Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.22%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.83%
8 XSW 0.70%
9 DFE 0.66%
10 SOCL 0.66%
11 SKYY 0.65%
12 SMIZ 0.52%
13 FFTY 0.48%
14 SNSR 0.48%
15 SKYU 0.42%
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 5.75M (12.19%) 63.05K
Increased by +1.10%
Sep 30, 24
2 Cadian Capital Management LP 4.29M (9.09%) 1.32M
Increased by +30.85%
Sep 30, 24
3 BlackRock Inc 4.05M (8.59%) 36.19K
Increased by +0.89%
Sep 30, 24
4 Wellington Management Company LLP 3.76M (7.98%) 519.41K
Increased by +13.81%
Sep 30, 24
5 Baillie Gifford & Co Limited. 3.73M (7.92%) -80.18K
Decreased by -2.15%
Sep 30, 24
6 ClearBridge Advisors, LLC 2.89M (6.13%) 195.60K
Increased by +6.77%
Sep 30, 24
7 Jennison Associates LLC 2.16M (4.59%) 21.19K
Increased by +0.98%
Sep 30, 24
8 Amvescap Plc. 2.07M (4.40%) 115.25K
Increased by +5.56%
Mar 31, 24
9 Dorsey Asset Management, LLC 1.98M (4.19%) 250.02K
Increased by +12.65%
Sep 30, 24
10 Wasatch Advisors LP 1.96M (4.16%) -79.33K
Decreased by -4.05%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.95M (4.13%) -1.17M
Decreased by -60.19%
Sep 30, 24
12 Wasatch Advisors Inc. 1.75M (3.72%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.14%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (3.03%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 Thrivent Financial For Lutherans 1.29M (2.73%) -323.11K
Decreased by -25.13%
Dec 31, 23
16 State Street Corp 1.23M (2.60%) 5.56K
Increased by +0.45%
Sep 30, 24
17 Granahan Investment Management Inc.. 1.22M (2.59%) -672.62K
Decreased by -55.13%
Sep 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 1.18M (2.49%) 22.32K
Increased by +1.90%
Sep 30, 24
20 State Street Corporation 1.13M (2.41%) 29.42K
Increased by +2.59%
Mar 31, 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 Vanguard US Growth Investor 1.52M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.49M (3.16%) 0.00
Increased by 0.00%
Dec 31, 24
4 Baillie Gifford US Equity Growth 1.41M (2.99%) -116.93K
Decreased by -8.31%
Nov 30, 24
5 iShares Russell 2000 ETF 1.35M (2.87%) -5.20K
Decreased by -0.38%
Dec 31, 24
6 ClearBridge Small Cap Growth 1.32M (2.80%) -129.60K
Decreased by -9.81%
Dec 31, 24
7 ClearBridge Small Cap Growth A 1.32M (2.80%) -369.10K
Decreased by -27.95%
Dec 31, 24
8 Vanguard Small Cap Index 1.23M (2.61%) 21.22K
Increased by +1.72%
Dec 31, 24
9 Vanguard Information Technology ETF 1.15M (2.44%) 17.78K
Increased by +1.54%
Dec 31, 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%
Dec 31, 24
13 PGIM Jennison Small Company A 1.00M (2.13%) 0.00
Increased by 0.00%
Dec 31, 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 781.75K (1.66%) 16.46K
Increased by +2.11%
Dec 31, 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 First Trust Cloud Computing ETF 748.21K (1.59%) 0.00
Increased by 0.00%
Dec 30, 24
20 Columbia Acorn Inst 738.13K (1.57%) 0.00
Increased by 0.00%
Nov 30, 24