Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.50%
2 VPOP 1.81%
3 MRAD 1.80%
4 WCLD 1.12%
5 MNA 1.09%
6 NSCS 1.05%
7 ARB 0.80%
8 XSW 0.70%
9 DFE 0.66%
10 FSCC 0.57%
11 SMIZ 0.55%
12 SKYY 0.51%
13 FFTY 0.48%
14 RFAP 0.41%
15 SKYU 0.38%
16 SOCL 0.35%
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 5.90M (12.83%) 14.77K
Increased by +0.25%
Mar 31, 25
2 Cadian Capital Management LP 5.06M (11.00%) 512.82K
Increased by +10.13%
Mar 31, 25
3 BlackRock Inc 4.13M (8.98%) -29.19K
Decreased by -0.71%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.37M (7.32%) 1.59M
Increased by +47.37%
Mar 31, 25
5 Baillie Gifford & Co Limited. 3.02M (6.57%) -471.30K
Decreased by -15.59%
Mar 31, 25
6 Wellington Management Company LLP 2.83M (6.15%) -753.52K
Decreased by -26.63%
Mar 31, 25
7 ClearBridge Advisors, LLC 2.37M (5.15%) -193.35K
Decreased by -8.15%
Mar 31, 25
8 Dorsey Asset Management, LLC 2.30M (5.01%) -1.74K
Decreased by -0.08%
Mar 31, 25
9 Jennison Associates LLC 2.20M (4.78%) 28.88K
Increased by +1.31%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.20M (4.77%) 790.97K
Increased by +36.02%
Mar 31, 25
11 Amvescap Plc. 2.07M (4.51%) 115.25K
Increased by +5.56%
Mar 31, 24
12 Wasatch Advisors LP 1.83M (3.98%) -127.40K
Decreased by -6.96%
Dec 31, 24
13 Wasatch Advisors Inc. 1.75M (3.81%) 198.81K
Increased by +11.34%
Sep 30, 23
14 Macquarie Group Ltd 1.48M (3.22%) -645.56K
Decreased by -43.64%
Sep 30, 24
15 DF Dent & Co Inc 1.43M (3.10%) -11.37K
Decreased by -0.80%
Mar 31, 24
16 State Street Corp 1.29M (2.80%) 14.75K
Increased by +1.15%
Mar 31, 25
17 Thrivent Financial For Lutherans 1.29M (2.80%) -323.11K
Decreased by -25.13%
Dec 31, 23
18 Geode Capital Management, LLC 1.22M (2.66%) 39.53K
Increased by +3.23%
Mar 31, 25
19 State Street Corporation 1.13M (2.46%) 29.42K
Increased by +2.59%
Mar 31, 24
20 Principal Financial Group Inc 976.10K (2.12%) -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 (6.69%) 539.45K
Increased by +17.52%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.55M (3.38%) 37.10K
Increased by +2.39%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.23%) 188.00
Increased by +0.01%
Sep 30, 24
4 Baillie Gifford US Equity Growth 1.41M (3.06%) 0.00
Increased by 0.00%
Dec 31, 24
5 iShares Russell 2000 ETF 1.26M (2.73%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.22M (2.66%) 8.63K
Increased by +0.71%
Apr 30, 25
7 Vanguard Information Technology ETF 1.19M (2.58%) 8.67K
Increased by +0.73%
Apr 30, 25
8 Vanguard US Growth Investor 1.17M (2.54%) -138.44K
Decreased by -11.84%
Mar 31, 25
9 ClearBridge Small Cap Growth 1.12M (2.44%) -49.70K
Decreased by -4.42%
Apr 30, 25
10 ClearBridge Small Cap Growth A 1.12M (2.44%) -49.70K
Decreased by -4.42%
Apr 30, 25
11 Delaware US Small Cap Core Equity (SMA) 1.05M (2.29%) 146.16K
Increased by +13.87%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.05M (2.29%) 146.16K
Increased by +13.87%
Mar 31, 24
13 Jennison SMid Cap Core Equity 1.00M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
14 PGIM Jennison Small Company A 1.00M (2.18%) 0.00
Increased by 0.00%
Apr 30, 25
15 Eventide Gilead N 887.27K (1.93%) 336.42K
Increased by +37.92%
Mar 31, 24
16 First Trust Cloud Computing ETF 864.95K (1.88%) 0.00
Increased by 0.00%
May 29, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 799.75K (1.74%) 1.08K
Increased by +0.14%
Apr 30, 25
18 Fidelity® Small Cap Growth 765.42K (1.66%) -929.00
Decreased by -0.12%
Oct 31, 23
19 Baron Opp. Small Cap Growth Strategy 750.00K (1.63%) -225.00K
Decreased by -30.00%
Jun 30, 24
20 Baron Small Cap Retail 750.00K (1.63%) -225.00K
Decreased by -30.00%
Jun 30, 24