Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 3.51%
2 AZTD 1.94%
3 WCLD 1.30%
4 PTF 1.24%
5 SGRW 1.01%
6 XSW 0.84%
7 XITK 0.71%
8 BOUT 0.59%
9 DBSC 0.51%
10 FYC 0.45%
11 BCFN 0.43%
12 QSML 0.42%
13 DWAS 0.40%
14 HAPS 0.37%
15 USVM 0.35%
16 TRFM 0.33%
17 MMSC 0.28%
18 TXSS 0.28%
19 SEIS 0.27%
20 FYX 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 15.34M (29.23%) 3.35M
Increased by +21.82%
Mar 31, 26
2 Vanguard Group Inc 8.41M (16.04%) 456.27K
Increased by +5.42%
Dec 31, 25
3 North Reef Capital Management LP 7.65M (14.58%) 5.55M
Increased by +72.55%
Mar 31, 26
4 BlackRock Inc 5.89M (11.22%) 207.98K
Increased by +3.53%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 5.46M (10.41%) 0.00
Increased by 0.00%
Sep 30, 25
6 Jana Partners Management LP 5.43M (10.35%) 536.72K
Increased by +9.88%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 4.68M (8.92%) 4.68M
Increased by +100.00%
Mar 31, 26
8 Westfield Capital Management Company, L.P. 4.12M (7.85%) 1.02M
Increased by +24.85%
Dec 31, 25
9 HHG PLC 3.86M (7.35%) 646.90K
Increased by +16.78%
Mar 31, 26
10 UBS Group AG 3.70M (7.06%) 2.35M
Increased by +63.53%
Mar 31, 26
11 Vanguard Capital Management, LLC 3.20M (6.10%) 3.20M
Increased by +100.00%
Mar 31, 26
12 Algebris Investment Management (UK) LLP 3.13M (5.96%) 1.89M
Increased by +60.55%
Mar 31, 26
13 Irenic Capital Management LP 2.68M (5.10%) 568.70K
Increased by +21.26%
Mar 31, 26
14 AllianceBernstein L.P. 2.41M (4.60%) -1.27M
Decreased by -52.49%
Dec 31, 25
15 BAMCO Inc 2.31M (4.40%) -675.03K
Decreased by -29.25%
Mar 31, 26
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.23M (4.26%) -379.19K
Decreased by -16.98%
Mar 31, 26
17 JPMorgan Chase & Co 2.23M (4.25%) 921.75K
Increased by +41.38%
Sep 30, 25
18 Manufacturers Life Insurance Co 2.20M (4.19%) 304.00K
Increased by +13.83%
Mar 31, 26
19 Whale Rock Capital Management LLC 2.15M (4.10%) 2.15M
Increased by +100.00%
Dec 31, 24
20 Driehaus Capital Management LLC 2.04M (3.90%) 216.50K
Increased by +10.59%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.46M (10.41%) 1.65M
Increased by +30.17%
Jun 30, 25
2 JHancock Small Cap Core NAV 1.92M (3.66%) 59.42K
Increased by +3.09%
May 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.58%) -323.60K
Decreased by -17.23%
Jun 30, 26
4 Algebris Financial Equity BM EUR Acc 1.87M (3.57%) -31.39K
Decreased by -1.68%
May 31, 26
5 Janus Henderson US SMID Cap Growth 1.84M (3.51%) 199.79K
Increased by +10.85%
Mar 31, 26
6 Janus Henderson Triton D 1.80M (3.43%) -41.52K
Decreased by -2.31%
Apr 30, 26
7 iShares Russell 2000 ETF 1.76M (3.35%) 10.43K
Increased by +0.59%
Jun 30, 26
8 Vanguard Information Technology ETF 1.74M (3.31%) 11.13K
Increased by +0.64%
Jun 30, 26
9 Baron Discovery Institutional 1.65M (3.14%) -500.00K
Decreased by -30.30%
Mar 31, 26
10 Baron Discovery Strategy 1.65M (3.14%) -500.00K
Decreased by -30.30%
Mar 31, 26
11 Vanguard US Total Market Shares ETF 1.57M (2.98%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Small Cap Index 1.35M (2.57%) -240.25K
Decreased by -17.84%
Jun 30, 26
13 Janus Henderson US SMID Cap Growth MA 1.23M (2.35%) 1.23M
Increased by +100.00%
Jun 30, 25
14 Harbor Small Cap Growth Instl 1.14M (2.17%) 234.16K
Increased by +20.58%
Dec 31, 25
15 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.14M (2.17%) 234.16K
Increased by +20.58%
Dec 31, 25
16 Janus Henderson US Small Cap Growth 1.08M (2.05%) 140.12K
Increased by +13.02%
Mar 31, 26
17 Janus Henderson Venture D 1.05M (2.01%) -23.78K
Decreased by -2.26%
Apr 30, 26
18 Franklin Small-Mid Cap Growth A 1.02M (1.94%) 0.00
Increased by 0.00%
Mar 31, 26
19 Franklin US Small-Mid Cap Growth Equity 1.02M (1.94%) 0.00
Increased by 0.00%
Mar 31, 26
20 AB Small Cap Growth A 986.80K (1.88%) -69.97K
Decreased by -7.09%
Feb 28, 26