Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 4.25%
2 VNSE 4.02%
3 SUPL 3.76%
4 XTN 2.90%
5 VNMC 2.68%
6 PRN 2.67%
7 FFTY 2.01%
8 SMCO 1.95%
9 RUNN 1.79%
10 TSME 1.69%
11 XMMO 1.64%
12 TPOR 1.63%
13 GSC 1.58%
14 EWMC 1.56%
15 FRTY 1.49%
16 GRPM 1.31%
17 PSC 1.27%
18 RFG 1.13%
19 QMID 1.13%
20 QQJG 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.10M (11.72%) 283.89K
Increased by +9.16%
Jun 30, 24
2 T. Rowe Price Associates, Inc. 3.02M (11.43%) 407.16K
Increased by +13.48%
Sep 30, 24
3 Vanguard Group Inc 2.50M (9.45%) -19.22K
Decreased by -0.77%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 2.07M (7.83%) 13.96K
Increased by +0.67%
Sep 30, 24
5 AllianceBernstein L.P. 1.15M (4.33%) 956.49K
Increased by +83.51%
Sep 30, 24
6 JPMorgan Chase & Co 1.08M (4.09%) -16.13K
Decreased by -1.49%
Sep 30, 24
7 Kayne Anderson Rudnick Investment Management LLC 891.46K (3.37%) 21.60K
Increased by +2.42%
Sep 30, 24
8 Capital Research Global Investors 816.07K (3.09%) -455.64K
Decreased by -55.83%
Sep 30, 24
9 State Street Corp 805.60K (3.05%) 24.35K
Increased by +3.02%
Sep 30, 24
10 State Street Corporation 785.42K (2.97%) 26.23K
Increased by +3.34%
Mar 31, 24
11 Artisan Partners Limited Partnership 772.70K (2.92%) -17.23K
Decreased by -2.23%
Sep 30, 24
12 Fidelity International Ltd 743.16K (2.81%) 652.42K
Increased by +87.79%
Sep 30, 24
13 Wasatch Advisors LP 692.40K (2.62%) 64.35K
Increased by +9.29%
Sep 30, 24
14 Wasatch Advisors Inc. 567.92K (2.15%) 8.60K
Increased by +1.51%
Dec 31, 23
15 Bessemer Group Inc 535.01K (2.02%) 23.58K
Increased by +4.41%
Sep 30, 24
16 NORGES BANK 519.99K (1.97%) 61.05K
Increased by +11.74%
Jun 30, 24
17 Capital World Investors 479.07K (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
18 Geode Capital Management, LLC 471.67K (1.78%) 6.46K
Increased by +1.37%
Sep 30, 24
19 FMR Inc 431.69K (1.63%) -15.54K
Decreased by -3.60%
Jun 30, 24
20 T. Rowe Price Investment Management,Inc. 426.92K (1.62%) 10.94K
Increased by +2.56%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.36M (5.15%) -117.11K
Decreased by -8.60%
Sep 30, 24
2 US Small-Cap Growth II Equity Comp 1.15M (4.34%) -16.97K
Decreased by -1.48%
Sep 30, 24
3 T. Rowe Price New Horizons 951.08K (3.60%) -197.21K
Decreased by -20.74%
Oct 31, 24
4 American Funds Growth Fund of Amer A 874.19K (3.31%) -44.96K
Decreased by -5.14%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 874.19K (3.31%) -44.96K
Decreased by -5.14%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 853.91K (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
7 Vanguard Total Stock Mkt Idx Inv 837.09K (3.17%) -3.08K
Decreased by -0.37%
Oct 31, 24
8 Capital Group AMCAP Composite 791.03K (2.99%) -343.07K
Decreased by -43.37%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 791.03K (2.99%) -343.07K
Decreased by -43.37%
Sep 30, 24
10 Vanguard Small Cap Index 666.90K (2.52%) 1.30K
Increased by +0.19%
Oct 31, 24
11 T. Rowe Price US Mid-Cap Value Equity 517.69K (1.96%) 104.81K
Increased by +20.25%
Sep 30, 24
12 BlackRock Mid-Cap Growth Equity Instl 513.53K (1.94%) -4.09K
Decreased by -0.80%
Oct 31, 24
13 T. Rowe Price Mid-Cap Value 496.19K (1.88%) -21.49K
Decreased by -4.33%
Oct 31, 24
14 AllianceBernstein US L/C Growth Eqty MF 490.15K (1.85%) 154.29K
Increased by +31.48%
Oct 31, 24
15 Fidelity Greater Canada Sr F 460.00K (1.74%) -30.00K
Decreased by -6.52%
Sep 30, 24
16 AB Large Cap Growth A 397.30K (1.50%) 125.78K
Increased by +31.66%
Oct 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 395.13K (1.49%) -2.41K
Decreased by -0.61%
Oct 31, 24
18 Vanguard Small Cap Growth Index Inv 366.15K (1.39%) -1.30K
Decreased by -0.35%
Oct 31, 24
19 JPM US Mid Cap Growth-Composite 319.65K (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
20 JPMorgan Mid Cap Growth I 306.66K (1.16%) -12.99K
Decreased by -4.24%
Oct 31, 24