Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.46%
2 HTEC 1.45%
3 JSML 0.90%
4 PSCH 0.87%
5 JSMD 0.25%
6 SSPX 0.23%
7 SQLV 0.19%
8 QSML 0.18%
9 PSC 0.17%
10 OASC 0.17%
11 VIOG 0.16%
12 ESIX 0.15%
13 SLYG 0.11%
14 VIOO 0.11%
15 IJT 0.11%
16 VTWG 0.11%
17 QVMS 0.11%
18 CSA 0.11%
19 CSF 0.10%
20 DMRM 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 10.77M (28.30%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 7.49M (19.68%) -234.50K
Decreased by -3.13%
Jun 30, 24
3 Vanguard Group Inc 5.54M (14.55%) 43.31K
Increased by +0.78%
Sep 30, 24
4 State Street Corporation 1.94M (5.09%) 1.82K
Increased by +0.09%
Mar 31, 24
5 State Street Corp 1.93M (5.07%) -6.12K
Decreased by -0.32%
Jun 30, 24
6 Jackson Square Partners, LLC 1.69M (4.46%) -390.44K
Decreased by -23.03%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 1.56M (4.09%) -327.77K
Decreased by -21.06%
Jun 30, 24
8 Baillie Gifford & Co Limited. 1.46M (3.84%) -2.22M
Decreased by -152.13%
Sep 30, 24
9 Palo Alto Investors, LLC 1.38M (3.63%) 2.03K
Increased by +0.15%
Jun 30, 24
10 Geode Capital Management, LLC 1.14M (3.00%) 43.10K
Increased by +3.77%
Jun 30, 24
11 Citadel Advisors Llc 945.57K (2.49%) 631.95K
Increased by +66.83%
Sep 30, 23
12 E Fund Management Co., Ltd. 782.30K (2.06%) -120.00K
Decreased by -15.34%
Sep 30, 23
13 Geneva Capital Management 695.41K (1.83%) 2.24K
Increased by +0.32%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 682.32K (1.79%) 222.67K
Increased by +32.63%
Sep 30, 24
15 Defender Capital, LLC. 677.62K (1.78%) 28.43K
Increased by +4.20%
Sep 30, 24
16 Anatole Investment Management Ltd 665.14K (1.75%) -1.44M
Decreased by -215.93%
Dec 31, 23
17 Northern Trust Corp 627.79K (1.65%) -13.08K
Decreased by -2.08%
Sep 30, 24
18 Kayne Anderson Rudnick Investment Management LLC 592.62K (1.56%) 197.72K
Increased by +33.36%
Jun 30, 24
19 Goldman Sachs Group Inc 582.75K (1.53%) -257.52K
Decreased by -44.19%
Dec 31, 23
20 ClearBridge Advisors, LLC 539.90K (1.42%) -1.48K
Decreased by -0.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.13M (8.24%) 3.25K
Increased by +0.10%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.56M (4.09%) -360.00
Decreased by -0.02%
Oct 31, 24
3 iShares Russell 2000 ETF 1.27M (3.34%) -2.86K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 1.24M (3.25%) 2.40K
Increased by +0.19%
Oct 31, 24
5 E Fund Asian Elite 770.00K (2.02%) 0.00
Increased by 0.00%
Jun 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 741.48K (1.95%) -16.69K
Decreased by -2.25%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 679.35K (1.79%) 378.00
Increased by +0.06%
Oct 31, 24
8 Fidelity Small Cap Index 506.80K (1.33%) -12.39K
Decreased by -2.45%
Aug 31, 24
9 Edinburgh Worldwide Ord 503.36K (1.32%) 0.00
Increased by 0.00%
Jun 30, 24
10 Fidelity® Small Cap Index 468.63K (1.23%) 12.52K
Increased by +2.67%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 438.73K (1.15%) 0.00
Increased by 0.00%
Oct 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 435.79K (1.15%) 3.28K
Increased by +0.75%
Oct 31, 24
13 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.14%) 0.00
Increased by 0.00%
Apr 30, 24
14 ClearBridge Small Cap Growth A 423.95K (1.11%) -1.71K
Decreased by -0.40%
Sep 30, 23
15 Jackson Square SMID-Cap Growth IS 401.41K (1.06%) -45.48K
Decreased by -11.33%
Dec 31, 23
16 Virtus KAR Mid-Cap Growth A 386.96K (1.02%) 142.89K
Increased by +36.93%
Jun 30, 24
17 Vanguard Tax-Managed Small Cap Adm 350.06K (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
18 Old Westbury Small & Mid Cap Strategies 349.15K (0.92%) 26.45K
Increased by +7.57%
Apr 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 310.51K (0.82%) -10.80K
Decreased by -3.48%
Oct 31, 24
20 Baillie Gifford Global Discovery A Acc 302.27K (0.79%) -81.78K
Decreased by -27.06%
Sep 30, 24