Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 CSMD 2.99%
5 RJMG 2.93%
6 FFTY 2.65%
7 CBLS 2.43%
8 CBSE 2.39%
9 PSL 1.94%
10 IJT 1.53%
11 SLYG 1.47%
12 RZG 1.44%
13 VIOG 1.37%
14 XMMO 1.35%
15 EATV 1.35%
16 ESIX 1.30%
17 PDP 1.15%
18 ULTY 1.15%
19 CGMM 1.08%
20 XMHQ 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.77M (14.05%) -168.37K
Decreased by -2.17%
Jun 30, 25
2 BlackRock Inc 5.38M (9.73%) 42.38K
Increased by +0.79%
Mar 31, 25
3 Vanguard Group Inc 5.33M (9.64%) -28.48K
Decreased by -0.53%
Jun 30, 25
4 JPMorgan Chase & Co 2.79M (5.05%) -49.64K
Decreased by -1.78%
Mar 31, 25
5 Champlain Investment Partners, LLC 2.28M (4.12%) -386.64K
Decreased by -16.97%
Jun 30, 25
6 William Blair Investment Management, LLC 2.28M (4.12%) -27.71K
Decreased by -1.22%
Mar 31, 25
7 State Street Corporation 1.93M (3.49%) -68.78K
Decreased by -3.56%
Mar 31, 24
8 State Street Corp 1.75M (3.17%) 5.73K
Increased by +0.33%
Mar 31, 25
9 ClearBridge Advisors, LLC 1.62M (2.94%) -148.59K
Decreased by -9.15%
Mar 31, 25
10 FMR Inc 1.31M (2.37%) 401.19K
Increased by +30.65%
Mar 31, 25
11 UBS Group AG 1.14M (2.06%) 546.85K
Increased by +47.95%
Mar 31, 25
12 Geode Capital Management, LLC 1.01M (1.82%) 56.43K
Increased by +5.59%
Mar 31, 25
13 Congress Asset Management Company, LLP 951.31K (1.72%) 12.34K
Increased by +1.30%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 936.31K (1.69%) -250.27K
Decreased by -26.73%
Mar 31, 25
15 Wellington Management Company LLP 904.11K (1.63%) -6.32K
Decreased by -0.70%
Jun 30, 25
16 Mackenzie Investments 862.67K (1.56%) -164.62K
Decreased by -19.08%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 837.24K (1.51%) 837.24K
Increased by +100.00%
Jun 30, 25
18 Renaissance Technologies Corp 825.80K (1.49%) -508.00K
Decreased by -61.52%
Jun 30, 24
19 Amvescap Plc. 807.13K (1.46%) -1.00M
Decreased by -124.43%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 784.24K (1.42%) -1.05M
Decreased by -134.34%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.67%) 1.38K
Increased by +0.04%
Dec 29, 23
2 American Funds SMALLCAP World A 1.91M (3.45%) 1.41M
Increased by +73.69%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.84M (3.32%) -3.30K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.79M (3.24%) 112.99K
Increased by +6.30%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.69M (3.05%) -35.58K
Decreased by -2.11%
Jul 31, 25
6 Champlain Mid Cap Fund, LLC 1.41M (2.55%) -31.08K
Decreased by -2.20%
Jul 31, 25
7 Vanguard Small Cap Index 1.30M (2.35%) -7.93K
Decreased by -0.61%
Jul 31, 25
8 iShares Russell 2000 ETF 1.26M (2.28%) -10.06K
Decreased by -0.80%
Apr 30, 24
9 Vanguard Explorer Inv 932.87K (1.69%) 205.09K
Increased by +21.99%
Dec 31, 24
10 Fidelity VIP Contrafund Initial 747.50K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
11 Champlain Mid Cap Adv 735.00K (1.33%) 111.44K
Increased by +15.16%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 732.30K (1.32%) -1.10K
Decreased by -0.15%
Jul 31, 25
13 JPM US Mid Cap Growth-Composite 683.43K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 683.43K (1.24%) 0.00
Increased by 0.00%
Apr 30, 25
15 Baillie Gifford WW L/T Glb Gr B USD Acc 676.68K (1.22%) -2.06K
Decreased by -0.30%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 605.84K (1.10%) -263.90K
Decreased by -43.56%
Jul 31, 25
17 Fidelity Small Cap Index 553.89K (1.00%) 15.27K
Increased by +2.76%
Jun 30, 24
18 Champlain Small Company Fund, LLC 545.15K (0.99%) 375.00
Increased by +0.07%
Jul 31, 25
19 Swedbank Robur Globalfond A 542.00K (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.95%) 0.00
Increased by 0.00%
Dec 29, 23