Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 9.20%
2 PSCC 6.90%
3 ACTV 4.19%
4 FCUS 4.08%
5 BOUT 3.82%
6 PBJ 1.98%
7 FXG 1.85%
8 BKIV 1.15%
9 PSL 0.96%
10 MMSC 0.58%
11 RZG 0.55%
12 FFTY 0.49%
13 FNY 0.49%
14 VIOG 0.48%
15 JHSC 0.48%
16 DWAS 0.42%
17 QSML 0.41%
18 BKWO 0.41%
19 SLYG 0.38%
20 BKSE 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.61M (11.76%) -588.01K
Decreased by -10.48%
Jun 30, 25
2 Vanguard Group Inc 5.22M (10.95%) -985.00
Decreased by -0.02%
Jun 30, 25
3 JANA Partners LLC 4.29M (8.99%) 275.37K
Increased by +6.42%
Jun 30, 23
4 Wasatch Advisors LP 3.84M (8.05%) 1.12M
Increased by +29.07%
Jun 30, 25
5 Wasatch Advisors Inc. 2.91M (6.10%) -72.33K
Decreased by -2.49%
Sep 30, 23
6 WCM Investment Management 2.77M (5.81%) -38.05K
Decreased by -1.37%
Jun 30, 25
7 Wellington Management Company LLP 2.70M (5.66%) 83.52K
Increased by +3.09%
Jun 30, 25
8 Champlain Investment Partners, LLC 2.57M (5.38%) 753.07K
Increased by +29.31%
Jun 30, 25
9 Franklin Resources Inc 1.73M (3.63%) 29.52K
Increased by +1.70%
Jun 30, 25
10 FMR Inc 1.53M (3.21%) -142.08K
Decreased by -9.26%
Jun 30, 25
11 State Street Corp 1.53M (3.20%) 20.74K
Increased by +1.36%
Jun 30, 25
12 William Blair Investment Management, LLC 1.53M (3.20%) 260.87K
Increased by +17.08%
Jun 30, 25
13 Marshall Wace Asset Management Ltd 1.47M (3.08%) 1.03M
Increased by +70.05%
Mar 31, 25
14 JPMorgan Chase & Co 1.33M (2.80%) -7.65K
Decreased by -0.57%
Jun 30, 25
15 Gilder Gagnon Howe & CO LLC 1.32M (2.77%) -85.98K
Decreased by -6.52%
Jun 30, 25
16 Riverbridge Partners LLC 1.26M (2.65%) 238.13K
Increased by +18.83%
Jun 30, 25
17 AllianceBernstein L.P. 1.23M (2.58%) -91.20K
Decreased by -7.40%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.08M (2.27%) 403.84K
Increased by +37.26%
Mar 31, 25
19 Jennison Associates LLC 1.03M (2.15%) -123.50K
Decreased by -12.02%
Dec 31, 24
20 Jana Partners Management LP 1.01M (2.11%) 272.00K
Increased by +27.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.90M (6.08%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.54M (3.23%) -33.05K
Decreased by -2.15%
Jul 31, 25
3 Champlain Mid Cap Fund, LLC 1.53M (3.21%) 10.70K
Increased by +0.70%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 1.53M (3.20%) 1.19K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.18M (2.48%) -6.96K
Decreased by -0.59%
Jul 31, 25
6 Franklin US Small-Mid Cap Growth Equity 995.70K (2.09%) 707.70K
Increased by +71.08%
Mar 31, 25
7 American Funds SMALLCAP World A 865.51K (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
8 Franklin U.S. Opportunities Composite 791.66K (1.66%) 324.92K
Increased by +41.04%
Jun 30, 25
9 Vanguard Explorer Inv 789.03K (1.65%) 140.28K
Increased by +17.78%
Jun 30, 25
10 Wasatch Core Growth 777.68K (1.63%) 207.44K
Increased by +26.67%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 668.71K (1.40%) -200.00
Decreased by -0.03%
Jul 31, 25
12 Champlain Mid Cap Adv 665.00K (1.39%) 160.00K
Increased by +24.06%
Jun 30, 25
13 Champlain Small Company Fund, LLC 649.86K (1.36%) -2.00K
Decreased by -0.31%
Aug 31, 25
14 Fidelity Blue Chip Growth 577.44K (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Mid Cap Growth Inv 567.50K (1.19%) -127.61K
Decreased by -22.49%
Sep 30, 23
16 BNY Mellon Sm/Md Cp Gr I 566.87K (1.19%) -27.61K
Decreased by -4.87%
Mar 31, 24
17 JPM US Small Cap Core-Composite 558.11K (1.17%) -152.84K
Decreased by -27.38%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 524.47K (1.10%) -228.63K
Decreased by -43.59%
Jul 31, 25
19 William Blair Small-Mid Cap Growth I 472.18K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
20 Wasatch Small Cap Growth Investor 470.76K (0.99%) 127.25K
Increased by +27.03%
Jun 30, 25