Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBUY 2.79%
2 GIGE 2.17%
3 FSGS 1.57%
4 RNSC 1.57%
5 SFLO 1.08%
6 XITK 0.91%
7 WCEO 0.82%
8 HAPS 0.70%
9 TMSL 0.43%
10 BFOR 0.39%
11 QSML 0.31%
12 FYT 0.19%
13 FYX 0.18%
14 EES 0.16%
15 GSSC 0.16%
16 IWO 0.15%
17 VTWG 0.14%
18 BBSC 0.13%
19 TMFX 0.11%
20 FYC 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.30M (13.96%) -32.62K
Decreased by -0.20%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 10.21M (8.75%) 8.16M
Increased by +79.94%
Sep 30, 24
3 BlackRock Inc 9.93M (8.50%) 500.99K
Increased by +5.05%
Jun 30, 24
4 Ancient Art, L.P. 7.34M (6.29%) 0.00
Increased by 0.00%
Sep 30, 24
5 Engine Capital Management LP 4.88M (4.18%) 4.88M
Increased by +100.00%
Sep 30, 24
6 Financial Gravity Wealth, Inc. 3.89M (3.34%) 0.00
Increased by 0.00%
Dec 31, 23
7 Capital Research & Mgmt Co - Division 3 3.33M (2.86%) 947.82K
Increased by +28.43%
Sep 30, 24
8 Divisadero Street Capital Management, LP 3.32M (2.84%) 822.52K
Increased by +24.77%
Jun 30, 24
9 Baillie Gifford & Co Limited. 3.29M (2.82%) -324.71K
Decreased by -9.86%
Sep 30, 24
10 State Street Corp 3.01M (2.58%) -274.23K
Decreased by -9.11%
Sep 30, 24
11 State Street Corporation 2.98M (2.55%) 71.56K
Increased by +2.40%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 2.93M (2.51%) 463.50K
Increased by +15.83%
Jun 30, 24
13 Geode Capital Management, LLC 2.87M (2.46%) -18.71K
Decreased by -0.65%
Sep 30, 24
14 Dorsey Asset Management, LLC 2.65M (2.27%) -78.15K
Decreased by -2.95%
Sep 30, 24
15 Citadel Advisors Llc 2.62M (2.25%) 334.73K
Increased by +12.77%
Sep 30, 23
16 Goldman Sachs Group Inc 2.44M (2.09%) -2.06M
Decreased by -84.49%
Mar 31, 24
17 Invenomic Capital Management, LP 2.33M (2.00%) 260.27K
Increased by +11.15%
Sep 30, 24
18 Lord, Abbett & Co LLC 2.18M (1.86%) 681.28K
Increased by +31.30%
Dec 31, 23
19 Allianz Asset Management AG 2.08M (1.78%) 2.08M
Increased by +100.00%
Jun 30, 24
20 Nuveen Asset Management, LLC 1.97M (1.69%) -759.28K
Decreased by -38.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price All-Cap Opportunities Fund 7.14M (6.11%) 277.80K
Increased by +3.89%
Sep 30, 24
2 T. Rowe Price US All-Cap Opp Eq Comp 7.14M (6.11%) 5.75M
Increased by +80.61%
Sep 30, 24
3 T. Rowe Price US All-Cap Opp Eq SMA 7.14M (6.11%) 5.75M
Increased by +80.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.93M (3.36%) 6.45K
Increased by +0.16%
Oct 31, 24
5 iShares Russell 2000 ETF 3.45M (2.96%) -7.21K
Decreased by -0.21%
Nov 27, 24
6 American Funds SMALLCAP World A 3.33M (2.86%) 947.82K
Increased by +28.43%
Sep 30, 24
7 Vanguard Small Cap Index 3.15M (2.70%) 6.15K
Increased by +0.20%
Oct 31, 24
8 Vanguard Strategic Equity Inv 1.99M (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.58%) -5.30K
Decreased by -0.29%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 1.73M (1.48%) 969.00
Increased by +0.06%
Oct 31, 24
11 Invenomic Institutional 1.67M (1.43%) 99.66K
Increased by +5.97%
Jul 31, 24
12 Vanguard Explorer Inv 1.47M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 Lord Abbett Developing Growth A 1.31M (1.12%) -6.84K
Decreased by -0.52%
Dec 31, 23
14 Fidelity Small Cap Index 1.27M (1.09%) -11.03K
Decreased by -0.87%
Sep 30, 24
15 Baillie Gifford Global Discovery A Acc 1.24M (1.06%) -2.26K
Decreased by -0.18%
Sep 30, 24
16 Fidelity® Small Cap Index 1.19M (1.02%) 31.78K
Increased by +2.66%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 1.13M (0.96%) 0.00
Increased by 0.00%
Nov 27, 24
18 T. Rowe Price Small-Cap Value 1.04M (0.89%) 561.12K
Increased by +53.99%
Sep 30, 24
19 Edinburgh Worldwide Ord 1.04M (0.89%) -202.78K
Decreased by -19.55%
Aug 31, 24
20 BBH Partner Fund Small Cap Equity 1.00M (0.86%) -250.00K
Decreased by -25.00%
Jul 31, 24