Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.53%
2 MRGR 2.81%
3 BOUT 2.52%
4 MOON 1.95%
5 XITK 1.59%
6 DAT 1.07%
7 MNA 0.79%
8 PTF 0.73%
9 CSML 0.33%
10 IWC 0.25%
11 FYX 0.18%
12 GSSC 0.18%
13 AFSM 0.13%
14 QSML 0.11%
15 FYC 0.09%
16 SMLF 0.08%
17 HAPS 0.08%
18 IWO 0.07%
19 VTWG 0.07%
20 ESML 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.42M (9.44%) -647.26K
Decreased by -14.64%
Jun 30, 25
2 BlackRock Inc 3.79M (8.10%) 157.33K
Increased by +4.15%
Jun 30, 25
3 GPI CAPITAL, L.P. 3.12M (6.66%) 0.00
Increased by 0.00%
Jun 30, 25
4 Hood River Capital Management LLC 2.74M (5.84%) 756.39K
Increased by +27.62%
Dec 31, 24
5 WEST RIM CAPITAL ASSOCIATES II, L.P. 2.72M (5.82%) -681.23K
Decreased by -25.00%
Sep 30, 23
6 EVR Research LP 2.55M (5.44%) -40.00K
Decreased by -1.57%
Mar 31, 25
7 Solel Partners LP 2.38M (5.07%) 256.97K
Increased by +10.82%
Jun 30, 25
8 Fidelity International Ltd 2.19M (4.68%) 2.19M
Increased by +100.00%
Jun 30, 25
9 Franklin Resources Inc 2.12M (4.52%) 24.01K
Increased by +1.13%
Jun 30, 25
10 Wasatch Advisors LP 1.86M (3.96%) 153.39K
Increased by +8.26%
Mar 31, 25
11 ING Investment Management LLC 1.60M (3.42%) 195.43K
Increased by +12.18%
Dec 31, 24
12 Goldman Sachs Group Inc 1.59M (3.38%) 1.36M
Increased by +85.78%
Jun 30, 25
13 Jefferies Financial Group Inc 1.52M (3.25%) 1.52M
Increased by +100.00%
Jun 30, 25
14 BAMCO Inc 1.40M (2.98%) -4.81K
Decreased by -0.34%
Mar 31, 25
15 Ameriprise Financial Inc 1.08M (2.30%) -186.88K
Decreased by -17.38%
Jun 30, 24
16 Geode Capital Management, LLC 1.06M (2.26%) 42.19K
Increased by +3.99%
Jun 30, 25
17 Loomis, Sayles & Company LP 1.05M (2.25%) 157.19K
Increased by +14.93%
Jun 30, 24
18 State Street Corp 996.21K (2.13%) 30.74K
Increased by +3.09%
Jun 30, 25
19 Portolan Capital Management, LLC 874.79K (1.87%) 382.85K
Increased by +43.76%
Sep 30, 24
20 Driehaus Capital Management LLC 852.72K (1.82%) -125.16K
Decreased by -14.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth SMA 2.02M (4.31%) 2.02M
Increased by +99.99%
Jun 30, 25
2 Franklin US Small Cap Growth Equity 2.02M (4.31%) 163.77K
Increased by +8.10%
Jun 30, 25
3 Hood River Small-Cap Growth Instl 1.80M (3.84%) 522.49K
Increased by +29.01%
Dec 31, 24
4 Franklin Small Cap Growth Adv 1.54M (3.29%) -315.50K
Decreased by -20.47%
Jul 31, 25
5 UBS: US Equity Small Cap Growth 1.49M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
6 Baron Discovery Institutional 1.07M (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
7 Baron Discovery Strategy 1.07M (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 1.06M (2.27%) -23.63K
Decreased by -2.22%
Jul 31, 25
9 iShares Russell 2000 ETF 1.04M (2.21%) 0.00
Increased by 0.00%
Aug 31, 25
10 Voya Small Cap Growth 924.98K (1.97%) 134.45K
Increased by +14.54%
Dec 31, 24
11 Vanguard Information Technology ETF 886.78K (1.89%) 9.08K
Increased by +1.02%
Jul 31, 25
12 Columbia Small Cap Growth 863.51K (1.84%) -132.81K
Decreased by -15.38%
Jun 30, 24
13 Columbia Small Cap Growth Inst 863.51K (1.84%) 0.00
Increased by 0.00%
Aug 31, 24
14 Vanguard Small Cap Index 854.53K (1.82%) -5.64K
Decreased by -0.66%
Jul 31, 25
15 Fidelity Canadian Large Cap Sr B 800.00K (1.71%) 800.00K
Increased by +100.00%
Jun 30, 25
16 Voya Small Cap Growth (Portland) 790.53K (1.69%) 494.56K
Increased by +62.56%
Sep 30, 24
17 Wasatch Ultra Growth 611.64K (1.31%) 8.63K
Increased by +1.41%
Mar 31, 25
18 Loomis Sayles Small Cap Growth Instl 605.95K (1.29%) 0.00
Increased by 0.00%
Aug 31, 24
19 Strategic Advisers® Small-Mid Cap 583.72K (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
20 Vanguard Small Cap Value Index Inv 548.67K (1.17%) 1.62K
Increased by +0.30%
Jul 31, 25