Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 3.85%
2 VNSE 3.81%
3 SUPL 3.10%
4 VNMC 2.68%
5 PRN 2.67%
6 AIRR 2.65%
7 XTN 2.56%
8 FFTY 2.01%
9 TSME 1.88%
10 SMCO 1.85%
11 RUNN 1.83%
12 XMMO 1.64%
13 GSC 1.58%
14 EWMC 1.56%
15 FRTY 1.49%
16 PSC 1.27%
17 TPOR 1.24%
18 GRPM 1.13%
19 QMID 1.13%
20 JSMD 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.13M (11.77%) 33.31K
Increased by +1.06%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 3.02M (11.36%) 407.16K
Increased by +13.48%
Sep 30, 24
3 Vanguard Group Inc 2.50M (9.39%) -19.22K
Decreased by -0.77%
Sep 30, 24
4 JPMorgan Chase & Co 2.16M (8.12%) -32.26K
Decreased by -1.49%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 2.07M (7.78%) 13.96K
Increased by +0.67%
Sep 30, 24
6 AllianceBernstein L.P. 1.15M (4.31%) 956.49K
Increased by +83.51%
Sep 30, 24
7 Kayne Anderson Rudnick Investment Management LLC 891.46K (3.35%) 21.60K
Increased by +2.42%
Sep 30, 24
8 Capital Research Global Investors 816.07K (3.07%) -455.64K
Decreased by -55.83%
Sep 30, 24
9 State Street Corp 805.60K (3.03%) 24.35K
Increased by +3.02%
Sep 30, 24
10 State Street Corporation 785.42K (2.95%) 26.23K
Increased by +3.34%
Mar 31, 24
11 Artisan Partners Limited Partnership 772.70K (2.90%) -17.23K
Decreased by -2.23%
Sep 30, 24
12 Fidelity International Ltd 743.16K (2.79%) 652.42K
Increased by +87.79%
Sep 30, 24
13 Wasatch Advisors LP 692.40K (2.60%) 64.35K
Increased by +9.29%
Sep 30, 24
14 Wasatch Advisors Inc. 567.92K (2.14%) 8.60K
Increased by +1.51%
Dec 31, 23
15 Bessemer Group Inc 535.01K (2.01%) 23.58K
Increased by +4.41%
Sep 30, 24
16 NORGES BANK 519.99K (1.95%) 61.05K
Increased by +11.74%
Jun 30, 24
17 Capital World Investors 479.07K (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
18 Geode Capital Management, LLC 471.67K (1.77%) 6.46K
Increased by +1.37%
Sep 30, 24
19 FMR Inc 431.69K (1.62%) -15.54K
Decreased by -3.60%
Jun 30, 24
20 T. Rowe Price Investment Management,Inc. 426.92K (1.60%) 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 1.26M (4.72%) -105.12K
Decreased by -8.37%
Dec 31, 24
2 T. Rowe Price New Horizons 950.88K (3.57%) 0.00
Increased by 0.00%
Dec 31, 24
3 US Small-Cap Growth II Equity Comp 950.88K (3.57%) -197.41K
Decreased by -20.76%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 867.24K (3.26%) 140.00
Increased by +0.02%
Jan 29, 25
5 Vanguard Total Stock Mkt Idx Inv 835.33K (3.14%) 742.00
Increased by +0.09%
Dec 31, 24
6 Capital Group AMCAP Composite 791.03K (2.97%) -343.07K
Decreased by -43.37%
Sep 30, 24
7 Vanguard Small Cap Index 677.23K (2.55%) 6.42K
Increased by +0.95%
Dec 31, 24
8 AllianceBernstein US L/C Growth Eqty MF 619.47K (2.33%) 129.31K
Increased by +20.88%
Nov 29, 24
9 VA CollegeAmerica Amcap 529A 604.88K (2.27%) -186.15K
Decreased by -30.78%
Dec 31, 24
10 BlackRock Mid-Cap Growth Equity Instl 501.67K (1.89%) -2.22K
Decreased by -0.44%
Dec 31, 24
11 AB Large Cap Growth A 493.78K (1.86%) -4.70K
Decreased by -0.95%
Dec 31, 24
12 Fidelity Greater Canada Sr F 460.00K (1.73%) -30.00K
Decreased by -6.52%
Sep 30, 24
13 T. Rowe Price Mid-Cap Value 448.38K (1.69%) -3.20K
Decreased by -0.71%
Dec 31, 24
14 T. Rowe Price US Mid-Cap Value Equity 448.38K (1.69%) -69.30K
Decreased by -15.46%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 403.20K (1.52%) 4.92K
Increased by +1.22%
Dec 31, 24
16 American Funds Growth Fund of Amer A 401.50K (1.51%) -472.69K
Decreased by -117.73%
Dec 31, 24
17 Capital Group Growth Fnd of Amer Comp 401.50K (1.51%) -472.69K
Decreased by -117.73%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 383.75K (1.44%) 14.66K
Increased by +3.82%
Dec 31, 24
19 JPM US Mid Cap Growth-Composite 305.00K (1.15%) -14.65K
Decreased by -4.80%
Dec 31, 24
20 JPMorgan Mid Cap Growth I 305.00K (1.15%) -1.66K
Decreased by -0.54%
Dec 31, 24