Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 3.10%
2 IPO 3.05%
3 RFG 2.26%
4 KIE 2.04%
5 PFI 1.67%
6 FXO 1.23%
7 BOUT 1.10%
8 FPX 0.92%
9 RAYD 0.90%
10 SMIZ 0.88%
11 XMMO 0.81%
12 MMSC 0.78%
13 QLV 0.57%
14 LGLV 0.54%
15 FFTY 0.48%
16 BTAL 0.47%
17 MDYG 0.47%
18 IJK 0.47%
19 FNY 0.45%
20 IVOG 0.45%

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 7.97M (7.83%) -1.72M
Decreased by -21.52%
Jun 30, 24
4 Capital World Investors 6.59M (6.47%) 2.49K
Increased by +0.04%
Sep 30, 24
5 Zimmer Partners LP 4.55M (4.47%) 0.00
Increased by 0.00%
Jun 30, 24
6 Champlain Investment Partners, LLC 3.64M (3.58%) -1.20M
Decreased by -32.94%
Sep 30, 24
7 State Street Corp 3.22M (3.16%) 1.26M
Increased by +39.10%
Jun 30, 24
8 Bessemer Group Inc 3.14M (3.08%) 1.22M
Increased by +38.71%
Jun 30, 24
9 HHG PLC 3.13M (3.08%) 39.13K
Increased by +1.25%
Jun 30, 24
10 Blair William & Co 2.87M (2.81%) 94.66K
Increased by +3.30%
Jun 30, 24
11 T. Rowe Price Investment Management,Inc. 2.47M (2.43%) -90.77K
Decreased by -3.67%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.04M (2.00%) 180.86K
Increased by +8.88%
Jun 30, 24
13 State Street Corporation 1.96M (1.93%) 24.76K
Increased by +1.26%
Mar 31, 24
14 Artisan Partners Limited Partnership 1.96M (1.92%) -12.82K
Decreased by -0.65%
Mar 31, 24
15 Geode Capital Management, LLC 1.89M (1.86%) 183.08K
Increased by +9.66%
Jun 30, 24
16 Barclays PLC 1.62M (1.59%) 49.76K
Increased by +3.06%
Jun 30, 24
17 Stephens Inv Mgmt Group LLC 1.62M (1.59%) -36.97K
Decreased by -2.29%
Sep 30, 24
18 AllianceBernstein L.P. 1.61M (1.58%) -6.08K
Decreased by -0.38%
Jun 30, 24
19 Polar Capital Holdings PLC 1.51M (1.49%) 0.00
Increased by 0.00%
Jun 30, 24
20 Sumitomo Mitsui Trust Holdings Inc 1.47M (1.44%) -46.91K
Decreased by -3.20%
Mar 31, 24

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 4.61M (4.53%) -1.20M
Decreased by -26.11%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 3.22M (3.16%) 1.74K
Increased by +0.05%
Oct 31, 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%
Aug 31, 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 Adv 2.37M (2.32%) -52.92K
Decreased by -2.24%
Jun 30, 24
10 Champlain Mid Cap Fund, LLC 2.32M (2.27%) -1.26M
Decreased by -54.55%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.51%) -26.82K
Decreased by -1.74%
Sep 30, 24
12 Polar Capital Global Ins A Inc 1.51M (1.49%) 0.00
Increased by 0.00%
Sep 30, 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 1.11M (1.09%) -9.99K
Decreased by -0.90%
Sep 30, 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