Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 1.57%
2 XITK 1.27%
3 PTF 1.19%
4 SIXS 1.16%
5 AWEG 1.09%
6 FSGS 1.04%
7 RNSC 1.04%
8 XSW 0.98%
9 GRPZ 0.97%
10 ILDR 0.66%
11 RZG 0.57%
12 CAFG 0.52%
13 XSMO 0.48%
14 LIVR 0.48%
15 SIXL 0.42%
16 QSML 0.41%
17 DWAS 0.40%
18 IJT 0.37%
19 SLYG 0.37%
20 ESIX 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.50M (13.32%) -70.92K
Decreased by -2.02%
Mar 31, 25
2 Vanguard Group Inc 2.23M (8.47%) 18.74K
Increased by +0.84%
Mar 31, 25
3 Mak Capital One LLC 1.19M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
4 Lord, Abbett & Co LLC 1.17M (4.44%) 108.83K
Increased by +9.32%
Dec 31, 24
5 State Street Corp 955.93K (3.63%) -7.67K
Decreased by -0.80%
Mar 31, 25
6 Wasatch Advisors LP 954.38K (3.63%) 58.18K
Increased by +6.10%
Mar 31, 25
7 FMR Inc 898.95K (3.42%) 98.43K
Increased by +10.95%
Mar 31, 25
8 State Street Corporation 844.95K (3.21%) 25.65K
Increased by +3.04%
Mar 31, 24
9 Geneva Capital Management 765.36K (2.91%) 99.42K
Increased by +12.99%
Mar 31, 25
10 Conestoga Capital Advisors, LLC 731.04K (2.78%) 374.80K
Increased by +51.27%
Mar 31, 25
11 Amvescap Plc. 727.79K (2.77%) 585.89K
Increased by +80.50%
Dec 31, 24
12 Fred Alger Management, LLC 665.79K (2.53%) -34.23K
Decreased by -5.14%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 661.40K (2.51%) 61.60K
Increased by +9.31%
Jun 30, 24
14 Brown Capital Management, LLC 643.33K (2.45%) 24.37K
Increased by +3.79%
Mar 31, 25
15 Franklin Resources Inc 610.03K (2.32%) 511.90K
Increased by +83.91%
Dec 31, 24
16 Artisan Partners Limited Partnership 576.53K (2.19%) 47.30K
Increased by +8.20%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 564.84K (2.15%) -70.35K
Decreased by -12.46%
Jun 30, 24
18 Geode Capital Management, LLC 562.63K (2.14%) 33.78K
Increased by +6.00%
Mar 31, 25
19 Driehaus Capital Management LLC 529.30K (2.01%) -5.84K
Decreased by -1.10%
Dec 31, 23
20 Nine Ten Capital Management LLC 497.43K (1.89%) -148.96K
Decreased by -29.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.36M (5.17%) -1.28K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 812.81K (3.09%) 2.91K
Increased by +0.36%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 774.07K (2.94%) 748.00
Increased by +0.10%
Sep 30, 24
4 Vanguard Information Technology ETF 588.67K (2.24%) 4.45K
Increased by +0.76%
Apr 30, 25
5 iShares Russell 2000 ETF 557.12K (2.12%) 94.00
Increased by +0.02%
Apr 30, 25
6 Conestoga Small Cap Investors 518.29K (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
7 Wasatch Small Cap Growth Investor 483.61K (1.84%) 0.00
Increased by 0.00%
Mar 31, 25
8 Lord Abbett & Co. Growth Equity- SA 419.52K (1.59%) 122.90K
Increased by +29.29%
Dec 31, 24
9 Lord Abbett Developing Growth A 415.39K (1.58%) 0.00
Increased by 0.00%
Nov 30, 24
10 Artisan International Small-Mid Investor 393.05K (1.49%) 42.63K
Increased by +10.85%
Mar 31, 25
11 Artisan Non-U.S. Small-Mid Growth Comp 393.05K (1.49%) 42.63K
Increased by +10.85%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 348.42K (1.32%) 458.00
Increased by +0.13%
Apr 30, 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 (1.15%) 6.04K
Increased by +2.00%
Nov 30, 24
15 Franklin DynaTech A 300.00K (1.14%) 150.00K
Increased by +50.00%
Dec 31, 24
16 Franklin Innovation Composite 300.00K (1.14%) 300.00K
Increased by +100.00%
Dec 31, 24
17 T. Rowe Price Integrated US Sm Gr Eq 297.64K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 297.64K (1.13%) -297.64K
Decreased by -100.00%
Mar 31, 25
19 Loomis Sayles Small Cap Growth Instl 277.94K (1.06%) -7.00K
Decreased by -2.52%
Feb 28, 25
20 American Century Small Cap Growth Inv 273.93K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25