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 CBLS 2.43%
7 CBSE 2.39%
8 IJT 1.53%
9 GRNJ 1.52%
10 SLYG 1.47%
11 RZG 1.44%
12 VIOG 1.37%
13 XMMO 1.35%
14 EATV 1.35%
15 CSMD 1.32%
16 RSMC 1.32%
17 ESIX 1.30%
18 AFSC 1.25%
19 PSL 1.15%
20 PDP 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.19M (32.77%) 10.35K
Increased by +0.14%
Mar 31, 26
2 Vanguard Group Inc 5.49M (25.02%) 140.26K
Increased by +2.56%
Dec 31, 25
3 BlackRock Inc 5.36M (24.44%) -859.12K
Decreased by -16.03%
Dec 31, 25
4 William Blair Investment Management, LLC 2.28M (10.38%) -27.71K
Decreased by -1.22%
Mar 31, 25
5 JPMorgan Chase & Co 2.24M (10.20%) 1.86M
Increased by +83.13%
Mar 31, 26
6 T. Rowe Price Associates, Inc. 2.20M (10.02%) 711.54K
Increased by +32.38%
Dec 31, 25
7 State Street Corporation 1.93M (8.81%) -68.78K
Decreased by -3.56%
Mar 31, 24
8 State Street Corp 1.74M (7.92%) 13.23K
Increased by +0.76%
Dec 31, 25
9 ClearBridge Advisors, LLC 1.73M (7.91%) 110.36K
Increased by +6.36%
Mar 31, 26
10 Swedbank AB 1.36M (6.22%) 672.07K
Increased by +49.24%
Dec 31, 25
11 Ensign Peak Advisors Inc 1.32M (6.02%) 361.37K
Increased by +27.39%
Dec 31, 25
12 Capital Research & Mgmt Co - Division 3 1.30M (5.91%) 360.53K
Increased by +27.79%
Mar 31, 26
13 Champlain Investment Partners, LLC 1.29M (5.89%) 79.25K
Increased by +6.13%
Mar 31, 26
14 Ilex Capital Partners (Uk) LLP 1.26M (5.73%) 828.00K
Increased by +65.86%
Dec 31, 25
15 Capital World Investors 1.20M (5.49%) 274.08K
Increased by +22.77%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.18M (5.40%) 138.41K
Increased by +11.68%
Dec 31, 25
17 Geode Capital Management, LLC 1.04M (4.74%) 21.02K
Increased by +2.02%
Dec 31, 25
18 Congress Asset Management Company, LLP 951.31K (4.34%) 12.34K
Increased by +1.30%
Jun 30, 25
19 Marshall Wace Asset Management Ltd 948.72K (4.33%) 948.72K
Increased by +100.00%
Jun 30, 25
20 BNP Paribas Arbitrage, SA 924.90K (4.22%) 896.28K
Increased by +96.91%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (16.83%) 1.38K
Increased by +0.04%
Dec 29, 23
2 American Funds SMALLCAP World A 2.71M (12.37%) 294.74K
Increased by +10.86%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 1.99M (9.08%) -1.01K
Decreased by -0.05%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.79M (8.17%) 112.99K
Increased by +6.30%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.77M (8.06%) -21.86K
Decreased by -1.24%
Mar 31, 26
6 Vanguard Small Cap Index 1.30M (5.91%) 9.00K
Increased by +0.69%
Mar 31, 26
7 iShares Russell 2000 ETF 1.26M (5.75%) -10.06K
Decreased by -0.80%
Apr 30, 24
8 Swedbank Robur Globalfond A 1.19M (5.44%) 1.19M
Increased by +100.00%
Feb 28, 26
9 Vanguard Explorer Inv 932.87K (4.25%) 205.09K
Increased by +21.99%
Dec 31, 24
10 Champlain Mid Cap Fund, LLC 762.44K (3.48%) -151.49K
Decreased by -19.87%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 723.31K (3.30%) 8.76K
Increased by +1.21%
Mar 31, 26
12 JPMorgan Value Advantage L 713.05K (3.25%) 108.43K
Increased by +15.21%
Mar 31, 26
13 JPM US Mid Cap Growth-Composite 683.43K (3.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 683.43K (3.12%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 660.08K (3.01%) 10.11K
Increased by +1.53%
Mar 31, 26
16 Baillie Gifford WW L/T Glb Gr B USD Acc 633.58K (2.89%) -26.93K
Decreased by -4.25%
Mar 31, 26
17 Fidelity Small Cap Index 553.89K (2.53%) 15.27K
Increased by +2.76%
Jun 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 527.00K (2.40%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Small Cap Index 514.59K (2.35%) 14.09K
Increased by +2.74%
Oct 31, 23
20 JPM US Growth Advantage-MA 473.92K (2.16%) 0.00
Increased by 0.00%
Mar 31, 25