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 1.74%
7 FFTY 1.73%
8 BOUT 1.66%
9 IVES 1.32%
10 WCLD 1.29%
11 PJFM 1.25%
12 LSAF 1.14%
13 LQPE 1.11%
14 RSMC 1.10%
15 FDLS 1.09%
16 FSGS 1.02%
17 RNSC 1.02%
18 LSEQ 0.92%
19 XITK 0.89%
20 RFG 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.56M (11.17%) 101.47K
Increased by +3.96%
Dec 31, 25
2 BlackRock Inc 2.55M (11.11%) 178.75K
Increased by +7.02%
Mar 31, 26
3 Principal Financial Group Inc 1.51M (6.57%) 259.93K
Increased by +17.26%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.49M (6.48%) 1.49M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.05M (4.57%) 1.05M
Increased by +100.00%
Mar 31, 26
6 Ashe Capital Management, LLC 1.05M (4.57%) -30.00K
Decreased by -2.86%
Mar 31, 26
7 Echo Street Capital Management LLC 862.70K (3.76%) -754.72K
Decreased by -87.48%
Sep 30, 23
8 State Street Corp 721.66K (3.15%) 36.00K
Increased by +4.99%
Mar 31, 26
9 State Street Corporation 700.07K (3.05%) 258.95K
Increased by +36.99%
Mar 31, 24
10 AQR Capital Management LLC 655.63K (2.86%) 197.70K
Increased by +30.15%
Dec 31, 24
11 William Blair Investment Management, LLC 643.23K (2.81%) 4.99K
Increased by +0.78%
Mar 31, 26
12 Nellore Capital Management LLC 636.30K (2.78%) 106.61K
Increased by +16.75%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 513.44K (2.24%) -155.88K
Decreased by -30.36%
Mar 31, 26
14 Geode Capital Management, LLC 506.29K (2.21%) 33.80K
Increased by +6.68%
Mar 31, 26
15 Lord, Abbett & Co LLC 459.29K (2.00%) -44.88K
Decreased by -9.77%
Sep 30, 24
16 Kayne Anderson Rudnick Investment Management LLC 454.46K (1.98%) -66.05K
Decreased by -14.53%
Mar 31, 26
17 Gilder Gagnon Howe & CO LLC 419.43K (1.83%) -98.32K
Decreased by -23.44%
Dec 31, 25
18 Amvescap Plc. 416.26K (1.82%) 20.61K
Increased by +4.95%
Dec 31, 25
19 Arrowstreet Capital Limited Partnership 384.53K (1.68%) 23.43K
Increased by +6.09%
Mar 31, 26
20 LONG WALK MANAGEMENT, LP 381.75K (1.67%) 93.25K
Increased by +24.43%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 1.18M (5.13%) 98.22K
Increased by +8.35%
Apr 30, 26
2 Principal Aligned MidCap Equity 1.10M (4.79%) 199.06K
Increased by +18.15%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 825.73K (3.60%) 156.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 737.88K (3.22%) 2.06K
Increased by +0.28%
Apr 30, 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 538.33K (2.35%) 2.79K
Increased by +0.52%
Apr 30, 26
7 Vanguard Small Cap Index 532.36K (2.32%) -1.68K
Decreased by -0.32%
Apr 30, 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 298.78K (1.30%) -459.00
Decreased by -0.15%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 275.13K (1.20%) 3.08K
Increased by +1.12%
Apr 30, 26
11 Virtus KAR Small-Cap Growth I 212.63K (0.93%) -51.50K
Decreased by -24.22%
Mar 31, 26
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%
Apr 30, 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