Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 1.65%
2 XHS 1.21%
3 LFSC 0.82%
4 JSMD 0.41%
5 JSML 0.37%
6 DWAS 0.34%
7 IWC 0.10%
8 SEIS 0.09%
9 IHF 0.09%
10 VFMO 0.08%
11 VTWG 0.03%
12 IWO 0.02%
13 VTWO 0.02%
14 IWM 0.02%
15 JKK 0.01%
16 ISCG 0.01%
17 RSSL 0.01%
18 VXF 0.01%
19 VTWV 0.01%
20 VHT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bain Capital Investors LLC 81.60M (114.24%) 0.00
Increased by 0.00%
Dec 31, 25
2 J.H. Whitney Equity Partners VII, LLC 45.84M (64.18%) -81.88K
Decreased by -0.18%
Sep 30, 25
3 Nut Tree Capital Management, LP 12.37M (17.32%) 0.00
Increased by 0.00%
Sep 30, 25
4 Summit Partners L P 9.65M (13.51%) 9.65M
Increased by +100.00%
Jun 30, 25
5 Summit Partners, LLP 7.55M (10.57%) -2.10M
Decreased by -27.81%
Dec 31, 25
6 LITTLEJOHN & CO LLC 5.94M (8.31%) -2.07M
Decreased by -34.88%
Sep 30, 25
7 Vanguard Group Inc 5.58M (7.81%) 1.54M
Increased by +27.53%
Dec 31, 25
8 BlackRock Inc 5.18M (7.25%) -21.36K
Decreased by -0.41%
Sep 30, 25
9 Principal Financial Group Inc 3.21M (4.49%) -28.51K
Decreased by -0.89%
Sep 30, 23
10 AustralianSuper Pty Ltd 1.77M (2.48%) 1.77M
Increased by +100.00%
Sep 30, 25
11 Emerald Advisers, LLC 1.75M (2.45%) 1.75M
Increased by +100.00%
Dec 31, 25
12 LGT Capital Partners Ltd. 1.68M (2.36%) 0.00
Increased by 0.00%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.59M (2.22%) 1.09M
Increased by +68.51%
Sep 30, 25
14 Nuveen, LLC 1.57M (2.20%) 905.32K
Increased by +57.62%
Dec 31, 25
15 Geode Capital Management, LLC 1.57M (2.20%) 162.66K
Increased by +10.36%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 1.32M (1.85%) 361.12K
Increased by +27.35%
Dec 31, 25
17 King Street Capital Management LP 1.29M (1.80%) -3.26M
Decreased by -253.81%
Sep 30, 25
18 State Street Corp 1.23M (1.72%) 34.45K
Increased by +2.81%
Sep 30, 25
19 Algert Global LLC 1.23M (1.72%) 202.44K
Increased by +16.52%
Dec 31, 25
20 Woodline Partners LP 1.05M (1.47%) 1.05M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.68M (3.75%) -166.14K
Decreased by -6.20%
Jan 31, 26
2 iShares Russell 2000 ETF 1.73M (2.42%) 895.42K
Increased by +51.78%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.52M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 766.68K (1.07%) 3.40K
Increased by +0.44%
Jan 31, 26
5 Nuveen Quant Small Cap Equity R6 749.30K (1.05%) -6.48K
Decreased by -0.86%
Dec 31, 25
6 First Eagle US Small Cap Strategy 694.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 25
7 Invesco Dorsey Wright SmallCap Momt ETF 688.85K (0.96%) 0.00
Increased by 0.00%
Nov 27, 24
8 Fidelity Small Cap Index 680.73K (0.95%) 189.11K
Increased by +27.78%
Dec 31, 25
9 First Eagle Small Cap Opportunity I 679.66K (0.95%) 679.66K
Increased by +100.00%
Jan 31, 26
10 Principal U.S. Small Cap Equity 654.90K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
11 CREF Total Global Stock Account R3 622.15K (0.87%) -169.19K
Decreased by -27.19%
Dec 31, 25
12 Emerald Growth A 453.59K (0.64%) 0.00
Increased by 0.00%
Jan 31, 26
13 Counterpoint Quantitative Equity ETF 446.70K (0.63%) 0.00
Increased by 0.00%
Feb 27, 26
14 Fidelity® Small Cap Index 446.67K (0.63%) 8.49K
Increased by +1.90%
Oct 31, 23
15 Bridge Builder Small/Mid Cap Growth 441.08K (0.62%) 0.00
Increased by 0.00%
Feb 28, 26
16 iShares Russell 2000 Growth ETF 437.25K (0.61%) 326.59K
Increased by +74.69%
Feb 28, 26
17 Vanguard Explorer Inv 430.57K (0.60%) 283.23K
Increased by +65.78%
Dec 31, 25
18 Principal SmallCap Growth I Instl 421.95K (0.59%) 421.95K
Increased by +100.00%
Jan 31, 26
19 BlackRock Advantage Small Cap Core Instl 405.32K (0.57%) 270.08K
Increased by +66.63%
Jan 31, 26
20 Fidelity Extended Market Index 374.44K (0.52%) -1.55K
Decreased by -0.42%
Jan 31, 26