Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 3.02%
3 SBIO 1.99%
4 PSCH 1.44%
5 PTH 1.39%
6 SAWS 1.23%
7 LIVR 0.92%
8 SSLY 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 BTEC 0.51%
12 XBI 0.51%
13 RZG 0.50%
14 FYC 0.48%
15 FTXH 0.47%
16 DWAS 0.39%
17 VIOG 0.39%
18 QSML 0.38%
19 LABU 0.37%
20 SLYG 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 2.07M (4.19%) -6.30K
Decreased by -0.30%
Dec 31, 24
9 Congress Asset Management Company, LLP 1.45M (2.94%) 162.42K
Increased by +11.17%
Dec 31, 24
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 3.05M (6.17%) 1.90K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.56M (3.16%) 1.18K
Increased by +0.08%
Feb 28, 25
3 Conestoga Small Cap Investors 1.47M (2.98%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 1.30M (2.63%) -11.28K
Decreased by -0.87%
Mar 31, 25
5 Brown Capital Mgmt Small Co Inv 1.07M (2.15%) -640.72K
Decreased by -60.15%
Dec 31, 24
6 Fidelity Small Cap Growth 827.74K (1.67%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 747.25K (1.51%) 2.94K
Increased by +0.39%
Feb 28, 25
8 Congress Small Cap Growth Institutional 700.00K (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
9 Delaware Ivy Small Cap Growth C 648.74K (1.31%) 4.12K
Increased by +0.64%
Oct 31, 24
10 Macquarie Small Cap Growth C 626.76K (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
11 SPDR® S&P Biotech ETF 584.31K (1.18%) -6.26K
Decreased by -1.07%
Mar 31, 25
12 Loomis Sayles Small Cap Growth Instl 575.30K (1.16%) -14.57K
Decreased by -2.53%
Feb 28, 25
13 BNP Paribas Health Cr Innovtr Cl Cap 570.13K (1.15%) 19.22K
Increased by +3.37%
Feb 28, 25
14 Conestoga Small Cap Growth 565.97K (1.14%) 4.26K
Increased by +0.75%
Dec 31, 24
15 Invesco Discovery A 537.74K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
16 Invesco OFI Small Cap Growth 537.74K (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity Stock Selector Small Cap 527.22K (1.07%) 124.90K
Increased by +23.69%
Jan 31, 25
18 Congress Asset Mgt Small Cap Growth 520.00K (1.05%) 518.89K
Increased by +99.79%
Jun 30, 24
19 BNP Paribas US Small Cap Classic R 497.82K (1.01%) 35.20K
Increased by +7.07%
Feb 28, 25
20 AZ InvestEd Ivy Small Cap Growth E 486.37K (0.98%) -36.66K
Decreased by -7.54%
Feb 28, 25