Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 3.55%
2 PSCT 2.46%
3 PTF 1.77%
4 SMHX 1.48%
5 DRIV 1.45%
6 XITK 1.42%
7 IDAT 0.71%
8 CARZ 0.56%
9 SSLY 0.48%
10 ESIX 0.42%
11 MMSC 0.42%
12 FYC 0.41%
13 TRFM 0.39%
14 AGOX 0.36%
15 IJT 0.33%
16 SLYG 0.32%
17 OASC 0.30%
18 IJR 0.28%
19 QVMS 0.27%
20 IWO 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.47M (18.31%) 39.12K
Increased by +1.13%
Sep 30, 24
2 BlackRock Inc 2.77M (14.63%) -646.00
Decreased by -0.02%
Jun 30, 24
3 Vanguard Group Inc 2.42M (12.75%) 156.49K
Increased by +6.48%
Sep 30, 24
4 Franklin Resources Inc 1.23M (6.50%) 11.11K
Increased by +0.90%
Jun 30, 24
5 State Street Corporation 1.09M (5.76%) 121.67K
Increased by +11.14%
Mar 31, 24
6 Wasatch Advisors LP 993.42K (5.24%) 101.74K
Increased by +10.24%
Jun 30, 24
7 State Street Corp 895.28K (4.72%) -197.08K
Decreased by -22.01%
Jun 30, 24
8 Wasatch Advisors Inc. 892.10K (4.71%) 25.32K
Increased by +2.84%
Dec 31, 23
9 Ameriprise Financial Inc 541.00K (2.85%) -101.00K
Decreased by -18.67%
Jun 30, 24
10 Brown Advisory Holdings Inc 520.65K (2.75%) -1.11K
Decreased by -0.21%
Sep 30, 24
11 Principal Financial Group Inc 448.93K (2.37%) 59.93K
Increased by +13.35%
Sep 30, 24
12 Geode Capital Management, LLC 425.16K (2.24%) 20.39K
Increased by +4.80%
Jun 30, 24
13 ING Investment Management LLC 413.29K (2.18%) 75.72K
Increased by +18.32%
Jun 30, 24
14 Gilder Gagnon Howe & CO LLC 382.81K (2.02%) 305.86K
Increased by +79.90%
Sep 30, 24
15 Hood River Capital Management LLC 332.33K (1.75%) 332.33K
Increased by +100.00%
Sep 30, 24
16 Goldman Sachs Group Inc 287.85K (1.52%) 113.26K
Increased by +39.35%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 285.01K (1.50%) 16.17K
Increased by +5.67%
Sep 30, 24
18 T. Rowe Price Investment Management,Inc. 274.80K (1.45%) -82.25K
Decreased by -29.93%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 267.17K (1.41%) 29.50K
Increased by +11.04%
Jun 30, 24
20 BAMCO Inc 258.52K (1.36%) 1.07K
Increased by +0.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.19M (6.30%) 1.08K
Increased by +0.09%
Oct 31, 24
2 Fidelity Growth Compy Commingled Pl S 916.80K (4.84%) 5.34K
Increased by +0.58%
Sep 30, 24
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.81%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 680.54K (3.59%) -1.45K
Decreased by -0.21%
Sep 30, 24
5 Fidelity® Growth Company 589.70K (3.11%) 21.90K
Increased by +3.71%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 585.03K (3.09%) -2.87K
Decreased by -0.49%
Oct 31, 24
7 iShares Russell 2000 ETF 472.81K (2.49%) -1.06K
Decreased by -0.23%
Oct 31, 24
8 Vanguard Small Cap Index 463.96K (2.45%) 900.00
Increased by +0.19%
Oct 31, 24
9 Franklin Technology A Acc USD 437.60K (2.31%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity VIP Growth Initial 419.94K (2.22%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Information Technology ETF 410.75K (2.17%) 1.85K
Increased by +0.45%
Oct 31, 24
12 Fidelity Advisor Equity Growth I 401.21K (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Funds SMALLCAP World A 400.41K (2.11%) 0.00
Increased by 0.00%
Dec 31, 23
14 Invesco Discovery A 369.76K (1.95%) 43.30K
Increased by +11.71%
Sep 30, 24
15 Invesco OFI Small Cap Growth 369.76K (1.95%) 277.61K
Increased by +75.08%
Sep 30, 24
16 Franklin Small Cap Growth SMA 346.91K (1.83%) 346.89K
Increased by +99.99%
Mar 31, 24
17 Franklin Small Cap Growth Adv 343.38K (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
18 Franklin US Small Cap Growth Equity 343.38K (1.81%) -3.53K
Decreased by -1.03%
Sep 30, 24
19 VIP Growth Initial 317.20K (1.67%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Advisor® Equity Growth I 293.08K (1.55%) 6.70K
Increased by +2.29%
Nov 30, 23