Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 1.29%
2 PINK 0.84%
3 PTH 0.69%
4 MNTL 0.44%
5 EKG 0.26%
6 BTEC 0.12%
7 IWC 0.09%
8 AFSM 0.07%
9 FSMD 0.05%
10 AVSC 0.05%
11 FESM 0.05%
12 PSC 0.04%
13 IBB 0.04%
14 VTWV 0.03%
15 GSSC 0.03%
16 IWN 0.03%
17 RSSL 0.02%
18 IWM 0.01%
19 DFAT 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 3.27M (9.08%) -149.19K
Decreased by -4.57%
Sep 30, 24
2 BlackRock Inc 3.14M (8.72%) 14.95K
Increased by +0.48%
Jun 30, 24
3 Portolan Capital Management, LLC 2.52M (7.01%) 602.66K
Increased by +23.91%
Sep 30, 24
4 Vanguard Group Inc 2.20M (6.11%) 153.89K
Increased by +7.00%
Sep 30, 24
5 Millennium Management LLC 2.06M (5.73%) 1.23M
Increased by +59.52%
Sep 30, 24
6 Lord, Abbett & Co LLC 1.76M (4.88%) 326.88K
Increased by +18.60%
Mar 31, 24
7 Ameriprise Financial Inc 1.52M (4.22%) 208.03K
Increased by +13.71%
Sep 30, 24
8 Camber Capital Management LLC 1.27M (3.54%) -2.15M
Decreased by -168.63%
Sep 30, 23
9 Granahan Investment Management Inc.. 1.10M (3.07%) -26.86K
Decreased by -2.44%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 887.55K (2.47%) -19.95K
Decreased by -2.25%
Sep 30, 24
11 Easterly Investment Partners. 876.13K (2.44%) 876.13K
Increased by +100.00%
Sep 30, 24
12 Geode Capital Management, LLC 858.67K (2.39%) 18.23K
Increased by +2.12%
Sep 30, 24
13 FMR Inc 836.79K (2.33%) -1.30M
Decreased by -155.02%
Sep 30, 23
14 State Street Corp 836.44K (2.33%) 18.05K
Increased by +2.16%
Sep 30, 24
15 D. E. Shaw & Co LP 827.71K (2.30%) -196.76K
Decreased by -23.77%
Sep 30, 23
16 State Street Corporation 815.49K (2.27%) 6.44K
Increased by +0.79%
Mar 31, 24
17 Point72 Asset Management, L.P. 788.41K (2.19%) 486.87K
Increased by +61.75%
Sep 30, 23
18 Amvescap Plc. 737.22K (2.05%) -73.31K
Decreased by -9.94%
Jun 30, 24
19 Ashford Capital Management Inc 734.12K (2.04%) -37.19K
Decreased by -5.07%
Sep 30, 24
20 Emerald Advisers, LLC 719.22K (2.00%) 38.23K
Increased by +5.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AB Small Cap Growth A 1.75M (4.86%) -32.29K
Decreased by -1.85%
Oct 31, 24
2 Strategic Advisers U.S. Total Stock 1.49M (4.14%) 33.51K
Increased by +2.25%
Oct 31, 24
3 Strategic Advisers U.S. Total Stock{mg} 1.45M (4.04%) 91.44K
Increased by +6.28%
Sep 30, 24
4 Strategic Advisers Small-Mid Cap 1.30M (3.61%) 283.56K
Increased by +21.82%
Jul 31, 24
5 CT American Smaller Coms(US) InstAccGBP 1.22M (3.38%) 442.41K
Increased by +36.40%
Oct 31, 24
6 CT (Lux) American Smaller Com 9U USD 1.19M (3.32%) 463.57K
Increased by +38.83%
Oct 31, 24
7 Vanguard Total Stock Mkt Idx Inv 1.15M (3.19%) 0.00
Increased by 0.00%
Oct 31, 24
8 iShares Russell 2000 ETF 1.01M (2.79%) 0.00
Increased by 0.00%
Nov 30, 24
9 Lord Abbett Developing Growth A 941.20K (2.62%) 264.31K
Increased by +28.08%
Mar 31, 24
10 Strategic Advisers® Small-Mid Cap 840.35K (2.34%) 57.71K
Increased by +6.87%
Oct 31, 23
11 FIAM Small Cap Core Composite 573.20K (1.59%) -82.10K
Decreased by -14.32%
Sep 30, 23
12 Principal SmallCap Growth I Instl 551.83K (1.53%) -11.88K
Decreased by -2.15%
Oct 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 549.25K (1.53%) -1.84K
Decreased by -0.34%
Oct 31, 24
14 EIP All Cap Value 507.94K (1.41%) 368.33K
Increased by +72.51%
Jun 30, 24
15 Baillie Gifford Global Discovery A Acc 395.10K (1.10%) 3.19K
Increased by +0.81%
Oct 31, 24
16 EIP Large Cap Value 372.46K (1.04%) 64.53K
Increased by +17.33%
Nov 30, 24
17 Fidelity Small Cap Index 364.56K (1.01%) -2.77K
Decreased by -0.76%
Sep 30, 24
18 Invesco Small Cap Equity A 359.38K (1.00%) -1.68K
Decreased by -0.47%
Jun 30, 24
19 Invesco Small Cap Equity Composite 359.38K (1.00%) -1.68K
Decreased by -0.47%
Jun 30, 24
20 FIAM Small Cap Core CIT Cl B 349.90K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23