Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.07%
2 LFSC 1.12%
3 HAPS 0.63%
4 FYC 0.54%
5 QQQS 0.53%
6 HART 0.52%
7 ETHO 0.35%
8 SCDS 0.29%
9 QSML 0.23%
10 BTEC 0.22%
11 IHI 0.21%
12 CSML 0.17%
13 IWO 0.13%
14 GSSC 0.12%
15 VTWG 0.12%
16 FESM 0.12%
17 VFMO 0.10%
18 BBSC 0.10%
19 RFLR 0.09%
20 JPSE 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.71M (9.84%) 61.17K
Increased by +1.30%
Mar 31, 25
2 BlackRock Inc 4.22M (8.81%) -86.98K
Decreased by -2.06%
Mar 31, 25
3 AllianceBernstein L.P. 3.68M (7.67%) -158.60K
Decreased by -4.31%
Mar 31, 25
4 Hood River Capital Management LLC 3.00M (6.26%) 75.48K
Increased by +2.52%
Mar 31, 25
5 Macquarie Group Ltd 2.44M (5.09%) 61.60K
Increased by +2.53%
Mar 31, 25
6 UBS Asset Mgmt Americas Inc 2.20M (4.58%) 1.39M
Increased by +63.07%
Mar 31, 25
7 Champlain Investment Partners, LLC 2.14M (4.46%) -390.65K
Decreased by -18.27%
Mar 31, 25
8 First Light Asset Management, LLC 1.31M (2.74%) -654.50K
Decreased by -49.78%
Mar 31, 25
9 Divisadero Street Capital Management, LP 1.30M (2.70%) 1.30M
Increased by +100.00%
Sep 30, 24
10 State Street Corp 1.28M (2.67%) -68.53K
Decreased by -5.36%
Mar 31, 25
11 State Street Corporation 1.19M (2.48%) -17.74K
Decreased by -1.50%
Mar 31, 24
12 Neuberger Berman Group LLC 1.19M (2.48%) 246.88K
Increased by +20.81%
Mar 31, 25
13 Geode Capital Management, LLC 1.17M (2.44%) 16.11K
Increased by +1.38%
Mar 31, 25
14 Amvescap Plc. 1.16M (2.42%) 127.58K
Increased by +10.98%
Dec 31, 23
15 Fred Alger Management, LLC 1.15M (2.41%) -281.76K
Decreased by -24.41%
Dec 31, 23
16 Nuveen Asset Management, LLC 1.04M (2.16%) -149.58K
Decreased by -14.42%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 994.09K (2.07%) 374.93K
Increased by +37.72%
Mar 31, 25
18 FMR Inc 992.96K (2.07%) 11.44K
Increased by +1.15%
Mar 31, 25
19 Credit Suisse First Boston (CSFB) 984.96K (2.06%) -5.42K
Decreased by -0.55%
Mar 31, 24
20 GW&K Investment Management, LLC 981.52K (2.05%) -18.98K
Decreased by -1.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 2.03M (4.24%) 0.00
Increased by 0.00%
May 31, 25
2 Delaware Small Cap Core I 1.95M (4.06%) 0.00
Increased by 0.00%
Oct 31, 24
3 Hood River Small-Cap Growth Instl 1.66M (3.46%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.10%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.48M (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
6 Champlain Small Company Fund, LLC 1.35M (2.82%) -10.51K
Decreased by -0.78%
Jun 30, 25
7 iShares Russell 2000 ETF 1.21M (2.53%) 8.40K
Increased by +0.69%
Jun 30, 25
8 Fidelity Select Medical Tech and Devcs 1.20M (2.50%) 0.00
Increased by 0.00%
May 31, 24
9 Delaware US Small Cap Core Equity (SMA) 1.18M (2.45%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.18M (2.45%) -13.75K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Index 1.17M (2.45%) 4.28K
Increased by +0.36%
May 31, 25
12 AB Small Cap Growth A 1.04M (2.16%) -13.21K
Decreased by -1.27%
May 31, 25
13 CS (Lux) Digital Health Equity SB USD 900.00K (1.88%) 0.00
Increased by 0.00%
Mar 31, 24
14 AB Discovery Growth A 787.59K (1.64%) -5.26K
Decreased by -0.67%
May 31, 25
15 Bellevue Healthcare Ord 768.91K (1.60%) 768.91K
Increased by +100.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 766.18K (1.60%) 5.43K
Increased by +0.71%
May 31, 25
17 Champlain Small Company Adv 740.00K (1.54%) -150.00K
Decreased by -20.27%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 647.99K (1.35%) -854.00
Decreased by -0.13%
May 31, 25
19 Old Westbury Small & Mid Cap Strategies 640.00K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25
20 Strategic Advisers Fidelity US TtlStk 605.80K (1.26%) 0.00
Increased by 0.00%
May 31, 24