Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 2.73%
3 FRTY 2.57%
4 PBJ 2.51%
5 RJMG 2.49%
6 PEZ 2.44%
7 PSCD 2.39%
8 ATFV 1.48%
9 EATZ 1.34%
10 NSCS 1.18%
11 RZG 1.07%
12 XSMO 0.85%
13 ACTV 0.84%
14 IJT 0.69%
15 SLYG 0.68%
16 RYJ 0.64%
17 VIOG 0.61%
18 OASC 0.56%
19 ESIX 0.53%
20 FYC 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.94M (15.58%) 138.85K
Increased by +2.34%
Jun 30, 24
2 Vanguard Group Inc 4.38M (11.47%) 1.59K
Increased by +0.04%
Sep 30, 24
3 12 West Capital Management LP 1.79M (4.70%) 0.00
Increased by 0.00%
Sep 30, 24
4 Gilder Gagnon Howe & CO LLC 1.50M (3.92%) -69.91K
Decreased by -4.67%
Sep 30, 24
5 State Street Corp 1.40M (3.68%) 11.30K
Increased by +0.81%
Jun 30, 24
6 Engaged Capital LLC 1.37M (3.58%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corporation 1.36M (3.56%) 33.85K
Increased by +2.49%
Dec 31, 23
8 Wellington Management Company LLP 1.28M (3.36%) 353.67K
Increased by +27.58%
Jun 30, 24
9 Amvescap Plc. 1.06M (2.79%) -155.46K
Decreased by -14.61%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 933.41K (2.45%) 61.64K
Increased by +6.60%
Jun 30, 24
11 Geode Capital Management, LLC 849.76K (2.23%) 35.97K
Increased by +4.23%
Jun 30, 24
12 Van Berkom and Associates Inc 842.47K (2.21%) 112.64K
Increased by +13.37%
Sep 30, 24
13 Lord, Abbett & Co LLC 841.25K (2.21%) -176.26K
Decreased by -20.95%
Sep 30, 23
14 T. Rowe Price Investment Management,Inc. 802.87K (2.10%) 91.41K
Increased by +11.39%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 741.27K (1.94%) -59.73K
Decreased by -8.06%
Sep 30, 24
16 Champlain Investment Partners, LLC 614.75K (1.61%) 27.71K
Increased by +4.51%
Sep 30, 24
17 Wasatch Advisors LP 580.03K (1.52%) 170.85K
Increased by +29.46%
Jun 30, 24
18 Armistice Capital, LLC 579.90K (1.52%) 236.95K
Increased by +40.86%
Jun 30, 24
19 Two Sigma Investments LLC 565.93K (1.48%) 280.03K
Increased by +49.48%
Jun 30, 24
20 Holocene Advisors, LP 562.22K (1.47%) -97.92K
Decreased by -17.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.55M (6.68%) 2.23K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.09%) -6.00K
Decreased by -0.51%
Oct 31, 24
3 iShares Russell 2000 ETF 980.75K (2.57%) -2.21K
Decreased by -0.23%
Oct 31, 24
4 Vanguard Small Cap Index 952.54K (2.50%) 1.85K
Increased by +0.19%
Oct 31, 24
5 Van Berkom Sm-Cap Eq 712.05K (1.87%) 712.05K
Increased by +100.00%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 593.11K (1.55%) 21.95K
Increased by +3.70%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 523.29K (1.37%) -2.61K
Decreased by -0.50%
Oct 31, 24
8 UBS: US Equity Small Cap Growth 483.56K (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 390.10K (1.02%) -9.34K
Decreased by -2.39%
Aug 31, 24
10 iShares S&P Small-Cap 600 Growth ETF 387.56K (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
12 T. Rowe Price Small-Cap Stock 362.14K (0.95%) 27.60K
Increased by +7.62%
Sep 30, 24
13 T. Rowe Price US Small-Cap Core Equity 362.14K (0.95%) 35.83K
Increased by +9.89%
Sep 30, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 353.42K (0.93%) 2.68K
Increased by +0.76%
Oct 31, 24
15 Invesco Discovery A 344.09K (0.90%) 81.47K
Increased by +23.68%
Sep 30, 24
16 Invesco OFI Small Cap Growth 344.09K (0.90%) -8.19K
Decreased by -2.38%
Sep 30, 24
17 iShares Russell 2000 Growth ETF 339.18K (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
18 Wasatch Small Cap Growth Investor 338.16K (0.89%) -13.54K
Decreased by -4.00%
Sep 30, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.87%) 340.00
Increased by +0.10%
Mar 28, 24
20 Champlain Small Company Fund, LLC 318.67K (0.84%) -116.65K
Decreased by -36.61%
Oct 31, 24