Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 9.34%
2 PSCC 7.16%
3 ACTV 4.19%
4 FCUS 4.08%
5 BOUT 3.82%
6 PBJ 1.98%
7 FXG 1.85%
8 BKIV 1.38%
9 PSL 1.16%
10 RZG 0.71%
11 MMSC 0.58%
12 FFTY 0.49%
13 FNY 0.49%
14 VIOG 0.48%
15 JHSC 0.48%
16 IJT 0.42%
17 DWAS 0.42%
18 SLYG 0.42%
19 QSML 0.41%
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 (10.94%) -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 Inc. 2.91M (6.10%) -72.33K
Decreased by -2.49%
Sep 30, 23
5 WCM Investment Management 2.77M (5.81%) -38.05K
Decreased by -1.37%
Jun 30, 25
6 Wasatch Advisors LP 2.72M (5.71%) 776.91K
Increased by +28.53%
Mar 31, 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 1.68M (3.51%) 1.44M
Increased by +86.21%
Mar 31, 25
11 William Blair Investment Management, LLC 1.53M (3.20%) 260.87K
Increased by +17.08%
Jun 30, 25
12 State Street Corp 1.51M (3.16%) 672.53K
Increased by +44.59%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 1.47M (3.08%) 1.03M
Increased by +70.05%
Mar 31, 25
14 Gilder Gagnon Howe & CO LLC 1.41M (2.95%) -117.01K
Decreased by -8.32%
Mar 31, 25
15 JPMorgan Chase & Co 1.34M (2.81%) 172.02K
Increased by +12.82%
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 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 2.91M (6.10%) 424.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.54M (3.23%) -33.05K
Decreased by -2.15%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.53M (3.20%) 1.19K
Increased by +0.08%
Sep 30, 24
4 Champlain Mid Cap Fund, LLC 1.52M (3.19%) -42.91K
Decreased by -2.82%
Jul 31, 25
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 Small Company Fund, LLC 651.86K (1.37%) -10.13K
Decreased by -1.55%
Jul 31, 25
13 Fidelity Blue Chip Growth 577.44K (1.21%) 1.74K
Increased by +0.30%
Jun 30, 25
14 Vanguard Mid Cap Growth Inv 567.50K (1.19%) -127.61K
Decreased by -22.49%
Sep 30, 23
15 BNY Mellon Sm/Md Cp Gr I 566.87K (1.19%) -27.61K
Decreased by -4.87%
Mar 31, 24
16 JPM US Small Cap Core-Composite 558.11K (1.17%) -152.84K
Decreased by -27.38%
Dec 31, 23
17 JPMorgan Small Cap Equity A 558.11K (1.17%) -59.45K
Decreased by -10.65%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 524.47K (1.10%) -228.63K
Decreased by -43.59%
Jul 31, 25
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