Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROBO 1.70%
2 HTEC 1.55%
3 GDOC 1.00%
4 PEXL 1.00%
5 IBOT 0.99%
6 SHRT 0.60%
7 QSML 0.57%
8 JHSC 0.45%
9 VTWG 0.35%
10 IWO 0.34%
11 ETHO 0.30%
12 MIDE 0.28%
13 JPSE 0.28%
14 VALQ 0.28%
15 TFPN 0.28%
16 BKSE 0.26%
17 GBUY_old 0.24%
18 QVMM 0.23%
19 MDYG 0.22%
20 MDY 0.21%

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 Wasatch Advisors LP 995.04K (2.79%) -1.79K
Decreased by -0.18%
Mar 31, 25
8 Geneva Capital Management 934.03K (2.62%) 81.40K
Increased by +8.71%
Mar 31, 25
9 William Blair Investment Management, LLC 928.89K (2.61%) -46.95K
Decreased by -5.05%
Mar 31, 25
10 AllianceBernstein L.P. 913.84K (2.56%) -91.04K
Decreased by -9.96%
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 1.17M (3.27%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.16M (3.25%) 760.00
Increased by +0.07%
May 31, 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 907.35K (2.55%) 4.55K
Increased by +0.50%
May 31, 25
8 iShares Russell 2000 ETF 898.90K (2.52%) 0.00
Increased by 0.00%
May 31, 25
9 Conestoga Small Cap Investors 848.07K (2.38%) 49.90K
Increased by +5.88%
Apr 30, 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%
Apr 30, 25
14 Wasatch Core Growth 575.19K (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Information Technology ETF 569.63K (1.60%) 4.28K
Increased by +0.75%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 558.82K (1.57%) 3.76K
Increased by +0.67%
May 31, 25
17 Vanguard Small Cap Growth Index Inv 500.37K (1.40%) -2.25K
Decreased by -0.45%
May 31, 25
18 Champlain Small Company Fund, LLC 445.34K (1.25%) -32.21K
Decreased by -7.23%
May 31, 25
19 JPMorgan Small Cap Equity A 401.14K (1.13%) 12.96K
Increased by +3.23%
Apr 30, 25
20 JPM Small Cap Equity-MA 388.18K (1.09%) 26.12K
Increased by +6.73%
Mar 31, 25