Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.25%
2 XSD 2.47%
3 PSCT 2.45%
4 PSI 2.38%
5 CBSE 1.89%
6 PTF 1.50%
7 SMHX 1.49%
8 XITK 1.46%
9 DRIV 1.06%
10 FDRV 0.92%
11 IDAT 0.71%
12 XSMO 0.71%
13 QSML 0.66%
14 VIOG 0.64%
15 SLYG 0.60%
16 IJT 0.60%
17 MMSC 0.59%
18 FNY 0.55%
19 SSLY 0.48%
20 CARZ 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.31M (16.72%) -77.91K
Decreased by -2.35%
Mar 31, 25
2 BlackRock Inc 3.12M (15.78%) 57.21K
Increased by +1.83%
Mar 31, 25
3 Vanguard Group Inc 2.47M (12.46%) -1.31K
Decreased by -0.05%
Mar 31, 25
4 State Street Corporation 1.09M (5.52%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 972.42K (4.91%) -10.76K
Decreased by -1.11%
Mar 31, 25
6 Wasatch Advisors Inc. 892.10K (4.51%) 25.32K
Increased by +2.84%
Dec 31, 23
7 State Street Corp 879.10K (4.44%) 1.30K
Increased by +0.15%
Mar 31, 25
8 Franklin Resources Inc 848.87K (4.29%) -67.82K
Decreased by -7.99%
Mar 31, 25
9 Ameriprise Financial Inc 603.33K (3.05%) 87.60K
Increased by +14.52%
Mar 31, 25
10 Wasatch Advisors LP 566.78K (2.86%) -426.64K
Decreased by -75.28%
Sep 30, 24
11 Hood River Capital Management LLC 496.59K (2.51%) 74.63K
Increased by +15.03%
Mar 31, 25
12 Geode Capital Management, LLC 455.34K (2.30%) 12.44K
Increased by +2.73%
Mar 31, 25
13 AllianceBernstein L.P. 443.23K (2.24%) 422.29K
Increased by +95.28%
Mar 31, 25
14 Brown Advisory Holdings Inc 416.98K (2.11%) -62.67K
Decreased by -15.03%
Mar 31, 25
15 ING Investment Management LLC 393.43K (1.99%) 173.52K
Increased by +44.10%
Mar 31, 25
16 Driehaus Capital Management LLC 385.32K (1.95%) 75.19K
Increased by +19.51%
Dec 31, 24
17 Gilder Gagnon Howe & CO LLC 365.26K (1.85%) -9.80K
Decreased by -2.68%
Mar 31, 25
18 Principal Financial Group Inc 333.65K (1.69%) -53.84K
Decreased by -16.14%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 300.60K (1.52%) 33.53K
Increased by +11.16%
Mar 31, 25
20 Wellington Management Company LLP 277.59K (1.40%) 82.02K
Increased by +29.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.25M (6.30%) 0.00
Increased by 0.00%
Jul 30, 25
2 Fidelity Growth Compy Commingled Pl S 1.18M (5.94%) 17.23K
Increased by +1.46%
Jun 30, 25
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.60%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 876.46K (4.43%) 12.00K
Increased by +1.37%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 655.36K (3.31%) 49.72K
Increased by +7.59%
Jun 30, 25
6 Fidelity® Growth Company 589.70K (2.98%) 21.90K
Increased by +3.71%
Nov 30, 23
7 Vanguard US Total Market Shares ETF 587.89K (2.97%) 47.93K
Increased by +8.15%
Sep 30, 24
8 iShares Russell 2000 ETF 506.93K (2.56%) -8.19K
Decreased by -1.62%
Jul 30, 25
9 Vanguard Small Cap Index 497.78K (2.51%) 21.24K
Increased by +4.27%
Jun 30, 25
10 Vanguard Information Technology ETF 439.49K (2.22%) 2.32K
Increased by +0.53%
Jun 30, 25
11 American Funds SMALLCAP World A 400.41K (2.02%) 0.00
Increased by 0.00%
Dec 31, 23
12 Invesco Discovery A 337.05K (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
13 Invesco OFI Small Cap Growth 337.05K (1.70%) 6.79K
Increased by +2.01%
Jun 30, 25
14 Hood River Small-Cap Growth Instl 331.92K (1.68%) 52.06K
Increased by +15.68%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 322.08K (1.63%) 24.72K
Increased by +7.67%
Jun 30, 25
16 VIP Growth Initial 317.20K (1.60%) 0.00
Increased by 0.00%
Nov 30, 23
17 Franklin Technology A Acc USD 305.94K (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity Advisor® Equity Growth I 293.08K (1.48%) 6.70K
Increased by +2.29%
Nov 30, 23
19 Vanguard Small Cap Growth Index Inv 279.33K (1.41%) 17.38K
Increased by +6.22%
Jun 30, 25
20 Franklin US Small-Mid Cap Growth Equity 260.07K (1.31%) -7.84K
Decreased by -3.02%
Sep 30, 24