Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.61%
2 PTH 2.12%
3 AWEG 2.03%
4 HAPS 2.01%
5 XHE 1.68%
6 MEDI 1.39%
7 PXSG 1.39%
8 XSMO 1.39%
9 HTEC 1.32%
10 BTEC 1.17%
11 VIOG 0.85%
12 FMED 0.85%
13 FDMO 0.80%
14 NSCS 0.79%
15 IJT 0.73%
16 SLYG 0.72%
17 IHI 0.60%
18 LNGR 0.55%
19 ETHO 0.55%
20 MMSC 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.56M (15.44%) -240.89K
Decreased by -2.82%
Mar 31, 25
2 FMR Inc 6.54M (11.80%) 425.89K
Increased by +6.51%
Mar 31, 25
3 Vanguard Group Inc 6.11M (11.03%) 147.10K
Increased by +2.41%
Jun 30, 25
4 Wellington Management Company LLP 3.24M (5.86%) 953.61K
Increased by +29.39%
Jun 30, 25
5 State Street Corp 1.98M (3.58%) -79.01K
Decreased by -3.98%
Mar 31, 25
6 Ameriprise Financial Inc 1.94M (3.51%) 13.13K
Increased by +0.68%
Mar 31, 25
7 PRIMECAP Management Company 1.83M (3.30%) 609.52K
Increased by +33.34%
Jun 30, 25
8 State Street Corporation 1.83M (3.30%) 8.80K
Increased by +0.48%
Mar 31, 24
9 Amvescap Plc. 1.45M (2.62%) -6.52K
Decreased by -0.45%
Mar 31, 25
10 Lord, Abbett & Co LLC 1.31M (2.36%) -219.01K
Decreased by -16.72%
Dec 31, 24
11 Millennium Management LLC 1.28M (2.31%) -49.37K
Decreased by -3.86%
Jun 30, 24
12 AllianceBernstein L.P. 1.28M (2.31%) 461.39K
Increased by +36.12%
Mar 31, 25
13 Geode Capital Management, LLC 1.22M (2.19%) 17.85K
Increased by +1.47%
Mar 31, 25
14 Citadel Advisors Llc 1.19M (2.15%) 833.29K
Increased by +69.86%
Dec 31, 24
15 Westfield Capital Management Company, L.P. 1.17M (2.11%) 83.67K
Increased by +7.16%
Jun 30, 25
16 Brown Capital Management, LLC 1.14M (2.06%) -53.47K
Decreased by -4.69%
Jun 30, 25
17 William Blair Investment Management, LLC 1.14M (2.05%) 390.81K
Increased by +34.40%
Jun 30, 25
18 HHG PLC 1.09M (1.96%) 186.83K
Increased by +17.18%
Jun 30, 25
19 Driehaus Capital Management LLC 973.63K (1.76%) 153.50K
Increased by +15.77%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 918.16K (1.66%) -5.37K
Decreased by -0.58%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.41M (6.16%) 488.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.72M (3.10%) -36.24K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.66M (2.99%) 135.33K
Increased by +8.16%
Sep 30, 24
4 Vanguard Small Cap Index 1.32M (2.38%) -8.02K
Decreased by -0.61%
Jul 31, 25
5 iShares Russell 2000 ETF 1.32M (2.38%) -25.09K
Decreased by -1.90%
Jul 31, 25
6 Select Medical Tech and Devcs 1.20M (2.17%) 120.00K
Increased by +10.00%
Nov 30, 23
7 American Funds SMALLCAP World A 1.10M (1.98%) 547.11K
Increased by +49.85%
Jun 30, 25
8 Vanguard Health Care Inv 1.02M (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
9 PRIMECAP Odyssey Aggressive Growth 939.83K (1.70%) 137.90K
Increased by +14.67%
Jun 30, 25
10 Vanguard Explorer Inv 811.00K (1.46%) 678.27K
Increased by +83.63%
Jun 30, 25
11 Brown Capital Mgmt Small Co Inv 758.29K (1.37%) -197.20K
Decreased by -26.01%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 742.59K (1.34%) -1.57K
Decreased by -0.21%
Jul 31, 25
13 Strategic Advisers Fidelity US TtlStk 701.58K (1.27%) -54.25K
Decreased by -7.73%
Jun 30, 25
14 Vanguard Capital Opportunity Inv 700.49K (1.26%) 421.69K
Increased by +60.20%
Jun 30, 25
15 Lord Abbett Growth Leaders I 666.39K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 614.19K (1.11%) -268.24K
Decreased by -43.67%
Jul 31, 25
17 Janus Henderson Triton D 607.14K (1.10%) 26.02K
Increased by +4.29%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth 607.14K (1.10%) 84.42K
Increased by +13.90%
Jun 30, 25
19 Janus Henderson US SMID Cap Growth MA 607.14K (1.10%) 607.11K
Increased by +100.00%
Jun 30, 25
20 American Century Heritage Inv 603.76K (1.09%) 0.00
Increased by 0.00%
Sep 30, 23