Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.32%
2 EDOC 3.18%
3 XHE 1.95%
4 PSCH 1.54%
5 PINK 1.28%
6 PTH 1.25%
7 FMED 1.22%
8 QQQS 1.03%
9 FXH 1.01%
10 EKG 0.90%
11 SSLY 0.72%
12 LGHT 0.69%
13 BTEC 0.50%
14 MMSC 0.43%
15 PSC 0.34%
16 JMEE 0.34%
17 IJT 0.32%
18 FYC 0.27%
19 DWAS 0.27%
20 IHI 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.11M (17.06%) -12.46K
Decreased by -0.11%
Sep 30, 24
2 Vanguard Group Inc 7.36M (11.31%) -15.45K
Decreased by -0.21%
Sep 30, 24
3 Eminence Capital LLC 5.17M (7.94%) -319.57K
Decreased by -6.18%
Dec 31, 23
4 Capital World Investors 3.27M (5.01%) -400.00K
Decreased by -12.25%
Sep 30, 24
5 Marshall Wace Asset Management Ltd 3.12M (4.79%) 2.77M
Increased by +88.72%
Mar 31, 24
6 State Street Corp 2.66M (4.08%) 83.17K
Increased by +3.13%
Sep 30, 24
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.39M (3.67%) -118.16K
Decreased by -4.95%
Sep 30, 24
8 State Street Corporation 2.24M (3.44%) -33.59K
Decreased by -1.50%
Mar 31, 24
9 Fred Alger Management, LLC 1.98M (3.04%) -194.99K
Decreased by -9.85%
Sep 30, 24
10 Bellevue Group AG 1.85M (2.84%) 307.62K
Increased by +16.62%
Sep 30, 24
11 Citadel Advisors Llc 1.81M (2.78%) 1.16M
Increased by +64.32%
Jun 30, 24
12 GW&K Investment Management, LLC 1.80M (2.76%) 456.70K
Increased by +25.38%
Sep 30, 24
13 Jennison Associates LLC 1.78M (2.74%) -187.62K
Decreased by -10.53%
Sep 30, 24
14 Geode Capital Management, LLC 1.53M (2.34%) 18.19K
Increased by +1.19%
Sep 30, 24
15 Ameriprise Financial Inc 1.48M (2.27%) 688.75K
Increased by +46.51%
Jun 30, 24
16 Champlain Investment Partners, LLC 1.47M (2.26%) -160.37K
Decreased by -10.92%
Sep 30, 24
17 Millennium Management LLC 1.43M (2.20%) 380.70K
Increased by +26.54%
Sep 30, 24
18 Driehaus Capital Management LLC 1.32M (2.02%) 1.32M
Increased by +100.00%
Mar 31, 24
19 Stephens Inv Mgmt Group LLC 1.27M (1.96%) 138.26K
Increased by +10.85%
Sep 30, 24
20 Jacobs Levy Equity Management, Inc. 1.24M (1.91%) 24.95K
Increased by +2.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.23M (6.50%) -18.55K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.06M (3.17%) 2.32K
Increased by +0.11%
Dec 31, 24
3 American Funds New Perspective A 1.99M (3.06%) 0.00
Increased by 0.00%
Dec 31, 23
4 Capital Group New Perspective Comp 1.99M (3.06%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Explorer Inv 1.77M (2.72%) 133.02K
Increased by +7.50%
Sep 30, 24
6 iShares Russell 2000 ETF 1.76M (2.70%) -6.75K
Decreased by -0.38%
Dec 31, 24
7 Vanguard Small Cap Index 1.67M (2.57%) 21.96K
Increased by +1.31%
Dec 31, 24
8 Bellevue Healthcare Ord 1.52M (2.34%) 1.52M
Increased by +100.00%
Jul 31, 24
9 American Funds SMALLCAP World A 1.49M (2.28%) -2.42M
Decreased by -162.86%
Dec 31, 24
10 Select Medical Tech and Devcs 1.45M (2.23%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds IS® Growth-Income 1 1.24M (1.90%) 329.50K
Increased by +26.58%
Sep 30, 23
12 Capital Group Core Equity Composite 1.24M (1.90%) 329.50K
Increased by +26.58%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.54%) 19.98K
Increased by +1.99%
Dec 31, 24
14 Champlain Small Company Fund, LLC 963.15K (1.48%) -53.56K
Decreased by -5.56%
Dec 31, 24
15 Vanguard Small Cap Growth Index Inv 945.90K (1.45%) 38.80K
Increased by +4.10%
Dec 31, 24
16 Brown Capital Mgmt Small Co Inv 852.00K (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
17 Stephens SMID Select Growth 814.13K (1.25%) 131.67K
Increased by +16.17%
Sep 30, 24
18 Fidelity Small Cap Index 661.39K (1.02%) 2.95K
Increased by +0.45%
Oct 31, 24
19 Paradice Global Small Mid Cap Strategy 627.52K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
20 Jennison SMid Cap Core Equity 619.23K (0.95%) 0.00
Increased by 0.00%
Sep 30, 24