Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.55%
2 CBSE 3.48%
3 SMHX 3.47%
4 FFTY 3.07%
5 XSD 3.06%
6 TMFS 3.03%
7 CBLS 3.00%
8 DBSC 2.96%
9 PSI 2.85%
10 PTF 2.64%
11 RJMG 2.47%
12 HELS 2.17%
13 GSC 1.81%
14 FDRV 1.73%
15 XITK 1.63%
16 XSMO 1.60%
17 DRIV 1.55%
18 PXSG 1.49%
19 FSML 1.25%
20 FCUS 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.37M (15.02%) 63.92K
Increased by +1.89%
Sep 30, 25
2 FMR Inc 3.35M (14.91%) 454.96K
Increased by +13.59%
Dec 31, 25
3 Vanguard Group Inc 2.83M (12.58%) 61.34K
Increased by +2.17%
Dec 31, 25
4 State Street Corporation 1.09M (4.86%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 1.04M (4.62%) 18.16K
Increased by +1.75%
Sep 30, 25
6 State Street Corp 944.06K (4.20%) 32.78K
Increased by +3.47%
Sep 30, 25
7 Wasatch Advisors Inc. 892.10K (3.97%) 25.32K
Increased by +2.84%
Dec 31, 23
8 Whale Rock Capital Management LLC 698.54K (3.11%) 218.04K
Increased by +31.21%
Dec 31, 25
9 Franklin Resources Inc 664.46K (2.96%) -127.77K
Decreased by -19.23%
Sep 30, 25
10 Ameriprise Financial Inc 638.80K (2.84%) -97.48K
Decreased by -15.26%
Sep 30, 25
11 Wasatch Advisors LP 566.78K (2.52%) -426.64K
Decreased by -75.28%
Sep 30, 24
12 Geode Capital Management, LLC 539.42K (2.40%) 15.85K
Increased by +2.94%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 478.95K (2.13%) 242.02K
Increased by +50.53%
Sep 30, 25
14 Driehaus Capital Management LLC 412.87K (1.84%) -162.34K
Decreased by -39.32%
Dec 31, 25
15 Wellington Management Company LLP 406.52K (1.81%) -131.22K
Decreased by -32.28%
Dec 31, 25
16 AllianceBernstein L.P. 373.25K (1.66%) -74.79K
Decreased by -20.04%
Sep 30, 25
17 Gilder Gagnon Howe & CO LLC 371.29K (1.65%) -14.02K
Decreased by -3.78%
Dec 31, 25
18 Principal Financial Group Inc 350.38K (1.56%) -73.45K
Decreased by -20.96%
Sep 30, 25
19 T. Rowe Price Associates, Inc. 349.65K (1.56%) 332.44K
Increased by +95.08%
Sep 30, 25
20 Brown Advisory Holdings Inc 338.43K (1.51%) -67.43K
Decreased by -19.92%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.33M (5.91%) 154.77K
Increased by +11.65%
Feb 28, 26
2 Fidelity Growth Compy Commingled Pl S 1.22M (5.45%) 0.00
Increased by 0.00%
Feb 28, 26
3 Fidelity Growth Company Fund 928.62K (4.13%) 0.00
Increased by 0.00%
Feb 28, 26
4 Fidelity Growth Compy Commingled Pl O 911.45K (4.06%) 9.90K
Increased by +1.09%
Aug 31, 24
5 iShares Core S&P Mid-Cap ETF 732.86K (3.26%) 1.48K
Increased by +0.20%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 706.73K (3.15%) 5.68K
Increased by +0.80%
Mar 31, 26
7 Fidelity® Growth Company 589.70K (2.63%) 21.90K
Increased by +3.71%
Nov 30, 23
8 Vanguard US Total Market Shares ETF 587.89K (2.62%) 47.93K
Increased by +8.15%
Sep 30, 24
9 iShares Russell 2000 ETF 545.47K (2.43%) -4.46K
Decreased by -0.82%
Mar 31, 26
10 Vanguard Small Cap Index 516.10K (2.30%) 12.23K
Increased by +2.37%
Mar 31, 26
11 American Funds SMALLCAP World A 400.41K (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
12 Invesco Discovery A 383.80K (1.71%) 18.74K
Increased by +4.88%
Feb 28, 26
13 Vanguard Information Technology ETF 370.04K (1.65%) -422.00
Decreased by -0.11%
Mar 31, 26
14 Invesco OFI Small Cap Growth 365.06K (1.63%) 14.51K
Increased by +3.98%
Dec 31, 25
15 VIP Growth Initial 317.20K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Advisor® Equity Growth I 293.08K (1.30%) 6.70K
Increased by +2.29%
Nov 30, 23
17 T. Rowe Price New Horizons 290.69K (1.29%) 59.92K
Increased by +20.61%
Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 288.81K (1.29%) 9.00K
Increased by +3.11%
Mar 31, 26
19 Fidelity Growth Company K6 264.93K (1.18%) -5.00K
Decreased by -1.89%
Feb 28, 26
20 Fidelity OTC 261.58K (1.16%) 110.94K
Increased by +42.41%
Feb 28, 26