Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.73%
2 PEZ 3.63%
3 ULTY 2.70%
4 IPO 2.68%
5 FCUS 2.46%
6 SAMT 1.97%
7 PBJ 1.80%
8 PEJ 1.73%
9 FRTY 1.54%
10 NBCC 1.50%
11 HELS 1.50%
12 PFUT 1.47%
13 EATZ 1.03%
14 FXD 0.94%
15 QMID 0.92%
16 FFTY 0.92%
17 CGGG 0.91%
18 NWLG 0.81%
19 PAMC 0.76%
20 AMOM 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.57M (8.89%) 170.45K
Increased by +1.78%
Mar 31, 26
2 Artal Group S A 9.51M (8.84%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 9.22M (8.57%) -124.70K
Decreased by -1.35%
Dec 31, 25
4 AllianceBernstein L.P. 9.19M (8.54%) 1.71M
Increased by +18.60%
Mar 31, 26
5 Capital Research Global Investors 6.14M (5.71%) -2.30M
Decreased by -37.52%
Mar 31, 26
6 FMR Inc 5.91M (5.50%) 874.73K
Increased by +14.80%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.45M (4.13%) 4.45M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 4.19M (3.90%) 4.19M
Increased by +100.00%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 3.67M (3.41%) 490.19K
Increased by +13.37%
Mar 31, 26
10 State Street Corp 3.01M (2.79%) 85.16K
Increased by +2.83%
Mar 31, 26
11 Capital Research & Mgmt Co - Division 3 2.61M (2.43%) -2.28M
Decreased by -87.17%
Mar 31, 26
12 William Blair Investment Management, LLC 2.39M (2.23%) -25.28K
Decreased by -1.06%
Mar 31, 26
13 Capital World Investors 2.13M (1.98%) 1.64M
Increased by +77.29%
Mar 31, 26
14 Geode Capital Management, LLC 2.00M (1.86%) 65.19K
Increased by +3.26%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 1.85M (1.72%) -1.47M
Decreased by -79.34%
Mar 31, 26
16 1832 Asset Management L.P 1.52M (1.41%) 1.52M
Increased by +100.00%
Mar 31, 26
17 ClearBridge Advisors, LLC 1.44M (1.34%) 441.25K
Increased by +30.57%
Mar 31, 26
18 Champlain Investment Partners, LLC 1.40M (1.30%) -417.56K
Decreased by -29.88%
Mar 31, 26
19 Citadel Advisors Llc 1.34M (1.24%) 263.82K
Increased by +19.71%
Dec 31, 25
20 UBS Group AG 1.31M (1.22%) -785.68K
Decreased by -59.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.81M (5.40%) -1.20M
Decreased by -20.64%
Mar 31, 26
2 American Funds AMCAP A 3.60M (3.35%) -891.50K
Decreased by -24.74%
Mar 31, 26
3 Capital Group AMCAP Composite 3.60M (3.35%) -891.50K
Decreased by -24.74%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 3.41M (3.17%) -18.49K
Decreased by -0.54%
Jun 30, 26
5 Vanguard Total Stock Mkt Idx Inv 3.15M (2.92%) -470.00
Decreased by -0.01%
Jun 30, 26
6 Vanguard Small Cap Index 2.27M (2.11%) -4.85K
Decreased by -0.21%
Jun 30, 26
7 AllianceBernstein US L/C Growth Eqty MF 1.34M (1.25%) -510.01K
Decreased by -38.07%
May 29, 26
8 Vanguard Small Cap Growth Index Inv 1.31M (1.22%) 31.34K
Increased by +2.39%
Jun 30, 26
9 AB Large Cap Growth A 1.19M (1.11%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.07%) 20.56K
Increased by +1.79%
Jun 30, 26
11 T. Rowe Price New Horizons 831.39K (0.77%) 106.10K
Increased by +12.76%
Mar 31, 26
12 US Small-Cap Growth II Equity Comp 831.39K (0.77%) 303.26K
Increased by +36.48%
Mar 31, 26
13 T. Rowe Price All-Cap Opportunities Fund 797.65K (0.74%) -570.60K
Decreased by -71.54%
Jun 30, 26
14 T. Rowe Price US All-Cap Opp Eq Comp 797.65K (0.74%) -570.60K
Decreased by -71.54%
Jun 30, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 747.28K (0.69%) -7.37K
Decreased by -0.99%
May 31, 26
16 Champlain Mid Cap Fund, LLC 734.12K (0.68%) -179.78K
Decreased by -24.49%
May 31, 26
17 AB US Large Cap Growth CT B 713.70K (0.66%) 61.69K
Increased by +8.64%
Mar 31, 26
18 PRIMECAP Odyssey Aggressive Growth 676.45K (0.63%) 0.00
Increased by 0.00%
Mar 31, 26
19 American Growth One D 646.52K (0.60%) 24.10K
Increased by +3.73%
Mar 31, 26
20 American Funds IS® Growth 1 642.64K (0.60%) 0.00
Increased by 0.00%
Jun 30, 26