Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.17%
2 SOVF 2.05%
3 TXSS 1.62%
4 WCLD 1.54%
5 PTF 1.24%
6 XSW 0.68%
7 XITK 0.60%
8 BOUT 0.59%
9 FYC 0.45%
10 QSML 0.42%
11 DWAS 0.40%
12 HAPS 0.36%
13 USVM 0.35%
14 TRFM 0.33%
15 MMSC 0.28%
16 SEIS 0.27%
17 FYX 0.22%
18 CSML 0.21%
19 HLGE 0.14%
20 FSCC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 9.65M (13.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 8.32M (11.63%) 365.46K
Increased by +4.40%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 5.46M (7.64%) 1.65M
Increased by +30.17%
Jun 30, 25
4 BlackRock Inc 5.06M (7.08%) 327.25K
Increased by +6.46%
Mar 31, 25
5 Champlain Investment Partners, LLC 3.06M (4.29%) 481.64K
Increased by +15.72%
Jun 30, 25
6 AllianceBernstein L.P. 2.87M (4.01%) 158.09K
Increased by +5.52%
Mar 31, 25
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.48M (3.47%) 957.75K
Increased by +38.65%
Jun 30, 25
8 HHG PLC 2.33M (3.25%) 2.30M
Increased by +98.73%
Jun 30, 25
9 Whale Rock Capital Management LLC 2.15M (3.01%) 2.15M
Increased by +100.00%
Dec 31, 24
10 Riverbridge Partners LLC 2.10M (2.93%) 412.30K
Increased by +19.64%
Jun 30, 25
11 Ameriprise Financial Inc 1.95M (2.73%) 743.88K
Increased by +38.11%
Mar 31, 25
12 Wasatch Advisors LP 1.94M (2.71%) 350.24K
Increased by +18.08%
Mar 31, 25
13 Driehaus Capital Management LLC 1.83M (2.56%) -265.62K
Decreased by -14.53%
Mar 31, 25
14 Franklin Resources Inc 1.81M (2.53%) -12.11K
Decreased by -0.67%
Jun 30, 25
15 Geode Capital Management, LLC 1.56M (2.18%) 134.84K
Increased by +8.64%
Mar 31, 25
16 Praesidium Capital Mgmt 1.55M (2.16%) 14.73K
Increased by +0.95%
Jun 30, 25
17 State Street Corp 1.52M (2.12%) 123.68K
Increased by +8.15%
Mar 31, 25
18 FMR Inc 1.46M (2.04%) -76.18K
Decreased by -5.22%
Mar 31, 25
19 Amvescap Plc. 1.46M (2.04%) 1.13M
Increased by +77.93%
Dec 31, 24
20 Manufacturers Life Insurance Co 1.39M (1.95%) 123.54K
Increased by +8.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.46M (7.64%) 1.65M
Increased by +30.17%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (2.98%) -45.35K
Decreased by -2.12%
Jul 31, 25
3 Champlain Small Company Fund, LLC 2.03M (2.84%) -28.95K
Decreased by -1.43%
Jul 31, 25
4 Vanguard Information Technology ETF 1.72M (2.41%) 17.52K
Increased by +1.02%
Jul 31, 25
5 Vanguard Small Cap Index 1.62M (2.27%) -11.06K
Decreased by -0.68%
Jul 31, 25
6 AB Small Cap Growth A 1.62M (2.26%) 25.50K
Increased by +1.58%
Jun 30, 25
7 iShares Russell 2000 ETF 1.60M (2.24%) -30.45K
Decreased by -1.90%
Jul 31, 25
8 Vanguard US Total Market Shares ETF 1.57M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
9 Janus Henderson Triton D 1.23M (1.72%) -14.52K
Decreased by -1.18%
Jun 30, 25
10 Janus Henderson US SMID Cap Growth 1.23M (1.72%) 1.23M
Increased by +100.00%
Jun 30, 25
11 Janus Henderson US SMID Cap Growth MA 1.23M (1.72%) 1.23M
Increased by +100.00%
Jun 30, 25
12 Baron Discovery Institutional 1.15M (1.61%) 500.00K
Increased by +43.48%
Jun 30, 25
13 Baron Discovery Strategy 1.15M (1.61%) 500.00K
Increased by +43.48%
Jun 30, 25
14 JHancock Small Cap Core NAV 1.13M (1.57%) -148.27K
Decreased by -13.18%
Jun 30, 25
15 Vanguard Explorer Inv 1.09M (1.53%) 150.25K
Increased by +13.74%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.47%) 3.58K
Increased by +0.34%
Jun 30, 25
17 Franklin US Small-Mid Cap Growth Equity 1.04M (1.46%) 157.06K
Increased by +15.06%
Jun 30, 25
18 Invesco OFI Small Cap Growth 971.85K (1.36%) 35.50K
Increased by +3.65%
Mar 31, 25
19 Franklin Small-Mid Cap Growth A 927.87K (1.30%) 0.00
Increased by 0.00%
Jun 30, 25
20 MFS New Discovery I 927.61K (1.30%) 0.00
Increased by 0.00%
Jun 30, 25