Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.06%
2 SOVF 1.91%
3 WCLD 1.41%
4 PTF 1.24%
5 XSW 0.65%
6 XITK 0.61%
7 TXSS 0.60%
8 BOUT 0.59%
9 FYC 0.45%
10 QSML 0.42%
11 DWAS 0.40%
12 USVM 0.35%
13 HAPS 0.34%
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 (13.51%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 8.32M (11.65%) 365.46K
Increased by +4.40%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 5.46M (7.66%) 1.65M
Increased by +30.17%
Jun 30, 25
4 BlackRock Inc 5.40M (7.57%) 335.99K
Increased by +6.22%
Jun 30, 25
5 AllianceBernstein L.P. 3.25M (4.55%) 383.69K
Increased by +11.81%
Jun 30, 25
6 Champlain Investment Partners, LLC 3.06M (4.29%) 481.64K
Increased by +15.72%
Jun 30, 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 (3.26%) 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 (2.94%) 412.30K
Increased by +19.64%
Jun 30, 25
11 Driehaus Capital Management LLC 2.04M (2.86%) 216.50K
Increased by +10.59%
Jun 30, 25
12 Ameriprise Financial Inc 2.01M (2.82%) 60.09K
Increased by +2.99%
Jun 30, 25
13 Wasatch Advisors LP 1.93M (2.71%) -2.34K
Decreased by -0.12%
Jun 30, 25
14 Franklin Resources Inc 1.81M (2.54%) -12.11K
Decreased by -0.67%
Jun 30, 25
15 Geode Capital Management, LLC 1.67M (2.35%) 113.52K
Increased by +6.78%
Jun 30, 25
16 State Street Corp 1.67M (2.34%) 152.12K
Increased by +9.11%
Jun 30, 25
17 Praesidium Capital Mgmt 1.55M (2.17%) 14.73K
Increased by +0.95%
Jun 30, 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 (7.66%) 1.65M
Increased by +30.17%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (2.99%) -45.35K
Decreased by -2.12%
Jul 31, 25
3 Champlain Small Company Fund, LLC 2.02M (2.83%) -5.90K
Decreased by -0.29%
Aug 31, 25
4 Vanguard Information Technology ETF 1.72M (2.41%) 17.52K
Increased by +1.02%
Jul 31, 25
5 iShares Russell 2000 ETF 1.64M (2.29%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 1.62M (2.28%) -11.06K
Decreased by -0.68%
Jul 31, 25
7 AB Small Cap Growth A 1.62M (2.27%) 7.47K
Increased by +0.46%
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 1.11M (1.56%) -11.26K
Decreased by -1.01%
Jul 31, 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 Champlain Small Company Adv 1.01M (1.42%) 105.00K
Increased by +10.40%
Jun 30, 25
19 MFS New Discovery I 997.41K (1.40%) 69.81K
Increased by +7.00%
Jul 31, 25
20 Invesco OFI Small Cap Growth 971.85K (1.36%) 35.50K
Increased by +3.65%
Mar 31, 25