Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.54%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.80%
8 XSW 0.70%
9 DFE 0.66%
10 SMIZ 0.55%
11 FFTY 0.48%
12 RFAP 0.41%
13 FSCC 0.36%
14 SKYY 0.35%
15 SNSR 0.31%
16 SKYU 0.27%
17 HAPS 0.24%
18 SOCL 0.23%
19 MMSC 0.23%
20 DLS 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.27M (13.33%) 371.16K
Increased by +5.92%
Jun 30, 25
2 Cadian Capital Management LP 5.06M (10.75%) 512.82K
Increased by +10.13%
Mar 31, 25
3 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.30M (9.14%) 935.64K
Increased by +21.75%
Jun 30, 25
4 BlackRock Inc 4.13M (8.77%) -29.19K
Decreased by -0.71%
Mar 31, 25
5 Wellington Management Company LLP 2.83M (6.01%) -753.52K
Decreased by -26.63%
Mar 31, 25
6 Jennison Associates LLC 2.39M (5.08%) 192.01K
Increased by +8.03%
Jun 30, 25
7 ClearBridge Advisors, LLC 2.37M (5.04%) -193.35K
Decreased by -8.15%
Mar 31, 25
8 Dorsey Asset Management, LLC 2.30M (4.90%) -1.74K
Decreased by -0.08%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.20M (4.67%) 790.97K
Increased by +36.02%
Mar 31, 25
10 Amvescap Plc. 2.07M (4.40%) 115.25K
Increased by +5.56%
Mar 31, 24
11 Wasatch Advisors LP 1.83M (3.89%) -127.40K
Decreased by -6.96%
Dec 31, 24
12 Wasatch Advisors Inc. 1.75M (3.73%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.14%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (3.03%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 State Street Corp 1.29M (2.73%) 14.75K
Increased by +1.15%
Mar 31, 25
16 Thrivent Financial For Lutherans 1.29M (2.73%) -323.11K
Decreased by -25.13%
Dec 31, 23
17 Geode Capital Management, LLC 1.22M (2.60%) 39.53K
Increased by +3.23%
Mar 31, 25
18 State Street Corporation 1.13M (2.41%) 29.42K
Increased by +2.59%
Mar 31, 24
19 First Trust Advisors L.P. 1.04M (2.21%) 204.64K
Increased by +19.70%
Mar 31, 25
20 Eventide Asset Management, LLC 956.46K (2.03%) 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 (4.67%) -878.55K
Decreased by -39.93%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.23%) -33.74K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.16%) 188.00
Increased by +0.01%
Sep 30, 24
4 Baillie Gifford US Equity Growth 1.41M (2.99%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Information Technology ETF 1.24M (2.63%) 12.62K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 1.21M (2.57%) -23.00K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 1.20M (2.54%) -8.02K
Decreased by -0.67%
Jul 31, 25
8 Vanguard US Growth Investor 1.17M (2.49%) -138.44K
Decreased by -11.84%
Mar 31, 25
9 Delaware US Small Cap Core Equity (SMA) 1.05M (2.24%) 146.16K
Increased by +13.87%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.05M (2.24%) 146.16K
Increased by +13.87%
Mar 31, 24
11 Jennison SMid Cap Core Equity 1.03M (2.19%) 27.02K
Increased by +2.62%
Jun 30, 25
12 PGIM Jennison Small Company A 1.03M (2.19%) 2.95K
Increased by +0.29%
Jul 31, 25
13 ClearBridge Small Cap Growth 955.08K (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
14 ClearBridge Small Cap Growth A 955.08K (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
15 Eventide Gilead N 887.27K (1.89%) 336.42K
Increased by +37.92%
Mar 31, 24
16 First Trust Cloud Computing ETF 852.34K (1.81%) 0.00
Increased by 0.00%
Jul 31, 25
17 Meridian Growth Legacy 776.09K (1.65%) 219.00K
Increased by +28.22%
Jun 30, 25
18 Fidelity® Small Cap Growth 765.42K (1.63%) -929.00
Decreased by -0.12%
Oct 31, 23
19 Baron Opp. Small Cap Growth Strategy 750.00K (1.59%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 Baron Small Cap Retail 750.00K (1.59%) -225.00K
Decreased by -30.00%
Jun 30, 24