Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 0.66%
2 EIS 0.44%
3 ISRA 0.30%
4 MMSC 0.25%
5 GWX 0.04%
6 DBES 0.04%
7 PRFZ 0.04%
8 SCZ 0.03%
9 IDEV 0.01%
10 ONEQ 0.00%
11 AVDE 0.00%
12 IXUS 0.00%
13 VT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RIMA MANAGEMENT, LLC 4.37M (9.81%) -6.94K
Decreased by -0.16%
Sep 30, 23
2 Artisan Partners Limited Partnership 4.30M (9.64%) -160.37K
Decreased by -3.73%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 2.82M (6.32%) 790.80K
Increased by +28.08%
Sep 30, 23
4 Granahan Investment Management Inc.. 2.39M (5.35%) -734.82K
Decreased by -30.80%
Sep 30, 23
5 Wasatch Advisors Inc. 2.32M (5.20%) 86.33K
Increased by +3.72%
Sep 30, 23
6 American Capital Management Inc 2.20M (4.94%) 8.77K
Increased by +0.40%
Sep 30, 23
7 Riverbridge Partners LLC 1.74M (3.90%) -180.01K
Decreased by -10.37%
Sep 30, 23
8 Chicago Capital, LLC 1.66M (3.72%) 212.10K
Increased by +12.78%
Sep 30, 23
9 Meitav Dash Investments Ltd 1.46M (3.27%) -1.74M
Decreased by -119.45%
Sep 30, 23
10 BlackRock Inc 1.35M (3.03%) -38.92K
Decreased by -2.88%
Sep 30, 23
11 Stephens Inv Mgmt Group LLC 1.18M (2.66%) 2.36K
Increased by +0.20%
Sep 30, 23
12 AXA SA 1.08M (2.43%) -36.38K
Decreased by -3.36%
Sep 30, 23
13 Alyeska Investment Group, L.P. 1.01M (2.28%) 68.02K
Increased by +6.71%
Sep 30, 23
14 D. E. Shaw & Co LP 990.61K (2.22%) -165.00K
Decreased by -16.66%
Sep 30, 23
15 Harel Insurance Invests & Fin Srvcs Ltd 922.44K (2.07%) -173.00
Decreased by -0.02%
Sep 30, 23
16 Pathstone Family Office, LLC 886.70K (1.99%) 70.85K
Increased by +7.99%
Sep 30, 23
17 William Blair Investment Management, LLC 876.24K (1.97%) 794.49K
Increased by +90.67%
Sep 30, 23
18 Gilder Gagnon Howe & CO LLC 824.96K (1.85%) 223.83K
Increased by +27.13%
Sep 30, 23
19 Blair William & Co 816.56K (1.83%) 16.09K
Increased by +1.97%
Sep 30, 23
20 HHG PLC 757.01K (1.70%) -2.09K
Decreased by -0.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Small-Mid Investor 2.38M (5.34%) -85.15K
Decreased by -3.58%
Sep 30, 23
2 Artisan Non-U.S. Small-Mid Growth Comp 2.38M (5.34%) -85.15K
Decreased by -3.58%
Sep 30, 23
3 Stephens SMID Select Growth 871.75K (1.96%) 217.39K
Increased by +24.94%
Dec 31, 23
4 Wasatch Small Cap Growth Investor 821.29K (1.84%) 0.00
Increased by 0.00%
Sep 30, 23
5 Janus Henderson US Small Cap Growth 706.27K (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
6 Janus Henderson Venture D 706.27K (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
7 JNL Multi-Manager Small Cap Growth A 623.24K (1.40%) -106.94K
Decreased by -17.16%
Sep 30, 23
8 Stephens Small Cap Growth 590.52K (1.32%) 103.90K
Increased by +17.59%
Dec 31, 23
9 Old Westbury Small & Mid Cap Strategies 586.30K (1.32%) -20.73K
Decreased by -3.54%
Oct 31, 23
10 Wasatch Ultra Growth 536.73K (1.20%) -28.47K
Decreased by -5.30%
Sep 30, 23
11 Vanguard Explorer Inv 519.66K (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
12 CREF Stock R1 498.64K (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 Buffalo Small Cap 394.16K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
14 Kornitzer Small Cap Equity 394.16K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
15 Wasatch Micro Cap 368.68K (0.83%) 31.17K
Increased by +8.45%
Sep 30, 23
16 Aegon Intl Post DWS Balanced Mgd A 332.64K (0.75%) -41.51K
Decreased by -12.48%
Mar 31, 23
17 DPAM B Eqs NewGems Sust A Dis 330.00K (0.74%) 0.00
Increased by 0.00%
Aug 31, 23
18 Granahan US SMID Select I GBP Acc 315.78K (0.71%) -972.00
Decreased by -0.31%
Nov 30, 23
19 Granahan SMID Select 300.71K (0.67%) -72.12K
Decreased by -23.98%
Dec 31, 23
20 Aegon Global Sustainable Equity 298.26K (0.67%) 108.85K
Increased by +36.49%
Jun 30, 23