Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 10.34%
2 PSCC 8.43%
3 ACTV 4.19%
4 FCUS 4.08%
5 BOUT 3.82%
6 PBJ 1.98%
7 FXG 1.85%
8 BKIV 1.60%
9 PSL 1.37%
10 RZG 0.85%
11 MMSC 0.58%
12 SLYG 0.51%
13 IJT 0.50%
14 FFTY 0.49%
15 FNY 0.49%
16 VIOG 0.48%
17 JHSC 0.48%
18 QSML 0.44%
19 DWAS 0.42%
20 BKWO 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (12.99%) 3.18M
Increased by +51.28%
Mar 31, 25
2 Vanguard Group Inc 5.22M (10.95%) 571.14K
Increased by +10.93%
Mar 31, 25
3 JANA Partners LLC 4.29M (8.99%) 275.37K
Increased by +6.42%
Jun 30, 23
4 Wasatch Advisors Inc. 2.91M (6.10%) -72.33K
Decreased by -2.49%
Sep 30, 23
5 WCM Investment Management 2.81M (5.89%) -70.72K
Decreased by -2.52%
Mar 31, 25
6 Wasatch Advisors LP 2.72M (5.71%) 776.91K
Increased by +28.53%
Mar 31, 25
7 Wellington Management Company LLP 2.62M (5.48%) 196.88K
Increased by +7.53%
Mar 31, 25
8 Champlain Investment Partners, LLC 1.82M (3.80%) 158.42K
Increased by +8.72%
Mar 31, 25
9 Franklin Resources Inc 1.70M (3.57%) -27.78K
Decreased by -1.63%
Mar 31, 25
10 FMR Inc 1.68M (3.51%) 1.44M
Increased by +86.21%
Mar 31, 25
11 State Street Corp 1.51M (3.16%) 672.53K
Increased by +44.59%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 1.47M (3.08%) 1.03M
Increased by +70.05%
Mar 31, 25
13 Gilder Gagnon Howe & CO LLC 1.41M (2.95%) -117.01K
Decreased by -8.32%
Mar 31, 25
14 JPMorgan Chase & Co 1.34M (2.81%) 172.02K
Increased by +12.82%
Mar 31, 25
15 William Blair Investment Management, LLC 1.27M (2.65%) 379.58K
Increased by +29.98%
Mar 31, 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 Jana Partners Management LP 1.09M (2.29%) -1.70M
Decreased by -155.51%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.08M (2.27%) 403.84K
Increased by +37.26%
Mar 31, 25
20 Jennison Associates LLC 1.03M (2.15%) -123.50K
Decreased by -12.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.90M (6.07%) -8.14K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.28%) 1.03K
Increased by +0.07%
May 31, 25
3 Champlain Mid Cap Fund, LLC 1.56M (3.28%) 232.22K
Increased by +14.85%
Jun 30, 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 1.23M (2.58%) 6.52K
Increased by +0.53%
May 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 Institutional Extnd Mkt Idx Tr 755.55K (1.58%) 5.12K
Increased by +0.68%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 675.83K (1.42%) -5.28K
Decreased by -0.78%
May 31, 25
11 Champlain Small Company Fund, LLC 662.00K (1.39%) 94.43K
Increased by +14.26%
Jun 30, 25
12 Vanguard Explorer Inv 648.75K (1.36%) -13.42K
Decreased by -2.07%
Mar 31, 25
13 Fidelity Blue Chip Growth 575.69K (1.21%) 42.29K
Increased by +7.35%
May 31, 25
14 Wasatch Core Growth 570.25K (1.19%) 61.49K
Increased by +10.78%
Mar 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 JPMorgan Small Cap Equity A 558.11K (1.17%) -59.45K
Decreased by -10.65%
Dec 31, 23
19 Champlain Mid Cap Adv 505.00K (1.06%) 5.00K
Increased by +0.99%
Mar 31, 25
20 William Blair Small-Mid Cap Growth I 472.18K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24