Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.21%
2 KOID 2.01%
3 ROBO 1.59%
4 HTEC 1.53%
5 ALIL 1.42%
6 IBOT 1.29%
7 JSMD 1.10%
8 GDOC 1.00%
9 PEXL 0.98%
10 TSNF 0.78%
11 RCGE 0.55%
12 QSML 0.51%
13 ESSC 0.50%
14 SHRT 0.40%
15 VTWG 0.31%
16 JHSC 0.30%
17 ETHO 0.30%
18 MIDE 0.28%
19 IWO 0.28%
20 JPSE 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.51M (12.76%) -16.84K
Decreased by -0.37%
Sep 30, 25
2 Vanguard Group Inc 4.34M (12.27%) -38.19K
Decreased by -0.88%
Dec 31, 25
3 JPMorgan Chase & Co 1.51M (4.26%) 783.78K
Increased by +52.04%
Sep 30, 25
4 Conestoga Capital Advisors, LLC 1.46M (4.12%) 47.54K
Increased by +3.26%
Dec 31, 25
5 Allspring Global Investments Holdings, LLC 1.40M (3.96%) 604.05K
Increased by +43.16%
Dec 31, 25
6 State Street Corp 1.31M (3.69%) -5.64K
Decreased by -0.43%
Sep 30, 25
7 State Street Corporation 1.26M (3.55%) 36.14K
Increased by +2.88%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 972.43K (2.75%) -898.23K
Decreased by -92.37%
Sep 30, 25
9 BAMCO Inc 936.96K (2.65%) 309.87K
Increased by +33.07%
Dec 31, 25
10 AllianceBernstein L.P. 913.84K (2.58%) -91.04K
Decreased by -9.96%
Mar 31, 25
11 Wasatch Advisors Inc. 909.70K (2.57%) -782.00
Decreased by -0.09%
Sep 30, 23
12 William Blair Investment Management, LLC 908.91K (2.57%) -51.67K
Decreased by -5.68%
Dec 31, 25
13 Geode Capital Management, LLC 904.82K (2.56%) -534.00
Decreased by -0.06%
Dec 31, 25
14 Geneva Capital Management 903.09K (2.55%) -75.95K
Decreased by -8.41%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 GW&K Investment Management, LLC 736.95K (2.08%) 480.41K
Increased by +65.19%
Dec 31, 25
17 Macquarie Group Ltd 728.48K (2.06%) -19.24K
Decreased by -2.64%
Sep 30, 25
18 Goldman Sachs Group Inc 692.16K (1.96%) 325.24K
Increased by +46.99%
Dec 31, 23
19 Wasatch Advisors LP 644.78K (1.82%) -186.99K
Decreased by -29.00%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 638.74K (1.81%) -75.75K
Decreased by -11.86%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversifying Strategies CIF - K 5.35M (15.14%) 5.35M
Increased by +100.00%
Jun 30, 23
2 iShares Core S&P Mid-Cap ETF 1.15M (3.27%) 16.87K
Increased by +1.46%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.14M (3.23%) 2.14K
Increased by +0.19%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.14M (3.22%) 924.00
Increased by +0.08%
Sep 30, 24
5 US Small-Cap Growth II Equity Comp 990.90K (2.80%) -18.11K
Decreased by -1.83%
Jun 30, 25
6 T. Rowe Price New Horizons 978.23K (2.77%) -12.66K
Decreased by -1.29%
Jul 31, 25
7 Vanguard Information Technology ETF 879.03K (2.49%) -7.04K
Decreased by -0.80%
Feb 28, 26
8 iShares Russell 2000 ETF 877.48K (2.48%) 109.76K
Increased by +12.51%
Feb 28, 26
9 Vanguard Small Cap Index 812.76K (2.30%) 2.40K
Increased by +0.30%
Feb 28, 26
10 Conestoga Small Cap Investors 804.74K (2.28%) 0.00
Increased by 0.00%
Jan 31, 26
11 American Funds SMALLCAP World A 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
12 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.83%) 324.40K
Increased by +50.00%
Dec 31, 24
13 Wasatch Core Growth 619.48K (1.75%) 44.29K
Increased by +7.15%
Jun 30, 25
14 Delaware Ivy Mid Cap Growth A 599.95K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
15 Macquarie Mid Cap Growth A 593.86K (1.68%) 0.00
Increased by 0.00%
Jul 31, 25
16 Macquarie US Mid Cap Growth Equity 593.86K (1.68%) 473.54K
Increased by +79.74%
Jun 30, 25
17 Nomura US Mid Cap Growth Equity 578.80K (1.64%) -15.06K
Decreased by -2.60%
Sep 30, 25
18 Nomura Mid Cap Growth A 508.01K (1.44%) -39.41K
Decreased by -7.76%
Jan 31, 26
19 Allspring Special Mid Cap Value Inst 492.20K (1.39%) 0.00
Increased by 0.00%
Feb 28, 26
20 Allspring Special Small Cap Value A 487.16K (1.38%) -2.00K
Decreased by -0.41%
Feb 28, 26