Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGIN_old 3.64%
2 BICK 2.22%
3 DGIN 1.20%
4 JIG 0.52%
5 MXDE 0.45%
6 IWO 0.17%
7 IWO 0.15%
8 GMF 0.11%
9 IWM 0.09%
10 IWM 0.08%
11 GBUY_old 0.07%
12 ACSG 0.04%
13 EMCR 0.04%
14 ACWF 0.04%
15 BKEM 0.03%
16 GLOF 0.03%
17 SPEM 0.03%
18 MFEM 0.03%
19 IWV 0.00%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.15M (8.56%) -973.69K
Decreased by -30.93%
Dec 31, 23
2 JPMorgan Chase & Co 2.50M (6.81%) 469.74K
Increased by +18.76%
Dec 31, 23
3 Macquarie Group Ltd 2.50M (6.79%) -5.16K
Decreased by -0.21%
Dec 31, 23
4 Artisan Partners Limited Partnership 1.92M (5.22%) 234.14K
Increased by +12.19%
Dec 31, 23
5 Acadian Asset Management LLC 1.76M (4.78%) -41.01K
Decreased by -2.34%
Dec 31, 23
6 Massachusetts Financial Services Company 1.55M (4.22%) 71.00K
Increased by +4.58%
Dec 31, 23
7 Diamond Hill Capital Management Inc 1.26M (3.43%) -45.00K
Decreased by -3.57%
Dec 31, 23
8 AllianceBernstein L.P. 1.17M (3.18%) 1.12M
Increased by +95.35%
Dec 31, 23
9 Allspring Global Investments Holdings, LLC 1.15M (3.13%) -82.13K
Decreased by -7.14%
Dec 31, 23
10 HHG PLC 1.03M (2.80%) -37.92K
Decreased by -3.69%
Dec 31, 23
11 Lord, Abbett & Co LLC 994.44K (2.71%) 75.32K
Increased by +7.57%
Dec 31, 23
12 Baillie Gifford & Co Limited. 979.37K (2.66%) -32.23K
Decreased by -3.29%
Dec 31, 23
13 Ensign Peak Advisors Inc 896.33K (2.44%) -318.94K
Decreased by -35.58%
Dec 31, 23
14 TimesSquare Capital Management, LLC 881.41K (2.40%) -1.33K
Decreased by -0.15%
Sep 30, 23
15 Wellington Management Company LLP 747.72K (2.03%) 28.83K
Increased by +3.86%
Dec 31, 23
16 Rice Hall James & Associates, LLC 728.47K (1.98%) 4.28K
Increased by +0.59%
Dec 31, 23
17 HARBOUR INVESTMENTS, INC. 32.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 Huntington National Bank 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 (Junk)CommonWealth PPS 0.00 (0.00%) -25.48K
Decreased by N/A%
Mar 31, 24
20 Ameriprise Financial Inc 0.00 (0.00%) -911.31K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Small-Mid Investor 1.21M (3.29%) 166.55K
Increased by +13.79%
Dec 31, 23
2 Artisan Non-U.S. Small-Mid Growth Comp 1.21M (3.29%) 166.55K
Increased by +13.79%
Dec 31, 23
3 Delaware Ivy Science and Technology C 1.18M (3.20%) 0.00
Increased by 0.00%
Dec 31, 23
4 Ivy Science/Technology Composite 1.18M (3.20%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity® Mid-Cap Stock 1.17M (3.20%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Mid-Cap Stock 1.12M (3.04%) 0.00
Increased by 0.00%
Feb 29, 24
7 Delaware Small Cap Core I 854.20K (2.32%) 12.99K
Increased by +1.52%
Feb 29, 24
8 Macquarie US Small Cap Core Equity 851.29K (2.32%) 0.00
Increased by 0.00%
Dec 31, 23
9 Ranger Small Cap 682.06K (1.86%) 3.27K
Increased by +0.48%
Dec 31, 23
10 DF Dent Mid Cap Growth 679.40K (1.85%) -4.30K
Decreased by -0.63%
Jan 31, 24
11 Diamond Hill Long-Short Inv 652.28K (1.77%) 87.99K
Increased by +13.49%
Feb 29, 24
12 Janus Henderson US Small Cap Growth 640.56K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
13 Janus Henderson Venture D 640.56K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Value 592.20K (1.61%) 41.30K
Increased by +6.97%
Feb 29, 24
15 MFS New Discovery I 576.94K (1.57%) 39.64K
Increased by +6.87%
Dec 31, 23
16 Select Enterprise Technology Services 560.49K (1.53%) -131.60K
Decreased by -23.48%
Nov 30, 23
17 Neumeier Poma Small Cap Value 530.29K (1.44%) 93.28K
Increased by +17.59%
Dec 31, 23
18 Diamond Hill Small-Mid Cap Equity 520.63K (1.42%) 956.00
Increased by +0.18%
Feb 29, 24
19 Fidelity Select Enterprise Tech Svcs 441.85K (1.20%) -118.64K
Decreased by -26.85%
Dec 31, 23
20 AB Discovery Value Advisor 397.83K (1.08%) -22.20K
Decreased by -5.58%
Feb 29, 24