| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | PABU | 1000.00% |
| 2 | ACWI | 1000.00% |
| 3 | USXF | 1000.00% |
| 4 | USCL | 1000.00% |
| 5 | URTH | 1000.00% |
| 6 | EUSA | 1000.00% |
| 7 | TOK | 1000.00% |
| 8 | SUSL | 1000.00% |
| 9 | SUSA | 1000.00% |
| 10 | CRBN | 1000.00% |
| 11 | JSMD | 3.25% |
| 12 | FRTY | 2.60% |
| 13 | EASI | 2.53% |
| 14 | FBT | 2.48% |
| 15 | PBE | 2.44% |
| 16 | BKIV | 2.37% |
| 17 | PXSG | 2.14% |
| 18 | CSMD | 1.89% |
| 19 | PXMG | 1.85% |
| 20 | BMED | 1.83% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.14M (11.53%) | 61.30K Increased by +1.00% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.99M (9.38%) | -50.25K Decreased by -1.01% | Dec 31, 25 |
| 3 | T. Rowe Price Associates, Inc. | 3.51M (6.59%) | -3.10M Decreased by -88.29% | Sep 30, 25 |
| 4 | FMR Inc | 2.87M (5.39%) | 176.63K Increased by +6.16% | Dec 31, 25 |
| 5 | United Capital Financial Advisers Inc | 2.77M (5.20%) | 14.92K Increased by +0.54% | Dec 31, 25 |
| 6 | State Street Corp | 1.80M (3.38%) | 178.91K Increased by +9.93% | Sep 30, 25 |
| 7 | State Street Corporation | 1.76M (3.30%) | 54.59K Increased by +3.11% | Mar 31, 24 |
| 8 | Citadel Advisors Llc | 1.39M (2.62%) | -290.47K Decreased by -20.83% | Dec 31, 25 |
| 9 | Bank of New York Mellon Corp | 1.32M (2.47%) | -8.94K Decreased by -0.68% | Sep 30, 25 |
| 10 | Sands Capital Management, LLC | 1.25M (2.35%) | -43.11K Decreased by -3.45% | Jun 30, 25 |
| 11 | Massachusetts Financial Services Company | 1.22M (2.28%) | 1.22M Increased by +100.00% | Dec 31, 25 |
| 12 | Artisan Partners Limited Partnership | 1.12M (2.10%) | -402.12K Decreased by -35.88% | Mar 31, 24 |
| 13 | AllianceBernstein L.P. | 1.10M (2.07%) | 197.78K Increased by +17.91% | Sep 30, 25 |
| 14 | RTW INVESTMENTS, LLC | 1.06M (2.00%) | 1.06M Increased by +100.00% | Dec 31, 25 |
| 15 | Conestoga Capital Advisors, LLC | 1.06M (1.99%) | 101.06K Increased by +9.55% | Dec 31, 25 |
| 16 | Geode Capital Management, LLC | 1.03M (1.93%) | -2.62K Decreased by -0.25% | Dec 31, 25 |
| 17 | Point72 Asset Management, L.P. | 1.01M (1.89%) | -434.41K Decreased by -43.17% | Dec 31, 25 |
| 18 | Brown Capital Management, LLC | 1.01M (1.89%) | 141.24K Increased by +14.05% | Jun 30, 25 |
| 19 | Champlain Investment Partners, LLC | 1.00M (1.89%) | -335.30K Decreased by -33.40% | Dec 31, 25 |
| 20 | Holocene Advisors, LP | 961.04K (1.80%) | -416.06K Decreased by -43.29% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.71M (3.21%) | 62.28K Increased by +3.64% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.69M (3.18%) | 2.99K Increased by +0.18% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.68M (3.16%) | 1.32K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 1.21M (2.28%) | 3.10K Increased by +0.26% | Feb 28, 26 |
| 5 | Sands Capital Global Growth Equity | 1.14M (2.14%) | -41.08K Decreased by -3.61% | Jun 30, 25 |
| 6 | US Small-Cap Growth II Equity Comp | 936.55K (1.76%) | 548.77K Increased by +58.59% | Dec 31, 25 |
| 7 | T. Rowe Price New Horizons | 935.59K (1.76%) | -956.00 Decreased by -0.10% | Jan 31, 26 |
| 8 | MFS Mid Cap Growth A | 866.36K (1.63%) | 866.36K Increased by +100.00% | Jan 31, 26 |
| 9 | MFS Mid Cap Growth Equity | 822.97K (1.55%) | 822.97K Increased by +100.00% | Dec 31, 25 |
| 10 | Delaware Ivy Mid Cap Growth A | 770.94K (1.45%) | -34.71K Decreased by -4.50% | Oct 31, 24 |
| 11 | T. Rowe Price All-Cap Opportunities Fund | 748.46K (1.41%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | T. Rowe Price US All-Cap Opp Eq Comp | 748.46K (1.41%) | 111.50K Increased by +14.90% | Dec 31, 25 |
| 13 | BlackRock Mid-Cap Growth Equity Instl | 710.70K (1.33%) | -42.99K Decreased by -6.05% | Feb 28, 26 |
| 14 | Vanguard Small Cap Growth Index Inv | 674.50K (1.27%) | 1.68K Increased by +0.25% | Feb 28, 26 |
| 15 | T. Rowe Price US All-Cap Opp Eq SMA | 582.25K (1.09%) | 204.90K Increased by +35.19% | Dec 31, 24 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 576.48K (1.08%) | 5.54K Increased by +0.96% | Feb 28, 26 |
| 17 | Macquarie Mid Cap Growth A | 552.50K (1.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Champlain Mid Cap Fund, LLC | 529.41K (0.99%) | -24.94K Decreased by -4.71% | Feb 28, 26 |
| 19 | T. Rowe Price New Horizons Tr-Z | 519.06K (0.97%) | 86.75K Increased by +16.71% | Jun 30, 24 |
| 20 | Parnassus Mid-Cap | 508.10K (0.95%) | 0.00 Increased by 0.00% | Dec 31, 23 |