Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 3.10%
2 VNMC 2.68%
3 PRN 2.67%
4 VNSE 2.66%
5 XTN 2.62%
6 SUPL 2.33%
7 AIRR 2.01%
8 FFTY 2.01%
9 TSME 1.80%
10 RUNN 1.69%
11 XMMO 1.64%
12 GSC 1.58%
13 EWMC 1.56%
14 FRTY 1.49%
15 SMCO 1.43%
16 PSC 1.27%
17 QMID 1.13%
18 JSMD 1.03%
19 TPOR 0.94%
20 GRPM 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.13M (11.82%) -4.08K
Decreased by -0.13%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 2.54M (9.61%) -478.57K
Decreased by -18.82%
Dec 31, 24
3 Vanguard Group Inc 2.52M (9.53%) 25.09K
Increased by +0.99%
Dec 31, 24
4 AllianceBernstein L.P. 1.94M (7.33%) 794.20K
Increased by +40.95%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 1.59M (6.00%) -483.59K
Decreased by -30.47%
Dec 31, 24
6 JPMorgan Chase & Co 1.02M (3.85%) -1.14M
Decreased by -111.89%
Dec 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 891.32K (3.37%) -134.00
Decreased by -0.02%
Dec 31, 24
8 State Street Corp 833.08K (3.15%) 27.48K
Increased by +3.30%
Dec 31, 24
9 State Street Corporation 785.42K (2.97%) 26.23K
Increased by +3.34%
Mar 31, 24
10 Artisan Partners Limited Partnership 730.81K (2.76%) -41.89K
Decreased by -5.73%
Dec 31, 24
11 Fidelity International Ltd 663.29K (2.51%) -79.86K
Decreased by -12.04%
Dec 31, 24
12 Wasatch Advisors LP 576.09K (2.18%) -116.32K
Decreased by -20.19%
Dec 31, 24
13 Wasatch Advisors Inc. 567.92K (2.15%) 8.60K
Increased by +1.51%
Dec 31, 23
14 NORGES BANK 519.99K (1.96%) 61.05K
Increased by +11.74%
Jun 30, 24
15 Capital Research Global Investors 509.88K (1.93%) -306.19K
Decreased by -60.05%
Dec 31, 24
16 Capital World Investors 479.25K (1.81%) 176.00
Increased by +0.04%
Dec 31, 24
17 Geode Capital Management, LLC 471.71K (1.78%) 43.00
Increased by +0.01%
Dec 31, 24
18 Bessemer Group Inc 444.01K (1.68%) -91.00K
Decreased by -20.49%
Dec 31, 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 (1.61%) 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 (4.75%) -105.12K
Decreased by -8.37%
Dec 31, 24
2 T. Rowe Price New Horizons 1.08M (4.07%) 60.98K
Increased by +5.66%
Feb 28, 25
3 US Small-Cap Growth II Equity Comp 950.88K (3.59%) -197.41K
Decreased by -20.76%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 868.66K (3.28%) 1.54K
Increased by +0.18%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 840.18K (3.17%) 616.00
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 837.44K (3.16%) 462.00
Increased by +0.06%
Feb 28, 25
7 AllianceBernstein US L/C Growth Eqty MF 767.00K (2.90%) 43.56K
Increased by +5.68%
Feb 28, 25
8 Vanguard Small Cap Index 678.97K (2.57%) 546.00
Increased by +0.08%
Feb 28, 25
9 American Funds AMCAP A 604.88K (2.29%) -186.15K
Decreased by -30.78%
Dec 31, 24
10 Capital Group AMCAP Composite 604.88K (2.29%) -186.15K
Decreased by -30.78%
Dec 31, 24
11 VA CollegeAmerica Amcap 529A 604.88K (2.29%) -186.15K
Decreased by -30.78%
Dec 31, 24
12 AB Large Cap Growth A 569.14K (2.15%) 24.14K
Increased by +4.24%
Feb 28, 25
13 BlackRock Mid-Cap Growth Equity Instl 475.03K (1.79%) -13.97K
Decreased by -2.94%
Feb 28, 25
14 T. Rowe Price US Mid-Cap Value Equity 448.38K (1.69%) -69.30K
Decreased by -15.46%
Dec 31, 24
15 T. Rowe Price Mid-Cap Value 413.58K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 404.32K (1.53%) 1.23K
Increased by +0.30%
Feb 28, 25
17 American Funds Growth Fund of Amer A 401.50K (1.52%) -472.69K
Decreased by -117.73%
Dec 31, 24
18 Capital Group Growth Fnd of Amer Comp 401.50K (1.52%) -472.69K
Decreased by -117.73%
Dec 31, 24
19 Fidelity Greater Canada Sr F 400.00K (1.51%) 45.00K
Increased by +11.25%
Dec 31, 24
20 Vanguard Small Cap Growth Index Inv 381.40K (1.44%) -1.64K
Decreased by -0.43%
Feb 28, 25