Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 2.88%
2 CAFG 2.01%
3 WCLD 1.68%
4 PSCT 1.51%
5 AWEG 1.30%
6 XITK 1.27%
7 PTF 1.19%
8 SIXS 1.16%
9 FSGS 1.04%
10 RNSC 1.04%
11 GRPZ 0.99%
12 XSW 0.87%
13 XSHQ 0.78%
14 ILDR 0.62%
15 RZG 0.59%
16 XSMO 0.48%
17 LIVR 0.48%
18 MMSC 0.45%
19 IJT 0.43%
20 SLYG 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.58M (13.55%) 73.58K
Increased by +2.06%
Jun 30, 25
2 Vanguard Group Inc 2.30M (8.71%) 70.99K
Increased by +3.09%
Jun 30, 25
3 Mak Capital One LLC 1.19M (4.52%) 0.00
Increased by 0.00%
Jun 30, 25
4 Lord, Abbett & Co LLC 1.17M (4.42%) 108.83K
Increased by +9.32%
Dec 31, 24
5 Nuveen, LLC 1.11M (4.21%) 1.11M
Increased by +100.00%
Mar 31, 25
6 Wasatch Advisors LP 1.00M (3.81%) 50.54K
Increased by +5.03%
Jun 30, 25
7 FMR Inc 978.82K (3.71%) 79.87K
Increased by +8.16%
Jun 30, 25
8 State Street Corp 950.38K (3.60%) -5.55K
Decreased by -0.58%
Jun 30, 25
9 State Street Corporation 844.95K (3.20%) 25.65K
Increased by +3.04%
Mar 31, 24
10 Geneva Capital Management 816.64K (3.09%) 51.27K
Increased by +6.28%
Jun 30, 25
11 Conestoga Capital Advisors, LLC 732.26K (2.77%) 1.23K
Increased by +0.17%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 661.40K (2.50%) 61.60K
Increased by +9.31%
Jun 30, 24
13 Brown Capital Management, LLC 645.18K (2.44%) 1.85K
Increased by +0.29%
Jun 30, 25
14 Artisan Partners Limited Partnership 629.89K (2.39%) 53.36K
Increased by +8.47%
Jun 30, 25
15 American Century Companies Inc 627.66K (2.38%) 175.14K
Increased by +27.90%
Jun 30, 25
16 Franklin Resources Inc 610.03K (2.31%) 511.90K
Increased by +83.91%
Dec 31, 24
17 Geode Capital Management, LLC 607.66K (2.30%) 45.04K
Increased by +7.41%
Jun 30, 25
18 T. Rowe Price Investment Management,Inc. 564.84K (2.14%) -70.35K
Decreased by -12.46%
Jun 30, 24
19 Amvescap Plc. 545.39K (2.07%) 119.74K
Increased by +21.95%
Jun 30, 25
20 Driehaus Capital Management LLC 529.30K (2.00%) -5.84K
Decreased by -1.10%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.34M (5.06%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 799.91K (3.03%) -17.09K
Decreased by -2.14%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 774.07K (2.93%) 748.00
Increased by +0.10%
Sep 30, 24
4 Vanguard Information Technology ETF 628.63K (2.38%) 6.42K
Increased by +1.02%
Jul 31, 25
5 iShares Russell 2000 ETF 625.05K (2.37%) 0.00
Increased by 0.00%
Aug 31, 25
6 Wasatch Small Cap Growth Investor 501.40K (1.90%) 17.80K
Increased by +3.55%
Jun 30, 25
7 American Century Small Cap Growth Inv 491.61K (1.86%) 217.68K
Increased by +44.28%
Jun 30, 25
8 American Century U.S. Small Cap Growth 491.61K (1.86%) 217.68K
Increased by +44.28%
Jun 30, 25
9 Conestoga Small Cap Investors 450.89K (1.71%) -67.40K
Decreased by -14.95%
Jul 31, 25
10 Lord Abbett & Co. Growth Equity- SA 419.52K (1.59%) 122.90K
Increased by +29.29%
Dec 31, 24
11 Artisan International Small-Mid Investor 418.34K (1.58%) 25.29K
Increased by +6.05%
Jun 30, 25
12 Artisan Non-U.S. Small-Mid Growth Comp 418.34K (1.58%) 25.29K
Increased by +6.05%
Jun 30, 25
13 Lord Abbett Developing Growth A 415.39K (1.57%) 0.00
Increased by 0.00%
Nov 30, 24
14 Brown Capital Mgmt Small Co Inv 306.45K (1.16%) 272.88K
Increased by +89.05%
Jun 30, 24
15 Lord Abbett Growth Leaders I 302.67K (1.15%) 6.04K
Increased by +2.00%
Nov 30, 24
16 Franklin DynaTech A 300.00K (1.14%) 150.00K
Increased by +50.00%
Dec 31, 24
17 Franklin Innovation Composite 300.00K (1.14%) 300.00K
Increased by +100.00%
Dec 31, 24
18 T. Rowe Price Integrated US Sm Gr Eq 297.64K (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 297.64K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
20 Nationwide Geneva Small Cap Gr Instl Svc 290.98K (1.10%) -4.06K
Decreased by -1.39%
Jul 31, 25