Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 2.15%
2 PTF 1.98%
3 QQQS 0.47%
4 ISMD 0.42%
5 CBSE 0.35%
6 JSML 0.22%
7 IWC 0.17%
8 JSMD 0.05%
9 QSML 0.05%
10 IWO 0.04%
11 VTWG 0.04%
12 FSCC 0.03%
13 GSSC 0.03%
14 VTWO 0.03%
15 IWM 0.03%
16 TPSC 0.03%
17 EES 0.03%
18 CSF 0.02%
19 CSA 0.02%
20 RFLR 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.22M (8.34%) 33.53K
Increased by +1.51%
Jun 30, 25
2 BlackRock Inc 2.05M (7.70%) -7.46K
Decreased by -0.36%
Jun 30, 25
3 Baillie Gifford & Co Limited. 1.99M (7.46%) -13.65K
Decreased by -0.69%
Jun 30, 25
4 Goldman Sachs Group Inc 1.88M (7.06%) 470.86K
Increased by +25.03%
Sep 30, 23
5 Awm Investment Company Inc 1.57M (5.90%) -14.11K
Decreased by -0.90%
Jun 30, 25
6 FMR Inc 1.50M (5.61%) -1.87M
Decreased by -125.37%
Jun 30, 25
7 Driehaus Capital Management LLC 1.45M (5.44%) 102.52K
Increased by +7.06%
Sep 30, 23
8 Lord, Abbett & Co LLC 953.67K (3.58%) 558.91K
Increased by +58.61%
Sep 30, 23
9 Hood River Capital Management LLC 936.84K (3.51%) 867.51K
Increased by +92.60%
Dec 31, 23
10 Point72 Asset Management, L.P. 920.43K (3.45%) 920.43K
Increased by +100.00%
Dec 31, 24
11 Congress Asset Management Company, LLP 875.57K (3.28%) 875.57K
Increased by +100.00%
Dec 31, 23
12 Bank of Montreal 808.61K (3.03%) -206.63K
Decreased by -25.55%
Jun 30, 24
13 BMO Capital Markets Corp. 808.61K (3.03%) -206.63K
Decreased by -25.55%
Jun 30, 24
14 Geode Capital Management, LLC 678.55K (2.55%) 8.66K
Increased by +1.28%
Jun 30, 25
15 Nomura Holdings Inc 666.18K (2.50%) -144.82K
Decreased by -21.74%
Jun 30, 24
16 Marshall Wace Asset Management Ltd 662.13K (2.48%) 662.13K
Increased by +100.00%
Sep 30, 24
17 Rice Hall James & Associates, LLC 612.45K (2.30%) -7.89K
Decreased by -1.29%
Jun 30, 25
18 State Street Corp 611.98K (2.30%) 2.80K
Increased by +0.46%
Jun 30, 25
19 Amvescap Plc. 596.66K (2.24%) 472.11K
Increased by +79.13%
Sep 30, 23
20 State Street Corporation 562.49K (2.11%) 7.83K
Increased by +1.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core Composite 963.00K (3.61%) -22.80K
Decreased by -2.37%
Mar 31, 25
2 FIAM Small Cap Core CIT Cl B 941.50K (3.53%) -8.00K
Decreased by -0.85%
May 31, 25
3 Fidelity Small Cap Growth 900.07K (3.38%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 860.41K (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 853.38K (3.20%) -18.94K
Decreased by -2.22%
Jul 31, 25
6 Edinburgh Worldwide Ord 751.88K (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
7 Columbia Small Cap Growth 743.04K (2.79%) 6.82K
Increased by +0.92%
Dec 31, 24
8 Columbia Small Cap Growth Inst 743.04K (2.79%) 0.00
Increased by 0.00%
Nov 30, 24
9 iShares Russell 2000 ETF 695.70K (2.61%) 0.00
Increased by 0.00%
Aug 31, 25
10 Vanguard Information Technology ETF 674.59K (2.53%) 6.75K
Increased by +1.00%
Jul 31, 25
11 Congress Small Cap Growth Institutional 650.00K (2.44%) 25.00K
Increased by +3.85%
Dec 31, 23
12 Federated Hermes MDT Small Cap Core IS 628.28K (2.36%) 534.38K
Increased by +85.05%
Jun 30, 24
13 Federated Hermes MDT SCC Institutional 628.28K (2.36%) 534.38K
Increased by +85.05%
Jun 30, 24
14 Baillie Gifford Global Discovery A Acc 540.25K (2.03%) -21.47K
Decreased by -3.97%
Jul 31, 25
15 Oberweis Micro-Cap 534.40K (2.00%) 0.00
Increased by 0.00%
Sep 30, 24
16 Oberweis Micro-Cap Growth 534.40K (2.00%) 0.00
Increased by 0.00%
Sep 30, 24
17 Hood River Small-Cap Growth Instl 530.20K (1.99%) 494.76K
Increased by +93.32%
Dec 31, 23
18 Columbia Small Cap Growth SMA Cmp 498.91K (1.87%) 498.91K
Increased by +100.00%
Oct 31, 23
19 DPAM B Eqs NewGems Sust A Dis 470.00K (1.76%) 220.00K
Increased by +46.81%
Feb 29, 24
20 Fidelity Small Cap Growth K6 422.03K (1.58%) 0.00
Increased by 0.00%
Jun 30, 25