Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 9.21%
2 ACTV 4.19%
3 FCUS 4.08%
4 BOUT 3.82%
5 BKIV 2.02%
6 PBJ 1.98%
7 FXG 1.85%
8 PSL 1.80%
9 RZG 0.97%
10 VIOG 0.63%
11 MMSC 0.58%
12 SLYG 0.58%
13 IJT 0.56%
14 FFTY 0.49%
15 FNY 0.49%
16 JHSC 0.48%
17 ESIX 0.43%
18 DWAS 0.42%
19 BKWO 0.41%
20 BKSE 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.67%) 46.84K
Increased by +1.01%
Dec 31, 24
2 JANA Partners LLC 4.29M (8.92%) 275.37K
Increased by +6.42%
Jun 30, 23
3 BlackRock Inc 3.02M (6.28%) 468.75K
Increased by +15.52%
Dec 31, 24
4 Wasatch Advisors Inc. 2.91M (6.05%) -72.33K
Decreased by -2.49%
Sep 30, 23
5 WCM Investment Management 2.88M (5.99%) 110.48K
Increased by +3.83%
Dec 31, 24
6 Wellington Management Company LLP 2.42M (5.03%) -108.16K
Decreased by -4.47%
Dec 31, 24
7 Wasatch Advisors LP 1.95M (4.05%) -144.82K
Decreased by -7.44%
Dec 31, 24
8 Franklin Resources Inc 1.73M (3.60%) -44.45K
Decreased by -2.57%
Dec 31, 24
9 Champlain Investment Partners, LLC 1.66M (3.45%) -87.22K
Decreased by -5.26%
Dec 31, 24
10 Amvescap Plc. 1.64M (3.40%) 341.54K
Increased by +20.86%
Dec 31, 24
11 Gilder Gagnon Howe & CO LLC 1.52M (3.17%) 862.00
Increased by +0.06%
Dec 31, 24
12 FMR Inc 1.30M (2.70%) -835.42K
Decreased by -64.44%
Sep 30, 23
13 AllianceBernstein L.P. 1.23M (2.56%) -91.20K
Decreased by -7.40%
Dec 31, 24
14 JPMorgan Chase & Co 1.17M (2.43%) -1.56M
Decreased by -133.58%
Dec 31, 24
15 Jana Partners Management LP 1.09M (2.27%) -1.70M
Decreased by -155.51%
Mar 31, 24
16 Bank of New York Mellon Corp 1.05M (2.18%) -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 Riverbridge Partners LLC 1.03M (2.14%) 156.58K
Increased by +15.25%
Mar 31, 25
19 Capital World Investors 974.35K (2.03%) 0.00
Increased by 0.00%
Jun 30, 24
20 Citadel Advisors Llc 901.90K (1.88%) 640.80K
Increased by +71.05%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.94M (6.12%) -2.58K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.54M (3.19%) 9.90K
Increased by +0.64%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.53M (3.18%) 1.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.22M (2.53%) -23.12K
Decreased by -1.90%
Mar 31, 25
5 Champlain Mid Cap Fund, LLC 1.11M (2.32%) 108.10K
Increased by +9.70%
Mar 31, 25
6 Franklin US Small-Mid Cap Growth Equity 995.70K (2.07%) 707.70K
Increased by +71.08%
Mar 31, 25
7 American Funds SMALLCAP World A 865.51K (1.80%) 406.43K
Increased by +46.96%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 745.90K (1.55%) 8.86K
Increased by +1.19%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 681.94K (1.42%) -14.13K
Decreased by -2.07%
Mar 31, 25
10 Vanguard Explorer Inv 648.75K (1.35%) -13.42K
Decreased by -2.07%
Mar 31, 25
11 Wasatch Core Growth 570.25K (1.19%) 61.49K
Increased by +10.78%
Mar 31, 25
12 Vanguard Mid Cap Growth Inv 567.50K (1.18%) -127.61K
Decreased by -22.49%
Sep 30, 23
13 BNY Mellon Sm/Md Cp Gr I 566.87K (1.18%) -27.61K
Decreased by -4.87%
Mar 31, 24
14 JPM US Small Cap Core-Composite 558.11K (1.16%) -152.84K
Decreased by -27.38%
Dec 31, 23
15 JPMorgan Small Cap Equity A 558.11K (1.16%) -59.45K
Decreased by -10.65%
Dec 31, 23
16 Eagle Mid-Cap Growth - Institutional 541.19K (1.13%) 16.09K
Increased by +2.97%
Mar 31, 25
17 Champlain Mid Cap Adv 500.00K (1.04%) -35.00K
Decreased by -7.00%
Dec 31, 24
18 William Blair Small-Mid Cap Growth I 472.18K (0.98%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity Blue Chip Growth 471.90K (0.98%) 100.11K
Increased by +21.21%
Mar 31, 25
20 Champlain Small Company Fund, LLC 471.19K (0.98%) 63.66K
Increased by +13.51%
Mar 31, 25