Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.64%
2 FRTY 2.62%
3 PTF 2.13%
4 FFTY 1.73%
5 BOUT 1.66%
6 ENTR 1.65%
7 XOVR 1.61%
8 WCLD 1.57%
9 IVES 1.32%
10 FDLS 1.09%
11 RFG 1.02%
12 LSEQ 0.92%
13 FSGS 0.89%
14 RNSC 0.87%
15 AGOX 0.76%
16 QMID 0.72%
17 HAPS 0.70%
18 XSW 0.67%
19 SKYY 0.67%
20 CLDL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.44M (11.11%) -57.10K
Decreased by -2.34%
Mar 31, 25
2 BlackRock Inc 2.40M (10.95%) -4.12K
Decreased by -0.17%
Mar 31, 25
3 Ashe Capital Management, LLC 1.14M (5.17%) 46.19K
Increased by +4.07%
Mar 31, 25
4 Echo Street Capital Management LLC 862.70K (3.93%) -754.72K
Decreased by -87.48%
Sep 30, 23
5 FMR Inc 846.18K (3.85%) 248.69K
Increased by +29.39%
Mar 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 773.58K (3.52%) 354.06K
Increased by +45.77%
Mar 31, 25
7 State Street Corp 714.05K (3.25%) 17.16K
Increased by +2.40%
Mar 31, 25
8 State Street Corporation 700.07K (3.19%) 258.95K
Increased by +36.99%
Mar 31, 24
9 AQR Capital Management LLC 655.63K (2.99%) 197.70K
Increased by +30.15%
Dec 31, 24
10 Brown Capital Management, LLC 611.83K (2.79%) -70.20K
Decreased by -11.47%
Mar 31, 25
11 Gilder Gagnon Howe & CO LLC 532.60K (2.43%) -40.32K
Decreased by -7.57%
Mar 31, 25
12 Lord, Abbett & Co LLC 459.29K (2.09%) -44.88K
Decreased by -9.77%
Sep 30, 24
13 Geode Capital Management, LLC 437.06K (1.99%) 20.56K
Increased by +4.70%
Mar 31, 25
14 William Blair Investment Management, LLC 422.59K (1.92%) 422.59K
Increased by +100.00%
Mar 31, 25
15 Nellore Capital Management LLC 402.74K (1.83%) 30.80K
Increased by +7.65%
Mar 31, 25
16 Principal Financial Group Inc 401.89K (1.83%) 220.24K
Increased by +54.80%
Mar 31, 25
17 DF Dent & Co Inc 391.90K (1.78%) -22.07K
Decreased by -5.63%
Mar 31, 25
18 Fred Alger Management, LLC 358.88K (1.63%) -101.26K
Decreased by -28.21%
Jun 30, 24
19 Amvescap Plc. 340.60K (1.55%) -66.89K
Decreased by -19.64%
Dec 31, 24
20 Macquarie Group Ltd 306.63K (1.40%) -13.74K
Decreased by -4.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 752.52K (3.43%) -2.65K
Decreased by -0.35%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 667.62K (3.04%) 10.32K
Increased by +1.55%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 664.45K (3.03%) 22.48K
Increased by +3.38%
Sep 30, 24
4 Vanguard Small Cap Index 521.50K (2.38%) 3.09K
Increased by +0.59%
Apr 30, 25
5 iShares Russell 2000 ETF 441.52K (2.01%) 3.34K
Increased by +0.76%
May 30, 24
6 Vanguard Information Technology ETF 409.21K (1.86%) 3.11K
Increased by +0.76%
Apr 30, 25
7 Principal MidCap R5 405.48K (1.85%) 133.35K
Increased by +32.89%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 359.92K (1.64%) 2.07K
Increased by +0.57%
Apr 30, 25
9 Virtus KAR Small-Cap Growth I 322.55K (1.47%) 322.55K
Increased by +100.00%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 290.34K (1.32%) -354.00
Decreased by -0.12%
Apr 30, 25
11 Principal Aligned MidCap Equity 272.13K (1.24%) 172.49K
Increased by +63.38%
Mar 31, 25
12 Delaware Ivy Mid Cap Growth A 208.90K (0.95%) 12.81K
Increased by +6.13%
Oct 31, 24
13 Macquarie Mid Cap Growth A 206.09K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
14 Franklin DynaTech A 200.00K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
15 Franklin Innovation Composite 200.00K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
16 Lord Abbett Developing Growth A 193.80K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
17 Brown Capital Mgmt Small Co Inv 193.79K (0.88%) -32.79K
Decreased by -16.92%
Mar 31, 25
18 Fidelity Small Cap Index 190.52K (0.87%) -1.09K
Decreased by -0.57%
Apr 30, 24
19 Fidelity® Small Cap Index 185.25K (0.84%) 5.20K
Increased by +2.81%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 183.54K (0.84%) -2.03K
Decreased by -1.11%
Apr 30, 25