Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 2.59%
2 TXSS 2.29%
3 CBSE 2.26%
4 PSL 1.93%
5 CBLS 1.89%
6 EHLS 1.84%
7 FDLS 1.12%
8 BOUT 1.00%
9 FFTY 0.76%
10 NXTE 0.73%
11 BKIV 0.72%
12 FYC 0.49%
13 SEIS 0.43%
14 TFPN 0.39%
15 DWAS 0.35%
16 JSML 0.35%
17 PSC 0.32%
18 IWC 0.31%
19 SCDS 0.29%
20 BFOR 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (9.85%) -109.09K
Decreased by -3.23%
Mar 31, 25
2 Wellington Management Company LLP 2.86M (8.34%) 432.85K
Increased by +15.11%
Mar 31, 25
3 Vanguard Group Inc 2.20M (6.39%) -40.04K
Decreased by -1.82%
Mar 31, 25
4 Millennium Management LLC 1.61M (4.70%) 1.12M
Increased by +69.37%
Sep 30, 24
5 Amazon.com Inc 1.53M (4.45%) 0.00
Increased by 0.00%
Mar 31, 25
6 Pictet Asset Manangement SA 1.45M (4.22%) 544.24K
Increased by +37.54%
Mar 31, 25
7 American Century Companies Inc 1.24M (3.62%) 1.16M
Increased by +93.56%
Mar 31, 25
8 Principal Financial Group Inc 1.21M (3.52%) 37.61K
Increased by +3.11%
Mar 31, 25
9 Divisadero Street Capital Management, LP 1.18M (3.45%) 400.80K
Increased by +33.83%
Mar 31, 25
10 Wasatch Advisors LP 1.15M (3.35%) 571.49K
Increased by +49.64%
Mar 31, 25
11 Citadel Advisors Llc 1.05M (3.06%) 463.92K
Increased by +44.09%
Sep 30, 24
12 Emerald Advisers, LLC 978.20K (2.85%) 113.87K
Increased by +11.64%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 961.93K (2.80%) 245.52K
Increased by +25.52%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 957.40K (2.79%) 957.40K
Increased by +100.00%
Jun 30, 24
15 Driehaus Capital Management LLC 936.81K (2.73%) 254.63K
Increased by +27.18%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 917.03K (2.67%) 15.49K
Increased by +1.69%
Mar 31, 25
17 Goldman Sachs Group Inc 906.93K (2.64%) 699.47K
Increased by +77.12%
Sep 30, 24
18 William Blair Investment Management, LLC 807.97K (2.35%) 21.13K
Increased by +2.61%
Jun 30, 25
19 Marshall Wace Asset Management Ltd 793.03K (2.31%) 48.85K
Increased by +6.16%
Dec 31, 24
20 Geode Capital Management, LLC 788.32K (2.29%) 26.94K
Increased by +3.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.09M (3.18%) 77.20K
Increased by +7.05%
Jun 30, 25
2 American Century Growth Inv 975.64K (2.84%) 0.00
Increased by 0.00%
Sep 30, 23
3 American Century U.S. Large Cap Growth 975.64K (2.84%) 0.00
Increased by 0.00%
Sep 30, 23
4 American Century Small Cap Growth Inv 966.04K (2.81%) 162.12K
Increased by +16.78%
Jun 30, 25
5 American Century U.S. Small Cap Growth 966.04K (2.81%) 162.12K
Increased by +16.78%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 904.40K (2.63%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 833.75K (2.43%) -13.47K
Decreased by -1.62%
Jul 30, 25
8 Wasatch Small Cap Growth Investor 710.64K (2.07%) 453.55K
Increased by +63.82%
Jun 30, 25
9 Pictet-Global Megatrend Sel I USD 679.38K (1.98%) 19.99K
Increased by +2.94%
Apr 30, 25
10 FullerThaler Behavioral Sm-Cp Gr R6 619.40K (1.80%) 24.00K
Increased by +3.87%
Jul 31, 24
11 FullerThaler Behavioral Small-Cap Growth 605.95K (1.76%) 79.20K
Increased by +13.07%
Jun 30, 24
12 Needham Aggressive Growth Retail 507.50K (1.48%) 2.50K
Increased by +0.49%
Jun 30, 25
13 T. Rowe Price Integrated US Sm Gr Eq 494.61K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price Integrated US SmCapGrEq 494.61K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 481.58K (1.40%) 1.76K
Increased by +0.37%
Jun 30, 25
16 Pictet-Nutrition I USD 474.19K (1.38%) -12.66K
Decreased by -2.67%
Apr 30, 25
17 AZ InvestEd Ivy Small Cap Growth E 462.89K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
18 Macquarie Small Cap Growth C 462.89K (1.35%) 0.00
Increased by 0.00%
May 31, 25
19 Eventide Gilead N 460.57K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
20 Wasatch Micro Cap 454.92K (1.32%) 107.84K
Increased by +23.70%
Jun 30, 25