Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROBO 1.73%
2 HTEC 1.37%
3 GDOC 1.00%
4 PEXL 0.91%
5 IBOT 0.81%
6 JHSC 0.45%
7 VTWG 0.39%
8 IWO 0.35%
9 SHRT 0.33%
10 ETHO 0.30%
11 MIDE 0.28%
12 JPSE 0.28%
13 VALQ 0.28%
14 TFPN 0.28%
15 BKSE 0.27%
16 GBUY_old 0.24%
17 QVMM 0.23%
18 MDYG 0.22%
19 MDY 0.21%
20 IVOG 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.58M (12.86%) 80.70K
Increased by +1.76%
Dec 31, 24
2 Vanguard Group Inc 4.12M (11.59%) 62.59K
Increased by +1.52%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 1.91M (5.36%) -157.29K
Decreased by -8.24%
Dec 31, 24
4 Conestoga Capital Advisors, LLC 1.35M (3.79%) -2.62K
Decreased by -0.19%
Dec 31, 24
5 State Street Corp 1.34M (3.76%) 39.16K
Increased by +2.93%
Dec 31, 24
6 State Street Corporation 1.26M (3.53%) 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 996.83K (2.80%) -9.48K
Decreased by -0.95%
Dec 31, 24
9 William Blair Investment Management, LLC 975.84K (2.74%) 11.36K
Increased by +1.16%
Dec 31, 24
10 Wasatch Advisors Inc. 909.70K (2.56%) -782.00
Decreased by -0.09%
Sep 30, 23
11 Geode Capital Management, LLC 873.42K (2.45%) -1.80K
Decreased by -0.21%
Dec 31, 24
12 Geneva Capital Management 852.64K (2.40%) 72.59K
Increased by +8.51%
Dec 31, 24
13 Macquarie Group Ltd 834.65K (2.34%) 6.27K
Increased by +0.75%
Dec 31, 24
14 Allspring Global Investments Holdings, LLC 793.36K (2.23%) 58.63K
Increased by +7.39%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 755.39K (2.12%) 0.00
Increased by 0.00%
Dec 31, 24
16 Neuberger Berman Group LLC 740.87K (2.08%) -142.09K
Decreased by -19.18%
Dec 31, 24
17 Goldman Sachs Group Inc 692.16K (1.94%) 325.24K
Increased by +46.99%
Dec 31, 23
18 T. Rowe Price Investment Management,Inc. 680.17K (1.91%) 279.79K
Increased by +41.14%
Dec 31, 24
19 JPMorgan Chase & Co 657.14K (1.85%) -644.09K
Decreased by -98.01%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 639.84K (1.80%) -4.07K
Decreased by -0.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversifying Strategies CIF - K 5.35M (15.04%) 5.35M
Increased by +100.00%
Jun 30, 23
2 iShares Core S&P Mid-Cap ETF 1.17M (3.28%) 874.00
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.13M (3.19%) 673.00
Increased by +0.06%
Feb 28, 25
4 US Small-Cap Growth II Equity Comp 1.06M (2.97%) -129.28K
Decreased by -12.24%
Dec 31, 24
5 T. Rowe Price New Horizons 1.06M (2.97%) -305.00
Decreased by -0.03%
Jan 31, 25
6 iShares Russell 2000 ETF 918.94K (2.58%) -10.80K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 917.10K (2.58%) 756.00
Increased by +0.08%
Feb 28, 25
8 Conestoga Small Cap Investors 806.76K (2.27%) 0.00
Increased by 0.00%
Jan 31, 25
9 American Funds SMALLCAP World A 755.39K (2.12%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.82%) 324.40K
Increased by +50.00%
Dec 31, 24
11 Delaware Ivy Mid Cap Growth A 599.95K (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
12 Macquarie Mid Cap Growth A 593.86K (1.67%) 0.00
Increased by 0.00%
Jan 31, 25
13 Wasatch Core Growth 575.19K (1.62%) -8.85K
Decreased by -1.54%
Dec 31, 24
14 Vanguard Information Technology ETF 559.10K (1.57%) 1.68K
Increased by +0.30%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 544.96K (1.53%) 1.47K
Increased by +0.27%
Feb 28, 25
16 Vanguard Small Cap Growth Index Inv 515.04K (1.45%) -3.04K
Decreased by -0.59%
Feb 28, 25
17 Neuberger Berman Genesis Inv 470.91K (1.32%) -101.57K
Decreased by -21.57%
Dec 31, 24
18 JPMorgan Small Cap Equity A 364.28K (1.02%) 2.22K
Increased by +0.61%
Jan 31, 25
19 JPM Small Cap Equity-MA 362.06K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
20 JPM US Small Cap Core-Composite 362.06K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24