Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCG 1000.00%
9 ISCB 1000.00%
10 XHE 0.66%
11 KOMP 0.29%
12 BTEC 0.26%
13 ISMD 0.23%
14 SMLF 0.05%
15 VTWG 0.04%
16 BBSC 0.03%
17 GSSC 0.03%
18 VTWO 0.02%
19 RYLD 0.02%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BRAIDWELL LP 3.36M (8.93%) 1.23M
Increased by +36.46%
Sep 30, 23
2 BlackRock Inc 3.35M (8.89%) 256.96K
Increased by +7.67%
Sep 30, 23
3 First Light Asset Management, LLC 2.74M (7.27%) 680.57K
Increased by +24.86%
Sep 30, 23
4 Vanguard Group Inc 2.00M (5.32%) 217.25K
Increased by +10.85%
Sep 30, 23
5 Bleichroeder LP 1.76M (4.68%) 0.00
Increased by 0.00%
Sep 30, 23
6 Greenhouse Funds LLLP 1.64M (4.35%) 313.02K
Increased by +19.09%
Sep 30, 23
7 Loomis, Sayles & Company LP 1.58M (4.21%) 19.32K
Increased by +1.22%
Sep 30, 23
8 State Street Corporation 1.24M (3.29%) -95.88K
Decreased by -7.73%
Sep 30, 23
9 Wasatch Advisors Inc. 1.19M (3.15%) -67.77K
Decreased by -5.71%
Sep 30, 23
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.03M (2.74%) -76.11K
Decreased by -7.38%
Sep 30, 23
11 HHG PLC 923.37K (2.45%) -2.56K
Decreased by -0.28%
Sep 30, 23
12 Skandinaviska Enskilda Banken AB 847.79K (2.25%) -1.60K
Decreased by -0.19%
Sep 30, 23
13 Geode Capital Management, LLC 818.62K (2.17%) 142.98K
Increased by +17.47%
Sep 30, 23
14 Kornitzer Capital Management Inc 725.50K (1.93%) 0.00
Increased by 0.00%
Sep 30, 23
15 Bank of America Corp 700.55K (1.86%) -23.03K
Decreased by -3.29%
Sep 30, 23
16 Neuberger Berman Group LLC 453.71K (1.20%) 1.10K
Increased by +0.24%
Sep 30, 23
17 Woodline Partners LP 392.26K (1.04%) 198.28K
Increased by +50.55%
Sep 30, 23
18 PFG Advisors 385.53K (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Corp 381.55K (1.01%) 16.44K
Increased by +4.31%
Sep 30, 23
20 Valeo Financial Advisors, LLC 338.69K (0.90%) 1.60K
Increased by +0.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.19M (3.15%) 7.53K
Increased by +0.63%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.01M (2.68%) 0.00
Increased by 0.00%
Nov 30, 23
3 Janus Henderson US Small Cap Growth 848.66K (2.25%) 0.00
Increased by 0.00%
Sep 30, 23
4 Janus Henderson Venture D 848.66K (2.25%) 0.00
Increased by 0.00%
Sep 30, 23
5 Wasatch Ultra Growth 769.52K (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
6 SEB Läkemedelsfond 731.06K (1.94%) 0.00
Increased by 0.00%
Dec 31, 23
7 Buffalo Small Cap 666.89K (1.77%) 0.00
Increased by 0.00%
Sep 30, 23
8 Kornitzer Small Cap Equity 666.89K (1.77%) 0.00
Increased by 0.00%
Sep 30, 23
9 Small Mid Cap Growth CIT C 666.64K (1.77%) 627.02K
Increased by +94.06%
Jun 30, 23
10 DPAM B Eqs NewGems Sust A Dis 664.00K (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 568.02K (1.51%) 1.28K
Increased by +0.23%
Nov 30, 23
12 Fidelity® Small Cap Index 422.74K (1.12%) 13.37K
Increased by +3.16%
Oct 31, 23
13 ArrowMark Small Cap Gro 388.74K (1.03%) 388.74K
Increased by +100.00%
Sep 30, 23
14 Meridian Small Cap Growth Legacy 388.74K (1.03%) -64.03K
Decreased by -16.47%
Sep 30, 23
15 iShares Russell 2000 Growth ETF 387.20K (1.03%) 0.00
Increased by 0.00%
Dec 29, 23
16 Wasatch Micro Cap 373.29K (0.99%) -68.04K
Decreased by -18.23%
Sep 30, 23
17 Neuberger Berman Small Cap Growth 304.61K (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
18 Neuberger Berman Small Cap Growth Inv 304.61K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 262.63K (0.70%) 17.30K
Increased by +6.59%
Dec 31, 23
20 Meridian Contrarian Legacy 261.00K (0.69%) 0.00
Increased by 0.00%
Sep 30, 23