Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 9.98%
2 PSCC 5.07%
3 ACTV 4.19%
4 FCUS 4.08%
5 BOUT 3.82%
6 FXG 3.01%
7 PBJ 2.79%
8 HELS 2.03%
9 SPIT 1.66%
10 SMCO 1.46%
11 BKIV 1.15%
12 FDLS 1.11%
13 HGRO 1.05%
14 PSL 0.88%
15 RZG 0.66%
16 MMSC 0.58%
17 FFTY 0.49%
18 FNY 0.49%
19 JHSC 0.48%
20 OPTZ 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.87M (12.19%) 110.31K
Increased by +1.88%
Mar 31, 26
2 Vanguard Group Inc 5.28M (10.96%) 128.50K
Increased by +2.43%
Dec 31, 25
3 JANA Partners LLC 4.29M (8.90%) 275.37K
Increased by +6.42%
Jun 30, 23
4 Wasatch Advisors LP 4.14M (8.59%) 204.13K
Increased by +4.93%
Mar 31, 26
5 Capital World Investors 2.99M (6.20%) 1.40M
Increased by +46.83%
Mar 31, 26
6 Wasatch Advisors Inc. 2.91M (6.04%) -72.33K
Decreased by -2.49%
Sep 30, 23
7 Vanguard Portfolio Management, LLC 2.83M (5.88%) 2.83M
Increased by +100.00%
Mar 31, 26
8 JPMorgan Chase & Co 2.79M (5.79%) 1.45M
Increased by +52.16%
Sep 30, 25
9 WCM Investment Management 2.77M (5.75%) -38.05K
Decreased by -1.37%
Jun 30, 25
10 Wellington Management Company LLP 2.53M (5.25%) 378.98K
Increased by +14.97%
Mar 31, 26
11 Vanguard Capital Management, LLC 2.19M (4.55%) 2.19M
Increased by +100.00%
Mar 31, 26
12 BMO Capital Markets Corp. 1.87M (3.87%) 302.84K
Increased by +16.22%
Mar 31, 26
13 Bank of Montreal 1.87M (3.87%) 302.84K
Increased by +16.22%
Mar 31, 26
14 William Blair Investment Management, LLC 1.81M (3.76%) -139.58K
Decreased by -7.70%
Mar 31, 26
15 Champlain Investment Partners, LLC 1.78M (3.69%) -714.12K
Decreased by -40.20%
Dec 31, 25
16 Franklin Resources Inc 1.64M (3.41%) -89.07K
Decreased by -5.42%
Sep 30, 25
17 Ilex Capital Partners (Uk) LLP 1.59M (3.29%) 671.14K
Increased by +42.31%
Mar 31, 26
18 AllianceBernstein L.P. 1.55M (3.22%) 1.53M
Increased by +98.94%
Mar 31, 26
19 State Street Corp 1.55M (3.21%) 15.00K
Increased by +0.97%
Mar 31, 26
20 FMR Inc 1.53M (3.18%) -142.08K
Decreased by -9.26%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.99M (6.20%) 1.40M
Increased by +46.83%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 2.96M (6.14%) 1.09K
Increased by +0.04%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.56M (3.23%) 4.45K
Increased by +0.29%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.53M (3.17%) 1.19K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.13M (2.34%) -4.51K
Decreased by -0.40%
Apr 30, 26
6 Vanguard Explorer Inv 1.10M (2.28%) 294.35K
Increased by +26.76%
Mar 31, 26
7 Franklin US Small-Mid Cap Growth Equity 995.70K (2.07%) 707.70K
Increased by +71.08%
Mar 31, 25
8 Wasatch Core Growth 847.32K (1.76%) 206.95K
Increased by +24.42%
Mar 31, 26
9 Franklin U.S. Opportunities Composite 791.66K (1.64%) 324.92K
Increased by +41.04%
Jun 30, 25
10 Champlain Small Company Fund, LLC 649.86K (1.35%) -2.00K
Decreased by -0.31%
Aug 31, 25
11 Vanguard Small Cap Growth Index Inv 635.31K (1.32%) 2.74K
Increased by +0.43%
Apr 30, 26
12 Fidelity Blue Chip Growth 577.44K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Mid Cap Growth Inv 567.50K (1.18%) -127.61K
Decreased by -22.49%
Sep 30, 23
14 BNY Mellon Sm/Md Cp Gr I 566.87K (1.18%) -27.61K
Decreased by -4.87%
Mar 31, 24
15 Scout Mid Cap Equity 560.52K (1.16%) 299.54K
Increased by +53.44%
Mar 31, 26
16 Carillon Scout Mid Cap I 552.97K (1.15%) 300.40K
Increased by +54.33%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 550.43K (1.14%) 5.14K
Increased by +0.93%
Apr 30, 26
18 CT (Lux) American Smaller Com 9U USD 549.28K (1.14%) -17.70K
Decreased by -3.22%
Apr 30, 26
19 AB Discovery Growth A 529.47K (1.10%) 137.52K
Increased by +25.97%
Apr 30, 26
20 AB Small Cap Growth A 516.44K (1.07%) 131.62K
Increased by +25.49%
Apr 30, 26