Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EUSA 1000.00%
2 PABU 1000.00%
3 ACWI 1000.00%
4 USXF 1000.00%
5 CRBN 1000.00%
6 USCL 1000.00%
7 URTH 1000.00%
8 TOK 1000.00%
9 SUSA 1000.00%
10 SUSL 1000.00%
11 FRTY 3.33%
12 JSMD 3.25%
13 FBT 2.96%
14 EASI 2.53%
15 PBE 2.52%
16 BKIV 2.43%
17 PXSG 2.14%
18 CSMD 2.00%
19 PXMG 1.85%
20 SMAP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.82M (12.94%) -41.57K
Decreased by -0.61%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 6.60M (12.54%) -962.14K
Decreased by -14.57%
Jun 30, 25
3 Vanguard Group Inc 5.08M (9.64%) -2.72K
Decreased by -0.05%
Jun 30, 25
4 State Street Corporation 1.76M (3.34%) 54.59K
Increased by +3.11%
Mar 31, 24
5 State Street Corp 1.69M (3.21%) -2.27K
Decreased by -0.13%
Mar 31, 25
6 Amvescap Plc. 1.67M (3.18%) 769.38K
Increased by +45.95%
Mar 31, 25
7 Champlain Investment Partners, LLC 1.40M (2.66%) -62.91K
Decreased by -4.49%
Jun 30, 25
8 Bank of New York Mellon Corp 1.35M (2.56%) -1.79K
Decreased by -0.13%
Mar 31, 25
9 Citadel Advisors Llc 1.33M (2.53%) 150.23K
Increased by +11.30%
Mar 31, 25
10 Sands Capital Management, LLC 1.25M (2.38%) -43.11K
Decreased by -3.45%
Jun 30, 25
11 Artisan Partners Limited Partnership 1.12M (2.13%) -402.12K
Decreased by -35.88%
Mar 31, 24
12 Point72 Asset Management, L.P. 1.12M (2.12%) 197.82K
Increased by +17.72%
Mar 31, 25
13 AllianceBernstein L.P. 1.02M (1.95%) 13.28K
Increased by +1.30%
Mar 31, 25
14 Brown Capital Management, LLC 1.01M (1.91%) 141.24K
Increased by +14.05%
Jun 30, 25
15 Geode Capital Management, LLC 991.56K (1.88%) 47.49K
Increased by +4.79%
Mar 31, 25
16 Conestoga Capital Advisors, LLC 976.91K (1.86%) -3.34K
Decreased by -0.34%
Jun 30, 25
17 Holocene Advisors, LP 959.98K (1.82%) 648.88K
Increased by +67.59%
Mar 31, 25
18 Harding Loevner L.P. 916.14K (1.74%) 283.16K
Increased by +30.91%
Sep 30, 24
19 Macquarie Group Ltd 910.00K (1.73%) -189.88K
Decreased by -20.87%
Mar 31, 25
20 Wellington Management Company LLP 784.07K (1.49%) -324.58K
Decreased by -41.40%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.70M (3.23%) -3.08K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.68M (3.19%) 1.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.68M (3.19%) -35.41K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Small Cap Index 1.30M (2.46%) -8.59K
Decreased by -0.66%
Jul 31, 25
5 T. Rowe Price New Horizons 1.23M (2.34%) -6.13K
Decreased by -0.50%
Jun 30, 25
6 US Small-Cap Growth II Equity Comp 1.23M (2.34%) -84.49K
Decreased by -6.86%
Jun 30, 25
7 Sands Capital Global Growth Equity 1.14M (2.16%) -41.08K
Decreased by -3.61%
Jun 30, 25
8 Delaware Ivy Mid Cap Growth A 770.94K (1.46%) -34.71K
Decreased by -4.50%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 730.27K (1.39%) -1.14K
Decreased by -0.16%
Jul 31, 25
10 Champlain Mid Cap Fund, LLC 695.65K (1.32%) -20.68K
Decreased by -2.97%
Jul 31, 25
11 BlackRock Mid-Cap Growth Equity Instl 639.64K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
12 T. Rowe Price All-Cap Opportunities Fund 582.25K (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
13 T. Rowe Price US All-Cap Opp Eq Comp 582.25K (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price US All-Cap Opp Eq SMA 582.25K (1.11%) 204.90K
Increased by +35.19%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 561.95K (1.07%) -243.73K
Decreased by -43.37%
Jul 31, 25
16 Macquarie Mid Cap Growth A 552.50K (1.05%) 0.00
Increased by 0.00%
May 31, 25
17 T. Rowe Price New Horizons Tr-Z 519.06K (0.99%) 86.75K
Increased by +16.71%
Jun 30, 24
18 Parnassus Mid-Cap 508.10K (0.96%) 0.00
Increased by 0.00%
Dec 31, 23
19 Brown Capital Mgmt Small Co Inv 502.27K (0.95%) -16.39K
Decreased by -3.26%
Jun 30, 24
20 Conestoga Small Cap Investors 481.76K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25