Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROBO 1.59%
2 HTEC 1.41%
3 IBOT 1.02%
4 GDOC 1.00%
5 PEXL 0.96%
6 QSML 0.52%
7 JHSC 0.45%
8 SHRT 0.41%
9 VTWG 0.35%
10 IWO 0.33%
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 (11.48%) -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 1.58M (4.43%) 214.37K
Increased by +13.57%
Jun 30, 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 William Blair Investment Management, LLC 979.89K (2.75%) 51.01K
Increased by +5.21%
Jun 30, 25
9 Geneva Capital Management 934.03K (2.62%) 81.40K
Increased by +8.71%
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 (2.54%) 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 (1.94%) 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 (3.30%) 76.00
Increased by +0.01%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.16M (3.26%) 4.03K
Increased by +0.35%
Jun 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 990.90K (2.78%) -4.93K
Decreased by -0.50%
Jun 30, 25
6 US Small-Cap Growth II Equity Comp 990.90K (2.78%) -18.11K
Decreased by -1.83%
Jun 30, 25
7 Vanguard Small Cap Index 879.31K (2.47%) -28.03K
Decreased by -3.19%
Jun 30, 25
8 iShares Russell 2000 ETF 862.89K (2.42%) -13.92K
Decreased by -1.61%
Jul 30, 25
9 Conestoga Small Cap Investors 848.07K (2.38%) 0.00
Increased by 0.00%
May 31, 25
10 American Funds SMALLCAP World A 755.39K (2.12%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.82%) 324.40K
Increased by +50.00%
Dec 31, 24
12 Vanguard Information Technology ETF 638.43K (1.79%) 68.80K
Increased by +10.78%
Jun 30, 25
13 Wasatch Core Growth 619.48K (1.74%) 44.29K
Increased by +7.15%
Jun 30, 25
14 Delaware Ivy Mid Cap Growth A 599.95K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
15 Macquarie Mid Cap Growth A 593.86K (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
16 Macquarie US Mid Cap Growth Equity 593.86K (1.67%) 473.54K
Increased by +79.74%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 554.67K (1.56%) -4.14K
Decreased by -0.75%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 493.31K (1.38%) -7.06K
Decreased by -1.43%
Jun 30, 25
19 Champlain Small Company Fund, LLC 466.41K (1.31%) 21.07K
Increased by +4.52%
Jun 30, 25
20 Conestoga Small Cap Growth 435.06K (1.22%) 102.08K
Increased by +23.46%
Jun 30, 25