Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 NBSM 2.92%
3 RFG 2.01%
4 KIE 2.00%
5 PFI 1.67%
6 FXO 1.15%
7 BOUT 1.10%
8 FPX 0.83%
9 SMIZ 0.81%
10 XMMO 0.78%
11 MMSC 0.71%
12 QLV 0.57%
13 LGLV 0.52%
14 IVOG 0.48%
15 FFTY 0.48%
16 MDYG 0.43%
17 IJK 0.43%
18 SEIS 0.43%
19 FNY 0.42%
20 SIXL 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.26M (11.06%) 5.23M
Increased by +46.43%
Jun 30, 24
2 Vanguard Group Inc 9.35M (9.18%) -184.00
Decreased by -0.00%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 7.12M (6.99%) -854.37K
Decreased by -12.00%
Sep 30, 24
4 Capital World Investors 6.59M (6.47%) 2.49K
Increased by +0.04%
Sep 30, 24
5 Zimmer Partners LP 4.08M (4.00%) -473.01K
Decreased by -11.60%
Sep 30, 24
6 Champlain Investment Partners, LLC 3.64M (3.58%) -1.20M
Decreased by -32.94%
Sep 30, 24
7 State Street Corp 3.27M (3.21%) 49.20K
Increased by +1.50%
Sep 30, 24
8 Bessemer Group Inc 3.20M (3.14%) 61.18K
Increased by +1.91%
Sep 30, 24
9 HHG PLC 3.15M (3.09%) 13.99K
Increased by +0.44%
Sep 30, 24
10 Blair William & Co 2.75M (2.70%) -116.58K
Decreased by -4.24%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.47M (2.43%) -90.77K
Decreased by -3.67%
Sep 30, 24
12 State Street Corporation 1.96M (1.93%) 24.76K
Increased by +1.26%
Mar 31, 24
13 Artisan Partners Limited Partnership 1.96M (1.92%) -12.82K
Decreased by -0.65%
Mar 31, 24
14 Geode Capital Management, LLC 1.75M (1.72%) -142.72K
Decreased by -8.15%
Sep 30, 24
15 Barclays PLC 1.64M (1.61%) 17.27K
Increased by +1.05%
Sep 30, 24
16 Stephens Inv Mgmt Group LLC 1.62M (1.59%) -36.97K
Decreased by -2.29%
Sep 30, 24
17 Polar Capital Holdings PLC 1.51M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
18 AllianceBernstein L.P. 1.47M (1.44%) -146.66K
Decreased by -9.99%
Sep 30, 24
19 Sumitomo Mitsui Trust Holdings Inc 1.47M (1.44%) -46.91K
Decreased by -3.20%
Mar 31, 24
20 Jackson Square Partners, LLC 1.40M (1.37%) -175.38K
Decreased by -12.52%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.63M (5.52%) 0.00
Increased by 0.00%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 5.63M (5.52%) 0.00
Increased by 0.00%
Sep 30, 24
3 Virtus KAR Small-Cap Growth I 4.02M (3.95%) -591.95K
Decreased by -14.73%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.29M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.01M (2.96%) -14.28K
Decreased by -0.47%
Oct 31, 24
6 Vanguard Small Cap Index 2.41M (2.37%) 4.73K
Increased by +0.20%
Oct 31, 24
7 Janus Henderson Enterprise D 2.38M (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
8 Janus Inst Mid Cap Growth CF 2.38M (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
9 Champlain Mid Cap Fund, LLC 2.18M (2.14%) -134.16K
Decreased by -6.15%
Nov 30, 24
10 Champlain Mid Cap Adv 1.76M (1.73%) -606.30K
Decreased by -34.43%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.50%) -7.07K
Decreased by -0.46%
Oct 31, 24
12 Polar Capital Global Ins A Inc 1.51M (1.49%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 1.33M (1.30%) -1.38K
Decreased by -0.10%
Oct 31, 24
14 Victory Small Cap Value CIT (Net 75) 1.25M (1.23%) -125.00K
Decreased by -10.00%
Mar 31, 24
15 Victory Sycamore Small Company Opp R 1.25M (1.23%) -125.00K
Decreased by -10.00%
Mar 31, 24
16 Columbia Acorn Inst 1.12M (1.10%) 0.00
Increased by 0.00%
May 31, 24
17 T. Rowe Price Small-Cap Value 1.09M (1.07%) -17.07K
Decreased by -1.57%
Oct 31, 24
18 Artisan U.S. Mid-Cap Growth 1.07M (1.05%) -25.06K
Decreased by -2.35%
Sep 30, 23
19 Calvert US Small-Cap Strategy 1.04M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
20 American Century Heritage Inv 1.00M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24