Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROBO 1.60%
2 HTEC 1.48%
3 GDOC 1.00%
4 PEXL 0.87%
5 IBOT 0.76%
6 SHRT 0.60%
7 JHSC 0.45%
8 VTWG 0.35%
9 IWO 0.35%
10 ETHO 0.30%
11 MIDE 0.28%
12 JPSE 0.28%
13 VALQ 0.28%
14 TFPN 0.28%
15 BKSE 0.26%
16 GBUY_old 0.24%
17 QVMM 0.23%
18 MDYG 0.22%
19 MDY 0.21%
20 ANEW 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.53M (12.71%) -50.62K
Decreased by -1.12%
Mar 31, 25
2 Vanguard Group Inc 4.09M (11.49%) -31.18K
Decreased by -0.76%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 1.83M (5.14%) -76.02K
Decreased by -4.15%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 1.37M (3.83%) 17.22K
Increased by +1.26%
Mar 31, 25
5 State Street Corp 1.34M (3.77%) 5.22K
Increased by +0.39%
Mar 31, 25
6 State Street Corporation 1.26M (3.52%) 36.14K
Increased by +2.88%
Mar 31, 24
7 AllianceBernstein L.P. 1.00M (2.82%) 58.86K
Increased by +5.86%
Dec 31, 24
8 Wasatch Advisors LP 995.04K (2.79%) -1.79K
Decreased by -0.18%
Mar 31, 25
9 Geneva Capital Management 934.03K (2.62%) 81.40K
Increased by +8.71%
Mar 31, 25
10 William Blair Investment Management, LLC 928.89K (2.61%) -46.95K
Decreased by -5.05%
Mar 31, 25
11 Wasatch Advisors Inc. 909.70K (2.55%) -782.00
Decreased by -0.09%
Sep 30, 23
12 Geode Capital Management, LLC 906.88K (2.55%) 33.45K
Increased by +3.69%
Mar 31, 25
13 Macquarie Group Ltd 862.79K (2.42%) 28.14K
Increased by +3.26%
Mar 31, 25
14 Capital Research & Mgmt Co - Division 3 755.39K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Allspring Global Investments Holdings, LLC 754.01K (2.12%) -39.35K
Decreased by -5.22%
Mar 31, 25
16 JPMorgan Chase & Co 714.14K (2.00%) 57.01K
Increased by +7.98%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 693.09K (1.95%) 12.92K
Increased by +1.86%
Mar 31, 25
18 Goldman Sachs Group Inc 692.16K (1.94%) 325.24K
Increased by +46.99%
Dec 31, 23
19 Champlain Investment Partners, LLC 596.19K (1.67%) 186.85K
Increased by +31.34%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 574.45K (1.61%) -65.39K
Decreased by -11.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversifying Strategies CIF - K 5.35M (15.02%) 5.35M
Increased by +100.00%
Jun 30, 23
2 iShares Core S&P Mid-Cap ETF 1.16M (3.26%) -2.35K
Decreased by -0.20%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.16M (3.24%) 17.45K
Increased by +1.51%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.14M (3.20%) 924.00
Increased by +0.08%
Sep 30, 24
5 T. Rowe Price New Horizons 1.01M (2.83%) -46.64K
Decreased by -4.62%
Mar 31, 25
6 US Small-Cap Growth II Equity Comp 1.01M (2.83%) -46.94K
Decreased by -4.65%
Mar 31, 25
7 Vanguard Small Cap Index 902.79K (2.53%) 5.30K
Increased by +0.59%
Apr 30, 25
8 iShares Russell 2000 ETF 883.12K (2.48%) 149.00
Increased by +0.02%
Apr 30, 25
9 Conestoga Small Cap Investors 798.16K (2.24%) -8.60K
Decreased by -1.08%
Mar 31, 25
10 American Funds SMALLCAP World A 755.39K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.82%) 324.40K
Increased by +50.00%
Dec 31, 24
12 Delaware Ivy Mid Cap Growth A 599.95K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
13 Macquarie Mid Cap Growth A 593.86K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
14 Wasatch Core Growth 575.19K (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Information Technology ETF 565.35K (1.59%) 4.38K
Increased by +0.77%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 555.06K (1.56%) 2.77K
Increased by +0.50%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 502.63K (1.41%) -700.00
Decreased by -0.14%
Apr 30, 25
18 Champlain Small Company Fund, LLC 477.55K (1.34%) 68.29K
Increased by +14.30%
Apr 30, 25
19 JPM Small Cap Equity-MA 388.18K (1.09%) 26.12K
Increased by +6.73%
Mar 31, 25
20 JPM US Small Cap Core-Composite 388.18K (1.09%) 26.12K
Increased by +6.73%
Mar 31, 25