Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWM 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 IBB 1000.00%
6 JKK 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 PBE 2.58%
11 PSCH 1.78%
12 SBIO 1.68%
13 PTH 1.39%
14 RZG 0.91%
15 SSLY 0.88%
16 WMCR 0.72%
17 XSMO 0.66%
18 BTEC 0.51%
19 XBI 0.46%
20 SLYG 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.97M (16.41%) 32.45K
Increased by +0.41%
Mar 31, 24
2 Brown Capital Management, LLC 4.95M (10.19%) -1.87M
Decreased by -37.73%
Mar 31, 24
3 Vanguard Group Inc 3.41M (7.03%) 39.35K
Increased by +1.15%
Mar 31, 24
4 State Street Corporation 3.21M (6.62%) 549.78K
Increased by +17.10%
Mar 31, 24
5 Conestoga Capital Advisors, LLC 2.33M (4.80%) -8.65K
Decreased by -0.37%
Mar 31, 24
6 FMR Inc 2.11M (4.34%) 1.52M
Increased by +71.97%
Mar 31, 24
7 RTW INVESTMENTS, LLC 1.61M (3.31%) -1.61M
Decreased by -100.00%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.30M (2.67%) -58.58K
Decreased by -4.51%
Dec 31, 23
9 GW&K Investment Management, LLC 1.23M (2.52%) -97.63K
Decreased by -7.97%
Mar 31, 24
10 Loomis, Sayles & Company LP 1.11M (2.28%) -35.23K
Decreased by -3.18%
Mar 31, 24
11 Macquarie Group Ltd 1.08M (2.23%) -63.50K
Decreased by -5.86%
Mar 31, 24
12 Geode Capital Management, LLC 1.06M (2.19%) 36.57K
Increased by +3.44%
Mar 31, 24
13 New York State Common Retirement Fund 1.06M (2.19%) 396.00
Increased by +0.04%
Mar 31, 24
14 BNP Paribas Investment Partners SA 1.02M (2.10%) 100.80K
Increased by +9.87%
Mar 31, 24
15 Goldman Sachs Group Inc 944.39K (1.94%) 461.42K
Increased by +48.86%
Dec 31, 23
16 William Blair Investment Management, LLC 841.68K (1.73%) 6.79K
Increased by +0.81%
Mar 31, 24
17 Congress Asset Management Company, LLP 836.48K (1.72%) 699.15K
Increased by +83.58%
Mar 31, 24
18 JPMorgan Chase & Co 691.63K (1.42%) 60.94K
Increased by +8.81%
Dec 31, 23
19 Geneva Capital Management 679.16K (1.40%) 206.20K
Increased by +30.36%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 641.22K (1.32%) -89.21K
Decreased by -13.91%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (6.48%) 5.82K
Increased by +0.18%
Jun 28, 24
2 Brown Capital Mgmt Small Co Inv 2.12M (4.36%) -1.75M
Decreased by -82.89%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.51M (3.10%) 1.39K
Increased by +0.09%
Jun 30, 24
4 Conestoga Small Cap Investors 1.43M (2.95%) -109.75K
Decreased by -7.65%
May 31, 24
5 iShares Russell 2000 ETF 1.18M (2.43%) 72.78K
Increased by +6.16%
Jun 28, 24
6 Fidelity Small Cap Growth 799.82K (1.65%) -2.86K
Decreased by -0.36%
Apr 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 737.65K (1.52%) 19.95K
Increased by +2.71%
Jun 30, 24
8 SPDR® S&P Biotech ETF 664.07K (1.37%) -20.07K
Decreased by -3.02%
Jun 30, 24
9 BNP Paribas Health Cr Innovtr Cl Cap 626.99K (1.29%) 87.00
Increased by +0.01%
May 31, 24
10 Loomis Sayles Small Cap Growth Instl 625.64K (1.29%) -8.59K
Decreased by -1.37%
May 31, 24
11 Delaware Ivy Small Cap Growth C 612.10K (1.26%) 9.88K
Increased by +1.61%
May 31, 24
12 Conestoga Small Cap Growth 566.61K (1.17%) -93.87K
Decreased by -16.57%
Jun 30, 24
13 Congress Asset Mgt Small Cap Growth 520.00K (1.07%) 518.89K
Increased by +99.79%
Jun 30, 24
14 Congress Small Cap Growth Institutional 520.00K (1.07%) 50.00K
Increased by +9.62%
Jun 30, 24
15 Fidelity Series Small Cap Opps 488.89K (1.01%) 70.00K
Increased by +14.32%
Apr 30, 24
16 Fidelity Small Cap Index 472.70K (0.97%) -4.35K
Decreased by -0.92%
Apr 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 468.24K (0.96%) -516.00
Decreased by -0.11%
Jun 28, 24
18 Fidelity® Small Cap Index 459.19K (0.95%) 12.40K
Increased by +2.70%
Oct 31, 23
19 JPM Thematics Genetic Thrps C2 Acc USD 446.76K (0.92%) -7.21K
Decreased by -1.61%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 428.00K (0.88%) 23.22K
Increased by +5.42%
Jun 28, 24