Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 9.49%
2 ACTV 4.19%
3 FCUS 4.08%
4 BOUT 3.82%
5 PBJ 1.98%
6 PSL 1.90%
7 FXG 1.85%
8 BKIV 1.64%
9 RZG 1.12%
10 SLYG 0.67%
11 IJT 0.64%
12 MMSC 0.58%
13 FFTY 0.49%
14 FNY 0.49%
15 JHSC 0.48%
16 BKWO 0.44%
17 DWAS 0.42%
18 BKSE 0.36%
19 TMFX 0.35%
20 SPSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.71%) 46.84K
Increased by +1.01%
Dec 31, 24
2 JANA Partners LLC 4.29M (8.95%) 275.37K
Increased by +6.42%
Jun 30, 23
3 BlackRock Inc 3.02M (6.30%) 468.75K
Increased by +15.52%
Dec 31, 24
4 Wasatch Advisors Inc. 2.91M (6.07%) -72.33K
Decreased by -2.49%
Sep 30, 23
5 WCM Investment Management 2.88M (6.01%) 110.48K
Increased by +3.83%
Dec 31, 24
6 Wellington Management Company LLP 2.42M (5.05%) -108.16K
Decreased by -4.47%
Dec 31, 24
7 Wasatch Advisors LP 1.95M (4.06%) -144.82K
Decreased by -7.44%
Dec 31, 24
8 Franklin Resources Inc 1.73M (3.61%) -44.45K
Decreased by -2.57%
Dec 31, 24
9 Champlain Investment Partners, LLC 1.66M (3.46%) -87.22K
Decreased by -5.26%
Dec 31, 24
10 Amvescap Plc. 1.64M (3.42%) 341.54K
Increased by +20.86%
Dec 31, 24
11 Gilder Gagnon Howe & CO LLC 1.52M (3.18%) 862.00
Increased by +0.06%
Dec 31, 24
12 FMR Inc 1.30M (2.71%) -835.42K
Decreased by -64.44%
Sep 30, 23
13 AllianceBernstein L.P. 1.23M (2.57%) -91.20K
Decreased by -7.40%
Dec 31, 24
14 JPMorgan Chase & Co 1.17M (2.44%) -1.56M
Decreased by -133.58%
Dec 31, 24
15 Jana Partners Management LP 1.09M (2.28%) -1.70M
Decreased by -155.51%
Mar 31, 24
16 Bank of New York Mellon Corp 1.05M (2.19%) -111.42K
Decreased by -10.63%
Mar 31, 24
17 Jennison Associates LLC 1.03M (2.14%) -123.50K
Decreased by -12.02%
Dec 31, 24
18 Capital World Investors 974.35K (2.03%) 0.00
Increased by 0.00%
Jun 30, 24
19 Citadel Advisors Llc 901.90K (1.88%) 640.80K
Increased by +71.05%
Jun 30, 24
20 William Blair Investment Management, LLC 886.62K (1.85%) -579.91K
Decreased by -65.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.53M (3.19%) 5.29K
Increased by +0.35%
Feb 28, 25
2 Vanguard Small Cap Index 1.24M (2.59%) 1.01K
Increased by +0.08%
Feb 28, 25
3 Champlain Mid Cap Fund, LLC 1.01M (2.10%) 39.81K
Increased by +3.96%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 737.04K (1.54%) 2.75K
Increased by +0.37%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 696.07K (1.45%) -3.89K
Decreased by -0.56%
Feb 28, 25
6 Vanguard Explorer Inv 662.17K (1.38%) -122.23K
Decreased by -18.46%
Dec 31, 24
7 Vanguard Mid Cap Growth Inv 567.50K (1.18%) -127.61K
Decreased by -22.49%
Sep 30, 23
8 BNY Mellon Sm/Md Cp Gr I 566.87K (1.18%) -27.61K
Decreased by -4.87%
Mar 31, 24
9 JPM US Small Cap Core-Composite 558.11K (1.16%) -152.84K
Decreased by -27.38%
Dec 31, 23
10 JPMorgan Small Cap Equity A 558.11K (1.16%) -59.45K
Decreased by -10.65%
Dec 31, 23
11 Eagle Mid-Cap Growth - Institutional 525.10K (1.10%) 31.56K
Increased by +6.01%
Dec 31, 24
12 Wasatch Core Growth 508.76K (1.06%) -7.82K
Decreased by -1.54%
Dec 31, 24
13 Champlain Mid Cap Adv 500.00K (1.04%) -35.00K
Decreased by -7.00%
Dec 31, 24
14 William Blair Small-Mid Cap Growth I 472.18K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
15 Franklin U.S. Opportunities Composite 466.74K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
16 Franklin US Opportunities A(acc)USD 466.74K (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
17 American Funds SMALLCAP World A 459.08K (0.96%) -131.14K
Decreased by -28.57%
Dec 31, 24
18 Invesco Discovery A 443.28K (0.93%) 0.00
Increased by 0.00%
Jan 31, 25
19 Invesco OFI Small Cap Growth 443.28K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 Wasatch Ultra Growth 425.35K (0.89%) -89.19K
Decreased by -20.97%
Mar 31, 24