Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINQ 3.20%
2 AFSC 3.01%
3 TOGA_old 2.83%
4 RJMG 2.60%
5 TMFS 2.29%
6 IPAY 2.22%
7 TOGA 2.14%
8 NSCS 1.66%
9 PTF 1.58%
10 WCLD 1.48%
11 SMLL 1.01%
12 SMAP 0.96%
13 XITK 0.75%
14 FYC 0.75%
15 SEIS 0.67%
16 XSW 0.67%
17 FDMO 0.64%
18 TXSS 0.63%
19 FNY 0.63%
20 FESM 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.97M (11.59%) 11.18K
Increased by +0.16%
Jun 30, 25
2 BlackRock Inc 5.80M (9.64%) -31.06K
Decreased by -0.54%
Mar 31, 25
3 Wasatch Advisors Inc. 4.15M (6.90%) -844.71K
Decreased by -20.37%
Sep 30, 23
4 Amvescap Plc. 2.68M (4.45%) 60.96K
Increased by +2.28%
Mar 31, 25
5 Wasatch Advisors LP 2.07M (3.45%) -43.52K
Decreased by -2.10%
Mar 31, 25
6 William Blair Investment Management, LLC 1.97M (3.27%) -1.33K
Decreased by -0.07%
Jun 30, 25
7 Conestoga Capital Advisors, LLC 1.93M (3.21%) -29.53K
Decreased by -1.53%
Jun 30, 25
8 Massachusetts Financial Services Company 1.83M (3.04%) 101.87K
Increased by +5.58%
Jun 30, 25
9 Capital Research Global Investors 1.69M (2.81%) 0.00
Increased by 0.00%
Jun 30, 25
10 State Street Corp 1.59M (2.65%) -20.40K
Decreased by -1.28%
Mar 31, 25
11 State Street Corporation 1.59M (2.65%) 4.59K
Increased by +0.29%
Mar 31, 24
12 Macquarie Group Ltd 1.58M (2.63%) 7.36K
Increased by +0.47%
Mar 31, 25
13 Geode Capital Management, LLC 1.44M (2.40%) 54.24K
Increased by +3.76%
Mar 31, 25
14 Champlain Investment Partners, LLC 1.39M (2.31%) -273.35K
Decreased by -19.71%
Mar 31, 24
15 Jennison Associates LLC 1.34M (2.23%) 41.00K
Increased by +3.05%
Jun 30, 25
16 Brown Capital Management, LLC 1.15M (1.92%) -93.82K
Decreased by -8.13%
Jun 30, 25
17 American Century Companies Inc 1.09M (1.82%) 411.93K
Increased by +37.68%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 993.64K (1.65%) 41.39K
Increased by +4.17%
Mar 31, 25
19 Tremblant Capital Group 974.69K (1.62%) -369.33K
Decreased by -37.89%
Dec 31, 23
20 Assenagon Asset Management SA 954.98K (1.59%) 871.44K
Increased by +91.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Delaware US Small Cap Core Equity (SMA) 1.87M (3.11%) 6.36K
Increased by +0.34%
Mar 31, 24
2 Macquarie US Small Cap Core Equity 1.87M (3.11%) 6.36K
Increased by +0.34%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.87M (3.11%) -39.36K
Decreased by -2.11%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.85M (3.07%) 1.74K
Increased by +0.09%
Sep 30, 24
5 American Funds SMALLCAP World A 1.49M (2.48%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 1.47M (2.45%) -27.93K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 1.44M (2.39%) -8.85K
Decreased by -0.62%
Jul 31, 25
8 Macquarie Small Cap Core I 1.18M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
9 Delaware Small Cap Core I 1.13M (1.87%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Information Technology ETF 1.06M (1.77%) 10.82K
Increased by +1.02%
Jul 31, 25
11 Conestoga Small Cap Investors 1.02M (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
12 MFS Mid Cap Growth A 953.96K (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
13 MFS Mid Cap Growth Equity 953.96K (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
14 Invesco Discovery A 948.65K (1.58%) 29.46K
Increased by +3.11%
Jun 30, 25
15 Invesco OFI Small Cap Growth 948.65K (1.58%) 60.07K
Increased by +6.33%
Jun 30, 25
16 Champlain Small Company Fund, LLC 928.27K (1.54%) -112.97K
Decreased by -12.17%
Apr 30, 24
17 Brown Capital Mgmt Small Co Inv 883.90K (1.47%) -148.14K
Decreased by -16.76%
Jun 30, 24
18 Vanguard Small Cap Growth Index Inv 809.01K (1.35%) -2.16K
Decreased by -0.27%
Jul 31, 25
19 Wasatch Core Growth 753.06K (1.25%) -13.99K
Decreased by -1.86%
Jun 30, 25
20 American Century Small Cap Growth Inv 731.51K (1.22%) 292.75K
Increased by +40.02%
Jun 30, 25