Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTI 4.99%
2 PTF 3.64%
3 CBLS 2.15%
4 CBSE 2.03%
5 QQQS 1.23%
6 DWAS 1.07%
7 ETHO 0.84%
8 AIMS 0.56%
9 IWC 0.51%
10 ISMD 0.49%
11 RFLR 0.22%
12 JSML 0.22%
13 OMFS 0.19%
14 IWO 0.14%
15 VFMO 0.14%
16 VTWG 0.12%
17 IETC 0.09%
18 VTWO 0.08%
19 IWMW 0.07%
20 IWM 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.34M (8.24%) 49.24K
Increased by +2.11%
Dec 31, 25
2 BlackRock Inc 2.29M (8.06%) 159.79K
Increased by +6.99%
Mar 31, 26
3 FMR Inc 2.14M (7.55%) -365.28K
Decreased by -17.05%
Mar 31, 26
4 Goldman Sachs Group Inc 1.88M (6.63%) 470.86K
Increased by +25.03%
Sep 30, 23
5 Awm Investment Company Inc 1.59M (5.62%) 57.20K
Increased by +3.59%
Mar 31, 26
6 Driehaus Capital Management LLC 1.45M (5.11%) 102.52K
Increased by +7.06%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 1.35M (4.76%) 1.31M
Increased by +97.45%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.28M (4.52%) 1.28M
Increased by +100.00%
Mar 31, 26
9 The Goldman Sachs Group Inc 1.26M (4.45%) 1.09M
Increased by +86.05%
Mar 31, 26
10 Baillie Gifford & Co Limited. 1.00M (3.53%) -289.72K
Decreased by -28.94%
Mar 31, 26
11 Lord, Abbett & Co LLC 953.67K (3.36%) 558.91K
Increased by +58.61%
Sep 30, 23
12 Hood River Capital Management LLC 936.84K (3.30%) 867.51K
Increased by +92.60%
Dec 31, 23
13 Point72 Asset Management, L.P. 920.43K (3.24%) 920.43K
Increased by +100.00%
Dec 31, 24
14 Vanguard Portfolio Management, LLC 917.88K (3.23%) 917.88K
Increased by +100.00%
Mar 31, 26
15 Congress Asset Management Company, LLP 875.57K (3.09%) 875.57K
Increased by +100.00%
Dec 31, 23
16 Wellington Management Company LLP 830.66K (2.93%) 469.40K
Increased by +56.51%
Dec 31, 25
17 BMO Capital Markets Corp. 808.61K (2.85%) -206.63K
Decreased by -25.55%
Jun 30, 24
18 Bank of Montreal 808.61K (2.85%) -206.63K
Decreased by -25.55%
Jun 30, 24
19 Next Century Growth Investors LLC 754.74K (2.66%) 202.23K
Increased by +26.79%
Mar 31, 26
20 Geode Capital Management, LLC 725.71K (2.56%) 40.02K
Increased by +5.51%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 1.42M (5.01%) 0.00
Increased by 0.00%
Mar 31, 26
2 FIAM Small Cap Core Composite 963.00K (3.39%) -22.80K
Decreased by -2.37%
Mar 31, 25
3 FIAM Small Cap Core CIT Cl B 941.50K (3.32%) -8.00K
Decreased by -0.85%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 930.54K (3.28%) 1.69K
Increased by +0.18%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 860.41K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
6 US Small-Cap Growth II Equity Comp 817.39K (2.88%) 817.39K
Increased by +100.00%
Mar 31, 26
7 Columbia Small Cap Growth 743.04K (2.62%) 6.82K
Increased by +0.92%
Dec 31, 24
8 Columbia Small Cap Growth Inst 743.04K (2.62%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Small Cap Growth K6 710.22K (2.50%) 0.00
Increased by 0.00%
Mar 31, 26
10 iShares Russell 2000 ETF 701.21K (2.47%) 6.50K
Increased by +0.93%
May 29, 26
11 Vanguard Information Technology ETF 699.45K (2.46%) 3.72K
Increased by +0.53%
Apr 30, 26
12 Congress Small Cap Growth Institutional 650.00K (2.29%) 25.00K
Increased by +3.85%
Dec 31, 23
13 Federated Hermes MDT SCC Institutional 628.28K (2.21%) 534.38K
Increased by +85.05%
Jun 30, 24
14 Federated Hermes MDT Small Cap Core IS 628.28K (2.21%) 534.38K
Increased by +85.05%
Jun 30, 24
15 Edinburgh Worldwide Ord 627.79K (2.21%) 0.00
Increased by 0.00%
Feb 28, 26
16 Oberweis Micro-Cap 534.40K (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
17 Oberweis Micro-Cap Growth 534.40K (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
18 Hood River Small-Cap Growth Instl 530.20K (1.87%) 494.76K
Increased by +93.32%
Dec 31, 23
19 Columbia Small Cap Growth SMA Cmp 498.91K (1.76%) 498.91K
Increased by +100.00%
Oct 31, 23
20 DPAM B Eqs NewGems Sust A Dis 470.00K (1.66%) 220.00K
Increased by +46.81%
Feb 29, 24