Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.11%
2 IWC 0.09%
3 GSSC 0.07%
4 AVUV 0.05%
5 AVSC 0.05%
6 JSML 0.04%
7 EES 0.03%
8 DFSV 0.03%
9 VCR 0.03%
10 VTWG 0.03%
11 IWO 0.03%
12 PRFZ 0.03%
13 DFAT 0.02%
14 IWM 0.01%
15 DFAS 0.01%
16 RYLD 0.01%
17 UWM 0.01%
18 JSMD 0.01%
19 VXF 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Granahan Investment Management Inc.. 1.43M (9.74%) -19.52K
Decreased by -1.37%
Dec 31, 23
2 BlackRock Inc 1.17M (8.02%) 73.74K
Increased by +6.28%
Dec 31, 23
3 FMR Inc 1.02M (6.96%) -86.64K
Decreased by -8.50%
Dec 31, 23
4 Wasatch Advisors Inc. 854.73K (5.83%) -56.89K
Decreased by -6.66%
Sep 30, 23
5 Vanguard Group Inc 829.79K (5.66%) 20.30K
Increased by +2.45%
Dec 31, 23
6 Hood River Capital Management LLC 722.13K (4.93%) -425.99K
Decreased by -58.99%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 663.03K (4.53%) -29.18K
Decreased by -4.40%
Dec 31, 23
8 HHG PLC 608.56K (4.15%) -2.86K
Decreased by -0.47%
Dec 31, 23
9 Federated Hermes Inc 548.80K (3.75%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity International Ltd 518.08K (3.54%) -77.51K
Decreased by -14.96%
Dec 31, 23
11 Awm Investment Company Inc 516.70K (3.53%) 0.00
Increased by 0.00%
Dec 31, 23
12 Bank of New York Mellon Corp 452.83K (3.09%) 48.89K
Increased by +10.80%
Dec 31, 23
13 Kornitzer Capital Management Inc 323.20K (2.21%) 0.00
Increased by 0.00%
Mar 31, 24
14 Geode Capital Management, LLC 309.54K (2.11%) 14.68K
Increased by +4.74%
Dec 31, 23
15 Arrowstreet Capital Limited Partnership 303.06K (2.07%) 276.66K
Increased by +91.29%
Dec 31, 23
16 Goldman Sachs Group Inc 290.98K (1.99%) 183.03K
Increased by +62.90%
Dec 31, 23
17 State Street Corporation 272.27K (1.86%) -6.44K
Decreased by -2.36%
Dec 31, 23
18 Millennium Management LLC 267.69K (1.83%) -101.54K
Decreased by -37.93%
Dec 31, 23
19 Nuveen Asset Management, LLC 207.91K (1.42%) 113.68K
Increased by +54.68%
Dec 31, 23
20 Skylands Capital, LLC 205.54K (1.40%) 26.57K
Increased by +12.93%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 805.19K (5.50%) -978.00
Decreased by -0.12%
Oct 31, 23
2 Fidelity Small Cap Growth 745.29K (5.09%) -1.30K
Decreased by -0.17%
Feb 29, 24
3 Janus Henderson US Small Cap Growth 549.16K (3.75%) -7.03K
Decreased by -1.28%
Mar 31, 24
4 Janus Henderson Venture D 549.16K (3.75%) -7.03K
Decreased by -1.28%
Feb 29, 24
5 Federated Hermes Kaufmann Small Cap A 548.80K (3.75%) 0.00
Increased by 0.00%
Mar 31, 24
6 Federated Hermes Kaufmann Small Cap Grow 548.80K (3.75%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity Small Cap America Sr B 518.08K (3.54%) 0.00
Increased by 0.00%
Dec 31, 23
8 Wasatch Small Cap Value 466.13K (3.18%) 84.14K
Increased by +18.05%
Sep 30, 23
9 Vanguard Total Stock Mkt Idx Inv 429.57K (2.93%) 674.00
Increased by +0.16%
Mar 31, 24
10 Hood River Small-Cap Growth Instl 393.35K (2.69%) -191.99K
Decreased by -48.81%
Dec 31, 23
11 iShares Russell 2000 ETF 329.19K (2.25%) -2.63K
Decreased by -0.80%
Apr 30, 24
12 Fidelity® Small Cap Growth K6 299.79K (2.05%) 978.00
Increased by +0.33%
Oct 31, 23
13 Buffalo Small Cap 280.70K (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
14 Kornitzer Small Cap Equity 280.70K (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
15 Fidelity Small Cap Growth K6 272.15K (1.86%) 660.00
Increased by +0.24%
Feb 29, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 228.85K (1.56%) 3.92K
Increased by +1.71%
Mar 31, 24
17 Granahan US Focused Growth A USD Acc 197.55K (1.35%) -94.53K
Decreased by -47.85%
Apr 30, 24
18 American Beacon Small Cp Val R5 183.85K (1.26%) -739.00
Decreased by -0.40%
Mar 31, 24
19 Avantis US Small Cap Value ETF 183.80K (1.25%) 1.73K
Increased by +0.94%
Apr 30, 24
20 Nuveen Quant Small Cap Equity R6 173.18K (1.18%) 0.00
Increased by 0.00%
Mar 31, 24