Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 3.07%
3 CBSE 2.04%
4 NSCS 1.91%
5 FDCF 1.85%
6 AOTG 1.66%
7 FDTX 1.60%
8 XITK 1.49%
9 SMCO 1.43%
10 QWST 1.33%
11 PEZ 1.29%
12 SFLO 0.79%
13 MMSC 0.77%
14 SMCF 0.71%
15 BOUT 0.71%
16 FSST 0.69%
17 FYC 0.46%
18 CALF 0.43%
19 PSC 0.33%
20 RUSC 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 17.19M (12.23%) 7.50M
Increased by +43.65%
Jun 30, 25
2 Vanguard Group Inc 13.56M (9.65%) -181.24K
Decreased by -1.34%
Jun 30, 25
3 Capital Research Global Investors 12.92M (9.20%) 0.00
Increased by 0.00%
Jun 30, 25
4 BlackRock Inc 10.70M (7.61%) 910.20K
Increased by +8.51%
Jun 30, 25
5 Boston Partners Global Investors, Inc 5.57M (3.97%) 298.25K
Increased by +5.35%
Jun 30, 25
6 Wellington Management Company LLP 5.45M (3.88%) -455.43K
Decreased by -8.36%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 4.90M (3.49%) -379.82K
Decreased by -7.75%
Jun 30, 25
8 American Century Companies Inc 4.83M (3.44%) 1.87M
Increased by +38.69%
Jun 30, 25
9 Rubric Capital Management LP 4.00M (2.85%) 1.79M
Increased by +44.65%
Sep 30, 23
10 Nuveen Asset Management, LLC 3.94M (2.81%) -173.08K
Decreased by -4.39%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 3.64M (2.59%) 2.08M
Increased by +57.21%
Sep 30, 24
12 Granahan Investment Management Inc.. 3.64M (2.59%) 992.80K
Increased by +27.25%
Jun 30, 25
13 Edenbrook Capital LLC 3.61M (2.57%) -406.70K
Decreased by -11.27%
Jun 30, 25
14 Nuveen, LLC 3.25M (2.31%) -345.41K
Decreased by -10.62%
Jun 30, 25
15 Geode Capital Management, LLC 3.22M (2.29%) 183.41K
Increased by +5.70%
Jun 30, 25
16 State Street Corp 3.05M (2.17%) 150.55K
Increased by +4.93%
Jun 30, 25
17 State Street Corporation 3.04M (2.17%) 78.94K
Increased by +2.59%
Mar 31, 24
18 Nine Ten Capital Management LLC 2.86M (2.03%) 123.75K
Increased by +4.33%
Jun 30, 25
19 Driehaus Capital Management LLC 2.78M (1.98%) 372.74K
Increased by +13.40%
Jun 30, 25
20 Burgundy Asset Management Ltd 2.46M (1.75%) 25.92K
Increased by +1.05%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.39M (8.11%) 0.00
Increased by 0.00%
Jun 30, 25
2 Fidelity Advisor® Growth Opps M 5.29M (3.76%) 668.80K
Increased by +12.65%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 4.16M (2.96%) 4.24K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.13M (2.94%) -88.40K
Decreased by -2.14%
Jul 31, 25
5 iShares Russell 2000 ETF 3.38M (2.41%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 3.25M (2.32%) -21.74K
Decreased by -0.67%
Jul 31, 25
7 American Century Small Cap Growth Inv 3.01M (2.14%) 946.69K
Increased by +31.47%
Jun 30, 25
8 American Century U.S. Small Cap Growth 3.01M (2.14%) 946.69K
Increased by +31.47%
Jun 30, 25
9 Fidelity Balanced 2.90M (2.07%) -818.00
Decreased by -0.03%
Jun 30, 25
10 Fidelity Advisor Growth Opps M 2.89M (2.05%) -675.14K
Decreased by -23.39%
Sep 30, 24
11 Strategic Advisers Fidelity US TtlStk 2.85M (2.03%) 391.61K
Increased by +13.75%
Jul 31, 25
12 Fidelity Small Cap Growth 2.18M (1.55%) 884.70K
Increased by +40.57%
Jun 30, 25
13 Fidelity Select Communication Services 2.08M (1.48%) 128.40K
Increased by +6.16%
Jul 31, 25
14 Vanguard Small Cap Growth Index Inv 1.81M (1.29%) -693.00
Decreased by -0.04%
Jul 31, 25
15 American Funds IS® Global Small Cap 1 1.53M (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
16 CREF Stock R1 1.45M (1.03%) -136.73K
Decreased by -9.41%
Feb 28, 25
17 Fidelity Small Cap Index 1.40M (1.00%) 129.36K
Increased by +9.21%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (0.96%) -589.24K
Decreased by -43.64%
Jul 31, 25
19 Stephens Small Cap Growth 1.35M (0.96%) 396.30K
Increased by +29.42%
Jun 30, 25
20 Fidelity VIP Mid Cap Initial 1.34M (0.95%) 752.37K
Increased by +56.29%
Jul 31, 25