Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 2.80%
2 GNOM 2.05%
3 IPO 0.12%
4 TMED 0.08%
5 JKK 0.02%
6 ISCG 0.02%
7 ISCB 0.01%
8 JKJ 0.01%
9 VTWG 0.01%
10 VBR 0.01%
11 VXF 0.01%
12 VTWV 0.00%
13 VBK 0.00%
14 SMLF 0.00%
15 VB 0.00%
16 ITOT 0.00%
17 VTHR 0.00%
18 VTI 0.00%
19 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Adams Street Partners LLC 1.71M (7.11%) 0.00
Increased by 0.00%
Mar 31, 26
2 Baillie Gifford & Co Limited. 1.26M (5.24%) -8.17K
Decreased by -0.65%
Mar 31, 26
3 Civilization Ventures Management, LLC 1.10M (4.57%) 0.00
Increased by 0.00%
Mar 31, 26
4 BAMCO Inc 741.49K (3.08%) 571.49K
Increased by +77.07%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 737.52K (3.07%) 252.24K
Increased by +34.20%
Mar 31, 26
6 Neuberger Berman Group LLC 709.21K (2.95%) 8.35K
Increased by +1.18%
Mar 31, 26
7 NVP Associates LLC 513.33K (2.13%) 0.00
Increased by 0.00%
Mar 31, 26
8 Amvescap Plc. 406.51K (1.69%) 216.69K
Increased by +53.31%
Mar 31, 26
9 Wasatch Advisors LP 369.64K (1.54%) 369.64K
Increased by +100.00%
Mar 31, 26
10 Vanguard Group Inc 352.37K (1.46%) 352.37K
Increased by +100.00%
Dec 31, 25
11 JPMorgan Chase & Co 283.14K (1.18%) -108.82K
Decreased by -38.43%
Mar 31, 26
12 UBS Asset Mgmt Americas Inc 240.59K (1.00%) 12.93K
Increased by +5.38%
Mar 31, 26
13 Emerald Advisers, LLC 239.56K (1.00%) 50.61K
Increased by +21.13%
Mar 31, 26
14 NAPEAN TRADING AND INVESTMENT CO (SINGAPORE) PTE Ltd. 233.33K (0.97%) 0.00
Increased by 0.00%
Mar 31, 26
15 AllianceBernstein L.P. 223.25K (0.93%) 14.66K
Increased by +6.57%
Mar 31, 26
16 Ameriprise Financial Inc 220.03K (0.91%) 97.76K
Increased by +44.43%
Mar 31, 26
17 Vanguard Capital Management, LLC 182.46K (0.76%) 182.46K
Increased by +100.00%
Mar 31, 26
18 Capital Research & Mgmt Co - Division 3 178.00K (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
19 Massachusetts Financial Services Company 159.57K (0.66%) -3.83K
Decreased by -2.40%
Mar 31, 26
20 Vanguard Portfolio Management, LLC 151.21K (0.63%) 151.21K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford US Growth Ord 421.06K (1.75%) 0.00
Increased by 0.00%
Mar 31, 26
2 Baron Discovery Institutional 286.83K (1.19%) 241.75K
Increased by +84.28%
Mar 31, 26
3 Baron Discovery Strategy 286.83K (1.19%) 241.75K
Increased by +84.28%
Mar 31, 26
4 Edinburgh Worldwide Ord 239.99K (1.00%) 0.00
Increased by 0.00%
Feb 28, 26
5 Invesco Discovery A 190.33K (0.79%) 0.00
Increased by 0.00%
Apr 30, 26
6 Invesco OFI Small Cap Growth 190.33K (0.79%) 190.33K
Increased by +100.00%
Mar 31, 26
7 American Funds SMALLCAP World A 178.00K (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
8 Wasatch Small Cap Growth Investor 177.18K (0.74%) 177.18K
Increased by +100.00%
Mar 31, 26
9 JPMorgan Small Cap Growth A 142.28K (0.59%) -3.40K
Decreased by -2.39%
Apr 30, 26
10 US Small-Cap Growth II Equity Comp 139.01K (0.58%) -5.55K
Decreased by -3.99%
Mar 31, 26
11 T. Rowe Price New Horizons 138.95K (0.58%) -62.00
Decreased by -0.04%
Apr 30, 26
12 Columbia Acorn Inst 137.40K (0.57%) 137.40K
Increased by +100.00%
Apr 30, 26
13 Vanguard Total Stock Mkt Idx Inv 126.09K (0.52%) 0.00
Increased by 0.00%
Apr 30, 26
14 T. Rowe Price Integrated US Sm Gr Eq 110.11K (0.46%) 0.00
Increased by 0.00%
Apr 30, 26
15 T. Rowe Price Integrated US SmCapGrEq 110.11K (0.46%) 71.40K
Increased by +64.84%
Mar 31, 26
16 AB Small Cap Growth A 105.76K (0.44%) -2.89K
Decreased by -2.73%
Apr 30, 26
17 Vanguard Small Cap Index 91.78K (0.38%) -441.00
Decreased by -0.48%
Apr 30, 26
18 Penn Capital Small Cap Equity 90.84K (0.38%) 9.17K
Increased by +10.10%
Apr 30, 26
19 Baron Opportunity Retail 87.80K (0.36%) 45.00K
Increased by +51.25%
Mar 31, 26
20 Baron Opportunity Strategy 87.80K (0.36%) 45.00K
Increased by +51.25%
Mar 31, 26