Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.88%
2 PEZ 2.29%
3 RSMC 2.24%
4 CSMD 1.59%
5 XRT 1.40%
6 RETL 1.11%
7 AWEG 1.08%
8 FDLS 1.07%
9 NSCS 1.05%
10 FFOX 1.03%
11 TAX 1.02%
12 RNSC 1.01%
13 FSGS 1.00%
14 SHRT 0.99%
15 RFG 0.81%
16 XMMO 0.67%
17 LSEQ 0.60%
18 MMSC 0.60%
19 QMID 0.59%
20 SEIM 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.36M (12.13%) -427.15K
Decreased by -5.80%
Dec 31, 25
2 Vanguard Group Inc 5.68M (9.35%) -78.31K
Decreased by -1.38%
Dec 31, 25
3 BlackRock Inc 5.48M (9.02%) 107.43K
Increased by +1.96%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 3.67M (6.05%) -442.20K
Decreased by -12.04%
Dec 31, 25
5 Wasatch Advisors Inc. 3.58M (5.89%) -606.42K
Decreased by -16.96%
Sep 30, 23
6 Wasatch Advisors LP 2.99M (4.93%) -174.37K
Decreased by -5.83%
Mar 31, 26
7 Amvescap Plc. 2.41M (3.98%) -579.18K
Decreased by -24.00%
Dec 31, 25
8 State Street Corporation 1.89M (3.11%) 88.31K
Increased by +4.67%
Mar 31, 24
9 State Street Corp 1.89M (3.11%) -7.90K
Decreased by -0.42%
Dec 31, 25
10 The Goldman Sachs Group Inc 1.71M (2.81%) 1.30M
Increased by +75.96%
Dec 31, 25
11 UBS Group AG 1.66M (2.74%) 947.32K
Increased by +56.96%
Mar 31, 26
12 Citadel Advisors Llc 1.51M (2.49%) 1.01M
Increased by +66.61%
Dec 31, 25
13 Capital Research Global Investors 1.37M (2.25%) 594.91K
Increased by +43.50%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.27M (2.10%) 72.78K
Increased by +5.72%
Mar 31, 26
15 JPMorgan Chase & Co 1.23M (2.02%) 586.08K
Increased by +47.82%
Sep 30, 25
16 Geode Capital Management, LLC 1.22M (2.01%) 56.95K
Increased by +4.68%
Dec 31, 25
17 Stephens Inv Mgmt Group LLC 1.13M (1.86%) 277.87K
Increased by +24.67%
Mar 31, 26
18 AllianceBernstein L.P. 1.11M (1.82%) -218.21K
Decreased by -19.70%
Sep 30, 25
19 Ameriprise Financial Inc 1.00M (1.66%) -90.72K
Decreased by -9.03%
Dec 31, 25
20 Geneva Capital Management 964.33K (1.59%) -69.44K
Decreased by -7.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 3.30M (5.44%) 8.00K
Increased by +0.24%
Aug 31, 24
2 Fidelity Growth Compy Commingled Pl S 3.04M (5.01%) 4.13K
Increased by +0.14%
Mar 31, 26
3 American Funds SMALLCAP World A 2.75M (4.53%) 1.36M
Increased by +49.30%
Mar 31, 26
4 Fidelity® Growth Company 2.36M (3.88%) 12.90K
Increased by +0.55%
Nov 30, 23
5 Fidelity Growth Company Fund 2.25M (3.71%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Core S&P Mid-Cap ETF 2.07M (3.41%) -1.04K
Decreased by -0.05%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 1.95M (3.22%) 10.46K
Increased by +0.54%
Mar 31, 26
8 Vanguard US Total Market Shares ETF 1.94M (3.20%) 1.63K
Increased by +0.08%
Sep 30, 24
9 Vanguard Small Cap Index 1.42M (2.33%) 23.74K
Increased by +1.68%
Mar 31, 26
10 Fidelity® Growth Company K6 891.59K (1.47%) -12.88K
Decreased by -1.44%
Nov 30, 23
11 Fidelity® Series Growth Company 816.69K (1.35%) 3.50K
Increased by +0.43%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 792.97K (1.31%) 19.70K
Increased by +2.48%
Mar 31, 26
13 Fidelity® Blue Chip Growth 712.01K (1.17%) 12.40K
Increased by +1.74%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 685.78K (1.13%) 17.48K
Increased by +2.55%
Mar 31, 26
15 Stephens SMID Select Growth 652.09K (1.07%) 125.93K
Increased by +19.31%
Mar 31, 26
16 Fidelity Growth Company K6 634.99K (1.05%) -4.13K
Decreased by -0.65%
Mar 31, 26
17 Invesco Discovery Mid Cap Growth Y 623.48K (1.03%) 0.00
Increased by 0.00%
Jul 31, 25
18 Wasatch Core Growth 605.26K (1.00%) -47.11K
Decreased by -7.78%
Mar 31, 26
19 Fidelity Blue Chip Growth 568.16K (0.94%) -33.90K
Decreased by -5.97%
Sep 30, 24
20 T. Rowe Price U.S. SC Core Eq Tr-Z 567.17K (0.93%) -129.63K
Decreased by -22.85%
Sep 30, 23