Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.29%
2 XSD 2.57%
3 PSCT 2.44%
4 PSI 2.41%
5 CBSE 1.89%
6 SMHX 1.70%
7 PTF 1.63%
8 XITK 1.46%
9 FDRV 0.93%
10 DRIV 0.92%
11 IDAT 0.71%
12 XSMO 0.71%
13 QSML 0.66%
14 MMSC 0.62%
15 CARZ 0.61%
16 IJT 0.61%
17 SLYG 0.61%
18 FNY 0.57%
19 SSLY 0.48%
20 FFTY 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.31M (16.97%) -77.91K
Decreased by -2.35%
Mar 31, 25
2 BlackRock Inc 3.12M (16.02%) 57.21K
Increased by +1.83%
Mar 31, 25
3 Vanguard Group Inc 2.47M (12.65%) -1.31K
Decreased by -0.05%
Mar 31, 25
4 State Street Corporation 1.09M (5.60%) 121.67K
Increased by +11.14%
Mar 31, 24
5 Amvescap Plc. 972.42K (4.99%) -10.76K
Decreased by -1.11%
Mar 31, 25
6 Wasatch Advisors Inc. 892.10K (4.57%) 25.32K
Increased by +2.84%
Dec 31, 23
7 State Street Corp 879.10K (4.51%) 1.30K
Increased by +0.15%
Mar 31, 25
8 Franklin Resources Inc 848.87K (4.35%) -67.82K
Decreased by -7.99%
Mar 31, 25
9 Ameriprise Financial Inc 603.33K (3.09%) 87.60K
Increased by +14.52%
Mar 31, 25
10 Wasatch Advisors LP 566.78K (2.91%) -426.64K
Decreased by -75.28%
Sep 30, 24
11 Hood River Capital Management LLC 496.59K (2.55%) 74.63K
Increased by +15.03%
Mar 31, 25
12 Geode Capital Management, LLC 455.34K (2.33%) 12.44K
Increased by +2.73%
Mar 31, 25
13 AllianceBernstein L.P. 443.23K (2.27%) 422.29K
Increased by +95.28%
Mar 31, 25
14 Brown Advisory Holdings Inc 416.98K (2.14%) -62.67K
Decreased by -15.03%
Mar 31, 25
15 ING Investment Management LLC 393.43K (2.02%) 173.52K
Increased by +44.10%
Mar 31, 25
16 Driehaus Capital Management LLC 385.32K (1.98%) 75.19K
Increased by +19.51%
Dec 31, 24
17 Gilder Gagnon Howe & CO LLC 365.26K (1.87%) -9.80K
Decreased by -2.68%
Mar 31, 25
18 Principal Financial Group Inc 333.65K (1.71%) -53.84K
Decreased by -16.14%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 300.60K (1.54%) 33.53K
Increased by +11.16%
Mar 31, 25
20 Wellington Management Company LLP 277.59K (1.42%) 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 1.15M (5.89%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Growth Compy Commingled Pl S 1.12M (5.76%) 12.50K
Increased by +1.11%
Apr 30, 25
3 Fidelity Growth Compy Commingled Pl O 911.45K (4.67%) 9.90K
Increased by +1.09%
Aug 31, 24
4 Fidelity Growth Company Fund 823.27K (4.22%) 8.30K
Increased by +1.01%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 605.64K (3.11%) 422.00
Increased by +0.07%
May 31, 25
6 Fidelity® Growth Company 589.70K (3.02%) 21.90K
Increased by +3.71%
Nov 30, 23
7 Vanguard US Total Market Shares ETF 587.89K (3.01%) 47.93K
Increased by +8.15%
Sep 30, 24
8 Vanguard Small Cap Index 476.53K (2.44%) 2.63K
Increased by +0.55%
May 31, 25
9 iShares Russell 2000 ETF 465.63K (2.39%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Information Technology ETF 437.18K (2.24%) 1.03K
Increased by +0.24%
May 31, 25
11 American Funds SMALLCAP World A 400.41K (2.05%) 0.00
Increased by 0.00%
Dec 31, 23
12 Franklin Small Cap Growth SMA 346.91K (1.78%) 346.89K
Increased by +99.99%
Mar 31, 24
13 Hood River Small-Cap Growth Instl 331.92K (1.70%) 52.06K
Increased by +15.68%
Mar 31, 25
14 Invesco Discovery A 330.26K (1.69%) 0.00
Increased by 0.00%
Apr 30, 25
15 Invesco OFI Small Cap Growth 330.26K (1.69%) -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 Franklin Technology A Acc USD 305.94K (1.57%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 297.37K (1.52%) 2.59K
Increased by +0.87%
May 31, 25
19 Fidelity Advisor® Equity Growth I 293.08K (1.50%) 6.70K
Increased by +2.29%
Nov 30, 23
20 Vanguard Small Cap Growth Index Inv 261.95K (1.34%) -2.24K
Decreased by -0.86%
May 31, 25