Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 3.56%
2 BIGD 2.83%
3 MRGR 2.36%
4 ROBT 1.98%
5 XSW 1.07%
6 XITK 0.46%
7 BOTZ 0.39%
8 MMSC 0.35%
9 ISMD 0.27%
10 JRNY 0.24%
11 CSML 0.23%
12 FESM 0.20%
13 TXSS 0.16%
14 FYC 0.09%
15 GSSC 0.09%
16 CLDL 0.08%
17 ESML 0.08%
18 IWO 0.07%
19 BBSC 0.06%
20 TXS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.98M (14.86%) 131.36K
Increased by +2.20%
Jun 30, 25
2 BlackRock Inc 4.87M (12.10%) 182.76K
Increased by +3.75%
Jun 30, 25
3 Alyeska Investment Group, L.P. 3.30M (8.21%) 1.57M
Increased by +47.38%
Jun 30, 25
4 Conestoga Capital Advisors, LLC 3.26M (8.11%) -7.75K
Decreased by -0.24%
Jun 30, 24
5 FMR Inc 2.87M (7.14%) -985.20K
Decreased by -34.29%
Jun 30, 24
6 Brown Advisory Holdings Inc 1.91M (4.76%) -272.32K
Decreased by -14.23%
Jun 30, 25
7 RGM Capital LLC 1.85M (4.60%) -687.98K
Decreased by -37.13%
Mar 31, 25
8 EVR Research LP 1.80M (4.47%) 1.07M
Increased by +59.57%
Jun 30, 25
9 Fred Alger Management, LLC 1.71M (4.24%) -500.94K
Decreased by -29.35%
Mar 31, 25
10 Rockefeller Capital Management L.P. 1.45M (3.61%) 330.86K
Increased by +22.80%
Jun 30, 25
11 Disciplined Growth Investors Inc 1.40M (3.48%) 326.67K
Increased by +23.32%
Jun 30, 25
12 Nuveen Asset Management, LLC 1.38M (3.44%) 1.07M
Increased by +77.29%
Dec 31, 24
13 Nuveen, LLC 1.26M (3.12%) 1.26M
Increased by +100.00%
Mar 31, 25
14 State Street Corp 1.20M (2.98%) 25.36K
Increased by +2.11%
Jun 30, 25
15 Barclays PLC 1.17M (2.90%) 801.95K
Increased by +68.81%
Jun 30, 25
16 State Street Corporation 1.09M (2.70%) 33.73K
Increased by +3.10%
Mar 31, 24
17 Geode Capital Management, LLC 1.02M (2.53%) -24.84K
Decreased by -2.44%
Jun 30, 25
18 Westerly Capital Management LLC 999.00K (2.48%) 709.00K
Increased by +70.97%
Jun 30, 25
19 Stephens Inv Mgmt Group LLC 991.63K (2.46%) -110.19K
Decreased by -11.11%
Jun 30, 25
20 Goldman Sachs Group Inc 867.64K (2.16%) 117.02K
Increased by +13.49%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.36M (3.37%) -30.07K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.34M (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.06M (2.63%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Small Cap Index 1.04M (2.60%) -7.01K
Decreased by -0.67%
Jul 31, 25
5 Vanguard Information Technology ETF 1.03M (2.55%) 10.19K
Increased by +0.99%
Jul 31, 25
6 Conestoga Small Cap Growth 922.16K (2.29%) -235.00
Decreased by -0.03%
Jun 30, 24
7 Fidelity® Series Small Cap Opps 842.75K (2.09%) 0.00
Increased by 0.00%
Oct 31, 23
8 FIAM Small Cap Core Composite 797.70K (1.98%) 314.79K
Increased by +39.46%
Jun 30, 24
9 Fidelity Series Small Cap Opps 767.95K (1.91%) 0.00
Increased by 0.00%
Jun 30, 24
10 Vanguard Explorer Inv 746.47K (1.85%) -109.22K
Decreased by -14.63%
Jun 30, 25
11 Fidelity Small Cap Growth 743.83K (1.85%) -281.00K
Decreased by -37.78%
May 31, 24
12 CREF Stock R1 682.53K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
13 Rockefeller U.S. Small-Mid Cap ETF 616.93K (1.53%) 406.00
Increased by +0.07%
Nov 29, 24
14 Vanguard Small Cap Growth Index Inv 587.34K (1.46%) -10.68K
Decreased by -1.82%
Jul 31, 25
15 Stephens SMID Select Growth 543.46K (1.35%) -139.47K
Decreased by -25.66%
Jun 30, 25
16 Global X Robotics & Artfcl Intllgnc ETF 538.51K (1.34%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity® Small Cap Growth 532.23K (1.32%) -646.00
Decreased by -0.12%
Oct 31, 23
18 Conestoga Small Cap Investors 527.32K (1.31%) -1.76M
Decreased by -333.29%
Aug 31, 24
19 Fidelity® Stock Selector Small Cap 523.70K (1.30%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity Stock Selector Small Cap 510.90K (1.27%) 0.00
Increased by 0.00%
Jun 30, 24