Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 4.38%
2 VNSE 4.01%
3 SUPL 3.52%
4 XTN 2.79%
5 VNMC 2.68%
6 PRN 2.67%
7 FFTY 2.01%
8 SMCO 1.91%
9 RUNN 1.77%
10 XMMO 1.64%
11 GSC 1.58%
12 EWMC 1.56%
13 TPOR 1.56%
14 TSME 1.49%
15 FRTY 1.49%
16 PSC 1.27%
17 GRPM 1.26%
18 JSMD 1.17%
19 RFG 1.15%
20 QMID 1.13%

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. 2.61M (9.89%) 903.41K
Increased by +34.56%
Jun 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 JPMorgan Chase & Co 1.10M (4.15%) 392.68K
Increased by +35.81%
Jun 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 869.86K (3.29%) 22.14K
Increased by +2.55%
Jun 30, 24
7 Capital Research Global Investors 816.07K (3.09%) -455.64K
Decreased by -55.83%
Sep 30, 24
8 Artisan Partners Limited Partnership 789.92K (2.99%) -12.73K
Decreased by -1.61%
Jun 30, 24
9 State Street Corporation 785.42K (2.97%) 26.23K
Increased by +3.34%
Mar 31, 24
10 State Street Corp 781.25K (2.96%) -4.17K
Decreased by -0.53%
Jun 30, 24
11 Wasatch Advisors LP 628.05K (2.38%) 268.08K
Increased by +42.68%
Jun 30, 24
12 Vaughan Nelson Scarbrgh & Mccullough LP 612.54K (2.32%) -95.88K
Decreased by -15.65%
Jun 30, 24
13 Wasatch Advisors Inc. 567.92K (2.15%) 8.60K
Increased by +1.51%
Dec 31, 23
14 NORGES BANK 519.99K (1.97%) 61.05K
Increased by +11.74%
Jun 30, 24
15 Bessemer Group Inc 511.43K (1.94%) 176.66K
Increased by +34.54%
Jun 30, 24
16 Capital World Investors 479.07K (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
17 Geode Capital Management, LLC 465.21K (1.76%) 15.07K
Increased by +3.24%
Jun 30, 24
18 FMR Inc 431.69K (1.63%) -15.54K
Decreased by -3.60%
Jun 30, 24
19 T. Rowe Price Investment Management,Inc. 426.92K (1.62%) 10.94K
Increased by +2.56%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 422.15K (1.60%) -59.31K
Decreased by -14.05%
Dec 31, 23

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 T. Rowe Price New Horizons 1.15M (4.34%) -28.20K
Decreased by -2.46%
Sep 30, 24
3 US Small-Cap Growth II Equity Comp 1.15M (4.34%) -16.97K
Decreased by -1.48%
Sep 30, 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 Vanguard Total Stock Mkt Idx Inv 837.09K (3.17%) -3.08K
Decreased by -0.37%
Oct 31, 24
7 iShares Core S&P Mid-Cap ETF 837.09K (3.17%) 448.00
Increased by +0.05%
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 Mid-Cap Value 517.69K (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price US Mid-Cap Value Equity 517.69K (1.96%) 104.81K
Increased by +20.25%
Sep 30, 24
13 BlackRock Mid-Cap Growth Equity Instl 517.62K (1.96%) -6.00K
Decreased by -1.16%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 397.54K (1.50%) -8.50K
Decreased by -2.14%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 366.15K (1.39%) -1.30K
Decreased by -0.35%
Oct 31, 24
16 AllianceBernstein US L/C Growth Eqty MF 335.86K (1.27%) 36.28K
Increased by +10.80%
Sep 30, 24
17 JPM US Mid Cap Growth-Composite 319.65K (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPMorgan Mid Cap Growth I 319.65K (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
19 JPMorgan Growth Advantage A 286.43K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 T. Rowe Price New Horizons Tr-Z 277.08K (1.05%) 27.71K
Increased by +10.00%
Sep 30, 24