Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 CPAI 1.42%
5 MNA 1.09%
6 NSCS 1.05%
7 WCLD 1.03%
8 ARB 0.80%
9 XSW 0.72%
10 DFE 0.66%
11 SMIZ 0.55%
12 LQPE 0.49%
13 FFTY 0.48%
14 RFAP 0.41%
15 FSCC 0.36%
16 SNSR 0.29%
17 SKYY 0.25%
18 HAPS 0.24%
19 MMSC 0.23%
20 DLS 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.27M (12.94%) 371.16K
Increased by +5.92%
Jun 30, 25
2 Cadian Capital Management LP 4.77M (9.84%) -289.75K
Decreased by -6.07%
Jun 30, 25
3 BlackRock Inc 4.59M (9.47%) 460.79K
Increased by +10.04%
Jun 30, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.30M (8.88%) 935.64K
Increased by +21.75%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 3.07M (6.34%) 877.88K
Increased by +28.56%
Jun 30, 25
6 Wellington Management Company LLP 2.83M (5.84%) -753.52K
Decreased by -26.63%
Mar 31, 25
7 Jennison Associates LLC 2.39M (4.94%) 192.01K
Increased by +8.03%
Jun 30, 25
8 Dorsey Asset Management, LLC 2.30M (4.75%) -1.74K
Decreased by -0.08%
Mar 31, 25
9 Amvescap Plc. 2.07M (4.28%) 115.25K
Increased by +5.56%
Mar 31, 24
10 ClearBridge Advisors, LLC 2.02M (4.18%) -346.42K
Decreased by -17.11%
Jun 30, 25
11 Wasatch Advisors LP 1.83M (3.78%) -127.40K
Decreased by -6.96%
Dec 31, 24
12 Wasatch Advisors Inc. 1.75M (3.62%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.05%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (2.94%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 State Street Corp 1.33M (2.74%) 41.42K
Increased by +3.12%
Jun 30, 25
16 Thrivent Financial For Lutherans 1.29M (2.65%) -323.11K
Decreased by -25.13%
Dec 31, 23
17 Geode Capital Management, LLC 1.24M (2.56%) 18.46K
Increased by +1.49%
Jun 30, 25
18 State Street Corporation 1.13M (2.34%) 29.42K
Increased by +2.59%
Mar 31, 24
19 First Trust Advisors L.P. 966.98K (1.99%) -71.75K
Decreased by -7.42%
Jun 30, 25
20 Eventide Asset Management, LLC 956.46K (1.97%) 369.73K
Increased by +38.66%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 2.20M (4.54%) -878.55K
Decreased by -39.93%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.14%) -33.74K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.07%) 188.00
Increased by +0.01%
Sep 30, 24
4 Baillie Gifford US Equity Growth 1.41M (2.90%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Information Technology ETF 1.24M (2.55%) 12.62K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 1.24M (2.55%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 1.20M (2.47%) -8.02K
Decreased by -0.67%
Jul 31, 25
8 Vanguard US Growth Investor 1.17M (2.41%) -138.44K
Decreased by -11.84%
Mar 31, 25
9 Delaware US Small Cap Core Equity (SMA) 1.05M (2.17%) 146.16K
Increased by +13.87%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.05M (2.17%) 146.16K
Increased by +13.87%
Mar 31, 24
11 Jennison SMid Cap Core Equity 1.03M (2.13%) 27.02K
Increased by +2.62%
Jun 30, 25
12 PGIM Jennison Small Company A 1.03M (2.13%) 2.95K
Increased by +0.29%
Jul 31, 25
13 ClearBridge Small Cap Growth A 902.98K (1.86%) -52.10K
Decreased by -5.77%
Jul 31, 25
14 ClearBridge Small Cap Growth 892.98K (1.84%) -62.10K
Decreased by -6.95%
Jul 31, 25
15 Eventide Gilead N 887.27K (1.83%) 336.42K
Increased by +37.92%
Mar 31, 24
16 Meridian Growth Legacy 776.09K (1.60%) 219.00K
Increased by +28.22%
Jun 30, 25
17 Fidelity® Small Cap Growth 765.42K (1.58%) -929.00
Decreased by -0.12%
Oct 31, 23
18 Baron Opp. Small Cap Growth Strategy 750.00K (1.55%) -225.00K
Decreased by -30.00%
Jun 30, 24
19 Baron Small Cap Retail 750.00K (1.55%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 First Trust Cloud Computing ETF 718.24K (1.48%) 7.45K
Increased by +1.04%
Aug 28, 25