Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 2.38%
2 AZTD 1.99%
3 WCLD 1.43%
4 PTF 1.24%
5 XSW 0.78%
6 XITK 0.77%
7 BOUT 0.59%
8 FYC 0.45%
9 DWAS 0.43%
10 QSML 0.42%
11 HAPS 0.36%
12 USVM 0.35%
13 TRFM 0.33%
14 TXSS 0.32%
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 (13.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 7.95M (10.93%) 501.72K
Increased by +6.31%
Mar 31, 25
3 BlackRock Inc 5.06M (6.96%) 327.25K
Increased by +6.46%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 3.82M (5.25%) 0.00
Increased by 0.00%
Mar 31, 25
5 AllianceBernstein L.P. 2.71M (3.72%) 2.66M
Increased by +98.29%
Dec 31, 24
6 Champlain Investment Partners, LLC 2.58M (3.55%) 1.01M
Increased by +39.02%
Mar 31, 25
7 Whale Rock Capital Management LLC 2.15M (2.96%) 2.15M
Increased by +100.00%
Dec 31, 24
8 Ameriprise Financial Inc 1.95M (2.68%) 743.88K
Increased by +38.11%
Mar 31, 25
9 Wasatch Advisors LP 1.94M (2.66%) 350.24K
Increased by +18.08%
Mar 31, 25
10 Driehaus Capital Management LLC 1.83M (2.51%) -265.62K
Decreased by -14.53%
Mar 31, 25
11 Franklin Resources Inc 1.82M (2.50%) 9.63K
Increased by +0.53%
Mar 31, 25
12 Riverbridge Partners LLC 1.69M (2.32%) -203.70K
Decreased by -12.08%
Mar 31, 25
13 Geode Capital Management, LLC 1.56M (2.15%) 134.84K
Increased by +8.64%
Mar 31, 25
14 Massachusetts Financial Services Company 1.53M (2.11%) 328.94K
Increased by +21.45%
Mar 31, 25
15 Praesidium Capital Mgmt 1.53M (2.11%) 1.53M
Increased by +100.00%
Mar 31, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.52M (2.09%) 1.20M
Increased by +78.65%
Mar 31, 25
17 State Street Corp 1.52M (2.09%) 123.68K
Increased by +8.15%
Mar 31, 25
18 FMR Inc 1.46M (2.01%) -76.18K
Decreased by -5.22%
Mar 31, 25
19 Amvescap Plc. 1.46M (2.00%) 1.13M
Increased by +77.93%
Dec 31, 24
20 JPMorgan Chase & Co 1.44M (1.97%) 676.29K
Increased by +47.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.82M (5.25%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.98M (2.72%) 7.63K
Increased by +0.39%
Apr 30, 25
3 Champlain Small Company Fund, LLC 1.72M (2.36%) -73.22K
Decreased by -4.27%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.57M (2.15%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 1.52M (2.09%) 13.23K
Increased by +0.87%
Apr 30, 25
6 iShares Russell 2000 ETF 1.50M (2.06%) 253.00
Increased by +0.02%
Apr 30, 25
7 AB Small Cap Growth A 1.48M (2.04%) 50.17K
Increased by +3.39%
Mar 31, 25
8 Vanguard Information Technology ETF 1.29M (1.78%) 9.96K
Increased by +0.77%
Apr 30, 25
9 JHancock Small Cap Core NAV 1.15M (1.58%) 230.30K
Increased by +20.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.43%) 1.25K
Increased by +0.12%
Apr 30, 25
11 Fidelity Small Cap Growth 1.01M (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
12 Invesco Discovery A 971.85K (1.34%) 35.50K
Increased by +3.65%
Mar 31, 25
13 Invesco OFI Small Cap Growth 971.85K (1.34%) 35.50K
Increased by +3.65%
Mar 31, 25
14 Vanguard Explorer Inv 943.04K (1.30%) 656.79K
Increased by +69.65%
Mar 31, 25
15 Wasatch Small Cap Growth Investor 923.07K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
16 Franklin Small-Mid Cap Growth A 885.77K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
17 Franklin US Small-Mid Cap Growth Equity 885.77K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity® Small Cap Growth 868.09K (1.19%) -1.05K
Decreased by -0.12%
Oct 31, 23
19 Columbia Acorn Inst 853.51K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
20 MFS New Discovery I 851.68K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25