Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 GNOM 3.87%
3 FBT 3.35%
4 PBE 2.32%
5 JSMD 2.31%
6 PXMG 1.82%
7 BBH 1.72%
8 FRTY 1.72%
9 TSME 1.71%
10 FMED 1.59%
11 SMCO 1.59%
12 SMAP 1.54%
13 RSPH 1.43%
14 RYH 1.36%
15 SYNB 1.33%
16 BMED 1.20%
17 RNMC 1.17%
18 BIS 1.02%
19 ZBIO 1.01%
20 MEDI 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.59M (11.90%) 275.64K
Increased by +1.48%
Dec 31, 24
2 BlackRock Inc 14.04M (8.98%) 197.22K
Increased by +1.41%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 10.65M (6.82%) 1.23M
Increased by +11.54%
Dec 31, 24
4 State Street Corp 6.47M (4.14%) 76.69K
Increased by +1.18%
Dec 31, 24
5 State Street Corporation 6.37M (4.08%) 40.76K
Increased by +0.64%
Mar 31, 24
6 Mackenzie Investments 5.52M (3.53%) 2.66M
Increased by +48.25%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.76M (3.05%) 100.93K
Increased by +2.12%
Dec 31, 24
8 Ameriprise Financial Inc 4.70M (3.01%) 317.35K
Increased by +6.75%
Dec 31, 24
9 BAMCO Inc 4.14M (2.65%) -308.56K
Decreased by -7.46%
Dec 31, 24
10 Geode Capital Management, LLC 4.00M (2.56%) 98.66K
Increased by +2.47%
Dec 31, 24
11 Amvescap Plc. 3.82M (2.44%) 358.76K
Increased by +9.39%
Dec 31, 24
12 Neuberger Berman Group LLC 3.58M (2.29%) 65.69K
Increased by +1.83%
Dec 31, 24
13 DF Dent & Co Inc 3.20M (2.05%) -97.30K
Decreased by -3.04%
Dec 31, 24
14 Mairs & Power Inc 2.67M (1.71%) -23.03K
Decreased by -0.86%
Dec 31, 24
15 Massachusetts Financial Services Company 2.55M (1.63%) -28.24K
Decreased by -1.11%
Dec 31, 24
16 Bank of New York Mellon Corp 2.43M (1.56%) -11.01K
Decreased by -0.45%
Dec 31, 24
17 Champlain Investment Partners, LLC 2.42M (1.55%) -186.76K
Decreased by -7.72%
Dec 31, 24
18 Wellington Management Company LLP 2.40M (1.53%) -157.09K
Decreased by -6.56%
Sep 30, 23
19 Select Equity Group LP 2.34M (1.49%) 495.40K
Increased by +21.21%
Dec 31, 24
20 Macquarie Group Ltd 2.18M (1.40%) -310.65K
Decreased by -14.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 6.76M (4.33%) 147.50K
Increased by +2.18%
Feb 28, 25
2 US Small-Cap Growth II Equity Comp 6.62M (4.23%) 780.85K
Increased by +11.80%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 5.05M (3.23%) 70.72K
Increased by +1.40%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.00M (3.20%) 15.38K
Increased by +0.31%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 4.40M (2.82%) 26.88K
Increased by +0.61%
Feb 28, 25
6 Vanguard Small Cap Index 4.06M (2.60%) 3.31K
Increased by +0.08%
Feb 28, 25
7 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.84%) -336.31K
Decreased by -11.72%
Mar 31, 24
8 Eaton Vance Atlanta Capital SMID-Cap I 2.44M (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
9 Champlain Mid Cap Fund, LLC 2.44M (1.56%) 100.37K
Increased by +4.12%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 2.36M (1.51%) 5.07K
Increased by +0.21%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.28M (1.46%) -8.25K
Decreased by -0.36%
Feb 28, 25
12 Neuberger Berman Genesis Inv 2.20M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
13 Brown Capital Mgmt Small Co Inv 2.17M (1.39%) 326.01K
Increased by +15.03%
Dec 31, 23
14 Fidelity 500 Index 1.99M (1.27%) 8.86K
Increased by +0.45%
Feb 28, 25
15 SPDR® S&P 500 ETF 1.97M (1.26%) -28.83K
Decreased by -1.47%
Mar 31, 25
16 iShares Core S&P 500 ETF 1.93M (1.23%) 5.58K
Increased by +0.29%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.91M (1.22%) -10.04K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.89M (1.21%) -31.81K
Decreased by -1.68%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 1.87M (1.19%) 4.18K
Increased by +0.22%
Apr 30, 24
20 Fidelity® 500 Index 1.83M (1.17%) 11.68K
Increased by +0.64%
Nov 30, 23