Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWN 0.01%
3 IWM 0.00%
4 RSSL 0.00%
5 UWM 0.00%
6 AVSC 0.00%
7 URTY 0.00%
8 IWO 0.00%
9 HDG 0.00%
10 DFAT 0.00%
11 DFAS 0.00%
12 IWV 0.00%
13 DFAC 0.00%
14 DFUS 0.00%
15 DFAU 0.00%
16 VCR 0.00%
17 VTHR 0.00%
18 VTI 0.00%
19 VTWG 0.00%
20 VTWO 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 Goldman Sachs Group Inc 5.97M (7.36%) -1.32M
Decreased by -22.19%
Jun 30, 24
3 Needham Investment Management, LLC 5.79M (7.14%) 885.00K
Increased by +15.30%
Jun 30, 24
4 BlackRock Inc 5.14M (6.34%) 392.51K
Increased by +7.64%
Jun 30, 24
5 Vanguard Group Inc 4.42M (5.45%) 136.65K
Increased by +3.09%
Sep 30, 24
6 Bares Capital Management Inc 4.25M (5.24%) 701.20K
Increased by +16.50%
Jun 30, 24
7 Fidelity International Ltd 3.20M (3.95%) 48.62K
Increased by +1.52%
Jun 30, 24
8 FMR Inc 3.00M (3.70%) -3.73K
Decreased by -0.12%
Jun 30, 24
9 Ameriprise Financial Inc 2.98M (3.68%) 73.27K
Increased by +2.46%
Jun 30, 24
10 Upfront Ventures Management, LLC 2.32M (2.86%) -1.31M
Decreased by -56.28%
Jun 30, 23
11 Geode Capital Management, LLC 1.81M (2.24%) 147.69K
Increased by +8.14%
Jun 30, 24
12 State Street Corp 1.43M (1.76%) 9.30K
Increased by +0.65%
Jun 30, 24
13 State Street Corporation 1.42M (1.75%) 10.31K
Increased by +0.73%
Mar 31, 24
14 Acadian Asset Management LLC 1.10M (1.36%) 30.26K
Increased by +2.74%
Mar 31, 24
15 D. E. Shaw & Co LP 1.05M (1.29%) 119.75K
Increased by +11.45%
Jun 30, 24
16 Thrivent Financial For Lutherans 930.22K (1.15%) -5.45M
Decreased by -585.82%
Jun 30, 24
17 Blair William & Co 911.65K (1.12%) 674.85K
Increased by +74.03%
Jun 30, 24
18 Jacobs Levy Equity Management, Inc. 835.20K (1.03%) 805.10K
Increased by +96.40%
Jun 30, 24
19 Fuller & Thaler Asset Management Inc 796.81K (0.98%) -30.52K
Decreased by -3.83%
Sep 30, 23
20 Granahan Investment Management Inc.. 772.30K (0.95%) -220.71K
Decreased by -28.58%
Dec 31, 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%
Sep 30, 24
2 Needham Aggressive Growth Retail 6.20M (7.65%) 415.00K
Increased by +6.69%
Sep 30, 24
3 Columbia Small Cap Value I 3.62M (4.46%) 1.90M
Increased by +52.66%
Sep 30, 24
4 Columbia Small Cap Value I A 3.62M (4.46%) 0.00
Increased by 0.00%
Oct 31, 24
5 BBH Partner Fund Small Cap Equity 3.49M (4.31%) -260.10K
Decreased by -7.45%
Jul 31, 24
6 Fidelity Climate Leadership F 3.20M (3.95%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Total Stock Mkt Idx Inv 2.41M (2.98%) 0.00
Increased by 0.00%
Oct 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 2.06M (2.54%) -4.63K
Decreased by -0.23%
Oct 31, 24
11 Fidelity Special Situations Series F 1.22M (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
12 Columbia VP Small Cap Value 1 1.14M (1.41%) -5.37K
Decreased by -0.47%
Oct 31, 24
13 Fidelity Global Innovators Cl F 1.13M (1.39%) -4.72K
Decreased by -0.42%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.39%) 0.00
Increased by 0.00%
Sep 30, 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 824.03K (1.02%) 7.17K
Increased by +0.87%
Aug 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 742.10K (0.92%) 17.35K
Increased by +2.34%
Sep 30, 24
20 Fidelity® Small Cap Index 693.03K (0.85%) 18.31K
Increased by +2.64%
Oct 31, 23