Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 1.24%
2 SGRW 1.13%
3 SMAP 1.10%
4 AIMS 0.60%
5 RZG 0.51%
6 PSCH 0.48%
7 MMSC 0.44%
8 ETHO 0.40%
9 PZI 0.38%
10 FYC 0.35%
11 BTEC 0.24%
12 SSLY 0.22%
13 AFSM 0.20%
14 IWC 0.18%
15 FYX 0.12%
16 RFLR 0.09%
17 SLY 0.08%
18 SLYG 0.08%
19 QVMS 0.08%
20 PSC 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Casdin Capital, LLC 5.96M (13.90%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 5.91M (13.80%) 311.12K
Increased by +5.26%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 5.46M (12.74%) 1.39M
Increased by +25.49%
Dec 31, 25
4 Goldman Sachs Group Inc 4.80M (11.21%) 4.59M
Increased by +95.61%
Dec 31, 23
5 Vanguard Group Inc 3.09M (7.21%) 119.87K
Increased by +3.88%
Dec 31, 25
6 Amvescap Plc. 2.35M (5.48%) -1.58M
Decreased by -67.43%
Mar 31, 26
7 Park West Asset Management LLC 2.01M (4.70%) -66.13K
Decreased by -3.28%
Sep 30, 23
8 FMR Inc 1.55M (3.61%) 532.42K
Increased by +34.39%
Dec 31, 25
9 State Street Corp 1.51M (3.51%) 49.03K
Increased by +3.26%
Dec 31, 25
10 State Street Corporation 1.30M (3.03%) 49.22K
Increased by +3.79%
Mar 31, 24
11 Massachusetts Financial Services Company 1.20M (2.79%) 193.09K
Increased by +16.13%
Mar 31, 26
12 Millennium Management LLC 1.15M (2.67%) 377.11K
Increased by +32.93%
Dec 31, 24
13 Fred Alger Management, LLC 1.08M (2.53%) -25.08K
Decreased by -2.31%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 1.04M (2.42%) 10.59K
Increased by +1.02%
Mar 31, 26
15 Portolan Capital Management, LLC 1.00M (2.34%) 132.69K
Increased by +13.21%
Jun 30, 24
16 Geode Capital Management, LLC 953.13K (2.22%) 788.00
Increased by +0.08%
Dec 31, 25
17 William Blair Investment Management, LLC 946.62K (2.21%) 36.27K
Increased by +3.83%
Mar 31, 25
18 Ameriprise Financial Inc 904.32K (2.11%) -4.58K
Decreased by -0.51%
Dec 31, 25
19 Royce & Associates, LP 860.74K (2.01%) 83.46K
Increased by +9.70%
Mar 31, 25
20 Royal Bank of Canada 819.29K (1.91%) -99.95K
Decreased by -12.20%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Small-Cap Stock 2.56M (5.98%) 345.55K
Increased by +13.49%
Mar 31, 26
2 T. Rowe Price US Small-Cap Core Equity 2.56M (5.98%) 381.26K
Increased by +14.88%
Mar 31, 26
3 iShares Core S&P Small-Cap ETF 2.38M (5.56%) 618.00
Increased by +0.03%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.44M (3.35%) 0.00
Increased by 0.00%
Mar 31, 26
5 T. Rowe Price Instl Small-Cap Stock 1.39M (3.23%) 173.21K
Increased by +12.50%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 1.38M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price U.S. SC Core Eq Tr-D 1.22M (2.84%) 214.69K
Increased by +17.62%
Mar 31, 26
8 Alger Small Cap Focus Composite 1.02M (2.39%) 0.00
Increased by 0.00%
Feb 28, 26
9 Alger Small Cap Focus I 1.02M (2.39%) 0.00
Increased by 0.00%
Feb 28, 26
10 iShares Russell 2000 ETF 985.62K (2.30%) 8.32K
Increased by +0.84%
Apr 30, 26
11 Invesco Main Street Small Cap R6 868.06K (2.03%) -12.36K
Decreased by -1.42%
Mar 31, 26
12 Invesco Small Cap Core 868.06K (2.03%) -30.14K
Decreased by -3.47%
Mar 31, 26
13 MFS New Discovery I 844.90K (1.97%) 141.89K
Increased by +16.79%
Mar 31, 26
14 Columbia Acorn Inst 696.46K (1.63%) 0.00
Increased by 0.00%
Mar 31, 26
15 Stephens Small Cap Growth 673.13K (1.57%) 66.24K
Increased by +9.84%
Mar 31, 26
16 Fidelity Small Cap Growth 582.89K (1.36%) 0.00
Increased by 0.00%
Feb 28, 26
17 JNL/Invesco Small Cap Growth A 554.86K (1.30%) -27.90K
Decreased by -5.03%
Dec 31, 25
18 Strategic Advisers Small-Mid Cap 519.69K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24
19 Palisade Small Cap Core Equity 493.77K (1.15%) 6.69K
Increased by +1.35%
Mar 31, 26
20 Voya Small Cap Growth (Portland) 483.11K (1.13%) 220.93K
Increased by +45.73%
Sep 30, 24