Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.30%
5 MNA 1.09%
6 NSCS 1.05%
7 FSCC 0.81%
8 ARB 0.80%
9 XSW 0.69%
10 DFE 0.66%
11 SKYY 0.58%
12 SMIZ 0.55%
13 FFTY 0.48%
14 SOCL 0.45%
15 RFAP 0.41%
16 SKYU 0.38%
17 SNSR 0.30%
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 5.89M (12.65%) 141.14K
Increased by +2.40%
Dec 31, 24
2 Cadian Capital Management LP 4.55M (9.77%) 263.27K
Increased by +5.79%
Dec 31, 24
3 BlackRock Inc 4.16M (8.94%) 110.95K
Increased by +2.67%
Dec 31, 24
4 Wellington Management Company LLP 3.58M (7.70%) -179.04K
Decreased by -5.00%
Dec 31, 24
5 Baillie Gifford & Co Limited. 3.49M (7.51%) -237.34K
Decreased by -6.79%
Dec 31, 24
6 ClearBridge Advisors, LLC 2.56M (5.51%) -325.64K
Decreased by -12.70%
Dec 31, 24
7 Dorsey Asset Management, LLC 2.31M (4.96%) 330.15K
Increased by +14.32%
Dec 31, 24
8 Jennison Associates LLC 2.17M (4.67%) 7.31K
Increased by +0.34%
Dec 31, 24
9 Amvescap Plc. 2.07M (4.45%) 115.25K
Increased by +5.56%
Mar 31, 24
10 Wasatch Advisors LP 1.83M (3.93%) -127.40K
Decreased by -6.96%
Dec 31, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.77M (3.81%) 1.40M
Increased by +79.20%
Dec 31, 24
12 Wasatch Advisors Inc. 1.75M (3.77%) 198.81K
Increased by +11.34%
Sep 30, 23
13 Macquarie Group Ltd 1.48M (3.18%) -645.56K
Decreased by -43.64%
Sep 30, 24
14 DF Dent & Co Inc 1.43M (3.07%) -11.37K
Decreased by -0.80%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.41M (3.02%) -540.26K
Decreased by -38.45%
Dec 31, 24
16 Thrivent Financial For Lutherans 1.29M (2.76%) -323.11K
Decreased by -25.13%
Dec 31, 23
17 State Street Corp 1.27M (2.73%) 44.23K
Increased by +3.48%
Dec 31, 24
18 Geode Capital Management, LLC 1.18M (2.54%) 8.38K
Increased by +0.71%
Dec 31, 24
19 State Street Corporation 1.13M (2.44%) 29.42K
Increased by +2.59%
Mar 31, 24
20 Principal Financial Group Inc 976.10K (2.10%) -52.83K
Decreased by -5.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 3.08M (6.62%) 539.45K
Increased by +17.52%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.26%) -112.00
Decreased by -0.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.20%) 188.00
Increased by +0.01%
Sep 30, 24
4 Baillie Gifford US Equity Growth 1.41M (3.02%) 0.00
Increased by 0.00%
Dec 31, 24
5 iShares Russell 2000 ETF 1.24M (2.66%) -10.03K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Index 1.22M (2.61%) -19.37K
Decreased by -1.59%
Mar 31, 25
7 Vanguard Information Technology ETF 1.18M (2.53%) 6.56K
Increased by +0.56%
Mar 31, 25
8 ClearBridge Small Cap Growth 1.17M (2.52%) -16.20K
Decreased by -1.38%
Mar 31, 25
9 ClearBridge Small Cap Growth A 1.17M (2.52%) -46.15K
Decreased by -3.93%
Mar 31, 25
10 Vanguard US Growth Investor 1.17M (2.51%) -138.44K
Decreased by -11.84%
Mar 31, 25
11 Delaware US Small Cap Core Equity (SMA) 1.05M (2.27%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.05M (2.27%) 146.16K
Increased by +13.87%
Mar 31, 24
13 Jennison SMid Cap Core Equity 1.00M (2.16%) 0.00
Increased by 0.00%
Mar 31, 25
14 PGIM Jennison Small Company A 1.00M (2.16%) 0.00
Increased by 0.00%
Mar 31, 25
15 Eventide Gilead N 887.27K (1.91%) 336.42K
Increased by +37.92%
Mar 31, 24
16 First Trust Cloud Computing ETF 866.41K (1.86%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 798.66K (1.72%) 15.55K
Increased by +1.95%
Mar 31, 25
18 Fidelity® Small Cap Growth 765.42K (1.64%) -929.00
Decreased by -0.12%
Oct 31, 23
19 Baron Opp. Small Cap Growth Strategy 750.00K (1.61%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 Baron Small Cap Retail 750.00K (1.61%) -225.00K
Decreased by -30.00%
Jun 30, 24