Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 CSMD 3.13%
5 RJMG 2.93%
6 FFTY 2.65%
7 PSL 2.47%
8 CBLS 2.43%
9 CBSE 2.39%
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 FSGS 1.20%
18 RNSC 1.20%
19 PDP 1.15%
20 ULTY 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.94M (14.46%) -70.29K
Decreased by -0.89%
Mar 31, 25
2 BlackRock Inc 5.38M (9.81%) 42.38K
Increased by +0.79%
Mar 31, 25
3 Vanguard Group Inc 5.36M (9.76%) -136.34K
Decreased by -2.54%
Mar 31, 25
4 JPMorgan Chase & Co 2.79M (5.09%) -49.64K
Decreased by -1.78%
Mar 31, 25
5 Champlain Investment Partners, LLC 2.67M (4.85%) 438.57K
Increased by +16.46%
Mar 31, 25
6 William Blair Investment Management, LLC 2.28M (4.15%) -27.71K
Decreased by -1.22%
Mar 31, 25
7 State Street Corporation 1.93M (3.52%) -68.78K
Decreased by -3.56%
Mar 31, 24
8 State Street Corp 1.75M (3.19%) 5.73K
Increased by +0.33%
Mar 31, 25
9 ClearBridge Advisors, LLC 1.62M (2.96%) -148.59K
Decreased by -9.15%
Mar 31, 25
10 FMR Inc 1.31M (2.38%) 401.19K
Increased by +30.65%
Mar 31, 25
11 Geode Capital Management, LLC 1.01M (1.84%) 56.43K
Increased by +5.59%
Mar 31, 25
12 Congress Asset Management Company, LLP 938.97K (1.71%) 327.98K
Increased by +34.93%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 936.31K (1.71%) -250.27K
Decreased by -26.73%
Mar 31, 25
14 Wellington Management Company LLP 910.43K (1.66%) -1.33M
Decreased by -145.59%
Mar 31, 25
15 Mackenzie Investments 862.67K (1.57%) -164.62K
Decreased by -19.08%
Mar 31, 25
16 Renaissance Technologies Corp 825.80K (1.50%) -508.00K
Decreased by -61.52%
Jun 30, 24
17 Swedbank AB 812.00K (1.48%) 112.00K
Increased by +13.79%
Dec 31, 24
18 Amvescap Plc. 807.13K (1.47%) -1.00M
Decreased by -124.43%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 784.24K (1.43%) -1.05M
Decreased by -134.34%
Jun 30, 24
20 Driehaus Capital Management LLC 739.48K (1.35%) -151.55K
Decreased by -20.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.73%) 1.38K
Increased by +0.04%
Dec 29, 23
2 iShares Core S&P Mid-Cap ETF 1.83M (3.33%) -4.47K
Decreased by -0.24%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.27%) 112.99K
Increased by +6.30%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.71M (3.12%) 20.65K
Increased by +1.20%
Apr 30, 25
5 Champlain Mid Cap Fund, LLC 1.58M (2.88%) -65.20K
Decreased by -4.13%
Apr 30, 25
6 Vanguard Small Cap Index 1.35M (2.45%) 9.55K
Increased by +0.71%
Apr 30, 25
7 iShares Russell 2000 ETF 1.26M (2.30%) -10.06K
Decreased by -0.80%
Apr 30, 24
8 Swedbank Robur Globalfond A 1.01M (1.83%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Explorer Inv 932.87K (1.70%) 205.09K
Increased by +21.99%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 873.14K (1.59%) 5.32K
Increased by +0.61%
Apr 30, 25
11 JPMorgan Growth Advantage A 820.12K (1.49%) -3.96K
Decreased by -0.48%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 746.95K (1.36%) -565.00
Decreased by -0.08%
Apr 30, 25
13 Fidelity VIP Contrafund Initial 729.60K (1.33%) 99.40K
Increased by +13.62%
Mar 31, 25
14 Baillie Gifford WW L/T Glb Gr B USD Acc 710.87K (1.29%) 14.14K
Increased by +1.99%
Mar 31, 25
15 JPMorgan Mid Cap Growth I 683.43K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
16 JPM US Mid Cap Growth-Composite 683.43K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
17 Champlain Small Company Fund, LLC 658.19K (1.20%) -26.10K
Decreased by -3.97%
Apr 30, 25
18 Champlain Mid Cap Adv 623.55K (1.14%) 273.56K
Increased by +43.87%
Dec 31, 24
19 Fidelity Small Cap Index 553.89K (1.01%) 15.27K
Increased by +2.76%
Jun 30, 24
20 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23