Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.32%
2 BAI 2.74%
3 ALIL 2.71%
4 GRPM 2.43%
5 AMID 2.34%
6 TMFG 2.32%
7 XSMO 2.29%
8 CAFG 1.93%
9 TAX 1.62%
10 MMSC 1.49%
11 VIOG 1.46%
12 IJT 1.37%
13 QMID 1.32%
14 FFSM 1.31%
15 SLYG 1.30%
16 SCDS 1.27%
17 PXSG 1.26%
18 RFG 1.19%
19 JSML 1.16%
20 BUL 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.17M (14.53%) 99.96K
Increased by +1.93%
Jun 30, 25
2 Vanguard Group Inc 4.08M (11.45%) -19.46K
Decreased by -0.48%
Jun 30, 25
3 FMR Inc 2.14M (6.02%) 403.10K
Increased by +18.83%
Jun 30, 25
4 Wasatch Advisors LP 1.78M (5.00%) 553.20K
Increased by +31.08%
Jun 30, 25
5 Capital Research Global Investors 1.42M (3.99%) 223.20K
Increased by +15.72%
Jun 30, 25
6 State Street Corporation 1.36M (3.83%) 29.26K
Increased by +2.15%
Mar 31, 24
7 State Street Corp 1.30M (3.66%) -33.70K
Decreased by -2.58%
Jun 30, 25
8 Wasatch Advisors Inc. 1.22M (3.42%) -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 (2.95%) 5.11K
Increased by +0.49%
Jun 30, 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 Westfield Capital Management Company, L.P. 663.31K (1.86%) 336.17K
Increased by +50.68%
Jun 30, 25
14 Polar Capital Holdings PLC 658.23K (1.85%) 464.33K
Increased by +70.54%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 648.54K (1.82%) -5.60K
Decreased by -0.86%
Jun 30, 25
16 JPMorgan Chase & Co 635.71K (1.79%) -38.58K
Decreased by -6.07%
Jun 30, 25
17 Whale Rock Capital Management LLC 634.18K (1.78%) -653.96K
Decreased by -103.12%
Jun 30, 25
18 TD Asset Management Inc 599.34K (1.68%) 121.23K
Increased by +20.23%
Jun 30, 25
19 Baillie Gifford & Co Limited. 589.17K (1.66%) -55.39K
Decreased by -9.40%
Jun 30, 25
20 Wellington Management Company LLP 570.74K (1.60%) 97.06K
Increased by +17.01%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.80%) 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%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 1.15M (3.22%) 979.00
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.13M (3.17%) -26.39K
Decreased by -2.34%
Jul 31, 25
6 iShares Russell 2000 ETF 872.45K (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 869.92K (2.44%) -5.62K
Decreased by -0.65%
Jul 31, 25
8 American Funds Growth Fund of Amer A 867.68K (2.44%) 185.25K
Increased by +21.35%
Jun 30, 25
9 Capital Group Growth Fnd of Amer Comp 867.68K (2.44%) 185.25K
Increased by +21.35%
Jun 30, 25
10 Polar Capital Global Tech Inc 599.66K (1.68%) 107.63K
Increased by +17.95%
Jul 31, 25
11 Wasatch Core Growth 516.25K (1.45%) 24.50K
Increased by +4.75%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 490.01K (1.38%) -1.08K
Decreased by -0.22%
Jul 31, 25
13 Vanguard Information Technology ETF 456.45K (1.28%) 4.66K
Increased by +1.02%
Jul 31, 25
14 Vanguard Explorer Inv 431.12K (1.21%) -79.13K
Decreased by -18.35%
Jun 30, 25
15 Victory Small Cap Value CIT (Net 75) 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
16 Victory Sycamore Small Company Opp R 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
17 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 385.02K (1.08%) -167.62K
Decreased by -43.54%
Jul 31, 25
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