Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 7.63%
2 PSCC 6.26%
3 ACTV 4.19%
4 FCUS 4.08%
5 BOUT 3.82%
6 FXG 2.19%
7 HELS 2.03%
8 PBJ 1.98%
9 SMCO 1.48%
10 BKIV 1.15%
11 FDLS 1.11%
12 PSL 1.10%
13 HGRO 1.05%
14 SPIT 0.74%
15 RZG 0.66%
16 MMSC 0.58%
17 FFTY 0.49%
18 FNY 0.49%
19 JHSC 0.48%
20 OPTZ 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.62M (11.65%) 8.16K
Increased by +0.15%
Sep 30, 25
2 Vanguard Group Inc 5.28M (10.95%) 128.50K
Increased by +2.43%
Dec 31, 25
3 JANA Partners LLC 4.29M (8.89%) 275.37K
Increased by +6.42%
Jun 30, 23
4 Wasatch Advisors LP 3.94M (8.16%) 162.29K
Increased by +4.12%
Dec 31, 25
5 Wasatch Advisors Inc. 2.91M (6.03%) -72.33K
Decreased by -2.49%
Sep 30, 23
6 JPMorgan Chase & Co 2.79M (5.78%) 1.45M
Increased by +52.16%
Sep 30, 25
7 WCM Investment Management 2.77M (5.75%) -38.05K
Decreased by -1.37%
Jun 30, 25
8 Wellington Management Company LLP 2.15M (4.46%) -144.60K
Decreased by -6.72%
Dec 31, 25
9 William Blair Investment Management, LLC 1.95M (4.05%) 461.44K
Increased by +23.63%
Dec 31, 25
10 Champlain Investment Partners, LLC 1.78M (3.68%) -714.12K
Decreased by -40.20%
Dec 31, 25
11 Franklin Resources Inc 1.64M (3.41%) -89.07K
Decreased by -5.42%
Sep 30, 25
12 Capital World Investors 1.59M (3.29%) 104.91K
Increased by +6.61%
Dec 31, 25
13 FMR Inc 1.53M (3.18%) -142.08K
Decreased by -9.26%
Jun 30, 25
14 State Street Corp 1.51M (3.13%) -19.08K
Decreased by -1.26%
Sep 30, 25
15 Marshall Wace Asset Management Ltd 1.47M (3.05%) 1.03M
Increased by +70.05%
Mar 31, 25
16 Armistice Capital, LLC 1.30M (2.69%) 61.20K
Increased by +4.72%
Dec 31, 25
17 AllianceBernstein L.P. 1.23M (2.56%) -91.20K
Decreased by -7.40%
Dec 31, 24
18 Alyeska Investment Group, L.P. 1.20M (2.48%) 658.11K
Increased by +54.97%
Dec 31, 25
19 AQR Capital Management LLC 1.16M (2.40%) -37.54K
Decreased by -3.24%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.08M (2.25%) 403.84K
Increased by +37.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.96M (6.13%) 2.96M
Increased by +100.00%
Feb 28, 26
2 American Funds SMALLCAP World A 1.59M (3.29%) 104.91K
Increased by +6.61%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.20%) 3.03K
Increased by +0.20%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.53M (3.17%) 1.19K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.11M (2.30%) 3.63K
Increased by +0.33%
Feb 28, 26
6 Franklin US Small-Mid Cap Growth Equity 995.70K (2.06%) 707.70K
Increased by +71.08%
Mar 31, 25
7 Vanguard Explorer Inv 805.67K (1.67%) 16.64K
Increased by +2.07%
Dec 31, 25
8 Franklin U.S. Opportunities Composite 791.66K (1.64%) 324.92K
Increased by +41.04%
Jun 30, 25
9 Champlain Small Company Fund, LLC 649.86K (1.35%) -2.00K
Decreased by -0.31%
Aug 31, 25
10 Wasatch Core Growth 640.36K (1.33%) -151.57K
Decreased by -23.67%
Dec 31, 25
11 Vanguard Small Cap Growth Index Inv 615.98K (1.28%) 1.19K
Increased by +0.19%
Feb 28, 26
12 Fidelity Blue Chip Growth 577.44K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Mid Cap Growth Inv 567.50K (1.18%) -127.61K
Decreased by -22.49%
Sep 30, 23
14 BNY Mellon Sm/Md Cp Gr I 566.87K (1.18%) -27.61K
Decreased by -4.87%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 532.21K (1.10%) 4.59K
Increased by +0.86%
Feb 28, 26
16 Franklin US Small Cap Growth Equity 526.66K (1.09%) 97.65K
Increased by +18.54%
Dec 31, 25
17 CT (Lux) American Smaller Com 9U USD 488.86K (1.01%) 114.30K
Increased by +23.38%
Jan 31, 26
18 Champlain Mid Cap Adv 488.00K (1.01%) -157.00K
Decreased by -32.17%
Dec 31, 25
19 William Blair Small-Mid Cap Growth I 472.18K (0.98%) 0.00
Increased by 0.00%
Mar 31, 24
20 Franklin US Opportunities A(acc)USD 466.74K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25