Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 2.51%
3 PTH 1.39%
4 SBIO 1.15%
5 PSCH 0.94%
6 LIVR 0.92%
7 SSLY 0.76%
8 SAWS 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 XBI 0.57%
12 BTEC 0.51%
13 RZG 0.48%
14 FYC 0.48%
15 DWAS 0.39%
16 QSML 0.38%
17 SLYG 0.35%
18 ESIX 0.35%
19 OASC 0.35%
20 FTXH 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.71M (15.28%) 137.85K
Increased by +1.79%
Dec 31, 25
2 Vanguard Group Inc 3.58M (7.11%) 68.37K
Increased by +1.91%
Dec 31, 25
3 State Street Corporation 3.21M (6.37%) 549.78K
Increased by +17.10%
Mar 31, 24
4 State Street Corp 3.16M (6.27%) 356.68K
Increased by +11.27%
Dec 31, 25
5 Conestoga Capital Advisors, LLC 2.46M (4.88%) 208.75K
Increased by +8.47%
Mar 31, 26
6 William Blair Investment Management, LLC 2.22M (4.41%) 11.18K
Increased by +0.50%
Dec 31, 25
7 FMR Inc 2.17M (4.31%) 155.11K
Increased by +7.14%
Dec 31, 25
8 Geneva Capital Management 1.65M (3.27%) -179.91K
Decreased by -10.92%
Mar 31, 26
9 GW&K Investment Management, LLC 1.58M (3.13%) 290.80K
Increased by +18.39%
Dec 31, 25
10 Congress Asset Management Company, LLP 1.51M (2.99%) -157.66K
Decreased by -10.46%
Mar 31, 26
11 Wellington Management Company LLP 1.36M (2.70%) 74.72K
Increased by +5.48%
Mar 31, 25
12 BNP Paribas Investment Partners SA 1.27M (2.51%) 147.81K
Increased by +11.67%
Sep 30, 25
13 Geode Capital Management, LLC 1.22M (2.42%) 7.20K
Increased by +0.59%
Dec 31, 25
14 SG Capital Management, LLC 1.21M (2.40%) 1.21M
Increased by +100.00%
Mar 31, 26
15 Royal Bank of Canada 995.05K (1.97%) -21.44K
Decreased by -2.16%
Dec 31, 25
16 Loomis, Sayles & Company LP 975.45K (1.93%) -81.26K
Decreased by -8.33%
Mar 31, 26
17 Goldman Sachs Group Inc 944.39K (1.87%) 461.42K
Increased by +48.86%
Dec 31, 23
18 Bank of America Corp 918.01K (1.82%) 390.44K
Increased by +42.53%
Dec 31, 25
19 JPMorgan Chase & Co 903.24K (1.79%) -56.02K
Decreased by -6.20%
Sep 30, 24
20 Federated Hermes Inc 894.61K (1.77%) -250.65K
Decreased by -28.02%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.08M (6.11%) 726.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.61M (3.20%) 13.02K
Increased by +0.81%
Mar 31, 26
3 Conestoga Small Cap Investors 1.56M (3.08%) -219.28K
Decreased by -14.10%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.52M (3.01%) 1.84K
Increased by +0.12%
Sep 30, 24
5 State Street® SPDR® S&P® Biotech ETF 1.23M (2.45%) -8.86K
Decreased by -0.72%
Apr 30, 26
6 iShares Russell 2000 ETF 1.18M (2.35%) 9.96K
Increased by +0.84%
Apr 30, 26
7 BNP Paribas US Small Cap ClassicC 827.82K (1.64%) 13.50K
Increased by +1.63%
Mar 31, 26
8 Champlain Small Company Fund, LLC 815.56K (1.62%) 40.55K
Increased by +4.97%
Apr 30, 26
9 BNP Paribas Health Cr Innovtr Cl Cap 779.33K (1.55%) 27.78K
Increased by +3.56%
Mar 31, 26
10 American Funds SMALLCAP World A 756.21K (1.50%) 176.66K
Increased by +23.36%
Jun 30, 25
11 Conestoga Small Cap Growth 719.84K (1.43%) 98.28K
Increased by +13.65%
Mar 31, 26
12 Delaware Ivy Small Cap Growth C 648.74K (1.29%) 4.12K
Increased by +0.64%
Oct 31, 24
13 Congress Small Cap Growth Institutional 640.21K (1.27%) -309.79K
Decreased by -48.39%
Mar 31, 26
14 SPDR® S&P Biotech ETF 578.53K (1.15%) 1.29K
Increased by +0.22%
Aug 31, 25
15 Invesco Discovery A 565.72K (1.12%) 7.59K
Increased by +1.34%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 564.24K (1.12%) 11.99K
Increased by +2.12%
Mar 31, 26
17 Invesco OFI Small Cap Growth 558.13K (1.11%) 20.39K
Increased by +3.65%
Mar 31, 25
18 Loomis Sayles Small Cap Growth Instl 545.64K (1.08%) -9.84K
Decreased by -1.80%
Mar 31, 26
19 Fidelity Stock Selector Small Cap 527.22K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
20 Congress Asset Mgt Small Cap Growth 520.00K (1.03%) 518.89K
Increased by +99.79%
Jun 30, 24