Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.11%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.86%
8 DFE 0.66%
9 XSW 0.61%
10 SOCL 0.61%
11 SKYY 0.49%
12 SNSR 0.48%
13 FFTY 0.48%
14 SMIZ 0.46%
15 RFAP 0.41%
16 SKYU 0.29%
17 MMSC 0.23%
18 DLS 0.23%
19 ANEW 0.22%
20 HAPS 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.68M (12.06%) 517.54K
Increased by +9.11%
Jun 30, 24
2 BlackRock Inc 4.01M (8.51%) -4.59K
Decreased by -0.11%
Jun 30, 24
3 Baillie Gifford & Co Limited. 3.81M (8.09%) -257.16K
Decreased by -6.75%
Jun 30, 24
4 Wellington Management Company LLP 3.24M (6.88%) 450.00K
Increased by +13.88%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 3.12M (6.61%) 1.68M
Increased by +53.78%
Jun 30, 24
6 Cadian Capital Management LP 2.96M (6.29%) 2.96M
Increased by +100.00%
Jun 30, 24
7 ClearBridge Advisors, LLC 2.69M (5.72%) 100.89K
Increased by +3.74%
Jun 30, 24
8 Jennison Associates LLC 2.14M (4.55%) 5.65K
Increased by +0.26%
Jun 30, 24
9 Macquarie Group Ltd 2.12M (4.51%) -113.48K
Decreased by -5.34%
Jun 30, 24
10 Amvescap Plc. 2.07M (4.40%) 115.25K
Increased by +5.56%
Mar 31, 24
11 Wasatch Advisors LP 2.04M (4.32%) 271.86K
Increased by +13.34%
Jun 30, 24
12 Granahan Investment Management Inc.. 1.89M (4.02%) 294.69K
Increased by +15.57%
Jun 30, 24
13 Wasatch Advisors Inc. 1.75M (3.72%) 198.81K
Increased by +11.34%
Sep 30, 23
14 Dorsey Asset Management, LLC 1.73M (3.66%) 1.73M
Increased by +100.00%
Jun 30, 24
15 DF Dent & Co Inc 1.43M (3.03%) -11.37K
Decreased by -0.80%
Mar 31, 24
16 Thrivent Financial For Lutherans 1.29M (2.73%) -323.11K
Decreased by -25.13%
Dec 31, 23
17 State Street Corp 1.22M (2.59%) 87.75K
Increased by +7.18%
Jun 30, 24
18 Principal Financial Group Inc 1.20M (2.55%) 200.19K
Increased by +16.69%
Sep 30, 24
19 Geode Capital Management, LLC 1.15M (2.45%) 55.61K
Increased by +4.82%
Jun 30, 24
20 Ameriprise Financial Inc 1.14M (2.42%) -113.25K
Decreased by -9.92%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 1.98M (4.21%) 304.82K
Increased by +15.38%
Sep 30, 24
2 ClearBridge Small Cap Growth 1.69M (3.59%) 244.00K
Increased by +14.44%
Sep 30, 24
3 ClearBridge Small Cap Growth A 1.69M (3.59%) 244.00K
Increased by +14.44%
Sep 30, 24
4 Baillie Gifford US Equity Growth 1.52M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard US Growth Investor 1.52M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.49M (3.16%) 188.00
Increased by +0.01%
Sep 30, 24
7 iShares Russell 2000 ETF 1.28M (2.71%) -2.87K
Decreased by -0.22%
Oct 31, 24
8 Vanguard Small Cap Index 1.20M (2.55%) 5.01K
Increased by +0.42%
Sep 30, 24
9 Vanguard Information Technology ETF 1.11M (2.36%) 2.71K
Increased by +0.24%
Sep 30, 24
10 Delaware US Small Cap Core Equity (SMA) 1.05M (2.24%) 146.16K
Increased by +13.87%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 1.05M (2.24%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Jennison SMid Cap Core Equity 1.00M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
13 PGIM Jennison Small Company A 1.00M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
14 Eventide Gilead N 887.27K (1.88%) 336.42K
Increased by +37.92%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 767.30K (1.63%) 6.86K
Increased by +0.89%
Sep 30, 24
16 Fidelity® Small Cap Growth 765.42K (1.62%) -929.00
Decreased by -0.12%
Oct 31, 23
17 Baron Opp. Small Cap Growth Strategy 750.00K (1.59%) -225.00K
Decreased by -30.00%
Jun 30, 24
18 Baron Small Cap Retail 750.00K (1.59%) -225.00K
Decreased by -30.00%
Jun 30, 24
19 Columbia Acorn Inst 738.13K (1.57%) 0.00
Increased by 0.00%
Sep 30, 24
20 Delaware Small Cap Core I 711.24K (1.51%) -67.45K
Decreased by -9.48%
Sep 30, 24