Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.50%
2 XITK 1.27%
3 AWEG 1.25%
4 PTF 1.19%
5 SIXS 1.16%
6 FSGS 1.04%
7 RNSC 1.04%
8 GRPZ 0.99%
9 PSCT 0.92%
10 XSHQ 0.78%
11 XSW 0.78%
12 RSMC 0.73%
13 CAFG 0.64%
14 ILDR 0.63%
15 RZG 0.55%
16 XSMO 0.48%
17 LIVR 0.48%
18 MMSC 0.45%
19 JSMD 0.45%
20 SIXL 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.79M (14.30%) 212.97K
Increased by +5.62%
Sep 30, 25
2 Vanguard Group Inc 2.41M (9.08%) 32.05K
Increased by +1.33%
Dec 31, 25
3 Mak Capital One LLC 1.19M (4.50%) 0.00
Increased by 0.00%
Sep 30, 25
4 Lord, Abbett & Co LLC 1.17M (4.41%) 108.83K
Increased by +9.32%
Dec 31, 24
5 Nuveen, LLC 1.11M (4.20%) 1.11M
Increased by +100.00%
Mar 31, 25
6 FMR Inc 1.07M (4.05%) 154.81K
Increased by +14.41%
Dec 31, 25
7 State Street Corp 998.55K (3.77%) 48.16K
Increased by +4.82%
Sep 30, 25
8 Capital Research Global Investors 882.52K (3.33%) 882.52K
Increased by +100.00%
Dec 31, 25
9 State Street Corporation 844.95K (3.19%) 25.65K
Increased by +3.04%
Mar 31, 24
10 Geneva Capital Management 732.02K (2.76%) -85.79K
Decreased by -11.72%
Dec 31, 25
11 Wasatch Advisors LP 717.36K (2.71%) -132.17K
Decreased by -18.43%
Dec 31, 25
12 Wellington Management Company LLP 681.07K (2.57%) -9.43K
Decreased by -1.38%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 661.40K (2.50%) 61.60K
Increased by +9.31%
Jun 30, 24
14 Geode Capital Management, LLC 623.90K (2.35%) 2.11K
Increased by +0.34%
Dec 31, 25
15 Conestoga Capital Advisors, LLC 598.14K (2.26%) -57.64K
Decreased by -9.64%
Dec 31, 25
16 American Century Companies Inc 580.33K (2.19%) -39.89K
Decreased by -6.87%
Dec 31, 25
17 William Blair Investment Management, LLC 572.60K (2.16%) 6.38K
Increased by +1.11%
Dec 31, 25
18 JPMorgan Chase & Co 566.92K (2.14%) 216.48K
Increased by +38.19%
Sep 30, 25
19 T. Rowe Price Investment Management,Inc. 564.84K (2.13%) -70.35K
Decreased by -12.46%
Jun 30, 24
20 Amvescap Plc. 537.07K (2.03%) -8.32K
Decreased by -1.55%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.54M (5.81%) 192.04K
Increased by +12.46%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 801.09K (3.02%) 2.38K
Increased by +0.30%
Jan 31, 26
3 American Funds SMALLCAP World A 785.61K (2.96%) 785.61K
Increased by +100.00%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 774.07K (2.92%) 748.00
Increased by +0.10%
Sep 30, 24
5 Vanguard Information Technology ETF 655.70K (2.47%) 2.71K
Increased by +0.41%
Jan 31, 26
6 iShares Russell 2000 ETF 630.04K (2.38%) 203.88K
Increased by +32.36%
Feb 28, 26
7 American Century Small Cap Growth Inv 448.94K (1.69%) -44.23K
Decreased by -9.85%
Dec 31, 25
8 American Century U.S. Small Cap Growth 448.94K (1.69%) -44.23K
Decreased by -9.85%
Dec 31, 25
9 Conestoga Small Cap Investors 422.59K (1.59%) 0.00
Increased by 0.00%
Jan 31, 26
10 Lord Abbett & Co. Growth Equity- SA 419.52K (1.58%) 122.90K
Increased by +29.29%
Dec 31, 24
11 Lord Abbett Developing Growth A 415.39K (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
12 Wasatch Small Cap Growth Investor 361.59K (1.36%) -47.78K
Decreased by -13.21%
Dec 31, 25
13 Brown Capital Mgmt Small Co Inv 306.45K (1.16%) 272.88K
Increased by +89.05%
Jun 30, 24
14 Lord Abbett Growth Leaders I 302.67K (1.14%) 6.04K
Increased by +2.00%
Nov 30, 24
15 Franklin DynaTech A 300.00K (1.13%) 150.00K
Increased by +50.00%
Dec 31, 24
16 Franklin Innovation Composite 300.00K (1.13%) 300.00K
Increased by +100.00%
Dec 31, 24
17 T. Rowe Price Integrated US Sm Gr Eq 297.64K (1.12%) 0.00
Increased by 0.00%
Jan 31, 26
18 T. Rowe Price Integrated US SmCapGrEq 297.64K (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
19 Putnam Small Cap Growth A 280.69K (1.06%) 6.64K
Increased by +2.36%
Jan 31, 26
20 Loomis Sayles Small Cap Growth Instl 277.94K (1.05%) -7.00K
Decreased by -2.52%
Feb 28, 25