Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 MRAD 1.87%
3 VPOP 1.81%
4 WCLD 1.32%
5 NSCS 1.05%
6 MNA 1.05%
7 SOCL 0.72%
8 DFE 0.65%
9 XSW 0.58%
10 SNSR 0.53%
11 SKYY 0.51%
12 FFTY 0.48%
13 RFAP 0.41%
14 SKYU 0.34%
15 MMSC 0.23%
16 ANEW 0.22%
17 DLS 0.22%
18 SMLF 0.20%
19 TRFM 0.18%
20 FYC 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.16M (11.08%) 93.71K
Increased by +1.81%
Mar 31, 24
2 Baillie Gifford & Co Limited. 4.07M (8.73%) -44.54K
Decreased by -1.09%
Mar 31, 24
3 BlackRock Inc 4.02M (8.61%) -5.50K
Decreased by -0.14%
Mar 31, 24
4 Wellington Management Company LLP 2.79M (5.99%) -762.91K
Decreased by -27.31%
Mar 31, 24
5 ClearBridge Advisors, LLC 2.59M (5.56%) 61.57K
Increased by +2.37%
Mar 31, 24
6 Macquarie Group Ltd 2.24M (4.80%) 97.56K
Increased by +4.36%
Mar 31, 24
7 Jennison Associates LLC 2.14M (4.58%) 311.15K
Increased by +14.56%
Mar 31, 24
8 Amvescap Plc. 2.07M (4.45%) 115.25K
Increased by +5.56%
Mar 31, 24
9 Wasatch Advisors LP 1.77M (3.79%) 43.26K
Increased by +2.45%
Mar 31, 24
10 Wasatch Advisors Inc. 1.75M (3.76%) 198.81K
Increased by +11.34%
Sep 30, 23
11 Granahan Investment Management Inc.. 1.60M (3.43%) -103.24K
Decreased by -6.46%
Mar 31, 24
12 DF Dent & Co Inc 1.43M (3.06%) -11.37K
Decreased by -0.80%
Mar 31, 24
13 Blair William & Co 1.30M (2.80%) -5.90K
Decreased by -0.45%
Mar 31, 24
14 Thrivent Financial For Lutherans 1.29M (2.76%) -323.11K
Decreased by -25.13%
Dec 31, 23
15 Ameriprise Financial Inc 1.25M (2.69%) -25.72K
Decreased by -2.05%
Mar 31, 24
16 State Street Corporation 1.13M (2.43%) 29.42K
Increased by +2.59%
Mar 31, 24
17 Geode Capital Management, LLC 1.10M (2.35%) 42.47K
Increased by +3.87%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.02M (2.20%) 180.35K
Increased by +17.61%
Dec 31, 23
19 BAMCO Inc 975.00K (2.09%) 200.00K
Increased by +20.51%
Mar 31, 24
20 Eventide Asset Management, LLC 956.46K (2.05%) 369.73K
Increased by +38.66%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford US Equity Growth 1.52M (3.27%) 0.00
Increased by 0.00%
May 31, 24
2 Vanguard US Growth Investor 1.52M (3.27%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.49M (3.19%) -1.25K
Decreased by -0.08%
Jun 30, 24
4 ClearBridge Small Cap Growth 1.45M (3.10%) 0.00
Increased by 0.00%
Jun 30, 24
5 ClearBridge Small Cap Growth A 1.45M (3.10%) -60.40K
Decreased by -4.18%
Jun 30, 24
6 Vanguard Explorer Inv 1.38M (2.96%) -494.13K
Decreased by -35.78%
Mar 31, 24
7 iShares Russell 2000 ETF 1.20M (2.58%) 67.74K
Increased by +5.63%
Jun 28, 24
8 Vanguard Small Cap Index 1.19M (2.55%) -3.18K
Decreased by -0.27%
Jun 30, 24
9 Delaware Small Cap Core I 1.18M (2.53%) 0.00
Increased by 0.00%
May 31, 24
10 Vanguard Information Technology ETF 1.11M (2.38%) 15.74K
Increased by +1.42%
Jun 30, 24
11 Delaware US Small Cap Core Equity (SMA) 1.05M (2.26%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.05M (2.26%) 146.16K
Increased by +13.87%
Mar 31, 24
13 Jennison SMid Cap Core Equity 1.00M (2.15%) 0.00
Increased by 0.00%
Jun 30, 24
14 PGIM Jennison Small Company A 1.00M (2.15%) 0.00
Increased by 0.00%
Jun 30, 24
15 Columbia Acorn Inst 938.29K (2.01%) 105.02K
Increased by +11.19%
May 31, 24
16 Eventide Gilead N 887.27K (1.90%) 336.42K
Increased by +37.92%
Mar 31, 24
17 Wasatch Small Cap Growth Investor 768.82K (1.65%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity® Small Cap Growth 765.42K (1.64%) -929.00
Decreased by -0.12%
Oct 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 755.28K (1.62%) 19.65K
Increased by +2.60%
Jun 30, 24
20 Baron Opp. Small Cap Growth Strategy 750.00K (1.61%) -225.00K
Decreased by -30.00%
Jun 30, 24