Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 CSMD 3.03%
5 RJMG 2.93%
6 FFTY 2.65%
7 CBLS 2.43%
8 CBSE 2.39%
9 PSL 2.01%
10 CGMM 1.94%
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 PDP 1.15%
19 ULTY 1.15%
20 PAMC 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.94M (14.47%) -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 UBS Group AG 1.14M (2.08%) 546.85K
Increased by +47.95%
Mar 31, 25
12 Geode Capital Management, LLC 1.01M (1.84%) 56.43K
Increased by +5.59%
Mar 31, 25
13 Congress Asset Management Company, LLP 951.31K (1.73%) 12.34K
Increased by +1.30%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 936.31K (1.71%) -250.27K
Decreased by -26.73%
Mar 31, 25
15 Wellington Management Company LLP 910.43K (1.66%) -1.33M
Decreased by -145.59%
Mar 31, 25
16 Mackenzie Investments 862.67K (1.57%) -164.62K
Decreased by -19.08%
Mar 31, 25
17 Renaissance Technologies Corp 825.80K (1.51%) -508.00K
Decreased by -61.52%
Jun 30, 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 American Funds SMALLCAP World A 1.91M (3.48%) 1.41M
Increased by +73.69%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.84M (3.36%) 120.00
Increased by +0.01%
Jul 30, 25
4 Vanguard US Total Market Shares ETF 1.79M (3.27%) 112.99K
Increased by +6.30%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.72M (3.14%) 5.56K
Increased by +0.32%
Jun 30, 25
6 Champlain Mid Cap Fund, LLC 1.44M (2.63%) -151.89K
Decreased by -10.54%
Jun 30, 25
7 Vanguard Small Cap Index 1.31M (2.38%) -44.74K
Decreased by -3.42%
Jun 30, 25
8 iShares Russell 2000 ETF 1.26M (2.30%) -10.06K
Decreased by -0.80%
Apr 30, 24
9 Vanguard Explorer Inv 932.87K (1.70%) 205.09K
Increased by +21.99%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 869.74K (1.59%) -9.41K
Decreased by -1.08%
Jun 30, 25
11 Fidelity VIP Contrafund Initial 747.50K (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
12 Champlain Mid Cap Adv 735.00K (1.34%) 111.44K
Increased by +15.16%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 733.40K (1.34%) -10.50K
Decreased by -1.43%
Jun 30, 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 676.68K (1.23%) -2.06K
Decreased by -0.30%
Jun 30, 25
17 Fidelity Small Cap Index 553.89K (1.01%) 15.27K
Increased by +2.76%
Jun 30, 24
18 Champlain Small Company Fund, LLC 544.77K (0.99%) -62.06K
Decreased by -11.39%
Jun 30, 25
19 Swedbank Robur Globalfond A 542.00K (0.99%) -165.00K
Decreased by -30.44%
Jun 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23