Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 3.66%
2 XSD 3.27%
3 PSCT 2.38%
4 CBSE 1.89%
5 SMHX 1.74%
6 XITK 1.46%
7 PTF 1.36%
8 DRIV 0.97%
9 IDAT 0.71%
10 XSMO 0.71%
11 CARZ 0.65%
12 QSML 0.62%
13 IJT 0.56%
14 SLYG 0.56%
15 MMSC 0.53%
16 SSLY 0.48%
17 FYC 0.48%
18 EHLS 0.47%
19 VIOG 0.46%
20 TRFM 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.39M (17.41%) -81.42K
Decreased by -2.40%
Dec 31, 24
2 BlackRock Inc 3.07M (15.76%) 164.90K
Increased by +5.38%
Dec 31, 24
3 Vanguard Group Inc 2.47M (12.68%) 52.31K
Increased by +2.12%
Dec 31, 24
4 State Street Corporation 1.09M (5.61%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 983.17K (5.05%) 97.06K
Increased by +9.87%
Dec 31, 24
6 Franklin Resources Inc 916.69K (4.71%) -199.98K
Decreased by -21.82%
Dec 31, 24
7 Wasatch Advisors Inc. 892.10K (4.58%) 25.32K
Increased by +2.84%
Dec 31, 23
8 State Street Corp 877.80K (4.51%) -45.17K
Decreased by -5.15%
Dec 31, 24
9 Wasatch Advisors LP 566.78K (2.91%) -426.64K
Decreased by -75.28%
Sep 30, 24
10 Ameriprise Financial Inc 515.74K (2.65%) 71.66K
Increased by +13.89%
Dec 31, 24
11 Brown Advisory Holdings Inc 479.65K (2.46%) -41.00K
Decreased by -8.55%
Dec 31, 24
12 Geode Capital Management, LLC 442.90K (2.28%) 1.98K
Increased by +0.45%
Dec 31, 24
13 Hood River Capital Management LLC 421.96K (2.17%) 89.63K
Increased by +21.24%
Dec 31, 24
14 Driehaus Capital Management LLC 385.32K (1.98%) 75.19K
Increased by +19.51%
Dec 31, 24
15 Gilder Gagnon Howe & CO LLC 375.06K (1.93%) -7.74K
Decreased by -2.06%
Dec 31, 24
16 Principal Financial Group Inc 333.65K (1.71%) -53.84K
Decreased by -16.14%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 274.80K (1.41%) -82.25K
Decreased by -29.93%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 267.17K (1.37%) 29.50K
Increased by +11.04%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 267.07K (1.37%) -17.94K
Decreased by -6.72%
Dec 31, 24
20 GAMMA Investing LLC 261.10K (1.34%) 260.16K
Increased by +99.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.16M (5.96%) -1.03K
Decreased by -0.09%
Apr 30, 25
2 Fidelity Growth Compy Commingled Pl S 1.11M (5.71%) 21.40K
Increased by +1.92%
Mar 31, 25
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.68%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 814.97K (4.19%) 17.30K
Increased by +2.12%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 593.22K (3.05%) 7.90K
Increased by +1.33%
Mar 31, 25
6 Fidelity® Growth Company 589.70K (3.03%) 21.90K
Increased by +3.71%
Nov 30, 23
7 Vanguard US Total Market Shares ETF 587.89K (3.02%) 47.93K
Increased by +8.15%
Sep 30, 24
8 Vanguard Small Cap Index 471.36K (2.42%) -5.79K
Decreased by -1.23%
Mar 31, 25
9 iShares Russell 2000 ETF 458.86K (2.36%) 77.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Information Technology ETF 432.75K (2.22%) 1.96K
Increased by +0.45%
Mar 31, 25
11 American Funds SMALLCAP World A 400.41K (2.06%) 0.00
Increased by 0.00%
Dec 31, 23
12 Franklin Technology A Acc USD 384.29K (1.97%) -13.81K
Decreased by -3.59%
Mar 31, 25
13 Franklin Small Cap Growth SMA 346.91K (1.78%) 346.89K
Increased by +99.99%
Mar 31, 24
14 Invesco Discovery A 330.26K (1.70%) 25.31K
Increased by +7.66%
Mar 31, 25
15 Invesco OFI Small Cap Growth 330.26K (1.70%) -39.51K
Decreased by -11.96%
Mar 31, 25
16 VIP Growth Initial 317.20K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 294.44K (1.51%) 7.40K
Increased by +2.51%
Mar 31, 25
18 Fidelity Advisor® Equity Growth I 293.08K (1.51%) 6.70K
Increased by +2.29%
Nov 30, 23
19 Hood River Small-Cap Growth Instl 279.86K (1.44%) 66.24K
Increased by +23.67%
Dec 31, 24
20 Franklin US Small Cap Growth Equity 270.08K (1.39%) -73.30K
Decreased by -27.14%
Dec 31, 24