Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.88%
2 RSMC 2.58%
3 PEZ 2.29%
4 CSMD 1.48%
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 RFG 0.81%
15 SHRT 0.68%
16 XMMO 0.67%
17 MMSC 0.65%
18 LSEQ 0.60%
19 QMID 0.59%
20 SEIM 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.77M (11.24%) -595.60K
Decreased by -8.80%
Mar 31, 26
2 Vanguard Group Inc 5.68M (9.43%) -78.31K
Decreased by -1.38%
Dec 31, 25
3 BlackRock Inc 5.61M (9.31%) 129.95K
Increased by +2.32%
Mar 31, 26
4 Wasatch Advisors Inc. 3.58M (5.94%) -606.42K
Decreased by -16.96%
Sep 30, 23
5 Kayne Anderson Rudnick Investment Management LLC 3.29M (5.46%) -384.65K
Decreased by -11.70%
Mar 31, 26
6 Wasatch Advisors LP 2.99M (4.97%) -174.37K
Decreased by -5.83%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.75M (4.58%) 2.75M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 2.54M (4.22%) 2.54M
Increased by +100.00%
Mar 31, 26
9 The Goldman Sachs Group Inc 2.43M (4.03%) 719.85K
Increased by +29.66%
Mar 31, 26
10 Amvescap Plc. 2.41M (4.01%) -579.18K
Decreased by -24.00%
Dec 31, 25
11 State Street Corp 1.91M (3.17%) 20.46K
Increased by +1.07%
Mar 31, 26
12 State Street Corporation 1.89M (3.14%) 88.31K
Increased by +4.67%
Mar 31, 24
13 UBS Group AG 1.66M (2.76%) 947.32K
Increased by +56.96%
Mar 31, 26
14 Summit Trail Advisors, LLC 1.60M (2.66%) 1.58M
Increased by +98.41%
Mar 31, 26
15 Citadel Advisors Llc 1.51M (2.51%) 1.01M
Increased by +66.61%
Dec 31, 25
16 Capital Research Global Investors 1.37M (2.27%) 594.91K
Increased by +43.50%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.27M (2.11%) 72.78K
Increased by +5.72%
Mar 31, 26
18 JPMorgan Chase & Co 1.23M (2.04%) 586.08K
Increased by +47.82%
Sep 30, 25
19 Geode Capital Management, LLC 1.22M (2.03%) 1.32K
Increased by +0.11%
Mar 31, 26
20 Stephens Inv Mgmt Group LLC 1.13M (1.87%) 277.87K
Increased by +24.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 3.30M (5.48%) 8.00K
Increased by +0.24%
Aug 31, 24
2 Fidelity Growth Compy Commingled Pl S 3.05M (5.06%) 2.03K
Increased by +0.07%
Apr 30, 26
3 American Funds SMALLCAP World A 2.75M (4.57%) 1.36M
Increased by +49.30%
Mar 31, 26
4 Fidelity® Growth Company 2.36M (3.92%) 12.90K
Increased by +0.55%
Nov 30, 23
5 Fidelity Growth Company Fund 2.25M (3.74%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Core S&P Mid-Cap ETF 2.08M (3.46%) 390.00
Increased by +0.02%
May 29, 26
7 Vanguard Total Stock Mkt Idx Inv 1.96M (3.26%) 5.29K
Increased by +0.27%
Apr 30, 26
8 Vanguard US Total Market Shares ETF 1.94M (3.22%) 1.63K
Increased by +0.08%
Sep 30, 24
9 Vanguard Small Cap Index 1.41M (2.35%) -3.87K
Decreased by -0.27%
Apr 30, 26
10 Fidelity® Growth Company K6 891.59K (1.48%) -12.88K
Decreased by -1.44%
Nov 30, 23
11 Fidelity® Series Growth Company 816.69K (1.36%) 3.50K
Increased by +0.43%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 792.35K (1.32%) -620.00
Decreased by -0.08%
Apr 30, 26
13 Fidelity® Blue Chip Growth 712.01K (1.18%) 12.40K
Increased by +1.74%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 692.81K (1.15%) 7.03K
Increased by +1.01%
Apr 30, 26
15 Stephens SMID Select Growth 652.09K (1.08%) 125.93K
Increased by +19.31%
Mar 31, 26
16 Fidelity Growth Company K6 632.95K (1.05%) -2.03K
Decreased by -0.32%
Apr 30, 26
17 Invesco Discovery Mid Cap Growth Y 623.48K (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
18 Wasatch Core Growth 605.26K (1.01%) -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 (0.94%) -129.63K
Decreased by -22.85%
Sep 30, 23