Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.31%
2 UPGR 2.20%
3 EVX 1.79%
4 JDVI 1.56%
5 EPHE 1.23%
6 FYLD 1.05%
7 ISVL 0.88%
8 CCNR 0.80%
9 FIW 0.60%
10 MMSC 0.54%
11 DISV 0.54%
12 IPKW 0.49%
13 RNEW 0.41%
14 FDT 0.41%
15 IWC 0.34%
16 AVDV 0.33%
17 CGW 0.28%
18 EWC 0.28%
19 SCHC 0.24%
20 TBLU 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.87M (8.72%) 75.85K
Increased by +2.64%
Jun 30, 25
2 BAMCO Inc 2.76M (8.40%) 68.71K
Increased by +2.49%
Jun 30, 25
3 William Blair Investment Management, LLC 2.32M (7.04%) 414.27K
Increased by +17.87%
Jun 30, 25
4 Macquarie Group Ltd 1.97M (5.98%) 49.84K
Increased by +2.53%
Jun 30, 25
5 Vanguard Group Inc 1.88M (5.71%) 95.65K
Increased by +5.09%
Jun 30, 25
6 UBS Asset Mgmt Americas Inc 1.76M (5.34%) -620.40K
Decreased by -35.29%
Jun 30, 25
7 Champlain Investment Partners, LLC 1.35M (4.09%) -2.69K
Decreased by -0.20%
Jun 30, 24
8 AllianceBernstein L.P. 1.28M (3.90%) 1.25M
Increased by +97.15%
Jun 30, 25
9 Fred Alger Management, LLC 1.15M (3.50%) 160.26K
Increased by +13.92%
Jun 30, 25
10 Driehaus Capital Management LLC 1.15M (3.49%) 823.64K
Increased by +71.67%
Jun 30, 24
11 Bank of America Corp 1.12M (3.42%) -684.31K
Decreased by -60.90%
Jun 30, 25
12 Federated Hermes Inc 1.04M (3.16%) -232.00K
Decreased by -22.34%
Sep 30, 24
13 Royce & Associates, LP 1.03M (3.14%) 181.50K
Increased by +17.55%
Jun 30, 25
14 Legal & General Group PLC 904.15K (2.75%) 103.46K
Increased by +11.44%
Jun 30, 25
15 HHG PLC 813.75K (2.47%) 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 Millennium Management LLC 793.75K (2.41%) -710.79K
Decreased by -89.55%
Jun 30, 25
18 Granite Investment Partners, LLC 771.05K (2.34%) -75.79K
Decreased by -9.83%
Mar 31, 25
19 Geode Capital Management, LLC 765.03K (2.33%) 27.32K
Increased by +3.57%
Jun 30, 25
20 Loomis, Sayles & Company LP 748.55K (2.28%) 748.55K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Discovery Institutional 2.06M (6.27%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Discovery Strategy 2.06M (6.27%) 0.00
Increased by 0.00%
Jun 30, 25
3 Macquarie Small Cap Core I 1.43M (4.34%) -107.37K
Decreased by -7.51%
Jul 31, 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 (3.07%) -1.86K
Decreased by -0.18%
Jun 30, 24
8 Vanguard US Total Market Shares ETF 961.73K (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 784.97K (2.39%) 0.00
Increased by 0.00%
Aug 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 (2.13%) 0.00
Increased by 0.00%
Jul 31, 25
13 First Trust Water ETF 700.83K (2.13%) -2.04K
Decreased by -0.29%
Feb 27, 25
14 Stephens Small Cap Growth 656.81K (2.00%) 202.54K
Increased by +30.84%
Jun 30, 25
15 Janus Henderson US Small Cap Growth MA 628.02K (1.91%) 627.96K
Increased by +99.99%
Dec 31, 24
16 Delaware Small Cap Core I 600.81K (1.83%) -3.72K
Decreased by -0.62%
Sep 30, 24
17 L&G Clean Water ETF 588.59K (1.79%) -699.00
Decreased by -0.12%
Aug 29, 25
18 Champlain Small Company Adv 550.00K (1.67%) 0.00
Increased by 0.00%
Jun 30, 24
19 UBS (Lux) ES L/T Thms $Q 540.86K (1.64%) -143.52K
Decreased by -26.54%
May 31, 25
20 Deka-UmweltInvest CF 525.00K (1.60%) 75.00K
Increased by +14.29%
May 31, 25