Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 3.09%
2 TMFS 3.04%
3 XSD 3.00%
4 SMHX 2.81%
5 PSCT 2.58%
6 PSI 2.58%
7 PTF 2.40%
8 RJMG 2.29%
9 CBSE 1.87%
10 GSC 1.81%
11 XITK 1.46%
12 FDRV 1.34%
13 DRIV 1.19%
14 XSMO 1.14%
15 PXSG 1.14%
16 IJT 0.88%
17 VIOG 0.88%
18 SLYG 0.82%
19 MMSC 0.74%
20 IDAT 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.47M (15.52%) 156.14K
Increased by +4.50%
Jun 30, 25
2 BlackRock Inc 3.31M (14.82%) 185.71K
Increased by +5.61%
Jun 30, 25
3 Vanguard Group Inc 2.64M (11.82%) 173.74K
Increased by +6.58%
Jun 30, 25
4 State Street Corporation 1.09M (4.89%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 1.02M (4.56%) 46.72K
Increased by +4.58%
Jun 30, 25
6 State Street Corp 911.28K (4.08%) 32.18K
Increased by +3.53%
Jun 30, 25
7 Wasatch Advisors Inc. 892.10K (3.99%) 25.32K
Increased by +2.84%
Dec 31, 23
8 Franklin Resources Inc 792.23K (3.55%) -56.64K
Decreased by -7.15%
Jun 30, 25
9 Ameriprise Financial Inc 736.28K (3.30%) 132.95K
Increased by +18.06%
Jun 30, 25
10 Wasatch Advisors LP 566.78K (2.54%) -426.64K
Decreased by -75.28%
Sep 30, 24
11 Geode Capital Management, LLC 506.40K (2.27%) 51.06K
Increased by +10.08%
Jun 30, 25
12 Driehaus Capital Management LLC 500.79K (2.24%) 375.13K
Increased by +74.91%
Jun 30, 25
13 Hood River Capital Management LLC 486.18K (2.18%) -10.42K
Decreased by -2.14%
Jun 30, 25
14 AllianceBernstein L.P. 448.04K (2.01%) 4.81K
Increased by +1.07%
Jun 30, 25
15 Principal Financial Group Inc 423.82K (1.90%) 90.17K
Increased by +21.28%
Jun 30, 25
16 Brown Advisory Holdings Inc 405.85K (1.82%) -11.12K
Decreased by -2.74%
Jun 30, 25
17 Whale Rock Capital Management LLC 402.81K (1.80%) 402.81K
Increased by +100.00%
Jun 30, 25
18 Gilder Gagnon Howe & CO LLC 394.08K (1.76%) 28.82K
Increased by +7.31%
Jun 30, 25
19 Wellington Management Company LLP 393.07K (1.76%) 115.48K
Increased by +29.38%
Jun 30, 25
20 Citadel Advisors Llc 327.75K (1.47%) 272.47K
Increased by +83.13%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.24M (5.56%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity Growth Compy Commingled Pl S 1.18M (5.29%) 5.62K
Increased by +0.48%
Jul 31, 25
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.08%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 873.94K (3.91%) -2.52K
Decreased by -0.29%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 641.84K (2.87%) -13.52K
Decreased by -2.11%
Jul 31, 25
6 Fidelity® Growth Company 589.70K (2.64%) 21.90K
Increased by +3.71%
Nov 30, 23
7 Vanguard US Total Market Shares ETF 587.89K (2.63%) 47.93K
Increased by +8.15%
Sep 30, 24
8 iShares Russell 2000 ETF 508.37K (2.28%) 0.00
Increased by 0.00%
Aug 31, 25
9 Vanguard Small Cap Index 494.57K (2.21%) -3.21K
Decreased by -0.65%
Jul 31, 25
10 Vanguard Information Technology ETF 444.02K (1.99%) 4.53K
Increased by +1.02%
Jul 31, 25
11 American Funds SMALLCAP World A 400.41K (1.79%) 0.00
Increased by 0.00%
Dec 31, 23
12 Invesco Discovery A 337.05K (1.51%) 0.00
Increased by 0.00%
Jul 31, 25
13 Invesco OFI Small Cap Growth 337.05K (1.51%) 6.79K
Increased by +2.01%
Jun 30, 25
14 VIP Growth Initial 317.20K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
15 Hood River Small-Cap Growth Instl 313.71K (1.40%) -18.21K
Decreased by -5.81%
Jun 30, 25
16 Franklin Technology A Acc USD 305.94K (1.37%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity Advisor® Equity Growth I 293.08K (1.31%) 6.70K
Increased by +2.29%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 279.24K (1.25%) -98.00
Decreased by -0.04%
Jul 31, 25
19 Franklin US Small-Mid Cap Growth Equity 260.07K (1.16%) -7.84K
Decreased by -3.02%
Sep 30, 24
20 Fidelity Growth Company K6 258.95K (1.16%) 1.60K
Increased by +0.62%
Jul 31, 25