Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.33%
2 BAI 2.48%
3 XSMO 2.29%
4 GRPM 1.93%
5 CAFG 1.93%
6 JSML 1.89%
7 TMFG 1.84%
8 VIOG 1.46%
9 IJT 1.37%
10 TAX 1.34%
11 SLYG 1.30%
12 PXSG 1.26%
13 PEXL 1.24%
14 MMSC 1.24%
15 FFSM 1.24%
16 CGMM 1.20%
17 BUL 1.16%
18 PSC 1.09%
19 QMID 1.08%
20 SCDS 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.07M (14.23%) -82.87K
Decreased by -1.63%
Mar 31, 25
2 Vanguard Group Inc 4.08M (11.44%) -19.46K
Decreased by -0.48%
Jun 30, 25
3 FMR Inc 1.74M (4.87%) -476.22K
Decreased by -27.41%
Mar 31, 25
4 Capital Research Global Investors 1.42M (3.98%) 223.20K
Increased by +15.72%
Jun 30, 25
5 State Street Corporation 1.36M (3.82%) 29.26K
Increased by +2.15%
Mar 31, 24
6 State Street Corp 1.34M (3.75%) -2.89K
Decreased by -0.22%
Mar 31, 25
7 Wasatch Advisors LP 1.23M (3.44%) 93.83K
Increased by +7.65%
Mar 31, 25
8 Wasatch Advisors Inc. 1.22M (3.41%) -51.63K
Decreased by -4.24%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 1.08M (3.03%) 2.32K
Increased by +0.22%
Jun 30, 25
10 Geode Capital Management, LLC 1.05M (2.93%) 39.14K
Increased by +3.74%
Mar 31, 25
11 AllianceBernstein L.P. 766.85K (2.15%) -217.61K
Decreased by -28.38%
Dec 31, 24
12 Victory Capital Management Inc. 719.91K (2.02%) -91.84K
Decreased by -12.76%
Sep 30, 23
13 JPMorgan Chase & Co 674.29K (1.89%) 4.83K
Increased by +0.72%
Mar 31, 25
14 Westfield Capital Management Company, L.P. 663.31K (1.86%) 336.17K
Increased by +50.68%
Jun 30, 25
15 Amvescap Plc. 650.16K (1.82%) 263.74K
Increased by +40.57%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 648.54K (1.82%) -5.60K
Decreased by -0.86%
Jun 30, 25
17 Whale Rock Capital Management LLC 634.18K (1.78%) -653.96K
Decreased by -103.12%
Jun 30, 25
18 Point72 Asset Management, L.P. 628.33K (1.76%) 628.33K
Increased by +100.00%
Mar 31, 24
19 TD Asset Management Inc 599.34K (1.68%) 121.23K
Increased by +20.23%
Jun 30, 25
20 Baillie Gifford & Co Limited. 589.17K (1.65%) -55.39K
Decreased by -9.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.79%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 1.37M (3.85%) 27.17K
Increased by +1.98%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.17M (3.28%) -2.09K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.15M (3.24%) -40.00
Decreased by -0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.15M (3.21%) 979.00
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 875.55K (2.46%) -32.21K
Decreased by -3.68%
Jun 30, 25
7 American Funds Growth Fund of Amer A 867.68K (2.43%) 185.25K
Increased by +21.35%
Jun 30, 25
8 Capital Group Growth Fnd of Amer Comp 867.68K (2.43%) 185.25K
Increased by +21.35%
Jun 30, 25
9 iShares Russell 2000 ETF 851.93K (2.39%) -16.17K
Decreased by -1.90%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 552.64K (1.55%) -8.18K
Decreased by -1.48%
Jun 30, 25
11 Wasatch Core Growth 516.25K (1.45%) 24.50K
Increased by +4.75%
Jun 30, 25
12 Polar Capital Global Tech Inc 492.04K (1.38%) 21.77K
Increased by +4.43%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 491.09K (1.38%) -8.68K
Decreased by -1.77%
Jun 30, 25
14 Vanguard Information Technology ETF 451.79K (1.27%) 2.46K
Increased by +0.54%
Jun 30, 25
15 Vanguard Explorer Inv 431.12K (1.21%) -79.13K
Decreased by -18.35%
Jun 30, 25
16 Victory Small Cap Value CIT (Net 75) 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
17 Victory Sycamore Small Company Opp R 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
18 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
19 VA CollegeAmerica Amcap 529A 377.11K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity® Mid-Cap Stock 376.58K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23