Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 4.26%
2 UTRN 4.08%
3 FBT 3.35%
4 PBE 2.79%
5 JSMD 2.31%
6 BBH 2.03%
7 BMED 1.97%
8 PXMG 1.82%
9 TSME 1.75%
10 FRTY 1.72%
11 NBSM 1.68%
12 FMED 1.59%
13 RSPH 1.54%
14 SYNB 1.49%
15 RYH 1.36%
16 SMCO 1.34%
17 RNMC 1.17%
18 IBB 1.10%
19 MID 1.07%
20 BIS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.18M (11.57%) -90.58K
Decreased by -0.50%
Jun 30, 24
2 BlackRock Inc 14.99M (9.54%) -2.76M
Decreased by -18.40%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 8.82M (5.62%) 440.84K
Increased by +5.00%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 8.53M (5.43%) 2.78M
Increased by +32.60%
Jun 30, 24
5 State Street Corporation 6.37M (4.05%) 40.76K
Increased by +0.64%
Mar 31, 24
6 State Street Corp 6.30M (4.01%) -68.03K
Decreased by -1.08%
Jun 30, 24
7 BAMCO Inc 4.78M (3.04%) -221.62K
Decreased by -4.64%
Jun 30, 24
8 Ameriprise Financial Inc 4.10M (2.61%) 821.35K
Increased by +20.02%
Jun 30, 24
9 Geode Capital Management, LLC 3.91M (2.49%) 68.17K
Increased by +1.75%
Jun 30, 24
10 Neuberger Berman Group LLC 3.54M (2.25%) -38.92K
Decreased by -1.10%
Jun 30, 24
11 DF Dent & Co Inc 3.37M (2.15%) -22.64K
Decreased by -0.67%
Jun 30, 24
12 Amvescap Plc. 3.15M (2.01%) 23.92K
Increased by +0.76%
Jun 30, 24
13 Mackenzie Investments 2.86M (1.82%) 216.04K
Increased by +7.55%
Jun 30, 24
14 Mairs & Power Inc 2.74M (1.74%) -218.97K
Decreased by -7.99%
Jun 30, 24
15 Bank of New York Mellon Corp 2.71M (1.73%) -148.14K
Decreased by -5.46%
Jun 30, 24
16 Champlain Investment Partners, LLC 2.68M (1.70%) -67.46K
Decreased by -2.52%
Jun 30, 24
17 Massachusetts Financial Services Company 2.59M (1.65%) 88.26K
Increased by +3.41%
Jun 30, 24
18 Macquarie Group Ltd 2.53M (1.61%) 21.80K
Increased by +0.86%
Mar 31, 24
19 Select Equity Group LP 2.52M (1.60%) -494.71K
Decreased by -19.66%
Jun 30, 24
20 Brown Capital Management, LLC 2.43M (1.55%) -137.63K
Decreased by -5.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 5.83M (3.71%) 113.43K
Increased by +1.94%
Sep 30, 24
2 US Small-Cap Growth II Equity Comp 5.83M (3.71%) 894.41K
Increased by +15.33%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.05M (3.22%) 70.72K
Increased by +1.40%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.13M (2.63%) 2.27K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 3.97M (2.53%) -18.84K
Decreased by -0.47%
Sep 30, 24
6 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.83%) -336.31K
Decreased by -11.72%
Mar 31, 24
7 Champlain Mid Cap Fund, LLC 2.58M (1.64%) -19.79K
Decreased by -0.77%
Sep 30, 24
8 Baron Growth Retail 2.33M (1.49%) -165.00K
Decreased by -7.07%
Sep 30, 24
9 Baron Small Cap Growth Strategy 2.33M (1.49%) -165.00K
Decreased by -7.07%
Sep 30, 24
10 Neuberger Berman Genesis Inv 2.20M (1.40%) -10.42K
Decreased by -0.47%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.19M (1.40%) -11.94K
Decreased by -0.54%
Sep 30, 24
12 Eaton Vance Atlanta Capital SMID-Cap I 2.19M (1.39%) 0.00
Increased by 0.00%
Aug 31, 24
13 Brown Capital Mgmt Small Co Inv 2.17M (1.38%) 326.01K
Increased by +15.03%
Dec 31, 23
14 Fidelity 500 Index 1.94M (1.23%) -4.23K
Decreased by -0.22%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 1.91M (1.22%) 651.00
Increased by +0.03%
Oct 31, 24
16 SPDR® S&P 500 ETF Trust 1.87M (1.19%) 4.18K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 1.83M (1.17%) 11.68K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.75M (1.11%) -1.77K
Decreased by -0.10%
Oct 30, 24
19 Invesco S&P 500® Equal Weight ETF 1.74M (1.11%) 7.99K
Increased by +0.46%
Oct 31, 24
20 Delaware Ivy Mid Cap Growth A 1.71M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24