Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 2.21%
2 PSCT 2.10%
3 XSD 2.03%
4 XITK 1.46%
5 SMHX 1.36%
6 PTF 1.26%
7 DRIV 0.81%
8 IDAT 0.71%
9 VIOG 0.59%
10 MMSC 0.53%
11 QSML 0.52%
12 SSLY 0.48%
13 IJT 0.48%
14 FYC 0.48%
15 SLYG 0.48%
16 EHLS 0.47%
17 TRFM 0.42%
18 DWAS 0.40%
19 ESIX 0.38%
20 CARZ 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.47M (18.07%) 39.12K
Increased by +1.13%
Sep 30, 24
2 BlackRock Inc 2.90M (15.11%) 130.21K
Increased by +4.49%
Sep 30, 24
3 Vanguard Group Inc 2.42M (12.58%) 156.49K
Increased by +6.48%
Sep 30, 24
4 Franklin Resources Inc 1.12M (5.81%) -115.29K
Decreased by -10.32%
Sep 30, 24
5 State Street Corporation 1.09M (5.69%) 121.67K
Increased by +11.14%
Mar 31, 24
6 State Street Corp 922.97K (4.81%) 27.69K
Increased by +3.00%
Sep 30, 24
7 Wasatch Advisors Inc. 892.10K (4.65%) 25.32K
Increased by +2.84%
Dec 31, 23
8 Amvescap Plc. 886.11K (4.61%) 646.55K
Increased by +72.96%
Sep 30, 24
9 Wasatch Advisors LP 566.78K (2.95%) -426.64K
Decreased by -75.28%
Sep 30, 24
10 Brown Advisory Holdings Inc 520.65K (2.71%) -1.11K
Decreased by -0.21%
Sep 30, 24
11 Ameriprise Financial Inc 444.08K (2.31%) -96.92K
Decreased by -21.82%
Sep 30, 24
12 Geode Capital Management, LLC 440.92K (2.30%) 15.76K
Increased by +3.57%
Sep 30, 24
13 Principal Financial Group Inc 387.49K (2.02%) -61.44K
Decreased by -15.86%
Dec 31, 24
14 Gilder Gagnon Howe & CO LLC 382.81K (1.99%) 305.86K
Increased by +79.90%
Sep 30, 24
15 ING Investment Management LLC 343.62K (1.79%) -69.67K
Decreased by -20.27%
Sep 30, 24
16 Hood River Capital Management LLC 332.33K (1.73%) 332.33K
Increased by +100.00%
Sep 30, 24
17 Driehaus Capital Management LLC 310.13K (1.61%) 174.81K
Increased by +56.37%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 285.01K (1.48%) 16.17K
Increased by +5.67%
Sep 30, 24
19 T. Rowe Price Investment Management,Inc. 274.80K (1.43%) -82.25K
Decreased by -29.93%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 267.17K (1.39%) 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 1.22M (6.33%) 2.76K
Increased by +0.23%
Jan 31, 25
2 Fidelity Growth Compy Commingled Pl S 983.29K (5.12%) 44.82K
Increased by +4.56%
Dec 31, 24
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.75%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 697.60K (3.63%) 9.03K
Increased by +1.29%
Dec 31, 24
5 Fidelity® Growth Company 589.70K (3.07%) 21.90K
Increased by +3.71%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 583.67K (3.04%) 583.00
Increased by +0.10%
Dec 31, 24
7 iShares Russell 2000 ETF 503.97K (2.62%) -3.85K
Decreased by -0.76%
Jan 31, 25
8 Vanguard Small Cap Index 475.91K (2.48%) 9.25K
Increased by +1.94%
Dec 31, 24
9 Vanguard Information Technology ETF 422.94K (2.20%) 6.25K
Increased by +1.48%
Dec 31, 24
10 American Funds SMALLCAP World A 400.41K (2.08%) 0.00
Increased by 0.00%
Dec 31, 23
11 Franklin Technology A Acc USD 398.10K (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
12 Invesco Discovery A 369.76K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco OFI Small Cap Growth 369.76K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
14 Franklin Small Cap Growth SMA 346.91K (1.81%) 346.89K
Increased by +99.99%
Mar 31, 24
15 VIP Growth Initial 317.20K (1.65%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity VIP Growth Initial 313.24K (1.63%) -50.20K
Decreased by -16.03%
Dec 31, 24
17 Fidelity Advisor® Equity Growth I 293.08K (1.53%) 6.70K
Increased by +2.29%
Nov 30, 23
18 Fidelity Advisor Equity Growth I 287.61K (1.50%) -53.70K
Decreased by -18.67%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 286.40K (1.49%) 7.39K
Increased by +2.58%
Dec 31, 24
20 Franklin Small Cap Growth Adv 270.08K (1.41%) -23.30K
Decreased by -8.63%
Dec 31, 24