Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.56%
2 SMHX 3.05%
3 CBSE 2.91%
4 PTF 2.57%
5 CBLS 2.54%
6 XSD 2.51%
7 RJMG 2.47%
8 PSI 2.40%
9 HELS 2.17%
10 FCUS 2.08%
11 TMFS 1.95%
12 GSC 1.81%
13 DBSC 1.64%
14 PXSG 1.47%
15 XSMO 1.47%
16 DRIV 1.11%
17 IJT 1.09%
18 XITK 1.07%
19 FDRV 1.06%
20 VIOG 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.37M (14.98%) 63.92K
Increased by +1.89%
Sep 30, 25
2 FMR Inc 3.35M (14.87%) 454.96K
Increased by +13.59%
Dec 31, 25
3 Vanguard Group Inc 2.83M (12.55%) 61.34K
Increased by +2.17%
Dec 31, 25
4 State Street Corporation 1.09M (4.85%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 1.04M (4.61%) 18.16K
Increased by +1.75%
Sep 30, 25
6 State Street Corp 944.06K (4.19%) 32.78K
Increased by +3.47%
Sep 30, 25
7 Wasatch Advisors Inc. 892.10K (3.96%) 25.32K
Increased by +2.84%
Dec 31, 23
8 Whale Rock Capital Management LLC 698.54K (3.10%) 218.04K
Increased by +31.21%
Dec 31, 25
9 Franklin Resources Inc 664.46K (2.95%) -127.77K
Decreased by -19.23%
Sep 30, 25
10 Ameriprise Financial Inc 638.80K (2.84%) -97.48K
Decreased by -15.26%
Sep 30, 25
11 Wasatch Advisors LP 566.78K (2.52%) -426.64K
Decreased by -75.28%
Sep 30, 24
12 Geode Capital Management, LLC 523.58K (2.32%) 17.18K
Increased by +3.28%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 478.95K (2.13%) 242.02K
Increased by +50.53%
Sep 30, 25
14 Driehaus Capital Management LLC 412.87K (1.83%) -162.34K
Decreased by -39.32%
Dec 31, 25
15 Wellington Management Company LLP 406.52K (1.81%) -131.22K
Decreased by -32.28%
Dec 31, 25
16 AllianceBernstein L.P. 373.25K (1.66%) -74.79K
Decreased by -20.04%
Sep 30, 25
17 Gilder Gagnon Howe & CO LLC 371.29K (1.65%) -14.02K
Decreased by -3.78%
Dec 31, 25
18 Principal Financial Group Inc 350.38K (1.56%) -73.45K
Decreased by -20.96%
Sep 30, 25
19 T. Rowe Price Associates, Inc. 349.65K (1.55%) 332.44K
Increased by +95.08%
Sep 30, 25
20 Brown Advisory Holdings Inc 338.43K (1.50%) -67.43K
Decreased by -19.92%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.33M (5.90%) 154.77K
Increased by +11.65%
Feb 28, 26
2 Fidelity Growth Compy Commingled Pl S 1.22M (5.44%) 9.26K
Increased by +0.76%
Jan 31, 26
3 Fidelity Growth Company Fund 928.62K (4.12%) 3.00K
Increased by +0.32%
Jan 31, 26
4 Fidelity Growth Compy Commingled Pl O 911.45K (4.05%) 9.90K
Increased by +1.09%
Aug 31, 24
5 Vanguard Total Stock Mkt Idx Inv 699.83K (3.11%) 1.57K
Increased by +0.22%
Jan 31, 26
6 Fidelity® Growth Company 589.70K (2.62%) 21.90K
Increased by +3.71%
Nov 30, 23
7 Vanguard US Total Market Shares ETF 587.89K (2.61%) 47.93K
Increased by +8.15%
Sep 30, 24
8 iShares Russell 2000 ETF 524.23K (2.33%) 179.78K
Increased by +34.29%
Feb 28, 26
9 Vanguard Information Technology ETF 510.72K (2.27%) 2.12K
Increased by +0.41%
Jan 31, 26
10 Vanguard Small Cap Index 502.55K (2.23%) -51.00
Decreased by -0.01%
Jan 31, 26
11 American Funds SMALLCAP World A 400.41K (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
12 Invesco Discovery A 365.06K (1.62%) 0.00
Increased by 0.00%
Jan 31, 26
13 Invesco OFI Small Cap Growth 365.06K (1.62%) 14.51K
Increased by +3.98%
Dec 31, 25
14 VIP Growth Initial 317.20K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
15 Hood River Small-Cap Growth Instl 313.71K (1.39%) -18.21K
Decreased by -5.81%
Jun 30, 25
16 Franklin Technology A Acc USD 305.94K (1.36%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity Advisor® Equity Growth I 293.08K (1.30%) 6.70K
Increased by +2.29%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 279.19K (1.24%) -4.49K
Decreased by -1.61%
Jan 31, 26
19 Fidelity Growth Company K6 269.93K (1.20%) -2.16K
Decreased by -0.80%
Jan 31, 26
20 Franklin US Small-Mid Cap Growth Equity 260.07K (1.15%) -7.84K
Decreased by -3.02%
Sep 30, 24