Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.78%
2 HTEC 2.04%
3 KOID 2.03%
4 ALIL 1.80%
5 ROBO 1.75%
6 IBOT 1.41%
7 JSMD 1.10%
8 GDOC 1.00%
9 PEXL 0.98%
10 TSNF 0.79%
11 ACSG 0.77%
12 RCGE 0.64%
13 ESSC 0.60%
14 QSML 0.51%
15 PFF 0.42%
16 ETHO 0.42%
17 SHRT 0.40%
18 IWO 0.33%
19 JHSC 0.30%
20 MIDE 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.58M (12.97%) 67.81K
Increased by +1.48%
Dec 31, 25
2 Vanguard Group Inc 4.34M (12.29%) -38.19K
Decreased by -0.88%
Dec 31, 25
3 Conestoga Capital Advisors, LLC 1.45M (4.11%) -8.44K
Decreased by -0.58%
Mar 31, 26
4 Allspring Global Investments Holdings, LLC 1.40M (3.96%) 604.05K
Increased by +43.16%
Dec 31, 25
5 State Street Corp 1.32M (3.74%) 13.60K
Increased by +1.03%
Dec 31, 25
6 State Street Corporation 1.26M (3.55%) 36.14K
Increased by +2.88%
Mar 31, 24
7 Wasatch Advisors LP 996.64K (2.82%) 351.86K
Increased by +35.30%
Mar 31, 26
8 BAMCO Inc 936.96K (2.65%) 309.87K
Increased by +33.07%
Dec 31, 25
9 Geneva Capital Management 931.27K (2.64%) 28.18K
Increased by +3.03%
Mar 31, 26
10 AllianceBernstein L.P. 913.84K (2.59%) -91.04K
Decreased by -9.96%
Mar 31, 25
11 Congress Asset Management Company, LLP 909.71K (2.58%) 297.73K
Increased by +32.73%
Mar 31, 26
12 Wasatch Advisors Inc. 909.70K (2.58%) -782.00
Decreased by -0.09%
Sep 30, 23
13 William Blair Investment Management, LLC 908.91K (2.57%) -51.67K
Decreased by -5.68%
Dec 31, 25
14 Geode Capital Management, LLC 904.82K (2.56%) -534.00
Decreased by -0.06%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 GW&K Investment Management, LLC 736.95K (2.09%) 480.41K
Increased by +65.19%
Dec 31, 25
17 Macquarie Group Ltd 728.48K (2.06%) -19.24K
Decreased by -2.64%
Sep 30, 25
18 Goldman Sachs Group Inc 692.16K (1.96%) 325.24K
Increased by +46.99%
Dec 31, 23
19 Delaware Management Holdings Inc 690.88K (1.96%) 690.88K
Increased by +100.00%
Dec 31, 25
20 JPMorgan Chase & Co 643.17K (1.82%) -138.39K
Decreased by -21.52%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversifying Strategies CIF - K 5.35M (15.16%) 5.35M
Increased by +100.00%
Jun 30, 23
2 iShares Core S&P Mid-Cap ETF 1.21M (3.42%) -608.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.15M (3.25%) 6.47K
Increased by +0.56%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.14M (3.23%) 924.00
Increased by +0.08%
Sep 30, 24
5 US Small-Cap Growth II Equity Comp 990.90K (2.81%) -18.11K
Decreased by -1.83%
Jun 30, 25
6 T. Rowe Price New Horizons 978.23K (2.77%) -12.66K
Decreased by -1.29%
Jul 31, 25
7 Vanguard Information Technology ETF 878.05K (2.49%) -977.00
Decreased by -0.11%
Mar 31, 26
8 iShares Russell 2000 ETF 847.37K (2.40%) 7.14K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 826.35K (2.34%) 13.59K
Increased by +1.64%
Mar 31, 26
10 American Funds SMALLCAP World A 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
11 Conestoga Small Cap Investors 709.59K (2.01%) -95.15K
Decreased by -13.41%
Mar 31, 26
12 T. Rowe Price Mid-Cap Value 660.06K (1.87%) 660.06K
Increased by +100.00%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 660.06K (1.87%) 660.06K
Increased by +100.00%
Mar 31, 26
14 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.84%) 324.40K
Increased by +50.00%
Dec 31, 24
15 Delaware Ivy Mid Cap Growth A 599.95K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
16 Macquarie Mid Cap Growth A 593.86K (1.68%) 0.00
Increased by 0.00%
Jul 31, 25
17 Macquarie US Mid Cap Growth Equity 593.86K (1.68%) 473.54K
Increased by +79.74%
Jun 30, 25
18 Allspring Mid Value SMA 519.20K (1.47%) 248.70K
Increased by +47.90%
Mar 31, 26
19 Allspring Special Mid Cap Value Inst 519.20K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
20 Allspring Special US Mid Cap Value Eq 519.20K (1.47%) 248.70K
Increased by +47.90%
Mar 31, 26