Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 1.99%
2 SOVF 1.86%
3 TXSS 1.48%
4 PTF 1.24%
5 WCLD 1.08%
6 XITK 0.72%
7 XSW 0.68%
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 VTWG 0.15%
20 HLGE 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 9.65M (13.05%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 7.95M (10.76%) 501.72K
Increased by +6.31%
Mar 31, 25
3 BlackRock Inc 5.06M (6.85%) 327.25K
Increased by +6.46%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 3.82M (5.16%) 0.00
Increased by 0.00%
Mar 31, 25
5 AllianceBernstein L.P. 2.87M (3.88%) 158.09K
Increased by +5.52%
Mar 31, 25
6 Champlain Investment Partners, LLC 2.58M (3.50%) 1.01M
Increased by +39.02%
Mar 31, 25
7 Whale Rock Capital Management LLC 2.15M (2.91%) 2.15M
Increased by +100.00%
Dec 31, 24
8 Riverbridge Partners LLC 2.10M (2.84%) 412.30K
Increased by +19.64%
Jun 30, 25
9 Ameriprise Financial Inc 1.95M (2.64%) 743.88K
Increased by +38.11%
Mar 31, 25
10 Wasatch Advisors LP 1.94M (2.62%) 350.24K
Increased by +18.08%
Mar 31, 25
11 Driehaus Capital Management LLC 1.83M (2.47%) -265.62K
Decreased by -14.53%
Mar 31, 25
12 Franklin Resources Inc 1.82M (2.47%) 9.63K
Increased by +0.53%
Mar 31, 25
13 Geode Capital Management, LLC 1.56M (2.11%) 134.84K
Increased by +8.64%
Mar 31, 25
14 Massachusetts Financial Services Company 1.53M (2.08%) 328.94K
Increased by +21.45%
Mar 31, 25
15 Praesidium Capital Mgmt 1.53M (2.07%) 1.53M
Increased by +100.00%
Mar 31, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.52M (2.06%) 1.20M
Increased by +78.65%
Mar 31, 25
17 State Street Corp 1.52M (2.05%) 123.68K
Increased by +8.15%
Mar 31, 25
18 FMR Inc 1.46M (1.98%) -76.18K
Decreased by -5.22%
Mar 31, 25
19 Amvescap Plc. 1.46M (1.97%) 1.13M
Increased by +77.93%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.36M (1.83%) 368.58K
Increased by +27.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.46M (7.39%) 1.65M
Increased by +30.17%
Jun 30, 25
2 Champlain Small Company Fund, LLC 2.06M (2.79%) 436.76K
Increased by +21.22%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.98M (2.68%) 1.84K
Increased by +0.09%
May 31, 25
4 iShares Russell 2000 ETF 1.70M (2.30%) 11.81K
Increased by +0.69%
Jun 30, 25
5 Vanguard Information Technology ETF 1.70M (2.30%) 407.62K
Increased by +23.95%
May 31, 25
6 AB Small Cap Growth A 1.59M (2.15%) 107.48K
Increased by +6.76%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.57M (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Index 1.52M (2.06%) 5.61K
Increased by +0.37%
May 31, 25
9 JHancock Small Cap Core NAV 1.27M (1.72%) 5.72K
Increased by +0.45%
May 31, 25
10 Baron Discovery Institutional 1.15M (1.56%) 500.00K
Increased by +43.48%
Jun 30, 25
11 Baron Discovery Strategy 1.15M (1.56%) 500.00K
Increased by +43.48%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.42%) 7.18K
Increased by +0.69%
May 31, 25
13 Franklin US Small-Mid Cap Growth Equity 1.04M (1.41%) 157.06K
Increased by +15.06%
Jun 30, 25
14 Invesco OFI Small Cap Growth 971.85K (1.32%) 35.50K
Increased by +3.65%
Mar 31, 25
15 Vanguard Explorer Inv 943.04K (1.28%) 656.79K
Increased by +69.65%
Mar 31, 25
16 Franklin Small-Mid Cap Growth A 927.87K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
17 MFS New Discovery I 927.61K (1.26%) 37.62K
Increased by +4.06%
May 31, 25
18 Wasatch Small Cap Growth Investor 923.07K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
19 Champlain Small Company Adv 905.00K (1.22%) 355.00K
Increased by +39.23%
Mar 31, 25
20 Columbia Small Cap Growth 894.63K (1.21%) 139.64K
Increased by +15.61%
Jun 30, 25