Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 3.78%
2 PSI 2.95%
3 PSCT 2.84%
4 PTF 1.99%
5 DRIV 1.77%
6 XITK 1.62%
7 SMHX 1.57%
8 IDAT 0.71%
9 QSML 0.69%
10 CARZ 0.65%
11 MMSC 0.63%
12 ESIX 0.53%
13 FYC 0.49%
14 SSLY 0.48%
15 EHLS 0.48%
16 TRFM 0.45%
17 IJT 0.40%
18 SLYG 0.40%
19 AGOX 0.36%
20 OASC 0.36%

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 1.12M (5.89%) -115.29K
Decreased by -10.32%
Sep 30, 24
5 State Street Corporation 1.09M (5.76%) 121.67K
Increased by +11.14%
Mar 31, 24
6 State Street Corp 922.97K (4.87%) 27.69K
Increased by +3.00%
Sep 30, 24
7 Wasatch Advisors Inc. 892.10K (4.71%) 25.32K
Increased by +2.84%
Dec 31, 23
8 Amvescap Plc. 886.11K (4.68%) 646.55K
Increased by +72.96%
Sep 30, 24
9 Wasatch Advisors LP 566.78K (2.99%) -426.64K
Decreased by -75.28%
Sep 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 Ameriprise Financial Inc 444.08K (2.34%) -96.92K
Decreased by -21.82%
Sep 30, 24
13 Geode Capital Management, LLC 440.92K (2.33%) 15.76K
Increased by +3.57%
Sep 30, 24
14 Gilder Gagnon Howe & CO LLC 382.81K (2.02%) 305.86K
Increased by +79.90%
Sep 30, 24
15 ING Investment Management LLC 343.62K (1.81%) -69.67K
Decreased by -20.27%
Sep 30, 24
16 Hood River Capital Management LLC 332.33K (1.75%) 332.33K
Increased by +100.00%
Sep 30, 24
17 Driehaus Capital Management LLC 310.13K (1.64%) 174.81K
Increased by +56.37%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 285.01K (1.50%) 16.17K
Increased by +5.67%
Sep 30, 24
19 T. Rowe Price Investment Management,Inc. 274.80K (1.45%) -82.25K
Decreased by -29.93%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 267.17K (1.41%) 29.50K
Increased by +11.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.21M (6.39%) 558.00
Increased by +0.05%
Nov 27, 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 513.90K (2.71%) -1.08K
Decreased by -0.21%
Nov 27, 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%
Oct 31, 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%) 0.00
Increased by 0.00%
Oct 31, 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