Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 2.42%
2 AWEG 2.31%
3 UPGR 1.96%
4 JDVI 1.54%
5 EPHE 1.23%
6 CCNR 0.80%
7 FIW 0.60%
8 IPKW 0.46%
9 FDT 0.41%
10 RNEW 0.39%
11 IWC 0.34%
12 EWC 0.28%
13 ISCF 0.23%
14 CGW 0.23%
15 MMSC 0.22%
16 FILL 0.20%
17 TBLU 0.19%
18 EBLU 0.19%
19 SCHC 0.19%
20 AVIV 0.18%

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 1.44M (4.54%) 496.66K
Increased by +34.45%
Dec 31, 24
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 Granite Investment Partners, LLC 846.83K (2.66%) 323.87K
Increased by +38.24%
Dec 31, 24
15 BB&T Corp. 818.66K (2.58%) -286.65K
Decreased by -35.01%
Dec 31, 24
16 Legal & General Group PLC 800.69K (2.52%) 770.33K
Increased by +96.21%
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%) 300.00K
Increased by +14.54%
Mar 31, 25
2 Baron Discovery Strategy 2.06M (6.49%) 300.00K
Increased by +14.54%
Mar 31, 25
3 Macquarie Small Cap Core I 1.52M (4.77%) 47.46K
Increased by +3.13%
Mar 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 963.18K (3.03%) 0.00
Increased by 0.00%
Apr 30, 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 859.63K (2.71%) 0.00
Increased by 0.00%
Jan 31, 25
10 iShares Russell 2000 ETF 779.12K (2.45%) 132.00
Increased by +0.02%
Apr 30, 25
11 First Trust Water ETF 700.83K (2.21%) -2.04K
Decreased by -0.29%
Feb 27, 25
12 William Blair Small Cap Growth I 663.47K (2.09%) 95.57K
Increased by +14.40%
Apr 30, 25
13 Janus Henderson Venture D 628.33K (1.98%) 310.00
Increased by +0.05%
Mar 31, 25
14 Janus Henderson US Small Cap Growth 628.02K (1.98%) 190.19K
Increased by +30.28%
Dec 31, 24
15 Janus Henderson US Small Cap Growth MA 628.02K (1.98%) 627.96K
Increased by +99.99%
Dec 31, 24
16 Delaware Small Cap Core I 600.81K (1.89%) -3.72K
Decreased by -0.62%
Sep 30, 24
17 L&G Clean Water ETF 550.69K (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
18 Champlain Small Company Adv 550.00K (1.73%) 0.00
Increased by 0.00%
Jun 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 503.94K (1.59%) 883.00
Increased by +0.18%
Apr 30, 25
20 JNL Multi-Manager Small Cap Growth A 499.40K (1.57%) 60.94K
Increased by +12.20%
Mar 31, 25