Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 IWN 0.01%
3 VTWV 0.01%
4 VCR 0.01%
5 IWM 0.01%
6 RSSL 0.00%
7 UWM 0.00%
8 URTY 0.00%
9 IWO 0.00%
10 AVSC 0.00%
11 HDG 0.00%
12 IWV 0.00%
13 DFAT 0.00%
14 DFAS 0.00%
15 DFAC 0.00%
16 DFUS 0.00%
17 DFAU 0.00%
18 VTWO 0.00%
19 AVUS 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.71M (10.74%) 0.00
Increased by 0.00%
Sep 30, 24
2 Needham Investment Management, LLC 6.20M (7.65%) 415.00K
Increased by +6.69%
Sep 30, 24
3 Ameriprise Financial Inc 5.81M (7.17%) 2.83M
Increased by +48.71%
Sep 30, 24
4 BlackRock Inc 5.35M (6.59%) 205.30K
Increased by +3.84%
Sep 30, 24
5 Goldman Sachs Group Inc 5.22M (6.44%) -751.87K
Decreased by -14.41%
Sep 30, 24
6 Vanguard Group Inc 4.42M (5.45%) 136.65K
Increased by +3.09%
Sep 30, 24
7 Bares Capital Management Inc 4.25M (5.24%) 701.20K
Increased by +16.50%
Jun 30, 24
8 Fidelity International Ltd 3.37M (4.16%) 173.00K
Increased by +5.13%
Sep 30, 24
9 FMR Inc 3.00M (3.70%) -3.73K
Decreased by -0.12%
Jun 30, 24
10 Upfront Ventures Management, LLC 2.32M (2.86%) -1.31M
Decreased by -56.28%
Jun 30, 23
11 Blair William & Co 2.21M (2.73%) 1.30M
Increased by +58.77%
Sep 30, 24
12 Geode Capital Management, LLC 1.89M (2.33%) 74.33K
Increased by +3.93%
Sep 30, 24
13 State Street Corp 1.44M (1.78%) 12.98K
Increased by +0.90%
Sep 30, 24
14 State Street Corporation 1.42M (1.75%) 10.31K
Increased by +0.73%
Mar 31, 24
15 Acadian Asset Management LLC 1.10M (1.36%) 30.26K
Increased by +2.74%
Mar 31, 24
16 Thrivent Financial For Lutherans 930.22K (1.15%) -5.45M
Decreased by -585.82%
Jun 30, 24
17 Jacobs Levy Equity Management, Inc. 833.11K (1.03%) -2.09K
Decreased by -0.25%
Sep 30, 24
18 Fuller & Thaler Asset Management Inc 796.81K (0.98%) -30.52K
Decreased by -3.83%
Sep 30, 23
19 Granahan Investment Management Inc.. 772.30K (0.95%) -220.71K
Decreased by -28.58%
Dec 31, 23
20 Park West Asset Management LLC 750.00K (0.93%) 750.00K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.71M (10.74%) 0.00
Increased by 0.00%
Dec 31, 24
2 Needham Aggressive Growth Retail 6.37M (7.86%) 167.50K
Increased by +2.63%
Dec 31, 24
3 Columbia Small Cap Value I 3.62M (4.46%) 1.90M
Increased by +52.66%
Sep 30, 24
4 BBH Partner Fund Small Cap Equity 3.49M (4.31%) -260.10K
Decreased by -7.45%
Jul 31, 24
5 Fidelity Climate Leadership F 3.37M (4.16%) 0.00
Increased by 0.00%
Sep 30, 24
6 Columbia Small Cap Value I A 3.16M (3.90%) 6.00K
Increased by +0.19%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 2.41M (2.98%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity Small Cap Growth 2.25M (2.78%) -2.74K
Decreased by -0.12%
Oct 31, 23
9 Fidelity® Small Cap Growth 2.25M (2.78%) -2.74K
Decreased by -0.12%
Oct 31, 23
10 iShares Russell 2000 ETF 2.15M (2.65%) -8.28K
Decreased by -0.38%
Dec 31, 24
11 Fidelity Special Situations Series F 1.22M (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity Global Innovators Cl F 1.13M (1.39%) -4.72K
Decreased by -0.42%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
14 Columbia VP Small Cap Value 1 922.79K (1.14%) -33.80K
Decreased by -3.66%
Dec 31, 24
15 Fidelity Small Cap Growth K6 827.80K (1.02%) 2.74K
Increased by +0.33%
Oct 31, 23
16 Fidelity® Small Cap Growth K6 827.80K (1.02%) 2.74K
Increased by +0.33%
Oct 31, 23
17 Fidelity Small Cap Index 812.25K (1.00%) -582.00
Decreased by -0.07%
Oct 31, 24
18 Thrivent Small Cap Stock 770.86K (0.95%) -440.17K
Decreased by -57.10%
Apr 30, 24
19 Fidelity Climate Leadership Bal F5 750.54K (0.93%) 5.76K
Increased by +0.77%
Nov 30, 24
20 Fidelity® Small Cap Index 693.03K (0.85%) 18.31K
Increased by +2.64%
Oct 31, 23