Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 4.49%
2 UTRN 4.08%
3 FBT 3.35%
4 PBE 2.45%
5 JSMD 2.31%
6 BBH 1.88%
7 BMED 1.82%
8 PXMG 1.82%
9 SMAP 1.73%
10 FRTY 1.72%
11 NBSM 1.69%
12 TSME 1.66%
13 FMED 1.59%
14 SMCO 1.53%
15 SYNB 1.52%
16 RSPH 1.41%
17 RYH 1.36%
18 RNMC 1.17%
19 BIS 1.02%
20 ZBIO 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.32M (11.72%) 137.11K
Increased by +0.75%
Sep 30, 24
2 BlackRock Inc 13.84M (8.86%) -1.15M
Decreased by -8.30%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 9.42M (6.03%) 898.54K
Increased by +9.53%
Sep 30, 24
4 State Street Corp 6.40M (4.09%) 95.13K
Increased by +1.49%
Sep 30, 24
5 State Street Corporation 6.37M (4.08%) 40.76K
Increased by +0.64%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.66M (2.98%) -4.16M
Decreased by -89.40%
Sep 30, 24
7 BAMCO Inc 4.45M (2.84%) -331.05K
Decreased by -7.45%
Sep 30, 24
8 Ameriprise Financial Inc 4.39M (2.81%) 283.18K
Increased by +6.46%
Sep 30, 24
9 Geode Capital Management, LLC 3.90M (2.50%) -3.74K
Decreased by -0.10%
Sep 30, 24
10 Neuberger Berman Group LLC 3.52M (2.25%) -19.80K
Decreased by -0.56%
Sep 30, 24
11 Amvescap Plc. 3.46M (2.22%) 311.07K
Increased by +8.99%
Sep 30, 24
12 DF Dent & Co Inc 3.30M (2.11%) -75.67K
Decreased by -2.29%
Sep 30, 24
13 Mackenzie Investments 2.85M (1.83%) -7.59K
Decreased by -0.27%
Sep 30, 24
14 Mairs & Power Inc 2.70M (1.73%) -43.60K
Decreased by -1.62%
Sep 30, 24
15 Champlain Investment Partners, LLC 2.61M (1.67%) -70.89K
Decreased by -2.72%
Sep 30, 24
16 Massachusetts Financial Services Company 2.58M (1.65%) -9.00K
Decreased by -0.35%
Sep 30, 24
17 Macquarie Group Ltd 2.49M (1.60%) -18.70K
Decreased by -0.75%
Sep 30, 24
18 Bank of New York Mellon Corp 2.44M (1.56%) -272.07K
Decreased by -11.14%
Sep 30, 24
19 Wellington Management Company LLP 2.40M (1.53%) -157.09K
Decreased by -6.56%
Sep 30, 23
20 William Blair Investment Management, LLC 2.17M (1.39%) -62.77K
Decreased by -2.89%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 6.62M (4.23%) 0.00
Increased by 0.00%
Dec 31, 24
2 US Small-Cap Growth II Equity Comp 6.62M (4.23%) 780.85K
Increased by +11.80%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.97M (3.18%) 4.83K
Increased by +0.10%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 4.30M (2.75%) 66.60K
Increased by +1.55%
Dec 31, 24
5 Vanguard Small Cap Index 4.05M (2.59%) 44.69K
Increased by +1.10%
Dec 31, 24
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%) -40.05K
Decreased by -1.64%
Nov 30, 24
8 Champlain Mid Cap Fund, LLC 2.40M (1.53%) -40.58K
Decreased by -1.69%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 2.29M (1.47%) 91.44K
Increased by +3.99%
Dec 31, 24
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 Fidelity 500 Index 1.97M (1.26%) 25.16K
Increased by +1.28%
Dec 31, 24
15 Invesco S&P 500® Equal Weight ETF 1.96M (1.26%) -1.01K
Decreased by -0.05%
Jan 30, 25
16 SPDR® S&P 500® ETF Trust 1.95M (1.24%) -93.00
Decreased by -0.00%
Jan 30, 25
17 SPDR® S&P 500 ETF Trust 1.87M (1.19%) 4.18K
Increased by +0.22%
Apr 30, 24
18 iShares Core S&P 500 ETF 1.85M (1.19%) -3.20K
Decreased by -0.17%
Jan 29, 25
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