Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 1.87%
2 AZTD 1.22%
3 FDLS 1.06%
4 XHE 1.04%
5 DWAS 0.49%
6 FFTY 0.44%
7 IWC 0.44%
8 BTEC 0.36%
9 AFSM 0.26%
10 SCDS 0.22%
11 USVM 0.18%
12 FYC 0.17%
13 PSC 0.17%
14 MMSC 0.15%
15 FPX 0.12%
16 FSCC 0.09%
17 BBSC 0.08%
18 RSSL 0.06%
19 FESM 0.05%
20 FYX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RA Capital Management, LLC 3.74M (11.62%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 3.08M (9.55%) 104.19K
Increased by +3.39%
Mar 31, 25
3 Vanguard Group Inc 2.39M (7.43%) 8.50K
Increased by +0.36%
Mar 31, 25
4 Bank of America Corp 2.18M (6.78%) 23.94K
Increased by +1.10%
Mar 31, 25
5 Artisan Partners Limited Partnership 1.77M (5.49%) 215.90K
Increased by +12.22%
Mar 31, 25
6 Lord, Abbett & Co LLC 1.05M (3.26%) -2.42M
Decreased by -230.59%
Sep 30, 24
7 FMR Inc 1.03M (3.21%) -60.02K
Decreased by -5.81%
Mar 31, 25
8 Citadel Advisors Llc 994.17K (3.09%) 782.42K
Increased by +78.70%
Dec 31, 24
9 Amvescap Plc. 987.60K (3.07%) -66.59K
Decreased by -6.74%
Sep 30, 24
10 Brown Capital Management, LLC 947.29K (2.94%) 105.10K
Increased by +11.09%
Mar 31, 25
11 State Street Corp 898.67K (2.79%) 7.87K
Increased by +0.88%
Mar 31, 25
12 Millennium Management LLC 897.85K (2.79%) -109.69K
Decreased by -12.22%
Mar 31, 25
13 Divisadero Street Capital Management, LP 885.43K (2.75%) 72.90K
Increased by +8.23%
Mar 31, 25
14 Geode Capital Management, LLC 863.26K (2.68%) 32.50K
Increased by +3.77%
Mar 31, 25
15 Crédit Agricole S.A. 786.06K (2.44%) 194.03K
Increased by +24.68%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 719.82K (2.24%) 646.79K
Increased by +89.85%
Mar 31, 25
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 687.71K (2.14%) -126.12K
Decreased by -18.34%
Sep 30, 24
18 State Street Corporation 671.28K (2.08%) -32.68K
Decreased by -4.87%
Mar 31, 24
19 Point72 Asset Management, L.P. 655.95K (2.04%) 83.50K
Increased by +12.73%
Sep 30, 23
20 Deutsche Bank AG 655.51K (2.04%) -1.71K
Decreased by -0.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Small-Mid Investor 1.24M (3.85%) 215.56K
Increased by +17.39%
Mar 31, 25
2 Artisan Non-U.S. Small-Mid Growth Comp 1.24M (3.85%) 215.56K
Increased by +17.39%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.18M (3.68%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 928.20K (2.88%) 0.00
Increased by 0.00%
May 31, 25
5 Xtrackers MSCI World Swap ETF 1C 804.12K (2.50%) 235.20K
Increased by +29.25%
May 31, 25
6 DPAM B Eqs NewGems Sust A Dis 720.55K (2.24%) 0.00
Increased by 0.00%
Feb 28, 25
7 T. Rowe Price US Smlr Cm Eq A USD 615.27K (1.91%) -31.53K
Decreased by -5.12%
Mar 31, 25
8 Lord Abbett Developing Growth A 562.41K (1.75%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 548.06K (1.70%) 4.32K
Increased by +0.79%
May 31, 25
10 Invesco Discovery A 451.12K (1.40%) -155.80K
Decreased by -34.54%
Oct 31, 24
11 Fidelity Small Cap Growth 396.12K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Small Cap Index 369.25K (1.15%) 7.28K
Increased by +1.97%
Mar 31, 25
13 Wasatch Ultra Growth 351.08K (1.09%) 63.20K
Increased by +18.00%
Mar 31, 25
14 DF Dent Small Cap Growth 337.95K (1.05%) 8.87K
Increased by +2.62%
Mar 31, 25
15 iShares Russell 2000 Growth ETF 319.81K (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Brown Capital Mgmt Small Co Inv 303.10K (0.94%) -20.86K
Decreased by -6.88%
Mar 31, 25
17 T. Rowe Price Small-Cap Stock 263.45K (0.82%) 263.45K
Increased by +100.00%
Mar 31, 24
18 T. Rowe Price US Small-Cap Core Equity 263.45K (0.82%) 263.45K
Increased by +100.00%
Mar 31, 24
19 JPMorgan Small Cap Value I 263.19K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23
20 Invesco OFI Small Cap Growth 262.28K (0.81%) -344.63K
Decreased by -131.40%
Dec 31, 24