Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 2.92%
3 PTH 1.39%
4 SBIO 1.26%
5 PSCH 0.98%
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 7.77M (15.40%) 58.27K
Increased by +0.75%
Mar 31, 26
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 3.15M (6.25%) -11.79K
Decreased by -0.37%
Mar 31, 26
5 Soleus Capital Management, L.P. 2.55M (5.05%) 1.79M
Increased by +70.03%
Mar 31, 26
6 Conestoga Capital Advisors, LLC 2.46M (4.88%) 208.75K
Increased by +8.47%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.23M (4.42%) 2.23M
Increased by +100.00%
Mar 31, 26
8 FMR Inc 2.17M (4.31%) 155.11K
Increased by +7.14%
Dec 31, 25
9 William Blair Investment Management, LLC 1.83M (3.63%) -389.40K
Decreased by -21.25%
Mar 31, 26
10 BNP Paribas Investment Partners SA 1.72M (3.42%) 145.38K
Increased by +8.43%
Mar 31, 26
11 Geneva Capital Management 1.65M (3.26%) -179.91K
Decreased by -10.92%
Mar 31, 26
12 GW&K Investment Management, LLC 1.62M (3.21%) 35.89K
Increased by +2.22%
Mar 31, 26
13 Congress Asset Management Company, LLP 1.51M (2.99%) -157.66K
Decreased by -10.46%
Mar 31, 26
14 Wellington Management Company LLP 1.36M (2.70%) 74.72K
Increased by +5.48%
Mar 31, 25
15 Geode Capital Management, LLC 1.25M (2.49%) 32.60K
Increased by +2.60%
Mar 31, 26
16 SG Capital Management, LLC 1.21M (2.40%) 1.21M
Increased by +100.00%
Mar 31, 26
17 Bank of America Corp 1.10M (2.18%) 180.76K
Increased by +16.45%
Mar 31, 26
18 Vanguard Portfolio Management, LLC 991.63K (1.97%) 991.63K
Increased by +100.00%
Mar 31, 26
19 Loomis, Sayles & Company LP 975.45K (1.93%) -81.26K
Decreased by -8.33%
Mar 31, 26
20 Silvercrest Asset Management Group LLC 959.21K (1.90%) 279.37K
Increased by +29.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.07M (6.08%) 1.19K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.21%) 6.41K
Increased by +0.40%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.52M (3.01%) 1.84K
Increased by +0.12%
Sep 30, 24
4 Conestoga Small Cap Investors 1.41M (2.80%) -145.00K
Decreased by -10.28%
Apr 30, 26
5 State Street® SPDR® S&P® Biotech ETF 1.24M (2.45%) -7.61K
Decreased by -0.62%
May 31, 26
6 iShares Russell 2000 ETF 1.20M (2.37%) 11.02K
Increased by +0.92%
May 29, 26
7 BNP Paribas US Small Cap ClassicC 828.03K (1.64%) 210.00
Increased by +0.03%
Apr 30, 26
8 Champlain Small Company Fund, LLC 781.84K (1.55%) -33.73K
Decreased by -4.31%
May 31, 26
9 American Funds SMALLCAP World A 756.21K (1.50%) 176.66K
Increased by +23.36%
Jun 30, 25
10 Conestoga Small Cap Growth 719.84K (1.43%) 98.28K
Increased by +13.65%
Mar 31, 26
11 Congress Small Cap Growth Institutional 700.00K (1.39%) 59.79K
Increased by +8.54%
Apr 30, 26
12 BNP Paribas Health Cr Innovtr Cl Cap 681.09K (1.35%) -98.23K
Decreased by -14.42%
Apr 30, 26
13 Delaware Ivy Small Cap Growth C 648.74K (1.29%) 4.12K
Increased by +0.64%
Oct 31, 24
14 SPDR® S&P Biotech ETF 578.53K (1.15%) 1.29K
Increased by +0.22%
Aug 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 570.23K (1.13%) 5.99K
Increased by +1.05%
Apr 30, 26
16 Invesco Discovery A 565.72K (1.12%) 7.59K
Increased by +1.34%
Apr 30, 25
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 531.61K (1.05%) -14.03K
Decreased by -2.64%
Apr 30, 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