Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 2.71%
2 EVX 2.32%
3 AWEG 2.31%
4 JDVI 1.56%
5 EPHE 1.23%
6 CCNR 0.80%
7 FIW 0.60%
8 MMSC 0.60%
9 DISV 0.54%
10 IPKW 0.49%
11 RNEW 0.41%
12 FDT 0.41%
13 IWC 0.34%
14 AVDV 0.32%
15 EWC 0.28%
16 EBLU 0.26%
17 TBLU 0.26%
18 CGW 0.26%
19 ISCF 0.23%
20 DFIS 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.79M (8.50%) -26.55K
Decreased by -0.95%
Mar 31, 25
2 BAMCO Inc 2.70M (8.21%) 403.05K
Increased by +14.95%
Mar 31, 25
3 William Blair Investment Management, LLC 2.32M (7.06%) 414.27K
Increased by +17.87%
Jun 30, 25
4 Macquarie Group Ltd 1.92M (5.83%) 389.83K
Increased by +20.34%
Mar 31, 25
5 Vanguard Group Inc 1.88M (5.72%) 95.65K
Increased by +5.09%
Jun 30, 25
6 Bank of America Corp 1.81M (5.50%) -10.96K
Decreased by -0.61%
Mar 31, 25
7 UBS Asset Mgmt Americas Inc 1.76M (5.35%) -620.40K
Decreased by -35.29%
Jun 30, 25
8 Millennium Management LLC 1.50M (4.58%) 62.83K
Increased by +4.18%
Mar 31, 25
9 Champlain Investment Partners, LLC 1.35M (4.10%) -2.69K
Decreased by -0.20%
Jun 30, 24
10 Driehaus Capital Management LLC 1.15M (3.50%) 823.64K
Increased by +71.67%
Jun 30, 24
11 Federated Hermes Inc 1.04M (3.16%) -232.00K
Decreased by -22.34%
Sep 30, 24
12 Royce & Associates, LP 1.03M (3.15%) 181.50K
Increased by +17.55%
Jun 30, 25
13 Fred Alger Management, LLC 990.93K (3.02%) -22.97K
Decreased by -2.32%
Mar 31, 25
14 Legal & General Group PLC 904.15K (2.75%) 103.46K
Increased by +11.44%
Jun 30, 25
15 HHG PLC 813.75K (2.48%) 133.06K
Increased by +16.35%
Jun 30, 25
16 BB&T Corp. 807.93K (2.46%) -9.42K
Decreased by -1.17%
Jun 30, 25
17 Granite Investment Partners, LLC 771.05K (2.35%) -75.79K
Decreased by -9.83%
Mar 31, 25
18 Loomis, Sayles & Company LP 748.55K (2.28%) 748.55K
Increased by +100.00%
Jun 30, 24
19 Geode Capital Management, LLC 737.71K (2.25%) 19.56K
Increased by +2.65%
Mar 31, 25
20 First Trust Advisors L.P. 712.92K (2.17%) 7.79K
Increased by +1.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Discovery Institutional 2.06M (6.28%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Discovery Strategy 2.06M (6.28%) 0.00
Increased by 0.00%
Jun 30, 25
3 Macquarie Small Cap Core I 1.54M (4.68%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.06M (3.22%) -23.46K
Decreased by -2.22%
Jul 31, 25
5 Federated Hermes Kaufmann Small Cap A 1.04M (3.16%) -232.00K
Decreased by -22.34%
Sep 30, 24
6 Federated Hermes Kaufmann Small Cap Grow 1.04M (3.16%) -232.00K
Decreased by -22.34%
Sep 30, 24
7 Champlain Small Company Fund, LLC 1.01M (3.08%) -1.86K
Decreased by -0.18%
Jun 30, 24
8 Vanguard US Total Market Shares ETF 961.73K (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 768.15K (2.34%) -14.60K
Decreased by -1.90%
Jul 31, 25
10 Janus Henderson US Small Cap Growth 753.77K (2.29%) 125.44K
Increased by +16.64%
Jun 30, 25
11 Janus Henderson Venture D 753.77K (2.29%) 125.44K
Increased by +16.64%
Jun 30, 25
12 William Blair Small Cap Growth I 702.20K (2.14%) 15.93K
Increased by +2.27%
Jun 30, 25
13 First Trust Water ETF 700.83K (2.13%) -2.04K
Decreased by -0.29%
Feb 27, 25
14 UBS (Lux) ES L/T Thms $Q 684.38K (2.08%) -151.91K
Decreased by -22.20%
Apr 30, 25
15 Stephens Small Cap Growth 656.81K (2.00%) 202.54K
Increased by +30.84%
Jun 30, 25
16 Janus Henderson US Small Cap Growth MA 628.02K (1.91%) 627.96K
Increased by +99.99%
Dec 31, 24
17 Delaware Small Cap Core I 600.81K (1.83%) -3.72K
Decreased by -0.62%
Sep 30, 24
18 L&G Clean Water ETF 585.89K (1.78%) 0.00
Increased by 0.00%
Jul 31, 25
19 Champlain Small Company Adv 550.00K (1.67%) 0.00
Increased by 0.00%
Jun 30, 24
20 Deka-UmweltInvest CF 450.00K (1.37%) 21.00K
Increased by +4.67%
Nov 30, 24