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 GRNJ 1.72%
9 IJT 1.53%
10 SLYG 1.47%
11 RZG 1.44%
12 CSMD 1.43%
13 VIOG 1.37%
14 XMMO 1.35%
15 EATV 1.35%
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 BlackRock Inc 5.55M (25.30%) 189.21K
Increased by +3.41%
Mar 31, 26
3 Vanguard Group Inc 5.49M (25.02%) 140.26K
Increased by +2.56%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 2.59M (11.81%) 2.59M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.53M (11.55%) 2.53M
Increased by +100.00%
Mar 31, 26
6 William Blair Investment Management, LLC 2.28M (10.38%) -27.71K
Decreased by -1.22%
Mar 31, 25
7 JPMorgan Chase & Co 2.24M (10.20%) 1.86M
Increased by +83.13%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 2.07M (9.43%) -129.92K
Decreased by -6.28%
Mar 31, 26
9 State Street Corporation 1.93M (8.81%) -68.78K
Decreased by -3.56%
Mar 31, 24
10 Ensign Peak Advisors Inc 1.90M (8.66%) 579.03K
Increased by +30.50%
Mar 31, 26
11 State Street Corp 1.80M (8.20%) 61.97K
Increased by +3.44%
Mar 31, 26
12 ClearBridge Advisors, LLC 1.73M (7.91%) 110.36K
Increased by +6.36%
Mar 31, 26
13 AQR Capital Management LLC 1.50M (6.82%) 1.17M
Increased by +77.97%
Mar 31, 26
14 Swedbank AB 1.36M (6.22%) 672.07K
Increased by +49.24%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 1.30M (5.91%) 360.53K
Increased by +27.79%
Mar 31, 26
16 Champlain Investment Partners, LLC 1.29M (5.89%) 79.25K
Increased by +6.13%
Mar 31, 26
17 Ilex Capital Partners (Uk) LLP 1.26M (5.73%) 828.00K
Increased by +65.86%
Dec 31, 25
18 Capital World Investors 1.20M (5.49%) 274.08K
Increased by +22.77%
Mar 31, 26
19 Geode Capital Management, LLC 1.08M (4.94%) 43.33K
Increased by +4.00%
Mar 31, 26
20 Congress Asset Management Company, LLP 951.31K (4.34%) 12.34K
Increased by +1.30%
Jun 30, 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 2.00M (9.13%) 378.00
Increased by +0.02%
May 29, 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 1.79M (8.14%) 18.36K
Increased by +1.03%
Apr 30, 26
6 Vanguard Small Cap Index 1.29M (5.90%) -2.60K
Decreased by -0.20%
Apr 30, 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 JPMorgan Value Advantage L 745.78K (3.40%) 32.73K
Increased by +4.39%
Apr 30, 26
12 Vanguard Small Cap Growth Index Inv 725.97K (3.31%) 2.66K
Increased by +0.37%
Apr 30, 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 666.00K (3.04%) 5.93K
Increased by +0.89%
Apr 30, 26
16 Baillie Gifford WW L/T Glb Gr B USD Acc 652.70K (2.98%) 19.11K
Increased by +2.93%
Apr 30, 26
17 Fidelity Small Cap Index 553.89K (2.53%) 15.27K
Increased by +2.76%
Jun 30, 24
18 Capital Group U.S. Small and Mid Cap ETF 533.33K (2.43%) 124.06K
Increased by +23.26%
May 31, 26
19 iShares S&P Small-Cap 600 Growth ETF 527.00K (2.40%) 0.00
Increased by 0.00%
Dec 29, 23
20 Fidelity® Small Cap Index 514.59K (2.35%) 14.09K
Increased by +2.74%
Oct 31, 23