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 CSMD 2.83%
6 FFTY 2.65%
7 CBLS 2.43%
8 CBSE 2.39%
9 CGMM 1.94%
10 PSL 1.81%
11 IJT 1.53%
12 SLYG 1.47%
13 RZG 1.44%
14 VIOG 1.37%
15 XMMO 1.35%
16 EATV 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. 7.94M (14.48%) -70.29K
Decreased by -0.89%
Mar 31, 25
2 BlackRock Inc 5.38M (9.82%) 42.38K
Increased by +0.79%
Mar 31, 25
3 Vanguard Group Inc 5.36M (9.77%) -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 (4.86%) 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 (3.20%) 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 (2.39%) 401.19K
Increased by +30.65%
Mar 31, 25
11 Swedbank AB 1.16M (2.11%) 345.76K
Increased by +29.86%
Mar 31, 25
12 UBS Group AG 1.14M (2.08%) 546.85K
Increased by +47.95%
Mar 31, 25
13 Geode Capital Management, LLC 1.01M (1.84%) 56.43K
Increased by +5.59%
Mar 31, 25
14 Congress Asset Management Company, LLP 938.97K (1.71%) 327.98K
Increased by +34.93%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 936.31K (1.71%) -250.27K
Decreased by -26.73%
Mar 31, 25
16 Wellington Management Company LLP 910.43K (1.66%) -1.33M
Decreased by -145.59%
Mar 31, 25
17 Mackenzie Investments 862.67K (1.57%) -164.62K
Decreased by -19.08%
Mar 31, 25
18 Renaissance Technologies Corp 825.80K (1.51%) -508.00K
Decreased by -61.52%
Jun 30, 24
19 Amvescap Plc. 807.13K (1.47%) -1.00M
Decreased by -124.43%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 784.24K (1.43%) -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 (6.73%) 1.38K
Increased by +0.04%
Dec 29, 23
2 iShares Core S&P Mid-Cap ETF 1.83M (3.34%) 0.00
Increased by 0.00%
May 31, 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 1.72M (3.13%) 1.16K
Increased by +0.07%
May 31, 25
5 Champlain Mid Cap Fund, LLC 1.59M (2.91%) 13.29K
Increased by +0.83%
May 31, 25
6 Vanguard Small Cap Index 1.35M (2.47%) 7.14K
Increased by +0.53%
May 31, 25
7 iShares Russell 2000 ETF 1.26M (2.30%) -10.06K
Decreased by -0.80%
Apr 30, 24
8 Vanguard Explorer Inv 932.87K (1.70%) 205.09K
Increased by +21.99%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 879.14K (1.60%) 6.00K
Increased by +0.68%
May 31, 25
10 Fidelity VIP Contrafund Initial 747.50K (1.36%) 17.90K
Increased by +2.39%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 743.90K (1.36%) -3.05K
Decreased by -0.41%
May 31, 25
12 Champlain Mid Cap Adv 735.00K (1.34%) 111.44K
Increased by +15.16%
Mar 31, 25
13 Swedbank Robur Globalfond A 707.00K (1.29%) -300.00K
Decreased by -42.43%
May 31, 25
14 JPM US Mid Cap Growth-Composite 683.43K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
15 JPMorgan Mid Cap Growth I 683.43K (1.25%) 0.00
Increased by 0.00%
Apr 30, 25
16 Baillie Gifford WW L/T Glb Gr B USD Acc 683.07K (1.25%) -27.80K
Decreased by -4.07%
Apr 30, 25
17 Champlain Small Company Fund, LLC 606.83K (1.11%) -51.36K
Decreased by -8.46%
May 31, 25
18 Fidelity Small Cap Index 553.89K (1.01%) 15.27K
Increased by +2.76%
Jun 30, 24
19 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
20 Fidelity® Small Cap Index 514.59K (0.94%) 14.09K
Increased by +2.74%
Oct 31, 23