Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 ISCG 1000.00%
8 IWM 1000.00%
9 ITOT 1000.00%
10 ISCV 1000.00%
11 EES 0.07%
12 AVSC 0.06%
13 BBSC 0.04%
14 VTWG 0.03%
15 FDIS 0.02%
16 VCR 0.02%
17 VTWO 0.02%
18 RYLD 0.02%
19 DFAS 0.02%
20 UWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 13.11M (35.76%) 0.00
Increased by 0.00%
Sep 30, 23
2 BAMCO Inc 4.13M (11.25%) 642.73K
Increased by +15.58%
Sep 30, 23
3 Champlain Investment Partners, LLC 3.47M (9.46%) 434.66K
Increased by +12.53%
Sep 30, 23
4 AllianceBernstein L.P. 2.51M (6.86%) -18.65K
Decreased by -0.74%
Sep 30, 23
5 BlackRock Inc 2.45M (6.68%) 84.61K
Increased by +3.46%
Sep 30, 23
6 Massachusetts Financial Services Company 2.20M (6.01%) 52.89K
Increased by +2.40%
Sep 30, 23
7 Wellington Management Company LLP 2.20M (6.01%) 360.01K
Increased by +16.35%
Sep 30, 23
8 FMR Inc 2.15M (5.86%) -17.57K
Decreased by -0.82%
Sep 30, 23
9 MIG Capital, LLC 2.02M (5.52%) 45.03K
Increased by +2.23%
Sep 30, 23
10 Vanguard Group Inc 1.80M (4.90%) 146.24K
Increased by +8.15%
Sep 30, 23
11 TimesSquare Capital Management, LLC 1.52M (4.14%) 28.43K
Increased by +1.87%
Sep 30, 23
12 American Century Companies Inc 1.34M (3.65%) 199.07K
Increased by +14.88%
Sep 30, 23
13 Federated Hermes Inc 1.20M (3.27%) -25.00K
Decreased by -2.08%
Sep 30, 23
14 Bank of New York Mellon Corp 946.32K (2.58%) -23.76K
Decreased by -2.51%
Sep 30, 23
15 Woodson Capital Management, LP 880.00K (2.40%) 180.80K
Increased by +20.55%
Sep 30, 23
16 Geode Capital Management, LLC 713.11K (1.94%) 57.38K
Increased by +8.05%
Sep 30, 23
17 State Street Corporation 633.06K (1.73%) 42.72K
Increased by +6.75%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 568.37K (1.55%) 85.93K
Increased by +15.12%
Sep 30, 23
19 Nuveen Asset Management, LLC 557.26K (1.52%) -503.00
Decreased by -0.09%
Sep 30, 23
20 Neuberger Berman Group LLC 525.93K (1.43%) -127.96K
Decreased by -24.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.00M (8.18%) 200.00K
Increased by +6.67%
Dec 31, 23
2 Baron Small Cap Retail 3.00M (8.18%) 200.00K
Increased by +6.67%
Dec 31, 23
3 Champlain Small Company Fund, LLC 2.65M (7.24%) -4.65K
Decreased by -0.18%
Nov 30, 23
4 MFS New Discovery I 1.45M (3.96%) 0.00
Increased by 0.00%
Nov 30, 23
5 Champlain Small Company Adv 1.44M (3.91%) 175.00K
Increased by +12.20%
Sep 30, 23
6 AB Small Cap Growth A 1.26M (3.43%) -158.38K
Decreased by -12.60%
Nov 30, 23
7 American Century Small Cap Growth Inv 1.23M (3.36%) 188.97K
Increased by +15.35%
Sep 30, 23
8 American Century U.S. Small Cap Growth 1.23M (3.36%) 188.97K
Increased by +15.35%
Sep 30, 23
9 Federated Hermes Kaufmann Small Cap A 1.20M (3.27%) -25.00K
Decreased by -2.08%
Sep 30, 23
10 Federated Hermes Kaufmann Small Cap Grow 1.20M (3.27%) -25.00K
Decreased by -2.08%
Sep 30, 23
11 FIAM Small Cap Core CIT Cl B 991.00K (2.70%) 10.70K
Increased by +1.08%
Oct 31, 23
12 FIAM Small Cap Core Composite 980.30K (2.67%) -14.00K
Decreased by -1.43%
Sep 30, 23
13 Neuberger Berman Long Short Instl 959.51K (2.62%) 431.30K
Increased by +44.95%
Nov 30, 23
14 Baron Discovery Institutional 950.00K (2.59%) 586.90K
Increased by +61.78%
Sep 30, 23
15 Baron Discovery Strategy 950.00K (2.59%) 586.90K
Increased by +61.78%
Sep 30, 23
16 Vanguard Total Stock Mkt Idx Inv 926.58K (2.53%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares Russell 2000 ETF 899.23K (2.45%) 5.72K
Increased by +0.64%
Dec 29, 23
18 Old Westbury Small & Mid Cap Strategies 775.00K (2.11%) 100.00K
Increased by +12.90%
Oct 31, 23
19 Buffalo Small Cap 555.46K (1.51%) 0.00
Increased by 0.00%
Sep 30, 23
20 Kornitzer Small Cap Equity 555.46K (1.51%) 0.00
Increased by 0.00%
Sep 30, 23