Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 NBSM 2.61%
3 KIE 1.93%
4 PFI 1.67%
5 BOUT 1.32%
6 RFG 1.07%
7 FXO 0.99%
8 PAMC 0.90%
9 SMIZ 0.89%
10 XMMO 0.84%
11 FPX 0.80%
12 MMSC 0.78%
13 QLV 0.57%
14 LGLV 0.52%
15 FFTY 0.48%
16 MDYG 0.48%
17 IJK 0.47%
18 JSMD 0.47%
19 IVOG 0.45%
20 FNY 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.35M (8.88%) -184.00
Decreased by -0.00%
Sep 30, 24
2 BlackRock Inc 9.29M (8.83%) -1.97M
Decreased by -21.19%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 7.12M (6.76%) -854.37K
Decreased by -12.00%
Sep 30, 24
4 Capital World Investors 6.59M (6.26%) 2.49K
Increased by +0.04%
Sep 30, 24
5 Zimmer Partners LP 4.08M (3.87%) -473.01K
Decreased by -11.60%
Sep 30, 24
6 Champlain Investment Partners, LLC 3.64M (3.46%) -1.20M
Decreased by -32.94%
Sep 30, 24
7 State Street Corp 3.27M (3.11%) 49.20K
Increased by +1.50%
Sep 30, 24
8 Bessemer Group Inc 3.20M (3.04%) 61.18K
Increased by +1.91%
Sep 30, 24
9 HHG PLC 3.15M (2.99%) 13.99K
Increased by +0.44%
Sep 30, 24
10 Blair William & Co 2.75M (2.61%) -116.58K
Decreased by -4.24%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.47M (2.35%) -90.77K
Decreased by -3.67%
Sep 30, 24
12 State Street Corporation 1.96M (1.87%) 24.76K
Increased by +1.26%
Mar 31, 24
13 Artisan Partners Limited Partnership 1.96M (1.86%) -12.82K
Decreased by -0.65%
Mar 31, 24
14 Geode Capital Management, LLC 1.75M (1.66%) -142.72K
Decreased by -8.15%
Sep 30, 24
15 Barclays PLC 1.64M (1.56%) 17.27K
Increased by +1.05%
Sep 30, 24
16 Stephens Inv Mgmt Group LLC 1.62M (1.54%) -36.97K
Decreased by -2.29%
Sep 30, 24
17 Polar Capital Holdings PLC 1.51M (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
18 AllianceBernstein L.P. 1.47M (1.39%) -146.66K
Decreased by -9.99%
Sep 30, 24
19 Sumitomo Mitsui Trust Holdings Inc 1.47M (1.39%) -46.91K
Decreased by -3.20%
Mar 31, 24
20 Jackson Square Partners, LLC 1.40M (1.33%) -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 (5.35%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 5.63M (5.35%) 0.00
Increased by 0.00%
Dec 31, 24
3 Virtus KAR Small-Cap Growth I 4.02M (3.82%) -591.95K
Decreased by -14.73%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.47M (3.29%) 11.51K
Increased by +0.33%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.16M (3.00%) 154.28K
Increased by +4.89%
Dec 31, 24
6 Vanguard Small Cap Index 2.55M (2.42%) 120.98K
Increased by +4.74%
Dec 31, 24
7 Janus Inst Mid Cap Growth CF 2.38M (2.26%) 0.00
Increased by 0.00%
Sep 30, 24
8 Champlain Mid Cap Fund, LLC 2.16M (2.05%) -25.95K
Decreased by -1.20%
Dec 31, 24
9 Janus Henderson Enterprise D 1.97M (1.87%) -403.65K
Decreased by -20.46%
Nov 30, 24
10 Champlain Mid Cap Adv 1.76M (1.67%) -606.30K
Decreased by -34.43%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.53%) 78.17K
Increased by +4.84%
Dec 31, 24
12 Polar Capital Global Ins A Inc 1.51M (1.44%) 0.00
Increased by 0.00%
Nov 30, 24
13 Vanguard Small Cap Growth Index Inv 1.45M (1.37%) 109.68K
Increased by +7.58%
Dec 31, 24
14 Eagle Mid-Cap Growth - Institutional 1.36M (1.29%) 354.29K
Increased by +26.10%
Dec 31, 24
15 Victory Small Cap Value CIT (Net 75) 1.25M (1.19%) -125.00K
Decreased by -10.00%
Mar 31, 24
16 Victory Sycamore Small Company Opp R 1.25M (1.19%) -125.00K
Decreased by -10.00%
Mar 31, 24
17 Principal Aligned MidCap Equity 1.20M (1.14%) 689.63K
Increased by +57.63%
Dec 31, 24
18 Principal MidCap R5 1.17M (1.11%) 222.04K
Increased by +19.02%
Dec 31, 24
19 Columbia Acorn Inst 1.12M (1.07%) 0.00
Increased by 0.00%
May 31, 24
20 Carillon Eagle Mid Cap Growth A 1.09M (1.04%) 292.72K
Increased by +26.78%
Dec 31, 24