Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.31%
2 UPGR 1.96%
3 EVX 1.88%
4 JDVI 1.61%
5 EPHE 1.23%
6 CCNR 0.80%
7 FIW 0.60%
8 DISV 0.55%
9 IPKW 0.49%
10 MMSC 0.48%
11 RNEW 0.41%
12 FDT 0.41%
13 IWC 0.34%
14 AVDV 0.29%
15 EWC 0.28%
16 ISCF 0.23%
17 DFIS 0.22%
18 CGW 0.22%
19 EBLU 0.22%
20 TBLU 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.79M (8.79%) -26.55K
Decreased by -0.95%
Mar 31, 25
2 BAMCO Inc 2.70M (8.48%) 403.05K
Increased by +14.95%
Mar 31, 25
3 UBS Asset Mgmt Americas Inc 2.38M (7.48%) 97.03K
Increased by +4.08%
Mar 31, 25
4 Macquarie Group Ltd 1.92M (6.03%) 389.83K
Increased by +20.34%
Mar 31, 25
5 William Blair Investment Management, LLC 1.90M (5.99%) 434.11K
Increased by +22.81%
Mar 31, 25
6 Bank of America Corp 1.81M (5.69%) -10.96K
Decreased by -0.61%
Mar 31, 25
7 Vanguard Group Inc 1.78M (5.61%) -18.67K
Decreased by -1.05%
Mar 31, 25
8 Millennium Management LLC 1.50M (4.73%) 62.83K
Increased by +4.18%
Mar 31, 25
9 Champlain Investment Partners, LLC 1.35M (4.24%) -2.69K
Decreased by -0.20%
Jun 30, 24
10 Driehaus Capital Management LLC 1.15M (3.62%) 823.64K
Increased by +71.67%
Jun 30, 24
11 Federated Hermes Inc 1.04M (3.27%) -232.00K
Decreased by -22.34%
Sep 30, 24
12 Fred Alger Management, LLC 990.93K (3.12%) -22.97K
Decreased by -2.32%
Mar 31, 25
13 Royce & Associates, LP 852.85K (2.68%) 533.99K
Increased by +62.61%
Mar 31, 25
14 BB&T Corp. 817.35K (2.57%) -1.31K
Decreased by -0.16%
Mar 31, 25
15 Legal & General Group PLC 800.69K (2.52%) 770.33K
Increased by +96.21%
Mar 31, 25
16 Granite Investment Partners, LLC 771.05K (2.43%) -75.79K
Decreased by -9.83%
Mar 31, 25
17 Loomis, Sayles & Company LP 748.55K (2.36%) 748.55K
Increased by +100.00%
Jun 30, 24
18 Geode Capital Management, LLC 737.71K (2.32%) 19.56K
Increased by +2.65%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 717.34K (2.26%) 40.13K
Increased by +5.59%
Mar 31, 25
20 First Trust Advisors L.P. 712.92K (2.24%) 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 (6.49%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Discovery Strategy 2.06M (6.49%) 0.00
Increased by 0.00%
Jun 30, 25
3 Macquarie Small Cap Core I 1.54M (4.84%) 0.00
Increased by 0.00%
May 31, 25
4 Federated Hermes Kaufmann Small Cap A 1.04M (3.27%) -232.00K
Decreased by -22.34%
Sep 30, 24
5 Federated Hermes Kaufmann Small Cap Grow 1.04M (3.27%) -232.00K
Decreased by -22.34%
Sep 30, 24
6 Champlain Small Company Fund, LLC 1.01M (3.18%) -1.86K
Decreased by -0.18%
Jun 30, 24
7 Vanguard Total Stock Mkt Idx Inv 964.98K (3.04%) 1.80K
Increased by +0.19%
May 31, 25
8 Vanguard US Total Market Shares ETF 961.73K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
9 UBS (Lux) ES L/T Thms $Q 836.28K (2.63%) 0.00
Increased by 0.00%
Mar 31, 25
10 iShares Russell 2000 ETF 809.82K (2.55%) 5.81K
Increased by +0.72%
Jun 30, 25
11 William Blair Small Cap Growth I 702.20K (2.21%) 15.93K
Increased by +2.27%
Jun 30, 25
12 First Trust Water ETF 700.83K (2.21%) -2.04K
Decreased by -0.29%
Feb 27, 25
13 Stephens Small Cap Growth 656.81K (2.07%) 202.54K
Increased by +30.84%
Jun 30, 25
14 Janus Henderson US Small Cap Growth 628.33K (1.98%) 310.00
Increased by +0.05%
Mar 31, 25
15 Janus Henderson Venture D 628.33K (1.98%) 0.00
Increased by 0.00%
Apr 30, 25
16 Janus Henderson US Small Cap Growth MA 628.02K (1.98%) 627.96K
Increased by +99.99%
Dec 31, 24
17 Delaware Small Cap Core I 600.81K (1.89%) -3.72K
Decreased by -0.62%
Sep 30, 24
18 L&G Clean Water ETF 579.21K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
19 Champlain Small Company Adv 550.00K (1.73%) 0.00
Increased by 0.00%
Jun 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 507.85K (1.60%) 3.90K
Increased by +0.77%
May 31, 25