Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 3.96%
2 PFI 1.41%
3 RZG 0.90%
4 WCEO 0.83%
5 FYC 0.45%
6 SSLY 0.43%
7 PSCF 0.40%
8 FESM 0.31%
9 PSC 0.30%
10 ISMD 0.29%
11 FYX 0.28%
12 VIOG 0.27%
13 EHLS 0.23%
14 IJT 0.20%
15 ESIX 0.20%
16 DMRS 0.18%
17 IAK 0.17%
18 QVMS 0.16%
19 FAD 0.15%
20 SPSM 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.19M (15.52%) -120.59K
Decreased by -2.32%
Mar 31, 25
2 Capital World Investors 4.11M (12.29%) 4.94K
Increased by +0.12%
Jun 30, 25
3 Aflac Inc 3.64M (10.88%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.62M (10.83%) 47.03K
Increased by +1.30%
Jun 30, 25
5 Flossbach von Storch AG 2.36M (7.05%) -508.81K
Decreased by -21.58%
Sep 30, 24
6 Wellington Management Company LLP 2.04M (6.10%) -452.86K
Decreased by -22.22%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 1.73M (5.17%) -72.16K
Decreased by -4.17%
Mar 31, 24
8 Bank of America Corp 1.63M (4.87%) 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 1.30M (3.89%) -50.00K
Decreased by -3.85%
Jun 30, 25
11 FMR Inc 1.27M (3.81%) 343.07K
Increased by +26.91%
Jun 30, 25
12 State Street Corp 1.25M (3.75%) -40.88K
Decreased by -3.26%
Mar 31, 25
13 Select Equity Group LP 1.17M (3.51%) -374.92K
Decreased by -31.93%
Sep 30, 23
14 Marshall Wace Asset Management Ltd 1.05M (3.14%) -150.28K
Decreased by -14.33%
Jun 30, 25
15 Sivia Capital Partners LLC 1.03M (3.08%) 1.03M
Increased by +100.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 974.55K (2.91%) 9.02K
Increased by +0.93%
Mar 31, 25
17 Geode Capital Management, LLC 804.32K (2.41%) 20.66K
Increased by +2.57%
Mar 31, 25
18 GREENLEA LANE CAPITAL MANAGEMENT, LLC 764.10K (2.29%) -143.74K
Decreased by -18.81%
Jun 30, 25
19 Gilder Gagnon Howe & CO LLC 716.94K (2.14%) -1.24M
Decreased by -173.37%
Dec 31, 23
20 Baillie Gifford & Co Limited. 599.11K (1.79%) -78.93K
Decreased by -13.17%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.09M (6.25%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 2.01M (6.01%) 320.00
Increased by +0.02%
Aug 29, 25
3 American Funds Growth Fund of Amer A 1.98M (5.91%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group Growth Fnd of Amer Comp 1.98M (5.91%) 0.00
Increased by 0.00%
Jun 30, 25
5 Polar Capital Global Ins A Inc 1.30M (3.89%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 1.00M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.00M (2.99%) -21.26K
Decreased by -2.13%
Jul 31, 25
8 iShares Russell 2000 ETF 900.87K (2.69%) -10.08K
Decreased by -1.12%
Aug 29, 25
9 FvS SICAV Multiple Opportunities F 800.00K (2.39%) -888.06K
Decreased by -111.01%
Oct 31, 24
10 Vanguard Small Cap Index 778.14K (2.33%) -5.48K
Decreased by -0.70%
Jul 31, 25
11 Fidelity Small Cap Growth 751.11K (2.25%) 112.64K
Increased by +15.00%
Jun 30, 25
12 American Funds IS® Growth 1 519.08K (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
13 Capital Group Growth Composite 519.08K (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Small Cap Growth Index Inv 439.74K (1.32%) -169.00
Decreased by -0.04%
Jul 31, 25
15 Wellington CIF II SMID Cap Research S3 397.45K (1.19%) -5.30K
Decreased by -1.33%
Dec 31, 24
16 Fidelity® Small Cap Index 381.91K (1.14%) 10.40K
Increased by +2.72%
Oct 31, 23
17 Wellington CIF II SMID Cap Research 378.28K (1.13%) -19.16K
Decreased by -5.07%
Mar 31, 25
18 Wellington FinTech USD S Ac 377.71K (1.13%) 12.68K
Increased by +3.36%
Feb 29, 24
19 Fidelity Small Cap Growth K6 376.44K (1.13%) 59.69K
Increased by +15.86%
Jun 30, 25
20 Fidelity Small Cap Index 372.28K (1.11%) 38.20K
Increased by +10.26%
Jun 30, 25