Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.99%
2 PEZ 2.23%
3 CSMD 1.87%
4 XRT 1.21%
5 FDLS 1.07%
6 NSCS 1.05%
7 RETL 0.79%
8 XMMO 0.58%
9 AIEQ 0.55%
10 TRFM 0.43%
11 SIXL 0.41%
12 BTAL 0.41%
13 HLGE 0.40%
14 FNY 0.39%
15 JHSC 0.39%
16 IVOG 0.38%
17 MDYG 0.36%
18 IJK 0.36%
19 DWAS 0.35%
20 PAMC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.86M (14.50%) -156.85K
Decreased by -1.77%
Sep 30, 24
2 Vanguard Group Inc 5.75M (9.41%) -50.64K
Decreased by -0.88%
Sep 30, 24
3 BlackRock Inc 5.52M (9.02%) 147.24K
Increased by +2.67%
Jun 30, 24
4 Wasatch Advisors LP 4.38M (7.16%) 457.69K
Increased by +10.46%
Jun 30, 24
5 Wasatch Advisors Inc. 3.58M (5.85%) -606.42K
Decreased by -16.96%
Sep 30, 23
6 Capital Research Global Investors 2.60M (4.25%) 131.64K
Increased by +5.06%
Sep 30, 24
7 State Street Corporation 1.89M (3.09%) 88.31K
Increased by +4.67%
Mar 31, 24
8 State Street Corp 1.83M (3.00%) -57.74K
Decreased by -3.15%
Jun 30, 24
9 Kayne Anderson Rudnick Investment Management LLC 1.79M (2.93%) -180.45K
Decreased by -10.09%
Jun 30, 24
10 Amvescap Plc. 1.75M (2.87%) 157.18K
Increased by +8.96%
Jun 30, 24
11 AllianceBernstein L.P. 1.35M (2.21%) 1.27M
Increased by +93.69%
Jun 30, 24
12 Bank of New York Mellon Corp 1.23M (2.01%) -296.85K
Decreased by -24.12%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 1.22M (1.99%) -64.95K
Decreased by -5.34%
Sep 30, 24
14 Geode Capital Management, LLC 1.07M (1.75%) 14.88K
Increased by +1.39%
Jun 30, 24
15 Geneva Capital Management 1.05M (1.72%) 13.37K
Increased by +1.27%
Sep 30, 24
16 Balyasny Asset Management LLC 1.04M (1.70%) 1.04M
Increased by +100.00%
Sep 30, 23
17 Wellington Management Company LLP 973.87K (1.59%) -102.01K
Decreased by -10.47%
Dec 31, 23
18 AQR Capital Management LLC 814.83K (1.33%) -98.68K
Decreased by -12.11%
Jun 30, 24
19 American Century Companies Inc 780.06K (1.28%) 41.60K
Increased by +5.33%
Jun 30, 24
20 Hood River Capital Management LLC 765.99K (1.25%) 525.04K
Increased by +68.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 3.32M (5.43%) 18.20K
Increased by +0.55%
Sep 30, 24
2 Fidelity Growth Compy Commingled Pl O 3.30M (5.40%) 8.00K
Increased by +0.24%
Aug 31, 24
3 American Funds SMALLCAP World A 2.66M (4.36%) 515.91K
Increased by +19.36%
Sep 30, 24
4 Fidelity Growth Company Fund 2.36M (3.87%) 8.28K
Increased by +0.35%
Sep 30, 24
5 Fidelity® Growth Company 2.36M (3.86%) 12.90K
Increased by +0.55%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.93M (3.16%) -8.54K
Decreased by -0.44%
Oct 31, 24
7 iShares Core S&P Mid-Cap ETF 1.93M (3.15%) 1.04K
Increased by +0.05%
Oct 31, 24
8 Vanguard Small Cap Index 1.54M (2.51%) 3.00K
Increased by +0.20%
Oct 31, 24
9 Virtus KAR Small-Cap Growth I 1.12M (1.83%) -157.00K
Decreased by -14.02%
Jun 30, 24
10 Wasatch Core Growth 1.01M (1.65%) 46.34K
Increased by +4.59%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 919.52K (1.50%) -21.32K
Decreased by -2.32%
Sep 30, 24
12 Fidelity® Growth Company K6 891.59K (1.46%) -12.88K
Decreased by -1.44%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 843.81K (1.38%) -1.05K
Decreased by -0.12%
Oct 31, 24
14 Fidelity Growth Company K6 826.25K (1.35%) -14.92K
Decreased by -1.81%
Sep 30, 24
15 Fidelity® Series Growth Company 816.69K (1.34%) 3.50K
Increased by +0.43%
Nov 30, 23
16 Fidelity® Blue Chip Growth 712.01K (1.16%) 12.40K
Increased by +1.74%
Nov 30, 23
17 Fidelity Series Growth Company 696.54K (1.14%) 2.85K
Increased by +0.41%
Sep 30, 24
18 Wasatch Small Cap Growth Investor 649.98K (1.06%) -113.03K
Decreased by -17.39%
Sep 30, 24
19 Invesco Discovery A 626.62K (1.03%) 13.47K
Increased by +2.15%
Sep 30, 24
20 Invesco OFI Small Cap Growth 626.62K (1.03%) 95.39K
Increased by +15.22%
Sep 30, 24