Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 GIGE 3.25%
3 EDOC 3.16%
4 FFTY 2.93%
5 SMLL 2.55%
6 KIE 2.09%
7 FRTY 2.06%
8 RJMG 2.04%
9 PTH 1.64%
10 AZTD 1.58%
11 SFLO 1.53%
12 EKG 1.25%
13 MEDI 0.75%
14 SAWS 0.70%
15 DWAS 0.63%
16 FDLS 0.57%
17 SQLV 0.55%
18 FYC 0.47%
19 FPX 0.39%
20 CSML 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.41M (9.04%) 1.03M
Increased by +5.58%
Sep 30, 24
2 BlackRock Inc 15.47M (7.59%) 1.29M
Increased by +8.35%
Sep 30, 24
3 Alphabet Inc 14.48M (7.11%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 11.66M (5.72%) 375.47K
Increased by +3.22%
Sep 30, 24
5 Dragoneer Investment Group, LLC 9.49M (4.66%) -3.24M
Decreased by -34.13%
Sep 30, 24
6 Deerfield Management Co 7.85M (3.85%) 891.89K
Increased by +11.36%
Sep 30, 24
7 VK Services LLC 6.85M (3.36%) -4.86M
Decreased by -70.91%
Dec 31, 23
8 Viking Global Investors LP 6.17M (3.03%) 244.09K
Increased by +3.95%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 5.39M (2.65%) 431.63K
Increased by +8.01%
Sep 30, 24
10 Formation8 GP, LLC 5.19M (2.55%) -2.17M
Decreased by -41.75%
Dec 31, 23
11 State Street Corp 5.13M (2.52%) 291.33K
Increased by +5.68%
Sep 30, 24
12 Thrive Capital Management, LLC(NY) 4.76M (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
13 State Street Corporation 4.65M (2.29%) 1.18M
Increased by +25.36%
Mar 31, 24
14 JPMorgan Chase & Co 4.62M (2.27%) 1.88M
Increased by +40.65%
Sep 30, 24
15 Citadel Advisors Llc 4.47M (2.19%) 3.28M
Increased by +73.33%
Sep 30, 24
16 Geode Capital Management, LLC 4.34M (2.13%) 455.20K
Increased by +10.49%
Sep 30, 24
17 Hennessy Advisors, Inc. 4.19M (2.06%) 3.54M
Increased by +84.62%
Dec 31, 24
18 Gilder Gagnon Howe & CO LLC 4.18M (2.05%) -550.13K
Decreased by -13.15%
Sep 30, 24
19 Capital World Investors 3.62M (1.78%) 871.59K
Increased by +24.06%
Sep 30, 24
20 Renaissance Technologies Corp 3.56M (1.75%) -322.00K
Decreased by -9.03%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.14M (3.01%) 372.79K
Increased by +6.07%
Dec 31, 24
2 iShares Russell 2000 ETF 5.46M (2.68%) -828.00
Decreased by -0.02%
Jan 29, 25
3 American Funds SMALLCAP World A 5.25M (2.58%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Small Cap Index 4.85M (2.38%) 167.20K
Increased by +3.45%
Dec 31, 24
5 Hennessy Cornerstone Mid Cap 30 Inv 3.50M (1.72%) 3.50M
Increased by +100.00%
Dec 31, 24
6 T. Rowe Price Small-Cap Stock 3.35M (1.65%) -184.21K
Decreased by -5.49%
Dec 31, 24
7 T. Rowe Price US Small-Cap Core Equity 3.35M (1.65%) -31.21K
Decreased by -0.93%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.03M (1.49%) 127.50K
Increased by +4.21%
Dec 31, 24
9 T. Rowe Price Health Sciences 2.76M (1.36%) -391.25K
Decreased by -14.17%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 2.76M (1.35%) 181.11K
Increased by +6.57%
Dec 31, 24
11 T. Rowe Price Small-Cap Value 2.24M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
12 JPM Large Cap Value - MA 2.24M (1.10%) 1.58M
Increased by +70.44%
Dec 31, 24
13 JPM US Large Cap Value-Composite 2.24M (1.10%) 1.58M
Increased by +70.44%
Dec 31, 24
14 JPMorgan Large Cap Value I 2.24M (1.10%) 526.91K
Increased by +23.54%
Dec 31, 24
15 Longleaf Partners Small-Cap 2.05M (1.01%) -343.53K
Decreased by -16.72%
Sep 30, 24
16 Fidelity Small Cap Index 1.97M (0.97%) -15.46K
Decreased by -0.78%
Nov 30, 24
17 BIT Global Technology Leaders R-I 1.89M (0.93%) 1.82M
Increased by +96.47%
Nov 30, 24
18 iShares Russell 2000 Growth ETF 1.79M (0.88%) 0.00
Increased by 0.00%
Jan 29, 25
19 T. Rowe Price Instl Small-Cap Stock 1.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
20 Rhenman Healthcare Equity L/S RC2 SEK 1.72M (0.84%) -275.82K
Decreased by -16.07%
Aug 31, 24