Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.13%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.83%
8 DFE 0.66%
9 XSW 0.66%
10 SKYY 0.59%
11 SOCL 0.55%
12 SMIZ 0.55%
13 SNSR 0.49%
14 FFTY 0.48%
15 SKYU 0.45%
16 RFAP 0.41%
17 HAPS 0.24%
18 MMSC 0.23%
19 DLS 0.23%
20 ANEW 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.89M (12.91%) 141.14K
Increased by +2.40%
Dec 31, 24
2 Cadian Capital Management LP 4.29M (9.40%) 1.32M
Increased by +30.85%
Sep 30, 24
3 BlackRock Inc 4.05M (8.88%) 36.19K
Increased by +0.89%
Sep 30, 24
4 Wellington Management Company LLP 3.58M (7.86%) -179.04K
Decreased by -5.00%
Dec 31, 24
5 Baillie Gifford & Co Limited. 3.49M (7.66%) -237.34K
Decreased by -6.79%
Dec 31, 24
6 ClearBridge Advisors, LLC 2.89M (6.34%) 195.60K
Increased by +6.77%
Sep 30, 24
7 Dorsey Asset Management, LLC 2.31M (5.06%) 330.15K
Increased by +14.32%
Dec 31, 24
8 Jennison Associates LLC 2.17M (4.76%) 7.31K
Increased by +0.34%
Dec 31, 24
9 Amvescap Plc. 2.07M (4.55%) 115.25K
Increased by +5.56%
Mar 31, 24
10 Wasatch Advisors LP 1.96M (4.29%) -79.33K
Decreased by -4.05%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.95M (4.27%) -1.17M
Decreased by -60.19%
Sep 30, 24
12 Wasatch Advisors Inc. 1.75M (3.85%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.24%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (3.13%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 Thrivent Financial For Lutherans 1.29M (2.82%) -323.11K
Decreased by -25.13%
Dec 31, 23
16 State Street Corp 1.23M (2.69%) 5.56K
Increased by +0.45%
Sep 30, 24
17 Geode Capital Management, LLC 1.18M (2.58%) 22.32K
Increased by +1.90%
Sep 30, 24
18 State Street Corporation 1.13M (2.49%) 29.42K
Increased by +2.59%
Mar 31, 24
19 Principal Financial Group Inc 1.03M (2.26%) -170.53K
Decreased by -16.57%
Dec 31, 24
20 Eventide Asset Management, LLC 956.46K (2.10%) 369.73K
Increased by +38.66%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 2.54M (5.57%) 556.74K
Increased by +21.93%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.27%) 0.00
Increased by 0.00%
Dec 31, 24
3 Baillie Gifford US Equity Growth 1.41M (3.09%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard US Growth Investor 1.41M (3.09%) -116.93K
Decreased by -8.31%
Dec 31, 24
5 iShares Russell 2000 ETF 1.37M (3.00%) -10.40K
Decreased by -0.76%
Jan 31, 25
6 ClearBridge Small Cap Growth 1.32M (2.90%) -129.60K
Decreased by -9.81%
Dec 31, 24
7 ClearBridge Small Cap Growth A 1.32M (2.90%) -369.10K
Decreased by -27.95%
Dec 31, 24
8 Vanguard Small Cap Index 1.23M (2.70%) 21.22K
Increased by +1.72%
Dec 31, 24
9 Vanguard Information Technology ETF 1.15M (2.53%) 17.78K
Increased by +1.54%
Dec 31, 24
10 Delaware US Small Cap Core Equity (SMA) 1.05M (2.31%) 146.16K
Increased by +13.87%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 1.05M (2.31%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Jennison SMid Cap Core Equity 1.00M (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 PGIM Jennison Small Company A 1.00M (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
14 Eventide Gilead N 887.27K (1.95%) 336.42K
Increased by +37.92%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 781.75K (1.71%) 16.46K
Increased by +2.11%
Dec 31, 24
16 Fidelity® Small Cap Growth 765.42K (1.68%) -929.00
Decreased by -0.12%
Oct 31, 23
17 First Trust Cloud Computing ETF 756.83K (1.66%) 0.00
Increased by 0.00%
Jan 30, 25
18 Baron Opp. Small Cap Growth Strategy 750.00K (1.64%) -225.00K
Decreased by -30.00%
Jun 30, 24
19 Baron Small Cap Retail 750.00K (1.64%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 Columbia Acorn Inst 738.13K (1.62%) 0.00
Increased by 0.00%
Nov 30, 24