Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 16.79%
2 XSMO 4.59%
3 AZTD 4.06%
4 RJMG 2.93%
5 FFTY 2.65%
6 PSL 2.47%
7 CBLS 2.43%
8 CBSE 2.39%
9 AFSC 2.14%
10 CSMD 1.99%
11 IJT 1.53%
12 SLYG 1.47%
13 RZG 1.44%
14 VIOG 1.37%
15 XMMO 1.35%
16 RSMC 1.35%
17 EATV 1.35%
18 ESIX 1.30%
19 PDP 1.15%
20 ULTY 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 7.77M (13.35%) -168.37K
Decreased by -2.17%
Jun 30, 25
2 BlackRock Inc 5.91M (10.16%) 526.66K
Increased by +8.91%
Jun 30, 25
3 Vanguard Group Inc 5.33M (9.16%) -28.48K
Decreased by -0.53%
Jun 30, 25
4 JPMorgan Chase & Co 2.79M (4.80%) -49.64K
Decreased by -1.78%
Mar 31, 25
5 Champlain Investment Partners, LLC 2.28M (3.92%) -386.64K
Decreased by -16.97%
Jun 30, 25
6 William Blair Investment Management, LLC 2.28M (3.91%) -27.71K
Decreased by -1.22%
Mar 31, 25
7 State Street Corporation 1.93M (3.32%) -68.78K
Decreased by -3.56%
Mar 31, 24
8 ClearBridge Advisors, LLC 1.75M (3.01%) 130.45K
Increased by +7.44%
Jun 30, 25
9 State Street Corp 1.70M (2.93%) -49.50K
Decreased by -2.91%
Jun 30, 25
10 UBS Group AG 1.14M (1.96%) 546.85K
Increased by +47.95%
Mar 31, 25
11 Geode Capital Management, LLC 966.30K (1.66%) -42.35K
Decreased by -4.38%
Jun 30, 25
12 Mackenzie Investments 957.94K (1.65%) 95.27K
Increased by +9.95%
Jun 30, 25
13 Congress Asset Management Company, LLP 951.31K (1.63%) 12.34K
Increased by +1.30%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 948.72K (1.63%) 948.72K
Increased by +100.00%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 907.94K (1.56%) -28.37K
Decreased by -3.13%
Jun 30, 25
16 Wellington Management Company LLP 904.11K (1.55%) -6.32K
Decreased by -0.70%
Jun 30, 25
17 FMR Inc 878.32K (1.51%) -430.81K
Decreased by -49.05%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 837.24K (1.44%) 837.24K
Increased by +100.00%
Jun 30, 25
19 Renaissance Technologies Corp 825.80K (1.42%) -508.00K
Decreased by -61.52%
Jun 30, 24
20 Amvescap Plc. 807.13K (1.39%) -1.00M
Decreased by -124.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.34%) 1.38K
Increased by +0.04%
Dec 29, 23
2 American Funds SMALLCAP World A 1.91M (3.28%) 1.41M
Increased by +73.69%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.84M (3.15%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 1.79M (3.08%) 112.99K
Increased by +6.30%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.69M (2.90%) -35.58K
Decreased by -2.11%
Jul 31, 25
6 Champlain Mid Cap Fund, LLC 1.34M (2.30%) -74.55K
Decreased by -5.58%
Aug 31, 25
7 Vanguard Small Cap Index 1.30M (2.23%) -7.93K
Decreased by -0.61%
Jul 31, 25
8 iShares Russell 2000 ETF 1.26M (2.17%) -10.06K
Decreased by -0.80%
Apr 30, 24
9 Vanguard Explorer Inv 932.87K (1.60%) 205.09K
Increased by +21.99%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 732.30K (1.26%) -1.10K
Decreased by -0.15%
Jul 31, 25
11 JPM US Mid Cap Growth-Composite 683.43K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPMorgan Mid Cap Growth I 683.43K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
13 Baillie Gifford WW L/T Glb Gr B USD Acc 670.40K (1.15%) -6.29K
Decreased by -0.94%
Jul 31, 25
14 Champlain Mid Cap Adv 610.00K (1.05%) -125.00K
Decreased by -20.49%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 605.84K (1.04%) -263.90K
Decreased by -43.56%
Jul 31, 25
16 Fidelity Small Cap Index 553.89K (0.95%) 15.27K
Increased by +2.76%
Jun 30, 24
17 Swedbank Robur Globalfond A 542.00K (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.91%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Small Cap Index 514.59K (0.88%) 14.09K
Increased by +2.74%
Oct 31, 23
20 Champlain Small Company Fund, LLC 508.58K (0.87%) -36.57K
Decreased by -7.19%
Aug 31, 25