Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 5.23%
2 GRPM 2.76%
3 FRTY 2.62%
4 XOVR 2.15%
5 PTF 2.13%
6 ENTR 2.13%
7 FFTY 1.73%
8 BOUT 1.66%
9 WCLD 1.47%
10 IVES 1.32%
11 PJFM 1.27%
12 RFG 1.24%
13 LSAF 1.14%
14 FDLS 1.09%
15 RNSC 1.04%
16 FSGS 1.04%
17 USMF 1.00%
18 LSEQ 0.92%
19 XSW 0.89%
20 SKYY 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.40M (10.88%) -4.12K
Decreased by -0.17%
Mar 31, 25
2 Vanguard Group Inc 2.40M (10.87%) -34.71K
Decreased by -1.44%
Jun 30, 25
3 Ashe Capital Management, LLC 1.33M (6.02%) 195.15K
Increased by +14.66%
Jun 30, 25
4 Echo Street Capital Management LLC 862.70K (3.90%) -754.72K
Decreased by -87.48%
Sep 30, 23
5 FMR Inc 846.18K (3.83%) 248.69K
Increased by +29.39%
Mar 31, 25
6 Principal Financial Group Inc 832.89K (3.77%) 431.00K
Increased by +51.75%
Jun 30, 25
7 Kayne Anderson Rudnick Investment Management LLC 773.58K (3.50%) 354.06K
Increased by +45.77%
Mar 31, 25
8 William Blair Investment Management, LLC 733.43K (3.32%) 310.83K
Increased by +42.38%
Jun 30, 25
9 State Street Corp 714.05K (3.23%) 17.16K
Increased by +2.40%
Mar 31, 25
10 State Street Corporation 700.07K (3.17%) 258.95K
Increased by +36.99%
Mar 31, 24
11 AQR Capital Management LLC 655.63K (2.96%) 197.70K
Increased by +30.15%
Dec 31, 24
12 Brown Capital Management, LLC 578.75K (2.62%) -33.08K
Decreased by -5.72%
Jun 30, 25
13 Gilder Gagnon Howe & CO LLC 532.60K (2.41%) -40.32K
Decreased by -7.57%
Mar 31, 25
14 Nellore Capital Management LLC 506.89K (2.29%) 104.15K
Increased by +20.55%
Jun 30, 25
15 Lord, Abbett & Co LLC 459.29K (2.08%) -44.88K
Decreased by -9.77%
Sep 30, 24
16 T. Rowe Price Associates, Inc. 454.48K (2.06%) 399.84K
Increased by +87.98%
Jun 30, 25
17 Geode Capital Management, LLC 437.06K (1.98%) 20.56K
Increased by +4.70%
Mar 31, 25
18 DF Dent & Co Inc 391.90K (1.77%) -22.07K
Decreased by -5.63%
Mar 31, 25
19 Fred Alger Management, LLC 358.88K (1.62%) -101.26K
Decreased by -28.21%
Jun 30, 24
20 Amvescap Plc. 347.13K (1.57%) 6.53K
Increased by +1.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 750.60K (3.39%) -1.38K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 664.45K (3.00%) 22.48K
Increased by +3.38%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 650.46K (2.94%) -19.92K
Decreased by -3.06%
Jul 31, 25
4 Principal Aligned MidCap Equity 606.61K (2.74%) 334.48K
Increased by +55.14%
Jun 30, 25
5 Principal MidCap R5 599.00K (2.71%) 94.83K
Increased by +15.83%
Jun 30, 25
6 Vanguard Small Cap Index 503.56K (2.28%) -3.59K
Decreased by -0.71%
Jul 31, 25
7 Virtus KAR Small-Cap Growth I 471.32K (2.13%) 148.77K
Increased by +31.57%
Mar 31, 25
8 iShares Russell 2000 ETF 441.52K (2.00%) 3.34K
Increased by +0.76%
May 30, 24
9 Vanguard Information Technology ETF 417.15K (1.89%) 4.25K
Increased by +1.02%
Jul 31, 25
10 Vanguard Small Cap Growth Index Inv 283.74K (1.28%) -700.00
Decreased by -0.25%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 247.48K (1.12%) -107.96K
Decreased by -43.63%
Jul 31, 25
12 Macquarie Mid Cap Growth A 211.40K (0.96%) 9.89K
Increased by +4.68%
May 31, 25
13 Delaware Ivy Mid Cap Growth A 208.90K (0.94%) 12.81K
Increased by +6.13%
Oct 31, 24
14 Franklin DynaTech A 200.00K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
15 Lord Abbett Developing Growth A 193.80K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
16 Brown Capital Mgmt Small Co Inv 193.79K (0.88%) -32.79K
Decreased by -16.92%
Mar 31, 25
17 Fidelity Small Cap Index 190.52K (0.86%) -1.09K
Decreased by -0.57%
Apr 30, 24
18 Fidelity® Small Cap Index 185.25K (0.84%) 5.20K
Increased by +2.81%
Oct 31, 23
19 Lord Abbett & Co. Growth Equity- SA 183.19K (0.83%) 183.19K
Increased by +100.00%
Sep 30, 24
20 Lord Abbett Growth Leaders I 183.19K (0.83%) 0.00
Increased by 0.00%
Sep 30, 24