Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.26%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.80%
8 XSW 0.69%
9 DFE 0.66%
10 SKYY 0.59%
11 SMIZ 0.55%
12 FFTY 0.48%
13 SOCL 0.42%
14 SKYU 0.42%
15 RFAP 0.41%
16 SNSR 0.33%
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 (12.80%) 141.14K
Increased by +2.40%
Dec 31, 24
2 Cadian Capital Management LP 4.55M (9.89%) 263.27K
Increased by +5.79%
Dec 31, 24
3 BlackRock Inc 4.16M (9.04%) 110.95K
Increased by +2.67%
Dec 31, 24
4 Wellington Management Company LLP 3.58M (7.79%) -179.04K
Decreased by -5.00%
Dec 31, 24
5 Baillie Gifford & Co Limited. 3.49M (7.60%) -237.34K
Decreased by -6.79%
Dec 31, 24
6 ClearBridge Advisors, LLC 2.56M (5.58%) -325.64K
Decreased by -12.70%
Dec 31, 24
7 Dorsey Asset Management, LLC 2.31M (5.01%) 330.15K
Increased by +14.32%
Dec 31, 24
8 Jennison Associates LLC 2.17M (4.72%) 7.31K
Increased by +0.34%
Dec 31, 24
9 Amvescap Plc. 2.07M (4.51%) 115.25K
Increased by +5.56%
Mar 31, 24
10 Wasatch Advisors LP 1.83M (3.98%) -127.40K
Decreased by -6.96%
Dec 31, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.77M (3.85%) 1.40M
Increased by +79.20%
Dec 31, 24
12 Wasatch Advisors Inc. 1.75M (3.81%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.22%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (3.10%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.41M (3.06%) -540.26K
Decreased by -38.45%
Dec 31, 24
16 Thrivent Financial For Lutherans 1.29M (2.80%) -323.11K
Decreased by -25.13%
Dec 31, 23
17 State Street Corp 1.27M (2.76%) 44.23K
Increased by +3.48%
Dec 31, 24
18 Geode Capital Management, LLC 1.18M (2.57%) 8.38K
Increased by +0.71%
Dec 31, 24
19 State Street Corporation 1.13M (2.46%) 29.42K
Increased by +2.59%
Mar 31, 24
20 Principal Financial Group Inc 1.03M (2.24%) -170.53K
Decreased by -16.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 2.54M (5.52%) 556.74K
Increased by +21.93%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.30%) 0.00
Increased by 0.00%
Feb 28, 25
3 Baillie Gifford US Equity Growth 1.41M (3.06%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard US Growth Investor 1.41M (3.06%) -116.93K
Decreased by -8.31%
Dec 31, 24
5 iShares Russell 2000 ETF 1.33M (2.89%) -11.49K
Decreased by -0.86%
Mar 31, 25
6 Vanguard Small Cap Index 1.23M (2.68%) 1.01K
Increased by +0.08%
Feb 28, 25
7 ClearBridge Small Cap Growth A 1.22M (2.65%) -76.05K
Decreased by -6.23%
Feb 28, 25
8 ClearBridge Small Cap Growth 1.19M (2.59%) -106.00K
Decreased by -8.90%
Feb 28, 25
9 Vanguard Information Technology ETF 1.17M (2.55%) 3.64K
Increased by +0.31%
Feb 28, 25
10 Delaware US Small Cap Core Equity (SMA) 1.05M (2.29%) 146.16K
Increased by +13.87%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 1.05M (2.29%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Jennison SMid Cap Core Equity 1.00M (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
13 PGIM Jennison Small Company A 1.00M (2.18%) 0.00
Increased by 0.00%
Feb 28, 25
14 Eventide Gilead N 887.27K (1.93%) 336.42K
Increased by +37.92%
Mar 31, 24
15 First Trust Cloud Computing ETF 886.96K (1.93%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 783.11K (1.70%) 1.15K
Increased by +0.15%
Feb 28, 25
17 Fidelity® Small Cap Growth 765.42K (1.66%) -929.00
Decreased by -0.12%
Oct 31, 23
18 Baron Opp. Small Cap Growth Strategy 750.00K (1.63%) -225.00K
Decreased by -30.00%
Jun 30, 24
19 Baron Small Cap Retail 750.00K (1.63%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 Wasatch Small Cap Growth Investor 702.61K (1.53%) -7.41K
Decreased by -1.05%
Dec 31, 24