Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 GNOM 3.81%
3 FBT 3.35%
4 PBE 2.81%
5 SYNB 2.65%
6 JSMD 2.31%
7 SMAP 2.11%
8 RSPH 1.95%
9 PXMG 1.82%
10 NBSM 1.77%
11 FRTY 1.72%
12 BBH 1.71%
13 SMCO 1.65%
14 FMED 1.59%
15 MID 1.47%
16 RYH 1.36%
17 TSME 1.32%
18 WDNA 1.24%
19 BMED 1.23%
20 RNMC 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.44M (12.00%) -88.50K
Decreased by -0.48%
Jun 30, 25
2 BlackRock Inc 12.17M (7.92%) -1.58M
Decreased by -12.94%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 8.85M (5.76%) -2.53M
Decreased by -28.56%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 6.58M (4.28%) 859.40K
Increased by +13.06%
Jun 30, 25
5 State Street Corporation 6.37M (4.14%) 40.76K
Increased by +0.64%
Mar 31, 24
6 State Street Corp 5.86M (3.81%) -671.30K
Decreased by -11.46%
Jun 30, 25
7 Geode Capital Management, LLC 4.06M (2.64%) -30.89K
Decreased by -0.76%
Jun 30, 25
8 Amvescap Plc. 3.66M (2.38%) -527.39K
Decreased by -14.40%
Jun 30, 25
9 Ameriprise Financial Inc 3.44M (2.24%) -150.40K
Decreased by -4.38%
Jun 30, 25
10 Massachusetts Financial Services Company 3.03M (1.97%) 472.85K
Increased by +15.63%
Mar 31, 25
11 Select Equity Group LP 2.92M (1.90%) -2.45M
Decreased by -83.80%
Jun 30, 25
12 BAMCO Inc 2.80M (1.82%) -480.66K
Decreased by -17.20%
Jun 30, 25
13 DF Dent & Co Inc 2.72M (1.77%) -156.43K
Decreased by -5.74%
Jun 30, 25
14 Mairs & Power Inc 2.72M (1.77%) 64.58K
Increased by +2.38%
Jun 30, 25
15 Champlain Investment Partners, LLC 2.67M (1.73%) 217.36K
Increased by +8.15%
Jun 30, 25
16 Mackenzie Investments 2.62M (1.70%) 72.82K
Increased by +2.78%
Jun 30, 25
17 Neuberger Berman Group LLC 2.50M (1.63%) -526.06K
Decreased by -21.04%
Jun 30, 25
18 Citadel Advisors Llc 2.47M (1.61%) 2.01M
Increased by +81.40%
Jun 30, 25
19 Wellington Management Company LLP 2.40M (1.56%) -157.09K
Decreased by -6.56%
Sep 30, 23
20 Sumitomo Mitsui Trust Group Inc 2.35M (1.53%) 319.18K
Increased by +13.58%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 5.67M (3.69%) -1.24M
Decreased by -21.86%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 5.05M (3.29%) 70.72K
Increased by +1.40%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.93M (3.21%) -104.73K
Decreased by -2.12%
Jul 31, 25
4 T. Rowe Price New Horizons 4.90M (3.19%) -768.28K
Decreased by -15.66%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 4.49M (2.92%) 28.47K
Increased by +0.63%
May 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 3.98M (2.59%) 533.07K
Increased by +13.40%
Jul 31, 25
7 Vanguard 500 Index Investor 3.88M (2.52%) -568.35K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Small Cap Index 3.81M (2.48%) -25.48K
Decreased by -0.67%
Jul 31, 25
9 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.87%) -336.31K
Decreased by -11.72%
Mar 31, 24
10 Invesco S&P 500® Equal Weight ETF 2.74M (1.79%) 4.00K
Increased by +0.15%
Aug 29, 25
11 Champlain Mid Cap Fund, LLC 2.57M (1.67%) 18.48K
Increased by +0.72%
Aug 31, 25
12 Brown Capital Mgmt Small Co Inv 2.17M (1.41%) 326.01K
Increased by +15.03%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 2.14M (1.39%) -6.20K
Decreased by -0.29%
Jul 31, 25
14 T. Rowe Price New Horizons Tr-Z 2.00M (1.30%) 263.26K
Increased by +13.14%
Mar 31, 25
15 Fidelity 500 Index 1.99M (1.29%) 866.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF 1.97M (1.28%) -28.83K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.91M (1.25%) -10.04K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.91M (1.24%) 23.28K
Increased by +1.22%
Aug 31, 25
19 iShares Core S&P 500 ETF 1.90M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 1.87M (1.21%) 4.18K
Increased by +0.22%
Apr 30, 24