Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 RJMG 2.93%
5 FFTY 2.65%
6 PSL 2.47%
7 CBLS 2.43%
8 CBSE 2.39%
9 CSMD 1.88%
10 FRTY 1.60%
11 IJT 1.53%
12 SLYG 1.47%
13 RZG 1.44%
14 EATV 1.43%
15 VIOG 1.37%
16 XMMO 1.35%
17 ESIX 1.30%
18 FSGS 1.20%
19 RNSC 1.20%
20 PDP 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 8.01M (14.50%) 2.70M
Increased by +33.76%
Dec 31, 24
2 Vanguard Group Inc 5.50M (9.95%) 68.10K
Increased by +1.24%
Dec 31, 24
3 BlackRock Inc 5.34M (9.67%) 86.00K
Increased by +1.61%
Dec 31, 24
4 JPMorgan Chase & Co 2.84M (5.15%) -2.73M
Decreased by -95.98%
Dec 31, 24
5 William Blair Investment Management, LLC 2.31M (4.17%) 669.32K
Increased by +29.03%
Dec 31, 24
6 Wellington Management Company LLP 2.24M (4.05%) -194.30K
Decreased by -8.69%
Dec 31, 24
7 Champlain Investment Partners, LLC 2.23M (4.03%) 1.11M
Increased by +49.92%
Dec 31, 24
8 State Street Corporation 1.93M (3.50%) -68.78K
Decreased by -3.56%
Mar 31, 24
9 ClearBridge Advisors, LLC 1.77M (3.21%) 264.30K
Increased by +14.91%
Dec 31, 24
10 State Street Corp 1.75M (3.16%) 82.18K
Increased by +4.70%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.19M (2.15%) -104.89K
Decreased by -8.84%
Dec 31, 24
12 Mackenzie Investments 1.03M (1.86%) 779.22K
Increased by +75.85%
Dec 31, 24
13 Geode Capital Management, LLC 952.23K (1.72%) -2.84K
Decreased by -0.30%
Dec 31, 24
14 FMR Inc 907.94K (1.64%) -278.83K
Decreased by -30.71%
Dec 31, 24
15 Renaissance Technologies Corp 825.80K (1.50%) -508.00K
Decreased by -61.52%
Jun 30, 24
16 Swedbank AB 812.00K (1.47%) 112.00K
Increased by +13.79%
Dec 31, 24
17 Amvescap Plc. 807.13K (1.46%) -1.00M
Decreased by -124.43%
Sep 30, 24
18 T. Rowe Price Associates, Inc. 784.24K (1.42%) -1.05M
Decreased by -134.34%
Jun 30, 24
19 Driehaus Capital Management LLC 739.48K (1.34%) -151.55K
Decreased by -20.49%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 730.38K (1.32%) 261.71K
Increased by +35.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.68%) 1.38K
Increased by +0.04%
Dec 29, 23
2 iShares Core S&P Mid-Cap ETF 1.83M (3.32%) 1.38K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.78M (3.22%) 1.05K
Increased by +0.06%
Feb 28, 25
4 Champlain Mid Cap Fund, LLC 1.50M (2.72%) 87.73K
Increased by +5.85%
Feb 28, 25
5 Vanguard Small Cap Index 1.44M (2.60%) 1.18K
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 1.26M (2.29%) -10.06K
Decreased by -0.80%
Apr 30, 24
7 Vanguard Explorer Inv 932.87K (1.69%) 205.09K
Increased by +21.99%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 856.43K (1.55%) 1.18K
Increased by +0.14%
Feb 28, 25
9 JPMorgan Growth Advantage A 819.71K (1.48%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Small Cap Growth Index Inv 807.89K (1.46%) -4.50K
Decreased by -0.56%
Feb 28, 25
11 Swedbank Robur Globalfond A 747.00K (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
12 Baillie Gifford WW L/T Glb Gr B USD Acc 707.96K (1.28%) -1.33K
Decreased by -0.19%
Jan 31, 25
13 JPM US Mid Cap Growth-Composite 683.43K (1.24%) -3.71K
Decreased by -0.54%
Dec 31, 24
14 JPMorgan Mid Cap Growth I 683.43K (1.24%) 0.00
Increased by 0.00%
Jan 31, 25
15 Champlain Small Company Fund, LLC 628.24K (1.14%) 20.86K
Increased by +3.32%
Feb 28, 25
16 Champlain Mid Cap Adv 623.55K (1.13%) 273.56K
Increased by +43.87%
Dec 31, 24
17 Fidelity Small Cap Index 553.89K (1.00%) 15.27K
Increased by +2.76%
Jun 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.95%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Small Cap Index 514.59K (0.93%) 14.09K
Increased by +2.74%
Oct 31, 23
20 JPM US Growth Advantage-MA 473.92K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24