Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.61%
2 PSCT 3.55%
3 CBSE 3.43%
4 CBLS 3.13%
5 RKNG 3.04%
6 SMHX 2.99%
7 DBSC 2.96%
8 FCUS 2.87%
9 TMFS 2.67%
10 PTF 2.64%
11 RJMG 2.47%
12 PSI 2.26%
13 HELS 2.17%
14 XSD 2.09%
15 GSC 1.81%
16 XSMO 1.60%
17 SSMG 1.57%
18 DRIV 1.54%
19 PXSG 1.49%
20 XITK 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.95M (20.29%) 606.71K
Increased by +15.34%
Mar 31, 26
2 BlackRock Inc 2.88M (14.78%) -497.13K
Decreased by -17.26%
Mar 31, 26
3 Vanguard Group Inc 2.83M (14.50%) 61.34K
Increased by +2.17%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 1.39M (7.14%) 1.39M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 1.09M (5.60%) 121.67K
Increased by +11.14%
Mar 31, 24
6 Vanguard Capital Management, LLC 993.99K (5.10%) 993.99K
Increased by +100.00%
Mar 31, 26
7 State Street Corp 924.84K (4.74%) 6.69K
Increased by +0.72%
Mar 31, 26
8 Wasatch Advisors Inc. 892.10K (4.58%) 25.32K
Increased by +2.84%
Dec 31, 23
9 T. Rowe Price Associates, Inc. 683.82K (3.51%) 120.93K
Increased by +17.68%
Mar 31, 26
10 Geode Capital Management, LLC 624.65K (3.20%) 85.23K
Increased by +13.64%
Mar 31, 26
11 Whale Rock Capital Management LLC 576.93K (2.96%) -121.61K
Decreased by -21.08%
Mar 31, 26
12 Wasatch Advisors LP 566.78K (2.91%) -426.64K
Decreased by -75.28%
Sep 30, 24
13 Franklin Resources Inc 530.36K (2.72%) 35.15K
Increased by +6.63%
Mar 31, 26
14 Ameriprise Financial Inc 467.07K (2.40%) 9.22K
Increased by +1.97%
Mar 31, 26
15 Amvescap Plc. 443.91K (2.28%) -387.31K
Decreased by -87.25%
Mar 31, 26
16 Bank of New York Mellon Corp 372.94K (1.91%) 18.98K
Increased by +5.09%
Mar 31, 26
17 Brown Advisory Holdings Inc 338.43K (1.74%) -67.43K
Decreased by -19.92%
Sep 30, 25
18 Fuller & Thaler Asset Management Inc 336.66K (1.73%) 336.66K
Increased by +100.00%
Dec 31, 25
19 Citadel Advisors Llc 327.75K (1.68%) 272.47K
Increased by +83.13%
Jun 30, 25
20 Gilder Gagnon Howe & CO LLC 326.07K (1.67%) -45.23K
Decreased by -13.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.33M (6.81%) 154.77K
Increased by +11.65%
Feb 28, 26
2 Fidelity Growth Compy Commingled Pl S 1.23M (6.31%) 2.92K
Increased by +0.24%
May 31, 26
3 Fidelity Growth Company Fund 930.32K (4.77%) 1.70K
Increased by +0.18%
May 31, 26
4 Fidelity Growth Compy Commingled Pl O 911.45K (4.68%) 9.90K
Increased by +1.09%
Aug 31, 24
5 iShares Core S&P Mid-Cap ETF 754.75K (3.87%) -4.01K
Decreased by -0.53%
Jun 30, 26
6 Vanguard Total Stock Mkt Idx Inv 712.04K (3.65%) 362.00
Increased by +0.05%
Jun 30, 26
7 Fidelity® Growth Company 589.70K (3.03%) 21.90K
Increased by +3.71%
Nov 30, 23
8 Vanguard US Total Market Shares ETF 587.89K (3.02%) 47.93K
Increased by +8.15%
Sep 30, 24
9 iShares Russell 2000 ETF 538.66K (2.76%) 4.99K
Increased by +0.93%
May 29, 26
10 Vanguard Small Cap Index 514.60K (2.64%) 133.00
Increased by +0.03%
Jun 30, 26
11 American Funds SMALLCAP World A 400.41K (2.05%) 0.00
Increased by 0.00%
Dec 31, 23
12 VIP Growth Initial 317.20K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 297.21K (1.52%) 7.75K
Increased by +2.61%
Jun 30, 26
14 Fidelity Advisor® Equity Growth I 293.08K (1.50%) 6.70K
Increased by +2.29%
Nov 30, 23
15 US Small-Cap Growth II Equity Comp 290.69K (1.49%) 47.60K
Increased by +16.38%
Mar 31, 26
16 T. Rowe Price New Horizons 278.37K (1.43%) -12.33K
Decreased by -4.43%
Apr 30, 26
17 Fidelity OTC 263.48K (1.35%) 800.00
Increased by +0.30%
May 31, 26
18 Fidelity Growth Company K6 262.01K (1.34%) -355.00
Decreased by -0.14%
May 31, 26
19 Franklin US Small-Mid Cap Growth Equity 260.07K (1.33%) -7.84K
Decreased by -3.02%
Sep 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 254.44K (1.31%) 4.58K
Increased by +1.80%
Jun 30, 26