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 AFSC 2.09%
9 CSMD 1.69%
10 IJT 1.53%
11 GRNJ 1.52%
12 SLYG 1.47%
13 RZG 1.44%
14 VIOG 1.37%
15 XMMO 1.35%
16 EATV 1.35%
17 RSMC 1.34%
18 CGMM 1.32%
19 ESIX 1.30%
20 PSL 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.18M (32.72%) -172.02K
Decreased by -2.40%
Dec 31, 25
2 BlackRock Inc 6.22M (28.35%) 307.58K
Increased by +4.95%
Sep 30, 25
3 Vanguard Group Inc 5.49M (25.02%) 140.26K
Increased by +2.56%
Dec 31, 25
4 William Blair Investment Management, LLC 2.28M (10.38%) -27.71K
Decreased by -1.22%
Mar 31, 25
5 State Street Corporation 1.93M (8.81%) -68.78K
Decreased by -3.56%
Mar 31, 24
6 State Street Corp 1.72M (7.86%) 20.34K
Increased by +1.18%
Sep 30, 25
7 ClearBridge Advisors, LLC 1.62M (7.41%) -301.91K
Decreased by -18.59%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 1.49M (6.77%) 1.18M
Increased by +79.34%
Sep 30, 25
9 Swedbank AB 1.36M (6.22%) 672.07K
Increased by +49.24%
Dec 31, 25
10 Ensign Peak Advisors Inc 1.32M (6.02%) 361.37K
Increased by +27.39%
Dec 31, 25
11 Ilex Capital Partners (Uk) LLP 1.26M (5.73%) 828.00K
Increased by +65.86%
Dec 31, 25
12 Champlain Investment Partners, LLC 1.21M (5.53%) -849.06K
Decreased by -69.96%
Dec 31, 25
13 UBS Group AG 1.14M (5.20%) 546.85K
Increased by +47.95%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.05M (4.77%) 138.44K
Increased by +13.23%
Sep 30, 25
15 Geode Capital Management, LLC 1.04M (4.74%) 21.02K
Increased by +2.02%
Dec 31, 25
16 JPMorgan Chase & Co 957.95K (4.37%) 850.93K
Increased by +88.83%
Sep 30, 25
17 Congress Asset Management Company, LLP 951.31K (4.34%) 12.34K
Increased by +1.30%
Jun 30, 25
18 Marshall Wace Asset Management Ltd 948.72K (4.33%) 948.72K
Increased by +100.00%
Jun 30, 25
19 Capital Research & Mgmt Co - Division 3 936.83K (4.27%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital World Investors 929.63K (4.24%) 267.70K
Increased by +28.80%
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 2.42M (11.02%) 356.67K
Increased by +14.75%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 1.96M (8.92%) 1.55K
Increased by +0.08%
Mar 31, 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 (8.16%) 3.30K
Increased by +0.18%
Feb 28, 26
6 Vanguard Small Cap Index 1.29M (5.87%) 3.68K
Increased by +0.29%
Feb 28, 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 925.29K (4.22%) 93.28K
Increased by +10.08%
Feb 28, 26
11 Vanguard Small Cap Growth Index Inv 714.55K (3.26%) 900.00
Increased by +0.13%
Feb 28, 26
12 JPM US Mid Cap Growth-Composite 683.43K (3.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPMorgan Mid Cap Growth I 683.43K (3.12%) 0.00
Increased by 0.00%
Apr 30, 25
14 Baillie Gifford WW L/T Glb Gr B USD Acc 660.51K (3.01%) -26.56K
Decreased by -4.02%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 649.97K (2.96%) 5.66K
Increased by +0.87%
Feb 28, 26
16 US Small-Cap Growth II Equity Comp 626.75K (2.86%) 335.63K
Increased by +53.55%
Dec 31, 25
17 JPMorgan Value Advantage L 604.62K (2.76%) 356.38K
Increased by +58.94%
Feb 28, 26
18 T. Rowe Price New Horizons 592.41K (2.70%) -34.34K
Decreased by -5.80%
Jan 31, 26
19 Fidelity Small Cap Index 553.89K (2.53%) 15.27K
Increased by +2.76%
Jun 30, 24
20 iShares S&P Small-Cap 600 Growth ETF 527.00K (2.40%) 0.00
Increased by 0.00%
Dec 29, 23