Dec 31, 23
8 Wasatch Small Cap Value 466.13K (3.56%) 84.14K
Increased by +18.05%
Sep 30, 23
9 Vanguard Total Stock Mkt Idx Inv 429.57K (3.28%) 0.00
Increased by 0.00%
Apr 30, 24
10 Hood River Small-Cap Growth Instl 393.35K (3.00%) 0.00
Increased by 0.00%
Mar 31, 24
11 iShares Russell 2000 ETF 323.04K (2.47%) 2.46K
Increased by +0.76%
May 30, 24
12 Fidelity® Small Cap Growth K6 299.79K (2.29%) 978.00
Increased by +0.33%
Oct 31, 23
13 Buffalo Small Cap 280.70K (2.14%) 0.00
Increased by 0.00%
Mar 31, 24
14 Kornitzer Small Cap Equity 280.70K (2.14%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Small Cap Growth K6 272.15K (2.08%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 228.80K (1.75%) -48.00
Decreased by -0.02%
Apr 30, 24
17 Avantis US Small Cap Value ETF 222.39K (1.70%) 650.00
Increased by +0.29%
May 31, 24
18 American Beacon Small Cp Val R5 180.71K (1.38%) -3.13K
Decreased by -1.73%
Apr 30, 24
19 Nuveen Quant Small Cap Equity R6 175.40K (1.34%) 2.22K
Increased by +1.27%
Apr 30, 24
20 TIAA-CREF Quant Small-Cap Equity Instl 169.69K (1.30%) 0.00
Increased by 0.00%
Jan 31, 24