Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 SMCO 2.17%
3 NSCS 1.89%
4 AOTG 1.66%
5 XITK 1.50%
6 CBSE 1.44%
7 QWST 1.33%
8 CBLS 1.29%
9 MMSC 0.62%
10 SMCF 0.52%
11 SFLO 0.49%
12 FYC 0.40%
13 AVSC 0.28%
14 PSC 0.23%
15 SCDS 0.23%
16 FYX 0.20%
17 FCOM 0.16%
18 SQLV 0.16%
19 EES 0.16%
20 GGME 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.35M (10.65%) 383.78K
Increased by +2.88%
Sep 30, 24
2 BlackRock Inc 9.70M (7.74%) -80.48K
Decreased by -0.83%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 5.35M (4.27%) -39.63K
Decreased by -0.74%
Sep 30, 24
4 Granahan Investment Management Inc.. 5.23M (4.17%) -207.94K
Decreased by -3.98%
Jun 30, 24
5 Nuveen Asset Management, LLC 4.14M (3.30%) 888.08K
Increased by +21.46%
Jun 30, 24
6 Rubric Capital Management LP 4.00M (3.19%) 1.79M
Increased by +44.65%
Sep 30, 23
7 FMR Inc 3.76M (3.00%) -1.74M
Decreased by -46.30%
Sep 30, 24
8 Edenbrook Capital LLC 3.50M (2.79%) -1.10M
Decreased by -31.57%
Sep 30, 24
9 Bank of New York Mellon Corp 3.30M (2.63%) 147.21K
Increased by +4.46%
Jun 30, 24
10 State Street Corp 3.12M (2.49%) 76.09K
Increased by +2.44%
Jun 30, 24
11 State Street Corporation 3.04M (2.43%) 78.94K
Increased by +2.59%
Mar 31, 24
12 Wellington Management Company LLP 2.92M (2.33%) 114.09K
Increased by +3.91%
Jun 30, 24
13 Geode Capital Management, LLC 2.90M (2.32%) -23.34K
Decreased by -0.80%
Jun 30, 24
14 Nine Ten Capital Management LLC 2.62M (2.09%) 969.07K
Increased by +36.96%
Sep 30, 24
15 Burgundy Asset Management Ltd 2.46M (1.96%) 25.92K
Increased by +1.05%
Mar 31, 24
16 Boston Partners Global Investors, Inc 2.11M (1.68%) 2.11M
Increased by +100.00%
Jun 30, 24
17 Kennedy Capital Management Inc 1.76M (1.41%) 206.23K
Increased by +11.68%
Jun 30, 24
18 Northern Trust Corp 1.64M (1.31%) 23.03K
Increased by +1.41%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 1.56M (1.24%) 578.68K
Increased by +37.11%
Jun 30, 24
20 Royce & Associates, LP 1.49M (1.19%) 73.56K
Increased by +4.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor® Growth Opps M 5.29M (4.22%) 668.80K
Increased by +12.65%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.13M (3.30%) -26.03K
Decreased by -0.63%
Oct 31, 24
3 Vanguard Small Cap Index 3.37M (2.69%) 6.60K
Increased by +0.20%
Oct 31, 24
4 iShares Russell 2000 ETF 3.25M (2.59%) -7.31K
Decreased by -0.22%
Oct 31, 24
5 Fidelity Advisor Growth Opps M 2.89M (2.30%) -675.14K
Decreased by -23.39%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.90M (1.51%) 8.16K
Increased by +0.43%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 1.85M (1.48%) 1.03K
Increased by +0.06%
Oct 31, 24
8 CREF Stock R1 1.72M (1.38%) 274.85K
Increased by +15.94%
Aug 31, 24
9 UBS: US Equity Small Cap Growth 1.31M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity Small Cap Index 1.29M (1.03%) -30.63K
Decreased by -2.37%
Aug 31, 24
11 Fidelity® Small Cap Index 1.29M (1.03%) 34.46K
Increased by +2.67%
Oct 31, 23
12 JNL Multi-Manager Small Cap Growth A 1.09M (0.87%) -311.97K
Decreased by -28.60%
Sep 30, 24
13 Kennedy Small Cap Growth 1.03M (0.82%) -14.91K
Decreased by -1.45%
Dec 31, 23
14 DFA US Targeted Value I 998.21K (0.80%) 39.80K
Increased by +3.99%
Sep 30, 24
15 iShares Russell 2000 Growth ETF 993.89K (0.79%) 0.00
Increased by 0.00%
Oct 31, 24
16 Embark Small Cap Equity Institutional 974.60K (0.78%) 53.07K
Increased by +5.45%
Oct 31, 24
17 Integrity Small-Cap Value Comp 950.00K (0.76%) -50.00K
Decreased by -5.26%
Mar 31, 24
18 Victory Integrity Small-Cap Value A 950.00K (0.76%) -50.00K
Decreased by -5.26%
Mar 31, 24
19 Granahan SMID Select 919.13K (0.73%) -3.48K
Decreased by -0.38%
Jun 30, 24
20 Granahan US SMID Select I GBP Acc 919.13K (0.73%) -67.42K
Decreased by -7.33%
Jun 30, 24