Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.49%
2 BSVO 0.12%
3 GSSC 0.09%
4 AVUV 0.08%
5 IWC 0.08%
6 QSML 0.08%
7 SMLF 0.07%
8 AVSC 0.06%
9 JSML 0.05%
10 RFLR 0.03%
11 PRFZ 0.03%
12 DFAT 0.03%
13 DFSV 0.03%
14 VCR 0.02%
15 RSSL 0.02%
16 DFAS 0.01%
17 EES 0.01%
18 UWM 0.01%
19 IWO 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.62M (13.72%) -711.39K
Decreased by -43.85%
Dec 31, 24
2 BlackRock Inc 1.18M (9.94%) -3.36K
Decreased by -0.29%
Dec 31, 24
3 RIMA MANAGEMENT, LLC 1.11M (9.36%) 163.75K
Increased by +14.79%
Dec 31, 24
4 Hood River Capital Management LLC 986.95K (8.35%) 59.23K
Increased by +6.00%
Dec 31, 24
5 Anson Funds Management LP 919.23K (7.77%) 104.87K
Increased by +11.41%
Dec 31, 24
6 Wasatch Advisors Inc. 854.73K (7.23%) -56.89K
Decreased by -6.66%
Sep 30, 23
7 Vanguard Group Inc 825.87K (6.98%) -28.15K
Decreased by -3.41%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 792.66K (6.70%) -63.25K
Decreased by -7.98%
Dec 31, 24
9 Awm Investment Company Inc 681.74K (5.77%) 170.04K
Increased by +24.94%
Dec 31, 24
10 HHG PLC 598.23K (5.06%) -8.55K
Decreased by -1.43%
Dec 31, 24
11 Fidelity International Ltd 518.08K (4.38%) -77.51K
Decreased by -14.96%
Dec 31, 23
12 Federated Hermes Inc 510.00K (4.31%) -15.00K
Decreased by -2.94%
Dec 31, 24
13 Bank of New York Mellon Corp 489.61K (4.14%) 41.75K
Increased by +8.53%
Dec 31, 24
14 Marshall Wace Asset Management Ltd 452.90K (3.83%) 29.17K
Increased by +6.44%
Dec 31, 24
15 American Century Companies Inc 436.79K (3.69%) 56.99K
Increased by +13.05%
Dec 31, 24
16 Geode Capital Management, LLC 340.44K (2.88%) 4.23K
Increased by +1.24%
Dec 31, 24
17 Millennium Management LLC 334.93K (2.83%) 67.23K
Increased by +20.07%
Mar 31, 24
18 Granahan Investment Management Inc.. 320.56K (2.71%) -156.30K
Decreased by -48.76%
Dec 31, 24
19 ING Investment Management LLC 310.81K (2.63%) 310.81K
Increased by +100.00%
Dec 31, 24
20 State Street Corp 304.09K (2.57%) 5.01K
Increased by +1.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 805.19K (6.81%) -978.00
Decreased by -0.12%
Oct 31, 23
2 Hood River Small-Cap Growth Instl 651.73K (5.51%) 62.61K
Increased by +9.61%
Dec 31, 24
3 Janus Henderson US Small Cap Growth 548.08K (4.64%) -1.08K
Decreased by -0.20%
Dec 31, 24
4 Janus Henderson US Small Cap Growth MA 548.08K (4.64%) 548.01K
Increased by +99.99%
Dec 31, 24
5 Janus Henderson Venture D 548.08K (4.64%) 0.00
Increased by 0.00%
Jan 31, 25
6 Fidelity Small Cap America Sr B 518.08K (4.38%) 0.00
Increased by 0.00%
Dec 31, 23
7 Federated Hermes Kaufmann Small Cap A 510.00K (4.31%) -15.00K
Decreased by -2.94%
Dec 31, 24
8 Federated Hermes Kaufmann Small Cap Grow 510.00K (4.31%) -15.00K
Decreased by -2.94%
Dec 31, 24
9 Wasatch Small Cap Value 466.13K (3.94%) 84.14K
Increased by +18.05%
Sep 30, 23
10 Vanguard Total Stock Mkt Idx Inv 439.57K (3.72%) 0.00
Increased by 0.00%
Feb 28, 25
11 Avantis US Small Cap Value ETF 410.48K (3.47%) 340.00
Increased by +0.08%
Mar 29, 25
12 iShares Russell 2000 ETF 378.21K (3.20%) -3.30K
Decreased by -0.87%
Mar 31, 25
13 Fidelity Small Cap Growth 343.18K (2.90%) -375.13K
Decreased by -109.31%
Jan 31, 25
14 Fidelity® Small Cap Growth K6 299.79K (2.54%) 978.00
Increased by +0.33%
Oct 31, 23
15 Buffalo Small Cap 280.70K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Small Cap Growth K6 268.63K (2.27%) -183.48K
Decreased by -68.30%
Dec 31, 24
17 Buffalo Small Cap Growth 250.84K (2.12%) -29.86K
Decreased by -11.90%
Dec 31, 24
18 Kornitzer Small Cap Equity 250.84K (2.12%) -29.86K
Decreased by -11.90%
Dec 31, 24
19 Fidelity Series Small Cap Opps 235.45K (1.99%) 11.50K
Increased by +4.88%
Jan 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 218.57K (1.85%) 4.78K
Increased by +2.19%
Feb 28, 25