Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 JKK 1000.00%
3 IBB 1000.00%
4 IHF 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ISCV 1000.00%
8 ITOT 1000.00%
9 IWC 1000.00%
10 IWM 1000.00%
11 IWN 1000.00%
12 IWO 1000.00%
13 IWV 1000.00%
14 XHS 0.65%
15 CSML 0.19%
16 JPSE 0.07%
17 IBBQ 0.06%
18 AVSC 0.06%
19 GBUY_old 0.05%
20 GSSC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 2.78M (10.69%) -306.26K
Decreased by -11.01%
Sep 30, 23
2 Granahan Investment Management Inc.. 2.49M (9.56%) -41.76K
Decreased by -1.68%
Sep 30, 23
3 BlackRock Inc 2.14M (8.21%) 4.48K
Increased by +0.21%
Sep 30, 23
4 Principal Financial Group Inc 1.48M (5.70%) 122.17K
Increased by +8.24%
Sep 30, 23
5 Vanguard Group Inc 1.44M (5.53%) 11.97K
Increased by +0.83%
Sep 30, 23
6 Bellevue Group AG 1.23M (4.72%) 103.99K
Increased by +8.47%
Sep 30, 23
7 Deerfield Management Co 946.62K (3.64%) 946.62K
Increased by +100.00%
Sep 30, 23
8 Kornitzer Capital Management Inc 648.22K (2.49%) 0.00
Increased by 0.00%
Sep 30, 23
9 Palisade Capital Management LLc 602.26K (2.31%) 57.00
Increased by +0.01%
Sep 30, 23
10 Millennium Management LLC 595.10K (2.29%) -440.50K
Decreased by -74.02%
Sep 30, 23
11 State Street Corporation 565.16K (2.17%) 29.84K
Increased by +5.28%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 555.40K (2.13%) 65.82K
Increased by +11.85%
Sep 30, 23
13 Jacobs Levy Equity Management, Inc. 547.40K (2.10%) 289.25K
Increased by +52.84%
Sep 30, 23
14 Geode Capital Management, LLC 536.24K (2.06%) 38.55K
Increased by +7.19%
Sep 30, 23
15 Citadel Advisors Llc 518.06K (1.99%) 461.77K
Increased by +89.14%
Sep 30, 23
16 GW&K Investment Management, LLC 493.98K (1.90%) 5.24K
Increased by +1.06%
Sep 30, 23
17 Invenomic Capital Management, LP 285.96K (1.10%) 7.14K
Increased by +2.50%
Sep 30, 23
18 Soleus Capital Management, L.P. 283.50K (1.09%) 283.50K
Increased by +100.00%
Sep 30, 23
19 Ameriprise Financial Inc 266.00K (1.02%) -51.95K
Decreased by -19.53%
Sep 30, 23
20 Portolan Capital Management, LLC 253.03K (0.97%) -178.45K
Decreased by -70.52%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Ultra Growth 1.10M (4.21%) -180.97K
Decreased by -16.53%
Sep 30, 23
2 Bellevue Healthcare Ord 927.41K (3.56%) 0.00
Increased by 0.00%
May 31, 23
3 Wasatch Small Cap Growth Investor 824.66K (3.17%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 796.17K (3.06%) 0.00
Increased by 0.00%
Nov 30, 23
5 JNL Multi-Manager Small Cap Growth A 773.58K (2.97%) -11.51K
Decreased by -1.49%
Sep 30, 23
6 iShares Russell 2000 ETF 661.91K (2.54%) 4.21K
Increased by +0.64%
Dec 29, 23
7 Buffalo Small Cap 608.12K (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
8 Kornitzer Small Cap Equity 608.12K (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
9 Granahan SMID Select 463.35K (1.78%) -41.88K
Decreased by -9.04%
Sep 30, 23
10 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 412.00K (1.58%) -13.90K
Decreased by -3.37%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 380.99K (1.46%) 16.00K
Increased by +4.20%
Nov 30, 23
12 Palisade Small Cap Core Equity 373.95K (1.44%) -729.00
Decreased by -0.19%
Sep 30, 23
13 Granahan US SMID Select I GBP Acc 340.69K (1.31%) -58.53K
Decreased by -17.18%
Nov 30, 23
14 Principal U.S. Small Cap Equity 338.30K (1.30%) 2.20K
Increased by +0.65%
Sep 30, 23
15 Principal SmallCap R5 333.00K (1.28%) -5.30K
Decreased by -1.59%
Nov 30, 23
16 Wasatch Micro Cap 309.06K (1.19%) -118.18K
Decreased by -38.24%
Sep 30, 23
17 Fidelity® Small Cap Index 240.44K (0.92%) 7.27K
Increased by +3.02%
Oct 31, 23
18 Granahan SC Advantage 226.11K (0.87%) -5.68K
Decreased by -2.51%
Sep 30, 23
19 Granahan Inv Mgt Sm-Cap Core Gr 202.03K (0.78%) 8.97K
Increased by +4.44%
Sep 30, 23
20 Victory Small Cap Stock 202.03K (0.78%) 8.97K
Increased by +4.44%
Sep 30, 23