Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 4.85%
2 PFI 1.25%
3 RZG 1.23%
4 WCEO 0.87%
5 FYC 0.65%
6 PSC 0.59%
7 PSCF 0.53%
8 SSLY 0.43%
9 FESM 0.35%
10 FYX 0.32%
11 ISMD 0.29%
12 IJT 0.26%
13 EHLS 0.23%
14 IAK 0.21%
15 ESIX 0.20%
16 VIOG 0.19%
17 DMRS 0.18%
18 QVMS 0.16%
19 IWO 0.15%
20 FAD 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.19M (15.62%) -120.59K
Decreased by -2.32%
Mar 31, 25
2 Capital World Investors 4.10M (12.36%) 0.00
Increased by 0.00%
Mar 31, 25
3 Aflac Inc 3.64M (10.95%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.57M (10.76%) -24.42K
Decreased by -0.68%
Mar 31, 25
5 Wellington Management Company LLP 2.49M (7.50%) 290.79K
Increased by +11.67%
Mar 31, 25
6 Flossbach von Storch AG 2.36M (7.10%) -508.81K
Decreased by -21.58%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 1.73M (5.21%) -72.16K
Decreased by -4.17%
Mar 31, 24
8 Bank of America Corp 1.63M (4.91%) 743.88K
Increased by +45.66%
Mar 31, 25
9 State Street Corporation 1.41M (4.25%) 29.82K
Increased by +2.11%
Mar 31, 24
10 Polar Capital Holdings PLC 1.35M (4.06%) 100.00K
Increased by +7.41%
Mar 31, 25
11 State Street Corp 1.25M (3.77%) -40.88K
Decreased by -3.26%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 1.20M (3.61%) 297.68K
Increased by +24.82%
Mar 31, 25
13 Select Equity Group LP 1.17M (3.54%) -374.92K
Decreased by -31.93%
Sep 30, 23
14 Sivia Capital Partners LLC 1.03M (3.10%) 1.03M
Increased by +100.00%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 974.55K (2.93%) 9.02K
Increased by +0.93%
Mar 31, 25
16 FMR Inc 931.80K (2.81%) -503.74K
Decreased by -54.06%
Mar 31, 25
17 GREENLEA LANE CAPITAL MANAGEMENT, LLC 907.84K (2.73%) -25.82K
Decreased by -2.84%
Mar 31, 25
18 Geode Capital Management, LLC 804.32K (2.42%) 20.66K
Increased by +2.57%
Mar 31, 25
19 Gilder Gagnon Howe & CO LLC 716.94K (2.16%) -1.24M
Decreased by -173.37%
Dec 31, 23
20 Baillie Gifford & Co Limited. 678.04K (2.04%) -23.33K
Decreased by -3.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.09M (6.29%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 2.00M (6.03%) 0.00
Increased by 0.00%
May 31, 25
3 American Funds Growth Fund of Amer A 1.98M (5.95%) -3.30K
Decreased by -0.17%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 1.98M (5.95%) -3.30K
Decreased by -0.17%
Mar 31, 25
5 Polar Capital Global Ins A Inc 1.35M (4.06%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.02M (3.06%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.00M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 840.97K (2.53%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 800.08K (2.41%) 2.94K
Increased by +0.37%
May 31, 25
10 FvS SICAV Multiple Opportunities F 800.00K (2.41%) -888.06K
Decreased by -111.01%
Oct 31, 24
11 Fidelity Small Cap Growth 569.82K (1.72%) -396.40K
Decreased by -69.57%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 526.45K (1.59%) 3.68K
Increased by +0.70%
May 31, 25
13 American Funds IS® Growth 1 519.08K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
14 Capital Group Growth Composite 519.08K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
15 Vanguard Small Cap Growth Index Inv 439.54K (1.32%) -4.28K
Decreased by -0.97%
May 31, 25
16 Wellington CIF II SMID Cap Research S3 397.45K (1.20%) -5.30K
Decreased by -1.33%
Dec 31, 24
17 Fidelity® Small Cap Index 381.91K (1.15%) 10.40K
Increased by +2.72%
Oct 31, 23
18 Wellington CIF II SMID Cap Research 378.28K (1.14%) -19.16K
Decreased by -5.07%
Mar 31, 25
19 Wellington FinTech USD S Ac 377.71K (1.14%) 12.68K
Increased by +3.36%
Feb 29, 24
20 Jupiter Merian Glb Eq AbsRet I USD Acc 370.40K (1.12%) -26.36K
Decreased by -7.12%
Dec 31, 23