Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 2.82%
2 XSD 2.44%
3 SNSR 1.65%
4 HAPY 1.20%
5 NSCS 1.17%
6 IRBO 1.06%
7 DTEC 0.88%
8 SEMI 0.62%
9 CARZ 0.50%
10 KOMP 0.43%
11 SSG 0.41%
12 SMDY 0.41%
13 BTEK 0.40%
14 IWO 0.32%
15 TRFM 0.32%
16 VTWG 0.31%
17 MMSC 0.31%
18 MDYG 0.30%
19 IJK 0.30%
20 JHSC 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.77M (15.22%) -12.76K
Decreased by -0.27%
Dec 31, 23
2 BlackRock Inc 4.31M (13.76%) 264.86K
Increased by +6.15%
Dec 31, 23
3 Vanguard Group Inc 3.46M (11.06%) 179.13K
Increased by +5.17%
Dec 31, 23
4 State Street Corporation 1.46M (4.67%) 52.52K
Increased by +3.59%
Dec 31, 23
5 Amvescap Plc. 1.10M (3.51%) 490.51K
Increased by +44.60%
Dec 31, 23
6 Capital Research Global Investors 937.94K (3.00%) 398.49K
Increased by +42.49%
Dec 31, 23
7 Macquarie Group Ltd 794.09K (2.54%) 97.49K
Increased by +12.28%
Dec 31, 23
8 Geode Capital Management, LLC 710.49K (2.27%) 30.09K
Increased by +4.24%
Dec 31, 23
9 GW&K Investment Management, LLC 675.93K (2.16%) 135.00
Increased by +0.02%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 641.71K (2.05%) 28.76K
Increased by +4.48%
Dec 31, 23
11 Van Berkom and Associates Inc 606.03K (1.94%) 33.27K
Increased by +5.49%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 595.59K (1.90%) 184.98K
Increased by +31.06%
Dec 31, 23
13 Wellington Management Company LLP 533.40K (1.70%) -5.87K
Decreased by -1.10%
Dec 31, 23
14 Federated Hermes Inc 516.48K (1.65%) 33.36K
Increased by +6.46%
Dec 31, 23
15 Loomis, Sayles & Company LP 510.35K (1.63%) -11.39K
Decreased by -2.23%
Dec 31, 23
16 AXA SA 479.34K (1.53%) -615.06K
Decreased by -128.31%
Sep 30, 23
17 AllianceBernstein L.P. 467.69K (1.49%) -71.35K
Decreased by -15.26%
Sep 30, 23
18 Eagle Asset Management, Inc. 460.44K (1.47%) 12.17K
Increased by +2.64%
Sep 30, 23
19 Charles Schwab Investment Management Inc 451.08K (1.44%) 33.98K
Increased by +7.53%
Dec 31, 23
20 Pathstone Holdings LLC 440.05K (1.41%) 440.05K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 2.27M (7.24%) 500.00
Increased by +0.02%
Mar 31, 24
2 Fidelity® Growth Company 1.57M (5.01%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Growth Company Fund 1.55M (4.96%) -3.48K
Decreased by -0.22%
Mar 31, 24
4 American Funds SMALLCAP World A 1.06M (3.37%) 250.00K
Increased by +23.67%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.01M (3.23%) 3.97K
Increased by +0.39%
Mar 31, 24
6 iShares Core S&P Mid-Cap ETF 989.84K (3.16%) -175.00
Decreased by -0.02%
Apr 30, 24
7 Vanguard Small Cap Index 813.68K (2.60%) -5.26K
Decreased by -0.65%
Mar 31, 24
8 iShares Russell 2000 ETF 745.30K (2.38%) 2.50K
Increased by +0.34%
Apr 29, 24
9 Macquarie US Small Cap Core Equity 680.26K (2.17%) 79.70K
Increased by +11.72%
Mar 31, 24
10 Fidelity® Growth Company K6 610.59K (1.95%) -11.63K
Decreased by -1.90%
Nov 30, 23
11 Delaware Small Cap Core I 602.60K (1.92%) 9.16K
Increased by +1.52%
Feb 29, 24
12 Fidelity Growth Company K6 582.36K (1.86%) 5.06K
Increased by +0.87%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 477.47K (1.52%) 7.71K
Increased by +1.61%
Mar 31, 24
14 Vanguard Small Cap Growth Index Inv 460.73K (1.47%) 932.00
Increased by +0.20%
Mar 31, 24
15 Fidelity Series Growth Company 383.62K (1.23%) 400.00
Increased by +0.10%
Mar 31, 24
16 Fidelity® Series Growth Company 378.14K (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Information Technology ETF 351.83K (1.12%) 5.35K
Increased by +1.52%
Mar 31, 24
18 Fidelity Small Cap Index 324.25K (1.04%) 3.32K
Increased by +1.02%
Feb 29, 24
19 Invesco Discovery A 316.38K (1.01%) 4.73K
Increased by +1.49%
Mar 31, 24
20 Invesco OFI Small Cap Growth 316.38K (1.01%) 14.93K
Increased by +4.72%
Mar 31, 24