Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 5.23%
2 FRTY 2.62%
3 PTF 2.13%
4 ENTR 1.96%
5 JSMD 1.88%
6 GRPM 1.81%
7 FFTY 1.73%
8 BOUT 1.66%
9 WCLD 1.35%
10 IVES 1.32%
11 LSAF 1.14%
12 LQPE 1.11%
13 RSMC 1.10%
14 FDLS 1.09%
15 RNSC 1.05%
16 FSGS 1.05%
17 LSEQ 0.92%
18 XITK 0.89%
19 RFG 0.78%
20 AGOX 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.56M (11.18%) 101.47K
Increased by +3.96%
Dec 31, 25
2 BlackRock Inc 2.37M (10.34%) -44.60K
Decreased by -1.88%
Dec 31, 25
3 Principal Financial Group Inc 1.51M (6.58%) 259.93K
Increased by +17.26%
Mar 31, 26
4 Ashe Capital Management, LLC 1.08M (4.71%) -253.34K
Decreased by -23.50%
Dec 31, 25
5 Echo Street Capital Management LLC 862.70K (3.77%) -754.72K
Decreased by -87.48%
Sep 30, 23
6 State Street Corporation 700.07K (3.06%) 258.95K
Increased by +36.99%
Mar 31, 24
7 State Street Corp 685.66K (2.99%) 7.58K
Increased by +1.11%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 669.32K (2.92%) 98.23K
Increased by +14.68%
Dec 31, 25
9 AQR Capital Management LLC 655.63K (2.86%) 197.70K
Increased by +30.15%
Dec 31, 24
10 William Blair Investment Management, LLC 638.24K (2.79%) 86.27K
Increased by +13.52%
Dec 31, 25
11 Nellore Capital Management LLC 636.30K (2.78%) 106.61K
Increased by +16.75%
Mar 31, 26
12 Kayne Anderson Rudnick Investment Management LLC 520.51K (2.27%) -95.12K
Decreased by -18.27%
Dec 31, 25
13 Geode Capital Management, LLC 472.49K (2.06%) 11.59K
Increased by +2.45%
Dec 31, 25
14 Lord, Abbett & Co LLC 459.29K (2.01%) -44.88K
Decreased by -9.77%
Sep 30, 24
15 Gilder Gagnon Howe & CO LLC 419.43K (1.83%) -98.32K
Decreased by -23.44%
Dec 31, 25
16 Amvescap Plc. 416.26K (1.82%) 20.61K
Increased by +4.95%
Dec 31, 25
17 DF Dent & Co Inc 401.49K (1.75%) -26.10K
Decreased by -6.50%
Dec 31, 25
18 LONG WALK MANAGEMENT, LP 381.75K (1.67%) 93.25K
Increased by +24.43%
Dec 31, 25
19 Arrowstreet Capital Limited Partnership 361.10K (1.58%) 43.69K
Increased by +12.10%
Dec 31, 25
20 Citadel Advisors Llc 358.92K (1.57%) 331.94K
Increased by +92.48%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 1.10M (4.79%) 199.06K
Increased by +18.15%
Mar 31, 26
2 Principal MidCap R5 1.08M (4.71%) 19.88K
Increased by +1.84%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 820.71K (3.58%) -416.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 735.82K (3.21%) 45.58K
Increased by +6.19%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 664.45K (2.90%) 22.48K
Increased by +3.38%
Sep 30, 24
6 Vanguard Information Technology ETF 535.54K (2.34%) -545.00
Decreased by -0.10%
Mar 31, 26
7 Vanguard Small Cap Index 534.04K (2.33%) 35.87K
Increased by +6.72%
Mar 31, 26
8 iShares Russell 2000 ETF 441.52K (1.93%) 3.34K
Increased by +0.76%
May 30, 24
9 Vanguard Small Cap Growth Index Inv 299.24K (1.31%) 22.82K
Increased by +7.62%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 272.05K (1.19%) 20.53K
Increased by +7.55%
Mar 31, 26
11 Virtus KAR Small-Cap Growth I 264.13K (1.15%) -107.30K
Decreased by -40.62%
Dec 31, 25
12 Macquarie Mid Cap Growth A 211.40K (0.92%) 9.89K
Increased by +4.68%
May 31, 25
13 Delaware Ivy Mid Cap Growth A 208.90K (0.91%) 12.81K
Increased by +6.13%
Oct 31, 24
14 Invesco OFI Small Cap Growth 205.56K (0.90%) 8.17K
Increased by +3.98%
Dec 31, 25
15 T. Rowe Price Integrated US Sm Gr Eq 200.79K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
16 T. Rowe Price Integrated US SmCapGrEq 200.79K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
17 Franklin DynaTech A 200.00K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
18 Lord Abbett Developing Growth A 193.80K (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity Small Cap Index 190.52K (0.83%) -1.09K
Decreased by -0.57%
Apr 30, 24
20 Fidelity® Small Cap Index 185.25K (0.81%) 5.20K
Increased by +2.81%
Oct 31, 23