Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 4.58%
2 UTRN 4.08%
3 FBT 3.35%
4 PBE 2.61%
5 JSMD 2.31%
6 BBH 1.88%
7 PXMG 1.82%
8 SMCO 1.75%
9 TSME 1.73%
10 FRTY 1.72%
11 RSPH 1.60%
12 FMED 1.59%
13 SMAP 1.58%
14 NBSM 1.42%
15 BMED 1.38%
16 RYH 1.36%
17 SYNB 1.33%
18 RNMC 1.17%
19 IBB 1.02%
20 BIS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.59M (11.90%) 275.64K
Increased by +1.48%
Dec 31, 24
2 BlackRock Inc 14.04M (8.98%) 197.22K
Increased by +1.41%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 10.65M (6.82%) 1.23M
Increased by +11.54%
Dec 31, 24
4 State Street Corp 6.47M (4.14%) 76.69K
Increased by +1.18%
Dec 31, 24
5 State Street Corporation 6.37M (4.08%) 40.76K
Increased by +0.64%
Mar 31, 24
6 Mackenzie Investments 5.52M (3.53%) 2.66M
Increased by +48.25%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.76M (3.05%) 100.93K
Increased by +2.12%
Dec 31, 24
8 Ameriprise Financial Inc 4.70M (3.01%) 317.35K
Increased by +6.75%
Dec 31, 24
9 BAMCO Inc 4.14M (2.65%) -308.56K
Decreased by -7.46%
Dec 31, 24
10 Geode Capital Management, LLC 4.00M (2.56%) 98.66K
Increased by +2.47%
Dec 31, 24
11 Amvescap Plc. 3.82M (2.44%) 358.76K
Increased by +9.39%
Dec 31, 24
12 Neuberger Berman Group LLC 3.58M (2.29%) 65.69K
Increased by +1.83%
Dec 31, 24
13 DF Dent & Co Inc 3.20M (2.05%) -97.30K
Decreased by -3.04%
Dec 31, 24
14 Mairs & Power Inc 2.67M (1.71%) -23.03K
Decreased by -0.86%
Dec 31, 24
15 Massachusetts Financial Services Company 2.55M (1.63%) -28.24K
Decreased by -1.11%
Dec 31, 24
16 Bank of New York Mellon Corp 2.43M (1.56%) -11.01K
Decreased by -0.45%
Dec 31, 24
17 Champlain Investment Partners, LLC 2.42M (1.55%) -186.76K
Decreased by -7.72%
Dec 31, 24
18 Wellington Management Company LLP 2.40M (1.53%) -157.09K
Decreased by -6.56%
Sep 30, 23
19 Select Equity Group LP 2.34M (1.49%) 495.40K
Increased by +21.21%
Dec 31, 24
20 Macquarie Group Ltd 2.18M (1.40%) -310.65K
Decreased by -14.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 6.62M (4.23%) 780.85K
Increased by +11.80%
Dec 31, 24
2 T. Rowe Price New Horizons 6.61M (4.23%) -1.91K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.00M (3.20%) 15.38K
Increased by +0.31%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.40M (2.82%) 26.88K
Increased by +0.61%
Feb 28, 25
5 Vanguard Small Cap Index 4.06M (2.60%) 3.31K
Increased by +0.08%
Feb 28, 25
6 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.84%) -336.31K
Decreased by -11.72%
Mar 31, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 2.44M (1.56%) 0.00
Increased by 0.00%
Jan 31, 25
8 Champlain Mid Cap Fund, LLC 2.44M (1.56%) 100.37K
Increased by +4.12%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 2.28M (1.46%) -8.25K
Decreased by -0.36%
Feb 28, 25
10 Neuberger Berman Genesis Inv 2.20M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
11 Baron Growth Retail 2.20M (1.41%) -135.00K
Decreased by -6.14%
Dec 31, 24
12 Baron Small Cap Growth Strategy 2.20M (1.41%) -135.00K
Decreased by -6.14%
Dec 31, 24
13 Brown Capital Mgmt Small Co Inv 2.17M (1.39%) 326.01K
Increased by +15.03%
Dec 31, 23
14 Invesco S&P 500® Equal Weight ETF 1.99M (1.27%) 2.26K
Increased by +0.11%
Feb 28, 25
15 Fidelity 500 Index 1.98M (1.27%) 8.74K
Increased by +0.44%
Jan 31, 25
16 SPDR® S&P 500® ETF Trust 1.95M (1.25%) -14.51K
Decreased by -0.74%
Feb 28, 25
17 iShares Core S&P 500 ETF 1.87M (1.19%) -94.00
Decreased by -0.01%
Feb 28, 25
18 SPDR® S&P 500 ETF Trust 1.87M (1.19%) 4.18K
Increased by +0.22%
Apr 30, 24
19 Fidelity® 500 Index 1.83M (1.17%) 11.68K
Increased by +0.64%
Nov 30, 23
20 T. Rowe Price New Horizons Tr-Z 1.74M (1.11%) 320.48K
Increased by +18.42%
Dec 31, 24