Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 5.23%
2 FRTY 2.62%
3 GRPM 2.46%
4 PTF 2.13%
5 XOVR 2.08%
6 JSMD 1.95%
7 ENTR 1.94%
8 FFTY 1.73%
9 BOUT 1.66%
10 IVES 1.32%
11 WCLD 1.22%
12 FXL 1.15%
13 LSAF 1.14%
14 RFG 1.10%
15 FDLS 1.09%
16 PJFM 1.06%
17 RNSC 1.02%
18 FSGS 1.02%
19 LSEQ 0.92%
20 TSME 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.40M (10.86%) -34.71K
Decreased by -1.44%
Jun 30, 25
2 BlackRock Inc 2.36M (10.64%) -48.72K
Decreased by -2.07%
Jun 30, 25
3 Ashe Capital Management, LLC 1.33M (6.01%) 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 Principal Financial Group Inc 832.89K (3.76%) 431.00K
Increased by +51.75%
Jun 30, 25
6 William Blair Investment Management, LLC 733.43K (3.31%) 310.83K
Increased by +42.38%
Jun 30, 25
7 State Street Corporation 700.07K (3.16%) 258.95K
Increased by +36.99%
Mar 31, 24
8 State Street Corp 692.17K (3.13%) -21.88K
Decreased by -3.16%
Jun 30, 25
9 Kayne Anderson Rudnick Investment Management LLC 686.46K (3.10%) -87.12K
Decreased by -12.69%
Jun 30, 25
10 AQR Capital Management LLC 655.63K (2.96%) 197.70K
Increased by +30.15%
Dec 31, 24
11 Brown Capital Management, LLC 578.75K (2.61%) -33.08K
Decreased by -5.72%
Jun 30, 25
12 FMR Inc 574.36K (2.59%) -271.81K
Decreased by -47.32%
Jun 30, 25
13 Gilder Gagnon Howe & CO LLC 525.33K (2.37%) -7.27K
Decreased by -1.38%
Jun 30, 25
14 Nellore Capital Management LLC 506.89K (2.29%) 104.15K
Increased by +20.55%
Jun 30, 25
15 DF Dent & Co Inc 494.82K (2.23%) 102.92K
Increased by +20.80%
Jun 30, 25
16 Lord, Abbett & Co LLC 459.29K (2.07%) -44.88K
Decreased by -9.77%
Sep 30, 24
17 T. Rowe Price Associates, Inc. 454.48K (2.05%) 399.84K
Increased by +87.98%
Jun 30, 25
18 Geode Capital Management, LLC 438.52K (1.98%) 1.46K
Increased by +0.33%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 375.44K (1.70%) 108.22K
Increased by +28.82%
Jun 30, 25
20 Fred Alger Management, LLC 358.88K (1.62%) -101.26K
Decreased by -28.21%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 750.18K (3.39%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 664.45K (3.00%) 22.48K
Increased by +3.38%
Sep 30, 24
3 Principal MidCap R5 651.23K (2.94%) 52.24K
Increased by +8.02%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 650.46K (2.94%) -19.92K
Decreased by -3.06%
Jul 31, 25
5 Principal Aligned MidCap Equity 606.61K (2.74%) 334.48K
Increased by +55.14%
Jun 30, 25
6 Vanguard Small Cap Index 503.56K (2.27%) -3.59K
Decreased by -0.71%
Jul 31, 25
7 iShares Russell 2000 ETF 441.52K (1.99%) 3.34K
Increased by +0.76%
May 30, 24
8 Vanguard Information Technology ETF 417.15K (1.88%) 4.25K
Increased by +1.02%
Jul 31, 25
9 Virtus KAR Small-Cap Growth I 407.94K (1.84%) -63.38K
Decreased by -15.54%
Jun 30, 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 (0.95%) 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