Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 3.02%
3 SBIO 1.78%
4 PTH 1.39%
5 PSCH 1.38%
6 SAWS 1.10%
7 LIVR 0.92%
8 SSLY 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 BTEC 0.51%
12 RZG 0.49%
13 FYC 0.48%
14 XBI 0.43%
15 FTXH 0.41%
16 DWAS 0.39%
17 QSML 0.38%
18 SLYG 0.35%
19 ESIX 0.35%
20 OASC 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.23M (16.64%) 161.42K
Increased by +1.96%
Dec 31, 24
2 Vanguard Group Inc 3.49M (7.05%) 1.64K
Increased by +0.05%
Dec 31, 24
3 Brown Capital Management, LLC 3.24M (6.55%) -590.33K
Decreased by -18.24%
Dec 31, 24
4 State Street Corporation 3.21M (6.50%) 549.78K
Increased by +17.10%
Mar 31, 24
5 State Street Corp 2.40M (4.86%) -24.85K
Decreased by -1.03%
Dec 31, 24
6 Amvescap Plc. 2.24M (4.53%) -130.08K
Decreased by -5.81%
Dec 31, 24
7 FMR Inc 2.13M (4.32%) -237.84K
Decreased by -11.14%
Dec 31, 24
8 Conestoga Capital Advisors, LLC 2.06M (4.17%) -7.83K
Decreased by -0.38%
Mar 31, 25
9 Congress Asset Management Company, LLP 1.48M (2.99%) 22.58K
Increased by +1.53%
Mar 31, 25
10 Wellington Management Company LLP 1.29M (2.61%) 701.06K
Increased by +54.39%
Dec 31, 24
11 GW&K Investment Management, LLC 1.27M (2.58%) 30.18K
Increased by +2.37%
Dec 31, 24
12 William Blair Investment Management, LLC 1.26M (2.55%) 501.74K
Increased by +39.87%
Dec 31, 24
13 Geode Capital Management, LLC 1.17M (2.36%) 12.06K
Increased by +1.03%
Dec 31, 24
14 Federated Hermes Inc 1.12M (2.27%) 227.68K
Increased by +20.29%
Dec 31, 24
15 Geneva Capital Management 1.10M (2.22%) -4.60K
Decreased by -0.42%
Dec 31, 24
16 BNP Paribas Investment Partners SA 1.06M (2.14%) -22.01K
Decreased by -2.08%
Dec 31, 24
17 Loomis, Sayles & Company LP 1.01M (2.04%) -29.52K
Decreased by -2.92%
Dec 31, 24
18 Goldman Sachs Group Inc 944.39K (1.91%) 461.42K
Increased by +48.86%
Dec 31, 23
19 Macquarie Group Ltd 923.20K (1.87%) -14.00K
Decreased by -1.52%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 910.73K (1.84%) -5.79K
Decreased by -0.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.00M (6.07%) -2.77K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.17%) 6.00K
Increased by +0.38%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.52M (3.08%) 1.84K
Increased by +0.12%
Sep 30, 24
4 Conestoga Small Cap Investors 1.46M (2.95%) -15.68K
Decreased by -1.08%
Mar 31, 25
5 iShares Russell 2000 ETF 1.21M (2.45%) 205.00
Increased by +0.02%
Apr 30, 25
6 Brown Capital Mgmt Small Co Inv 1.07M (2.15%) -640.72K
Decreased by -60.15%
Dec 31, 24
7 Fidelity Small Cap Growth 827.74K (1.67%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 766.84K (1.55%) 19.58K
Increased by +2.55%
Mar 31, 25
9 Congress Small Cap Growth Institutional 700.00K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
10 Delaware Ivy Small Cap Growth C 648.74K (1.31%) 4.12K
Increased by +0.64%
Oct 31, 24
11 Macquarie Small Cap Growth C 626.76K (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
12 Loomis Sayles Small Cap Growth Instl 614.29K (1.24%) 38.99K
Increased by +6.35%
Mar 31, 25
13 Conestoga Small Cap Growth 606.29K (1.23%) 40.32K
Increased by +6.65%
Mar 31, 25
14 BNP Paribas Health Cr Innovtr Cl Cap 590.10K (1.19%) 19.97K
Increased by +3.38%
Mar 31, 25
15 American Funds SMALLCAP World A 579.56K (1.17%) 579.56K
Increased by +100.00%
Mar 31, 25
16 SPDR® S&P Biotech ETF 568.53K (1.15%) -9.98K
Decreased by -1.75%
Apr 30, 25
17 Invesco Discovery A 558.13K (1.13%) 20.39K
Increased by +3.65%
Mar 31, 25
18 Invesco OFI Small Cap Growth 558.13K (1.13%) 20.39K
Increased by +3.65%
Mar 31, 25
19 Fidelity Stock Selector Small Cap 527.22K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
20 Congress Asset Mgt Small Cap Growth 520.00K (1.05%) 518.89K
Increased by +99.79%
Jun 30, 24