Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.77%
2 NBDS 3.18%
3 AWEG 2.44%
4 CBSE 2.22%
5 PTH 2.12%
6 HAPS 2.01%
7 XHE 1.99%
8 HTEC 1.87%
9 CBLS 1.86%
10 PJFM 1.49%
11 XSMO 1.29%
12 PXSG 1.29%
13 BTEC 1.17%
14 IHI 0.98%
15 FDMO 0.80%
16 NSCS 0.79%
17 FMED 0.76%
18 ESIX 0.69%
19 VIOG 0.59%
20 SLYG 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.66M (15.17%) -68.68K
Decreased by -0.79%
Sep 30, 25
2 FMR Inc 6.34M (11.11%) -201.03K
Decreased by -3.17%
Jun 30, 25
3 Vanguard Group Inc 6.02M (10.55%) -26.03K
Decreased by -0.43%
Dec 31, 25
4 PRIMECAP Management Company 3.38M (5.92%) 1.12M
Increased by +33.26%
Dec 31, 25
5 Wellington Management Company LLP 3.24M (5.69%) 953.61K
Increased by +29.39%
Jun 30, 25
6 State Street Corp 2.10M (3.69%) 14.00K
Increased by +0.67%
Sep 30, 25
7 Ameriprise Financial Inc 1.90M (3.33%) -98.97K
Decreased by -5.21%
Sep 30, 25
8 State Street Corporation 1.83M (3.20%) 8.80K
Increased by +0.48%
Mar 31, 24
9 AllianceBernstein L.P. 1.73M (3.04%) 481.62K
Increased by +27.78%
Sep 30, 25
10 Millennium Management LLC 1.61M (2.82%) 696.29K
Increased by +43.26%
Dec 31, 25
11 The Goldman Sachs Group Inc 1.35M (2.37%) 913.46K
Increased by +67.64%
Dec 31, 25
12 JPMorgan Chase & Co 1.34M (2.35%) 697.73K
Increased by +52.06%
Sep 30, 25
13 Geode Capital Management, LLC 1.32M (2.31%) 1.56K
Increased by +0.12%
Dec 31, 25
14 Lord, Abbett & Co LLC 1.31M (2.30%) -219.01K
Decreased by -16.72%
Dec 31, 24
15 Holocene Advisors, LP 1.30M (2.28%) 752.24K
Increased by +57.90%
Dec 31, 25
16 Citadel Advisors Llc 1.19M (2.09%) 833.29K
Increased by +69.86%
Dec 31, 24
17 Westfield Capital Management Company, L.P. 1.17M (2.05%) 83.67K
Increased by +7.16%
Jun 30, 25
18 William Blair Investment Management, LLC 1.11M (1.94%) 13.17K
Increased by +1.19%
Dec 31, 25
19 HHG PLC 1.07M (1.87%) -21.98K
Decreased by -2.06%
Sep 30, 25
20 Driehaus Capital Management LLC 973.63K (1.71%) 153.50K
Increased by +15.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.45M (6.05%) 1.22K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.77M (3.10%) 40.03K
Increased by +2.27%
Mar 31, 26
3 Vanguard Capital Opportunity Inv 1.70M (2.97%) 739.07K
Increased by +43.59%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 1.66M (2.91%) 135.33K
Increased by +8.16%
Sep 30, 24
5 American Funds SMALLCAP World A 1.36M (2.39%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 1.35M (2.37%) -11.04K
Decreased by -0.82%
Mar 31, 26
7 Vanguard Small Cap Index 1.27M (2.23%) 34.66K
Increased by +2.72%
Mar 31, 26
8 Select Medical Tech and Devcs 1.20M (2.10%) 120.00K
Increased by +10.00%
Nov 30, 23
9 PRIMECAP Odyssey Aggressive Growth 1.11M (1.95%) 136.71K
Increased by +12.28%
Dec 31, 25
10 Janus Henderson US SMID Cap Growth 1.09M (1.91%) 499.02K
Increased by +45.78%
Dec 31, 25
11 Janus Henderson Triton D 1.04M (1.82%) -49.28K
Decreased by -4.74%
Jan 31, 26
12 Vanguard Health Care Inv 1.02M (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
13 Brown Capital Mgmt Small Co Inv 758.29K (1.33%) -197.20K
Decreased by -26.01%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 713.29K (1.25%) 25.06K
Increased by +3.51%
Mar 31, 26
15 Strategic Advisers Fidelity US TtlStk 701.58K (1.23%) -54.25K
Decreased by -7.73%
Jun 30, 25
16 Lord Abbett Growth Leaders I 666.39K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
17 Janus Henderson US Small Cap Growth 655.82K (1.15%) 336.42K
Increased by +51.30%
Dec 31, 25
18 Janus Henderson Venture D 648.59K (1.14%) -7.23K
Decreased by -1.11%
Jan 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 642.34K (1.13%) 16.09K
Increased by +2.50%
Mar 31, 26
20 Janus Henderson US SMID Cap Growth MA 607.14K (1.06%) 607.11K
Increased by +100.00%
Jun 30, 25