Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 1.74%
2 FDM 0.96%
3 TPSC 0.14%
4 CSF 0.11%
5 CSA 0.11%
6 BBSC 0.03%
7 EES 0.03%
8 VCR 0.03%
9 VTWG 0.03%
10 IWO 0.03%
11 FDIS 0.03%
12 RFLR 0.03%
13 RSSL 0.02%
14 VBK 0.02%
15 VTWO 0.02%
16 IWM 0.02%
17 DFAT 0.02%
18 PRFZ 0.02%
19 DFAS 0.02%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Engaged Capital LLC 6.11M (12.59%) 3.35M
Increased by +54.86%
Sep 30, 24
2 Orbis Allan Gray Ltd 5.73M (11.81%) 281.92K
Increased by +4.92%
Sep 30, 24
3 Vanguard Group Inc 5.47M (11.27%) 80.55K
Increased by +1.47%
Sep 30, 24
4 BlackRock Inc 4.12M (8.48%) 693.32K
Increased by +16.83%
Jun 30, 24
5 Berkshire Partners LLC 3.76M (7.73%) -2.17M
Decreased by -57.72%
Sep 30, 24
6 Ameriprise Financial Inc 2.25M (4.63%) 507.00
Increased by +0.02%
Sep 30, 24
7 Zuckerman Investment Group, LLC 1.82M (3.75%) 593.31K
Increased by +32.60%
Sep 30, 24
8 Principal Financial Group Inc 1.79M (3.68%) 176.00K
Increased by +9.84%
Sep 30, 24
9 Blair William & Co 1.66M (3.42%) 1.64K
Increased by +0.10%
Sep 30, 24
10 Marshall Wace Asset Management Ltd 1.62M (3.34%) 210.65K
Increased by +13.01%
Sep 30, 24
11 Samlyn Capital, LLC 1.62M (3.33%) 254.42K
Increased by +15.72%
Dec 31, 23
12 Millennium Management LLC 1.52M (3.14%) 1.13M
Increased by +74.25%
Sep 30, 24
13 Franklin Resources Inc 1.29M (2.66%) 32.81K
Increased by +2.54%
Sep 30, 24
14 Emerald Advisers, LLC 1.27M (2.62%) 288.68K
Increased by +22.69%
Sep 30, 24
15 Geode Capital Management, LLC 1.27M (2.62%) 49.18K
Increased by +3.87%
Sep 30, 24
16 FMR Inc 1.18M (2.44%) 1.18M
Increased by +99.93%
Mar 31, 24
17 Citadel Advisors Llc 1.12M (2.30%) -392.31K
Decreased by -35.18%
Sep 30, 24
18 Granahan Investment Management Inc.. 1.11M (2.29%) -217.19K
Decreased by -19.53%
Sep 30, 24
19 State Street Corp 1.09M (2.24%) 17.31K
Increased by +1.59%
Sep 30, 24
20 State Street Corporation 957.25K (1.97%) 9.18K
Increased by +0.96%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Acorn Inst 1.89M (3.89%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.76M (3.63%) 2.62K
Increased by +0.15%
Oct 31, 24
3 iShares Russell 2000 ETF 1.48M (3.05%) -3.09K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Small Cap Index 1.40M (2.88%) 2.75K
Increased by +0.20%
Oct 31, 24
5 Franklin Small Cap Growth SMA 1.19M (2.45%) 1.19M
Increased by +99.99%
Mar 31, 24
6 Franklin Small Cap Growth Adv 1.18M (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
7 Franklin US Small Cap Growth Equity 1.18M (2.42%) -12.09K
Decreased by -1.03%
Sep 30, 24
8 Orbis Global Equity Investor 987.04K (2.03%) 0.00
Increased by 0.00%
Jun 30, 24
9 Orbis SICAV Global Bal Instl Inv 935.80K (1.93%) 142.97K
Increased by +15.28%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 793.91K (1.63%) -2.59K
Decreased by -0.33%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 768.10K (1.58%) 429.00
Increased by +0.06%
Oct 31, 24
12 Principal U.S. Small Cap Equity 658.70K (1.36%) 204.00K
Increased by +30.97%
Sep 30, 24
13 Buffalo Small Cap 641.67K (1.32%) 79.36K
Increased by +12.37%
Mar 31, 24
14 Buffalo Small Cap Growth 641.67K (1.32%) 0.00
Increased by 0.00%
Sep 30, 24
15 Kornitzer Small Cap Equity 641.67K (1.32%) 0.00
Increased by 0.00%
Jun 30, 24
16 Principal SmallCap R5 635.90K (1.31%) -22.80K
Decreased by -3.59%
Oct 31, 24
17 Fidelity Small Cap Index 549.48K (1.13%) -6.78K
Decreased by -1.23%
Sep 30, 24
18 Emerald Growth A 513.32K (1.06%) 135.50K
Increased by +26.40%
Sep 30, 24
19 Fidelity® Small Cap Index 436.09K (0.90%) 11.48K
Increased by +2.63%
Oct 31, 23
20 Federated Hermes Kaufmann Small Cap A 400.00K (0.82%) 0.00
Increased by 0.00%
Sep 30, 24