Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 4.29%
2 PFI 1.59%
3 RZG 1.08%
4 WCEO 0.91%
5 FYC 0.54%
6 PSC 0.50%
7 PSCF 0.45%
8 SSLY 0.43%
9 FESM 0.31%
10 ISMD 0.29%
11 FYX 0.28%
12 VIOG 0.27%
13 EHLS 0.23%
14 IJT 0.23%
15 IAK 0.20%
16 ESIX 0.20%
17 DMRS 0.18%
18 QVMS 0.16%
19 FAD 0.15%
20 VTWG 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.19M (15.55%) -120.59K
Decreased by -2.32%
Mar 31, 25
2 Capital World Investors 4.10M (12.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 Aflac Inc 3.64M (10.90%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.57M (10.70%) -24.42K
Decreased by -0.68%
Mar 31, 25
5 Wellington Management Company LLP 2.49M (7.47%) 290.79K
Increased by +11.67%
Mar 31, 25
6 Flossbach von Storch AG 2.36M (7.06%) -508.81K
Decreased by -21.58%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 1.73M (5.18%) -72.16K
Decreased by -4.17%
Mar 31, 24
8 Bank of America Corp 1.63M (4.88%) 743.88K
Increased by +45.66%
Mar 31, 25
9 State Street Corporation 1.41M (4.23%) 29.82K
Increased by +2.11%
Mar 31, 24
10 Polar Capital Holdings PLC 1.35M (4.05%) 100.00K
Increased by +7.41%
Mar 31, 25
11 State Street Corp 1.25M (3.75%) -40.88K
Decreased by -3.26%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 1.20M (3.59%) 297.68K
Increased by +24.82%
Mar 31, 25
13 Select Equity Group LP 1.17M (3.52%) -374.92K
Decreased by -31.93%
Sep 30, 23
14 Sivia Capital Partners LLC 1.03M (3.08%) 1.03M
Increased by +100.00%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 974.55K (2.92%) 9.02K
Increased by +0.93%
Mar 31, 25
16 FMR Inc 931.80K (2.79%) -503.74K
Decreased by -54.06%
Mar 31, 25
17 GREENLEA LANE CAPITAL MANAGEMENT, LLC 907.84K (2.72%) -25.82K
Decreased by -2.84%
Mar 31, 25
18 Geode Capital Management, LLC 804.32K (2.41%) 20.66K
Increased by +2.57%
Mar 31, 25
19 Gilder Gagnon Howe & CO LLC 716.94K (2.15%) -1.24M
Decreased by -173.37%
Dec 31, 23
20 Baillie Gifford & Co Limited. 678.04K (2.03%) -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 (6.26%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 2.02M (6.05%) 0.00
Increased by 0.00%
Jul 30, 25
3 American Funds Growth Fund of Amer A 1.98M (5.92%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group Growth Fnd of Amer Comp 1.98M (5.92%) 0.00
Increased by 0.00%
Jun 30, 25
5 Polar Capital Global Ins A Inc 1.30M (3.90%) -50.00K
Decreased by -3.85%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.02M (3.06%) 4.32K
Increased by +0.42%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 1.00M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 898.30K (2.69%) -14.56K
Decreased by -1.62%
Jul 30, 25
9 FvS SICAV Multiple Opportunities F 800.00K (2.40%) -888.06K
Decreased by -111.01%
Oct 31, 24
10 Vanguard Small Cap Index 783.63K (2.35%) -16.46K
Decreased by -2.10%
Jun 30, 25
11 Fidelity Small Cap Growth 638.47K (1.91%) 68.65K
Increased by +10.75%
May 31, 25
12 American Funds IS® Growth 1 519.08K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
13 Capital Group Growth Composite 519.08K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 518.44K (1.55%) -8.00K
Decreased by -1.54%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 439.91K (1.32%) 373.00
Increased by +0.08%
Jun 30, 25
16 Wellington CIF II SMID Cap Research S3 397.45K (1.19%) -5.30K
Decreased by -1.33%
Dec 31, 24
17 Fidelity® Small Cap Index 381.91K (1.14%) 10.40K
Increased by +2.72%
Oct 31, 23
18 Wellington CIF II SMID Cap Research 378.28K (1.13%) -19.16K
Decreased by -5.07%
Mar 31, 25
19 Wellington FinTech USD S Ac 377.71K (1.13%) 12.68K
Increased by +3.36%
Feb 29, 24
20 Jupiter Merian Glb Eq AbsRet I USD Acc 370.40K (1.11%) -26.36K
Decreased by -7.12%
Dec 31, 23