Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 0.84%
2 PTH 0.69%
3 MNTL 0.46%
4 EKG 0.26%
5 BTEC 0.12%
6 IWC 0.10%
7 AFSM 0.07%
8 FSMD 0.05%
9 FESM 0.05%
10 AVSC 0.05%
11 IBB 0.04%
12 PSC 0.04%
13 VTWV 0.03%
14 GSSC 0.03%
15 IWN 0.02%
16 VTWO 0.02%
17 RSSL 0.01%
18 IWM 0.01%
19 UWM 0.01%
20 DFAT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 3.41M (9.49%) 883.27K
Increased by +25.87%
Jun 30, 24
2 BlackRock Inc 3.14M (8.72%) 14.95K
Increased by +0.48%
Jun 30, 24
3 Vanguard Group Inc 2.20M (6.11%) 153.89K
Increased by +7.00%
Sep 30, 24
4 Portolan Capital Management, LLC 1.92M (5.33%) 755.20K
Increased by +39.37%
Jun 30, 24
5 Lord, Abbett & Co LLC 1.76M (4.88%) 326.88K
Increased by +18.60%
Mar 31, 24
6 Ameriprise Financial Inc 1.31M (3.64%) 484.51K
Increased by +37.01%
Jun 30, 24
7 Camber Capital Management LLC 1.27M (3.54%) -2.15M
Decreased by -168.63%
Sep 30, 23
8 Granahan Investment Management Inc.. 1.13M (3.14%) 457.71K
Increased by +40.52%
Jun 30, 24
9 Gilder Gagnon Howe & CO LLC 932.80K (2.59%) -241.12K
Decreased by -25.85%
Jun 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 840.44K (2.34%) 41.47K
Increased by +4.93%
Jun 30, 24
13 FMR Inc 836.79K (2.33%) -1.30M
Decreased by -155.02%
Sep 30, 23
14 Millennium Management LLC 834.85K (2.32%) -1.43M
Decreased by -171.33%
Jun 30, 24
15 D. E. Shaw & Co LP 827.71K (2.30%) -196.76K
Decreased by -23.77%
Sep 30, 23
16 State Street Corp 818.39K (2.28%) 2.91K
Increased by +0.36%
Jun 30, 24
17 State Street Corporation 815.49K (2.27%) 6.44K
Increased by +0.79%
Mar 31, 24
18 Point72 Asset Management, L.P. 788.41K (2.19%) 486.87K
Increased by +61.75%
Sep 30, 23
19 Ashford Capital Management Inc 771.30K (2.14%) -60.23K
Decreased by -7.81%
Jun 30, 24
20 Amvescap Plc. 737.22K (2.05%) -73.31K
Decreased by -9.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AB Small Cap Growth A 1.78M (4.95%) -63.33K
Decreased by -3.56%
Sep 30, 24
2 Strategic Advisers U.S. Total Stock{mg} 1.45M (4.04%) 91.44K
Increased by +6.28%
Sep 30, 24
3 Strategic Advisers Small-Mid Cap 1.30M (3.61%) 283.56K
Increased by +21.82%
Jul 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.15M (3.19%) 0.00
Increased by 0.00%
Oct 31, 24
5 Lord Abbett Developing Growth A 941.20K (2.62%) 264.31K
Increased by +28.08%
Mar 31, 24
6 iShares Russell 2000 ETF 926.53K (2.58%) -2.09K
Decreased by -0.23%
Oct 31, 24
7 Strategic Advisers® Small-Mid Cap 840.35K (2.34%) 57.71K
Increased by +6.87%
Oct 31, 23
8 CT American Smaller Coms(US) InstAccGBP 773.15K (2.15%) 23.63K
Increased by +3.06%
Sep 30, 24
9 CT (Lux) American Smaller Com 9U USD 730.39K (2.03%) 31.08K
Increased by +4.26%
Sep 30, 24
10 FIAM Small Cap Core Composite 573.20K (1.59%) -82.10K
Decreased by -14.32%
Sep 30, 23
11 Principal SmallCap Growth I Instl 563.71K (1.57%) -42.51K
Decreased by -7.54%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 551.09K (1.53%) 8.62K
Increased by +1.56%
Sep 30, 24
13 EIP All Cap Value 507.94K (1.41%) 368.33K
Increased by +72.51%
Jun 30, 24
14 Baillie Gifford Global Discovery A Acc 391.91K (1.09%) -715.00
Decreased by -0.18%
Sep 30, 24
15 Fidelity Small Cap Index 367.33K (1.02%) -9.05K
Decreased by -2.46%
Aug 31, 24
16 Invesco Small Cap Equity A 359.38K (1.00%) -1.68K
Decreased by -0.47%
Jun 30, 24
17 Invesco Small Cap Equity Composite 359.38K (1.00%) -1.68K
Decreased by -0.47%
Jun 30, 24
18 FIAM Small Cap Core CIT Cl B 349.90K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
19 UBS (Lux) EF Biotech (USD) P-acc 342.60K (0.95%) 23.52K
Increased by +6.86%
Jul 31, 24
20 Fidelity® Small Cap Index 339.76K (0.94%) 9.15K
Increased by +2.69%
Oct 31, 23