Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSL 1000.00%
2 USCL 1000.00%
3 EUSA 1000.00%
4 URTH 1000.00%
5 TOK 1000.00%
6 PABU 1000.00%
7 CRBN 1000.00%
8 SUSA 1000.00%
9 ACWI 1000.00%
10 USXF 1000.00%
11 JSMD 3.25%
12 FBT 3.01%
13 FRTY 2.77%
14 EASI 2.53%
15 BKIV 2.37%
16 PBE 2.35%
17 CSMD 2.27%
18 SMAP 2.26%
19 PXSG 2.14%
20 PXMG 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.62M (12.40%) 479.54K
Increased by +7.24%
Dec 31, 25
2 Vanguard Group Inc 4.99M (9.36%) -50.25K
Decreased by -1.01%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 4.60M (8.62%) 1.09M
Increased by +23.74%
Dec 31, 25
4 FMR Inc 2.87M (5.37%) 176.63K
Increased by +6.16%
Dec 31, 25
5 United Capital Financial Advisers Inc 2.77M (5.19%) 14.92K
Increased by +0.54%
Dec 31, 25
6 State Street Corporation 1.76M (3.29%) 54.59K
Increased by +3.11%
Mar 31, 24
7 State Street Corp 1.72M (3.22%) -82.44K
Decreased by -4.80%
Dec 31, 25
8 Bank of New York Mellon Corp 1.53M (2.87%) 186.70K
Increased by +12.19%
Mar 31, 26
9 Massachusetts Financial Services Company 1.40M (2.62%) 181.99K
Increased by +13.02%
Mar 31, 26
10 Citadel Advisors Llc 1.39M (2.61%) -290.47K
Decreased by -20.83%
Dec 31, 25
11 Amvescap Plc. 1.28M (2.40%) 21.82K
Increased by +1.71%
Mar 31, 26
12 Sands Capital Management, LLC 1.25M (2.34%) -43.11K
Decreased by -3.45%
Jun 30, 25
13 Wasatch Advisors LP 1.24M (2.33%) 1.24M
Increased by +100.00%
Mar 31, 26
14 RTW INVESTMENTS, LLC 1.21M (2.26%) 142.00K
Increased by +11.77%
Mar 31, 26
15 Franklin Resources Inc 1.19M (2.24%) 91.69K
Increased by +7.68%
Mar 31, 26
16 Artisan Partners Limited Partnership 1.12M (2.10%) -402.12K
Decreased by -35.88%
Mar 31, 24
17 Conestoga Capital Advisors, LLC 1.10M (2.06%) 39.81K
Increased by +3.63%
Mar 31, 26
18 Geode Capital Management, LLC 1.03M (1.93%) -2.62K
Decreased by -0.25%
Dec 31, 25
19 Point72 Asset Management, L.P. 1.01M (1.89%) -434.41K
Decreased by -43.17%
Dec 31, 25
20 Brown Capital Management, LLC 1.01M (1.88%) 141.24K
Increased by +14.05%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.79M (3.35%) -896.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.20%) 15.51K
Increased by +0.91%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.68M (3.15%) 1.32K
Increased by +0.08%
Sep 30, 24
4 T. Rowe Price New Horizons 1.26M (2.35%) 219.50K
Increased by +17.48%
Mar 31, 26
5 US Small-Cap Growth II Equity Comp 1.26M (2.35%) 319.34K
Increased by +25.43%
Mar 31, 26
6 Vanguard Small Cap Index 1.24M (2.32%) 21.23K
Increased by +1.72%
Mar 31, 26
7 Sands Capital Global Growth Equity 1.14M (2.13%) -41.08K
Decreased by -3.61%
Jun 30, 25
8 MFS Mid Cap Growth A 862.37K (1.62%) -4.00K
Decreased by -0.46%
Mar 31, 26
9 MFS Mid Cap Growth Equity 862.37K (1.62%) 39.40K
Increased by +4.57%
Mar 31, 26
10 Delaware Ivy Mid Cap Growth A 770.94K (1.44%) -34.71K
Decreased by -4.50%
Oct 31, 24
11 T. Rowe Price All-Cap Opportunities Fund 748.46K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
12 T. Rowe Price US All-Cap Opp Eq Comp 748.46K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Small Cap Growth Index Inv 691.62K (1.30%) 17.12K
Increased by +2.48%
Mar 31, 26
14 BlackRock Mid-Cap Growth Equity Instl 689.15K (1.29%) -21.55K
Decreased by -3.13%
Mar 31, 26
15 First Trust NYSE Arca Biotech ETF 626.48K (1.17%) -2.92K
Decreased by -0.47%
Apr 30, 26
16 T. Rowe Price New Horizons Tr-A 602.46K (1.13%) 193.99K
Increased by +32.20%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 591.26K (1.11%) 14.78K
Increased by +2.50%
Mar 31, 26
18 T. Rowe Price US All-Cap Opp Eq SMA 582.25K (1.09%) 204.90K
Increased by +35.19%
Dec 31, 24
19 Fidelity Select Medical Tech and Devcs 568.00K (1.06%) 28.00K
Increased by +4.93%
Mar 31, 26
20 Macquarie Mid Cap Growth A 552.50K (1.04%) 0.00
Increased by 0.00%
May 31, 25