Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.35%
2 XHB 2.93%
3 EQWM 1.42%
4 EWMC 1.16%
5 CLAW 1.02%
6 XMMO 0.98%
7 BOUT 0.98%
8 HOMZ 0.95%
9 FXR 0.93%
10 TEMP 0.92%
11 XMHQ 0.90%
12 LIVR 0.84%
13 GPT 0.83%
14 ITB 0.83%
15 SMAP 0.76%
16 NSCS 0.74%
17 RFG 0.70%
18 JSMD 0.68%
19 NAIL 0.62%
20 IFRA 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lombard Odier Asset Management (Europe) Ltd 19.59M (18.67%) 19.42M
Increased by +99.10%
Sep 30, 25
2 BlackRock Inc 10.22M (9.73%) -2.02M
Decreased by -19.75%
Sep 30, 25
3 Vanguard Group Inc 9.82M (9.35%) -139.50K
Decreased by -1.42%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 7.71M (7.34%) 411.50K
Increased by +5.34%
Jun 30, 25
5 AllianceBernstein L.P. 7.54M (7.19%) 142.22K
Increased by +1.89%
Sep 30, 25
6 Wellington Management Company LLP 7.23M (6.88%) 5.25M
Increased by +72.68%
Dec 31, 25
7 Wasatch Advisors Inc. 4.05M (3.86%) -1.13M
Decreased by -28.01%
Sep 30, 23
8 State Street Corporation 3.82M (3.64%) 177.38K
Increased by +4.64%
Mar 31, 24
9 Wasatch Advisors LP 3.60M (3.43%) -1.56M
Decreased by -43.43%
Dec 31, 25
10 State Street Corp 3.19M (3.03%) -30.06K
Decreased by -0.94%
Sep 30, 25
11 ClearBridge Advisors, LLC 2.64M (2.51%) -312.90K
Decreased by -11.87%
Sep 30, 25
12 Neuberger Berman Group LLC 2.55M (2.43%) 717.80K
Increased by +28.15%
Sep 30, 25
13 American Century Companies Inc 2.14M (2.04%) 165.79K
Increased by +7.75%
Jun 30, 25
14 Conestoga Capital Advisors, LLC 2.00M (1.90%) -5.94K
Decreased by -0.30%
Jun 30, 25
15 Anomaly Capital Management, LP 1.97M (1.87%) 569.16K
Increased by +28.96%
Jun 30, 25
16 William Blair Investment Management, LLC 1.94M (1.85%) -19.47K
Decreased by -1.00%
Jun 30, 24
17 Point72 Asset Management, L.P. 1.92M (1.83%) 893.67K
Increased by +46.64%
Dec 31, 24
18 Geode Capital Management, LLC 1.89M (1.80%) 37.17K
Increased by +1.97%
Sep 30, 25
19 Madison Asset Management, LLC 1.87M (1.78%) -19.68K
Decreased by -1.05%
Jun 30, 25
20 Balyasny Asset Management LLC 1.87M (1.78%) -158.11K
Decreased by -8.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 4.15M (3.95%) 174.17K
Increased by +4.20%
Jun 30, 25
2 T. Rowe Price New Horizons 3.94M (3.76%) -208.96K
Decreased by -5.30%
Jul 31, 25
3 AllianceBernstein US L/C Growth Eqty MF 3.71M (3.54%) 0.00
Increased by 0.00%
Dec 30, 25
4 iShares Core S&P Mid-Cap ETF 3.47M (3.30%) 19.75K
Increased by +0.57%
Feb 25, 26
5 Vanguard US Total Market Shares ETF 3.43M (3.27%) 2.64K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.40M (3.24%) 8.22K
Increased by +0.24%
Jan 31, 26
7 Vanguard Small Cap Index 2.43M (2.31%) 394.00
Increased by +0.02%
Jan 31, 26
8 Delaware Ivy Mid Cap Growth A 1.39M (1.32%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price New Horizons Tr-A 1.36M (1.29%) 216.27K
Increased by +15.91%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 1.35M (1.28%) -22.91K
Decreased by -1.70%
Jan 31, 26
11 AB Large Cap Growth A 1.31M (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
12 Macquarie US Mid Cap Growth Equity 1.24M (1.18%) 999.45K
Increased by +80.73%
Jun 30, 25
13 Macquarie Mid Cap Growth A 1.19M (1.14%) -46.26K
Decreased by -3.88%
Jul 31, 25
14 Nomura US Mid Cap Growth Equity 1.16M (1.11%) -76.49K
Decreased by -6.59%
Sep 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.10%) 4.57K
Increased by +0.39%
Jan 31, 26
16 T. Rowe Price New Horizons Tr-Z 1.14M (1.09%) 662.56K
Increased by +57.96%
Mar 31, 25
17 Neuberger Berman Genesis Inv 1.11M (1.06%) 298.61K
Increased by +26.86%
Jun 30, 25
18 Conestoga Small Cap Investors 1.05M (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
19 American Century Small Cap Growth Inv 1.01M (0.97%) 0.00
Increased by 0.00%
Dec 31, 25
20 American Century U.S. Small Cap Growth 1.01M (0.97%) 0.00
Increased by 0.00%
Dec 31, 25