Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.79%
2 LFSC 1.12%
3 HAPS 0.68%
4 QQQS 0.53%
5 HART 0.45%
6 FYC 0.44%
7 ETHO 0.35%
8 SCDS 0.29%
9 QSML 0.23%
10 BTEC 0.22%
11 IHI 0.18%
12 CSML 0.17%
13 GSSC 0.12%
14 IWO 0.12%
15 FESM 0.12%
16 BBSC 0.10%
17 RFLR 0.09%
18 JPSE 0.09%
19 VTWG 0.08%
20 VTWO 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.71M (9.88%) 61.17K
Increased by +1.30%
Mar 31, 25
2 BlackRock Inc 4.22M (8.85%) -86.98K
Decreased by -2.06%
Mar 31, 25
3 AllianceBernstein L.P. 3.68M (7.70%) -158.60K
Decreased by -4.31%
Mar 31, 25
4 Hood River Capital Management LLC 3.00M (6.28%) 75.48K
Increased by +2.52%
Mar 31, 25
5 Macquarie Group Ltd 2.44M (5.11%) 61.60K
Increased by +2.53%
Mar 31, 25
6 UBS Asset Mgmt Americas Inc 2.20M (4.60%) 1.39M
Increased by +63.07%
Mar 31, 25
7 Champlain Investment Partners, LLC 2.14M (4.48%) -390.65K
Decreased by -18.27%
Mar 31, 25
8 First Light Asset Management, LLC 1.31M (2.75%) -654.50K
Decreased by -49.78%
Mar 31, 25
9 Divisadero Street Capital Management, LP 1.30M (2.71%) 1.30M
Increased by +100.00%
Sep 30, 24
10 State Street Corp 1.28M (2.68%) -68.53K
Decreased by -5.36%
Mar 31, 25
11 State Street Corporation 1.19M (2.49%) -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 (2.45%) 16.11K
Increased by +1.38%
Mar 31, 25
14 Amvescap Plc. 1.16M (2.43%) 127.58K
Increased by +10.98%
Dec 31, 23
15 Fred Alger Management, LLC 1.15M (2.42%) -281.76K
Decreased by -24.41%
Dec 31, 23
16 Nuveen Asset Management, LLC 1.04M (2.17%) -149.58K
Decreased by -14.42%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 994.09K (2.08%) 374.93K
Increased by +37.72%
Mar 31, 25
18 FMR Inc 992.96K (2.08%) 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 (2.06%) -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 (4.26%) 28.20K
Increased by +1.39%
Apr 30, 25
2 Delaware Small Cap Core I 1.95M (4.08%) 0.00
Increased by 0.00%
Oct 31, 24
3 Hood River Small-Cap Growth Instl 1.66M (3.47%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.11%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.48M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
6 Champlain Small Company Fund, LLC 1.36M (2.86%) -75.10K
Decreased by -5.51%
May 31, 25
7 Fidelity Select Medical Tech and Devcs 1.20M (2.51%) 0.00
Increased by 0.00%
May 31, 24
8 iShares Russell 2000 ETF 1.19M (2.50%) 0.00
Increased by 0.00%
May 31, 25
9 Delaware US Small Cap Core Equity (SMA) 1.18M (2.46%) -13.75K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.18M (2.46%) -13.75K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Index 1.17M (2.46%) 4.28K
Increased by +0.36%
May 31, 25
12 AB Small Cap Growth A 1.05M (2.20%) -29.56K
Decreased by -2.82%
Apr 30, 25
13 CS (Lux) Digital Health Equity SB USD 900.00K (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
14 AB Discovery Growth A 792.84K (1.66%) -5.93K
Decreased by -0.75%
Apr 30, 25
15 Bellevue Healthcare Ord 768.91K (1.61%) 768.91K
Increased by +100.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 766.18K (1.61%) 5.43K
Increased by +0.71%
May 31, 25
17 Champlain Small Company Adv 740.00K (1.55%) -150.00K
Decreased by -20.27%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 647.99K (1.36%) -854.00
Decreased by -0.13%
May 31, 25
19 Old Westbury Small & Mid Cap Strategies 640.00K (1.34%) -195.00K
Decreased by -30.47%
Jan 31, 25
20 Strategic Advisers Fidelity US TtlStk 605.80K (1.27%) 0.00
Increased by 0.00%
May 31, 24