Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 3.07%
2 XSD 2.72%
3 CBSE 2.16%
4 PSCT 1.99%
5 SMHX 1.52%
6 XITK 1.46%
7 PTF 1.36%
8 DRIV 0.80%
9 IDAT 0.71%
10 VIOG 0.59%
11 XSMO 0.59%
12 QSML 0.53%
13 MMSC 0.53%
14 SSLY 0.48%
15 FYC 0.48%
16 EHLS 0.47%
17 IJT 0.46%
18 SLYG 0.46%
19 TRFM 0.42%
20 ESIX 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.39M (17.51%) -81.42K
Decreased by -2.40%
Dec 31, 24
2 BlackRock Inc 3.07M (15.85%) 164.90K
Increased by +5.38%
Dec 31, 24
3 Vanguard Group Inc 2.47M (12.75%) 52.31K
Increased by +2.12%
Dec 31, 24
4 State Street Corporation 1.09M (5.64%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 983.17K (5.08%) 97.06K
Increased by +9.87%
Dec 31, 24
6 Franklin Resources Inc 916.69K (4.74%) -199.98K
Decreased by -21.82%
Dec 31, 24
7 Wasatch Advisors Inc. 892.10K (4.61%) 25.32K
Increased by +2.84%
Dec 31, 23
8 State Street Corp 877.80K (4.54%) -45.17K
Decreased by -5.15%
Dec 31, 24
9 Wasatch Advisors LP 566.78K (2.93%) -426.64K
Decreased by -75.28%
Sep 30, 24
10 Ameriprise Financial Inc 515.74K (2.66%) 71.66K
Increased by +13.89%
Dec 31, 24
11 Brown Advisory Holdings Inc 479.65K (2.48%) -41.00K
Decreased by -8.55%
Dec 31, 24
12 Geode Capital Management, LLC 442.90K (2.29%) 1.98K
Increased by +0.45%
Dec 31, 24
13 Hood River Capital Management LLC 421.96K (2.18%) 89.63K
Increased by +21.24%
Dec 31, 24
14 Principal Financial Group Inc 387.49K (2.00%) -61.44K
Decreased by -15.86%
Dec 31, 24
15 Driehaus Capital Management LLC 385.32K (1.99%) 75.19K
Increased by +19.51%
Dec 31, 24
16 Gilder Gagnon Howe & CO LLC 375.06K (1.94%) -7.74K
Decreased by -2.06%
Dec 31, 24
17 T. Rowe Price Investment Management,Inc. 274.80K (1.42%) -82.25K
Decreased by -29.93%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 267.17K (1.38%) 29.50K
Increased by +11.04%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 267.07K (1.38%) -17.94K
Decreased by -6.72%
Dec 31, 24
20 BAMCO Inc 258.52K (1.34%) 1.07K
Increased by +0.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.21M (6.23%) -273.00
Decreased by -0.02%
Feb 28, 25
2 Fidelity Growth Compy Commingled Pl S 1.02M (5.29%) 41.00K
Increased by +4.00%
Jan 31, 25
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.71%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 739.67K (3.82%) 42.07K
Increased by +5.69%
Jan 31, 25
5 Fidelity® Growth Company 589.70K (3.05%) 21.90K
Increased by +3.71%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 585.32K (3.02%) 363.00
Increased by +0.06%
Feb 28, 25
7 iShares Russell 2000 ETF 480.03K (2.48%) -5.62K
Decreased by -1.17%
Feb 28, 25
8 Vanguard Small Cap Index 477.14K (2.47%) 406.00
Increased by +0.09%
Feb 28, 25
9 Vanguard Information Technology ETF 430.78K (2.23%) 1.07K
Increased by +0.25%
Feb 28, 25
10 American Funds SMALLCAP World A 400.41K (2.07%) 0.00
Increased by 0.00%
Dec 31, 23
11 Franklin Technology A Acc USD 398.10K (2.06%) 0.00
Increased by 0.00%
Feb 28, 25
12 Invesco Discovery A 369.76K (1.91%) 0.00
Increased by 0.00%
Jan 31, 25
13 Invesco OFI Small Cap Growth 369.76K (1.91%) 0.00
Increased by 0.00%
Dec 31, 24
14 Franklin Small Cap Growth SMA 346.91K (1.79%) 346.89K
Increased by +99.99%
Mar 31, 24
15 VIP Growth Initial 317.20K (1.64%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Advisor® Equity Growth I 293.08K (1.51%) 6.70K
Increased by +2.29%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 287.04K (1.48%) 999.00
Increased by +0.35%
Feb 28, 25
18 Hood River Small-Cap Growth Instl 279.86K (1.45%) 66.24K
Increased by +23.67%
Dec 31, 24
19 Franklin US Small Cap Growth Equity 270.08K (1.40%) -73.30K
Decreased by -27.14%
Dec 31, 24
20 Vanguard Small Cap Growth Index Inv 268.07K (1.39%) -1.52K
Decreased by -0.57%
Feb 28, 25