Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.04%
2 LFSC 1.12%
3 HAPS 0.77%
4 QQQS 0.53%
5 FYC 0.53%
6 HART 0.51%
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 VTWG 0.13%
14 IWO 0.13%
15 GSSC 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 4.91M (10.24%) 191.85K
Increased by +3.91%
Jun 30, 25
2 BlackRock Inc 4.22M (8.81%) -86.98K
Decreased by -2.06%
Mar 31, 25
3 Wellington Management Company LLP 3.97M (8.28%) 3.27M
Increased by +82.31%
Jun 30, 25
4 AllianceBernstein L.P. 3.68M (7.67%) -158.60K
Decreased by -4.31%
Mar 31, 25
5 Hood River Capital Management LLC 3.06M (6.39%) 61.85K
Increased by +2.02%
Jun 30, 25
6 Macquarie Group Ltd 2.44M (5.08%) 61.60K
Increased by +2.53%
Mar 31, 25
7 Champlain Investment Partners, LLC 2.02M (4.21%) -121.21K
Decreased by -6.01%
Jun 30, 25
8 Divisadero Street Capital Management, LP 1.30M (2.70%) 1.30M
Increased by +100.00%
Sep 30, 24
9 State Street Corp 1.28M (2.67%) -68.53K
Decreased by -5.36%
Mar 31, 25
10 UBS Asset Mgmt Americas Inc 1.20M (2.51%) -994.05K
Decreased by -82.64%
Jun 30, 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 (2.47%) 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 First Light Asset Management, LLC 1.02M (2.12%) -299.55K
Decreased by -29.51%
Jun 30, 25
18 Marshall Wace Asset Management Ltd 994.09K (2.07%) 374.93K
Increased by +37.72%
Mar 31, 25
19 FMR Inc 992.96K (2.07%) 11.44K
Increased by +1.15%
Mar 31, 25
20 Credit Suisse First Boston (CSFB) 984.96K (2.05%) -5.42K
Decreased by -0.55%
Mar 31, 24

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%
Jun 30, 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 1.64M (3.42%) -20.57K
Decreased by -1.26%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.48M (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.46M (3.05%) -30.69K
Decreased by -2.10%
Jul 31, 25
6 Champlain Small Company Fund, LLC 1.34M (2.79%) -14.53K
Decreased by -1.09%
Jul 31, 25
7 Fidelity Select Medical Tech and Devcs 1.20M (2.50%) 0.00
Increased by 0.00%
May 31, 24
8 Delaware US Small Cap Core Equity (SMA) 1.18M (2.45%) -13.75K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.18M (2.45%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 iShares Russell 2000 ETF 1.14M (2.38%) -21.73K
Decreased by -1.90%
Jul 31, 25
11 Vanguard Small Cap Index 1.14M (2.38%) -7.76K
Decreased by -0.68%
Jul 31, 25
12 AB Small Cap Growth A 1.02M (2.13%) -14.81K
Decreased by -1.45%
Jun 30, 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 779.11K (1.63%) -8.48K
Decreased by -1.09%
Jun 30, 25
15 Bellevue Healthcare Ord 768.91K (1.60%) 768.91K
Increased by +100.00%
Nov 30, 23
16 Champlain Small Company Adv 740.00K (1.54%) -150.00K
Decreased by -20.27%
Mar 31, 25
17 Vanguard Small Cap Growth Index Inv 645.10K (1.35%) -243.00
Decreased by -0.04%
Jul 31, 25
18 Old Westbury Small & Mid Cap Strategies 640.00K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25
19 Strategic Advisers Fidelity US TtlStk 605.80K (1.26%) 0.00
Increased by 0.00%
May 31, 24
20 UBS (Lux) Digital Health Equity SB USD 600.00K (1.25%) 0.00
Increased by 0.00%
Feb 28, 25