Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 2.27%
2 BOUT 2.08%
3 IVES 1.19%
4 FYC 0.99%
5 WISE 0.80%
6 HAPS 0.74%
7 FYX 0.51%
8 FDMO 0.48%
9 FNY 0.46%
10 EHLS 0.46%
11 AFSM 0.46%
12 XSW 0.44%
13 DWAS 0.41%
14 VTWG 0.37%
15 PSC 0.35%
16 FSCC 0.31%
17 SCDS 0.28%
18 JHSC 0.28%
19 IWO 0.28%
20 FFTY 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.03M (9.61%) 2.31M
Increased by +12.14%
Jun 30, 24
2 BlackRock Inc 14.24M (7.19%) 1.63M
Increased by +11.44%
Jun 30, 24
3 GPI CAPITAL, L.P. 10.24M (5.17%) -6.00M
Decreased by -58.61%
Jun 30, 24
4 Granahan Investment Management Inc.. 5.70M (2.88%) -2.53M
Decreased by -44.31%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 4.56M (2.30%) 3.48M
Increased by +76.26%
Jun 30, 24
6 State Street Corp 3.73M (1.88%) 284.89K
Increased by +7.64%
Jun 30, 24
7 Geode Capital Management, LLC 3.59M (1.81%) 419.43K
Increased by +11.68%
Jun 30, 24
8 State Street Corporation 3.45M (1.74%) 33.80K
Increased by +0.98%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 3.30M (1.67%) 3.21M
Increased by +97.24%
Jun 30, 24
10 Lord, Abbett & Co LLC 3.09M (1.56%) 2.00M
Increased by +64.73%
Jun 30, 24
11 ClearBridge Advisors, LLC 3.00M (1.52%) -29.26K
Decreased by -0.98%
Jun 30, 24
12 Praesidium Capital Mgmt 2.68M (1.35%) -2.83M
Decreased by -105.82%
Jun 30, 24
13 Capital World Investors 2.67M (1.35%) -2.19K
Decreased by -0.08%
Jun 30, 24
14 UBS Asset Mgmt Americas Inc 2.62M (1.32%) 2.45M
Increased by +93.74%
Jun 30, 24
15 Ophir Asset Management Pty Ltd 2.29M (1.16%) 56.96K
Increased by +2.49%
Mar 31, 24
16 Fuller & Thaler Asset Management Inc 2.27M (1.14%) 456.05K
Increased by +20.13%
Jun 30, 24
17 Nuveen Asset Management, LLC 2.25M (1.14%) 1.40M
Increased by +62.19%
Jun 30, 24
18 Intrinsic Edge Capital Management, LLC 2.11M (1.07%) 2.11M
Increased by +100.00%
Mar 31, 24
19 Renaissance Technologies Corp 2.02M (1.02%) 929.80K
Increased by +46.05%
Jun 30, 24
20 Massachusetts Financial Services Company 1.97M (0.99%) -2.36M
Decreased by -120.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.75M (2.90%) 633.82K
Increased by +11.02%
Sep 30, 24
2 iShares Russell 2000 ETF 4.61M (2.33%) -10.36K
Decreased by -0.22%
Oct 31, 24
3 Vanguard Small Cap Index 4.54M (2.29%) 459.04K
Increased by +10.11%
Sep 30, 24
4 Vanguard Information Technology ETF 3.58M (1.81%) 8.47K
Increased by +0.24%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 3.01M (1.52%) 644.17K
Increased by +21.38%
Sep 30, 24
6 UBS: US Equity Small Cap Growth 2.86M (1.45%) 2.86M
Increased by +100.00%
Jun 30, 24
7 Vanguard Small Cap Growth Index Inv 2.50M (1.26%) 248.13K
Increased by +9.91%
Sep 30, 24
8 ClearBridge Small Cap Growth 2.25M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
9 ClearBridge Small Cap Growth A 2.25M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
10 Lord Abbett & Co. Growth Equity- SA 2.24M (1.13%) 2.24M
Increased by +100.00%
Sep 30, 24
11 Lord Abbett Growth Leaders I 2.24M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price Science & Tech 2.10M (1.06%) 1.36M
Increased by +64.67%
Sep 30, 24
13 American Funds New Economy A 1.90M (0.96%) -677.97K
Decreased by -35.68%
Sep 30, 24
14 Capital Group New Economy Comp 1.90M (0.96%) -677.97K
Decreased by -35.68%
Sep 30, 24
15 Lord Abbett Developing Growth A 1.80M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
16 FullerThaler Behavioral Sm-Cp Gr R6 1.70M (0.86%) 136.31K
Increased by +8.01%
Sep 30, 24
17 Fidelity Small Cap Index 1.69M (0.85%) -42.71K
Decreased by -2.53%
Aug 31, 24
18 iShares Russell 2000 Growth ETF 1.59M (0.80%) 0.00
Increased by 0.00%
Oct 31, 24
19 FullerThaler Behavioral Small-Cap Growth 1.59M (0.80%) 165.73K
Increased by +10.43%
Aug 31, 24
20 Oberweis Small-Cap Opportunities 1.40M (0.71%) 401.50K
Increased by +28.59%
Jun 30, 24