Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 3.72%
2 AZTD 1.94%
3 WCLD 1.28%
4 PTF 1.24%
5 XSW 0.77%
6 XITK 0.71%
7 BOUT 0.59%
8 DBSC 0.51%
9 FYC 0.45%
10 BCFN 0.43%
11 QSML 0.42%
12 DWAS 0.40%
13 HAPS 0.37%
14 USVM 0.35%
15 TRFM 0.33%
16 MMSC 0.28%
17 TXSS 0.28%
18 SEIS 0.27%
19 FYX 0.22%
20 CSML 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 15.34M (25.86%) 3.35M
Increased by +21.82%
Mar 31, 26
2 Vanguard Group Inc 8.41M (14.19%) 456.27K
Increased by +5.42%
Dec 31, 25
3 North Reef Capital Management LP 7.65M (12.90%) 5.55M
Increased by +72.55%
Mar 31, 26
4 BlackRock Inc 5.68M (9.57%) 165.84K
Increased by +2.92%
Dec 31, 25
5 Capital Research & Mgmt Co - Division 3 5.46M (9.21%) 0.00
Increased by 0.00%
Sep 30, 25
6 Jana Partners Management LP 5.43M (9.16%) 536.72K
Increased by +9.88%
Mar 31, 26
7 Westfield Capital Management Company, L.P. 4.12M (6.94%) 1.02M
Increased by +24.85%
Dec 31, 25
8 HHG PLC 3.86M (6.50%) 646.90K
Increased by +16.78%
Mar 31, 26
9 UBS Group AG 3.70M (6.25%) 2.35M
Increased by +63.53%
Mar 31, 26
10 Algebris Investment Management (UK) LLP 3.13M (5.27%) 1.89M
Increased by +60.55%
Mar 31, 26
11 Irenic Capital Management LP 2.68M (4.51%) 568.70K
Increased by +21.26%
Mar 31, 26
12 AllianceBernstein L.P. 2.41M (4.07%) -1.27M
Decreased by -52.49%
Dec 31, 25
13 BAMCO Inc 2.31M (3.89%) -675.03K
Decreased by -29.25%
Mar 31, 26
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.23M (3.76%) -379.19K
Decreased by -16.98%
Mar 31, 26
15 JPMorgan Chase & Co 2.23M (3.76%) 921.75K
Increased by +41.38%
Sep 30, 25
16 Whale Rock Capital Management LLC 2.15M (3.63%) 2.15M
Increased by +100.00%
Dec 31, 24
17 Driehaus Capital Management LLC 2.04M (3.45%) 216.50K
Increased by +10.59%
Jun 30, 25
18 Ameriprise Financial Inc 2.01M (3.39%) 60.09K
Increased by +2.99%
Jun 30, 25
19 Wasatch Advisors LP 1.93M (3.26%) -2.34K
Decreased by -0.12%
Jun 30, 25
20 Franklin Resources Inc 1.90M (3.21%) -20.27K
Decreased by -1.07%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.46M (9.21%) 1.65M
Increased by +30.17%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.20M (3.71%) 0.00
Increased by 0.00%
Apr 30, 26
3 Algebris Financial Equity BM EUR Acc 1.94M (3.28%) -165.84K
Decreased by -8.53%
Mar 31, 26
4 Janus Henderson Triton D 1.84M (3.11%) 0.00
Increased by 0.00%
Mar 31, 26
5 Janus Henderson US SMID Cap Growth 1.84M (3.11%) 199.79K
Increased by +10.85%
Mar 31, 26
6 Vanguard Information Technology ETF 1.78M (3.01%) 9.12K
Increased by +0.51%
Apr 30, 26
7 JHancock Small Cap Core NAV 1.74M (2.94%) 94.92K
Increased by +5.45%
Mar 31, 26
8 Baron Discovery Institutional 1.65M (2.78%) -500.00K
Decreased by -30.30%
Mar 31, 26
9 Baron Discovery Strategy 1.65M (2.78%) -500.00K
Decreased by -30.30%
Mar 31, 26
10 iShares Russell 2000 ETF 1.62M (2.74%) 13.68K
Increased by +0.84%
Apr 30, 26
11 Vanguard Small Cap Index 1.60M (2.69%) 3.05K
Increased by +0.19%
Apr 30, 26
12 Vanguard US Total Market Shares ETF 1.57M (2.64%) 0.00
Increased by 0.00%
Sep 30, 24
13 Janus Henderson US SMID Cap Growth MA 1.23M (2.08%) 1.23M
Increased by +100.00%
Jun 30, 25
14 Harbor Small Cap Growth Instl 1.14M (1.92%) 234.16K
Increased by +20.58%
Dec 31, 25
15 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.14M (1.92%) 234.16K
Increased by +20.58%
Dec 31, 25
16 Janus Henderson US Small Cap Growth 1.08M (1.81%) 140.12K
Increased by +13.02%
Mar 31, 26
17 Janus Henderson Venture D 1.08M (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
18 Franklin Small-Mid Cap Growth A 1.02M (1.72%) 0.00
Increased by 0.00%
Mar 31, 26
19 Franklin US Small-Mid Cap Growth Equity 1.02M (1.72%) 0.00
Increased by 0.00%
Mar 31, 26
20 AB Small Cap Growth A 986.80K (1.66%) -69.97K
Decreased by -7.09%
Feb 28, 26