Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NITE 3.35%
2 LSAT 2.99%
3 PEJ 2.38%
4 CSMD 1.36%
5 SURE 1.13%
6 BEDZ 1.11%
7 XMLV 0.97%
8 LSAF 0.95%
9 PAMC 0.88%
10 OOTO 0.78%
11 LSEQ 0.72%
12 CRUZ 0.68%
13 FLYU 0.67%
14 WTV 0.65%
15 QMID 0.60%
16 HSMV 0.56%
17 SMIZ 0.56%
18 FXD 0.56%
19 BTAL 0.51%
20 FNY 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 4.67M (13.73%) -9.46K
Decreased by -0.20%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 3.98M (11.70%) 25.49K
Increased by +0.64%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.92M (11.53%) 23.20K
Increased by +0.59%
Mar 31, 25
4 Vanguard Group Inc 2.36M (6.93%) -196.92K
Decreased by -8.35%
Jun 30, 25
5 BlackRock Inc 2.26M (6.65%) -2.36K
Decreased by -0.10%
Mar 31, 25
6 BTIM Corp 965.65K (2.84%) 20.52K
Increased by +2.13%
Jun 30, 25
7 Congress Asset Management Company, LLP 878.91K (2.58%) 11.37K
Increased by +1.29%
Sep 30, 23
8 State Street Corporation 807.80K (2.37%) 18.45K
Increased by +2.28%
Mar 31, 24
9 State Street Corp 769.63K (2.26%) -1.30K
Decreased by -0.17%
Mar 31, 25
10 Fundsmith LLP 733.89K (2.16%) 0.00
Increased by 0.00%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 661.35K (1.94%) -2.87K
Decreased by -0.43%
Jun 30, 25
12 Echo Street Capital Management LLC 654.80K (1.92%) -32.35K
Decreased by -4.94%
Sep 30, 23
13 Federated Hermes Inc 612.07K (1.80%) -60.95K
Decreased by -9.96%
Sep 30, 23
14 Wells Fargo & Co 605.16K (1.78%) -28.65K
Decreased by -4.73%
Mar 31, 25
15 Two Sigma Investments LLC 550.00K (1.62%) 10.13K
Increased by +1.84%
Mar 31, 24
16 Rock Creek Group, LP 532.86K (1.57%) -490.21K
Decreased by -92.00%
Mar 31, 25
17 Victory Capital Management Inc. 532.56K (1.56%) -292.78K
Decreased by -54.98%
Sep 30, 24
18 Brown Advisory Holdings Inc 530.06K (1.56%) -2.73K
Decreased by -0.52%
Sep 30, 23
19 Two Sigma Advisers, LLC 469.80K (1.38%) -34.10K
Decreased by -7.26%
Mar 31, 24
20 Geode Capital Management, LLC 441.94K (1.30%) 27.42K
Increased by +6.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 3.00M (8.81%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Small Cap Growth Strategy 3.00M (8.81%) 0.00
Increased by 0.00%
Jun 30, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 2.58M (7.59%) -15.57K
Decreased by -0.60%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 835.33K (2.45%) 660.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 820.00K (2.41%) -80.95K
Decreased by -9.87%
Jun 30, 25
6 Smithson Investment Trust Ord 733.89K (2.16%) 733.89K
Increased by +100.00%
Apr 30, 25
7 iShares Core S&P Mid-Cap ETF 719.92K (2.12%) -1.32K
Decreased by -0.18%
Jul 31, 25
8 Baron Focused Growth Retail 625.00K (1.84%) 225.00K
Increased by +36.00%
Jun 30, 25
9 Baron Focused Growth Strategy 625.00K (1.84%) 225.00K
Increased by +36.00%
Jun 30, 25
10 Vanguard Small Cap Index 623.68K (1.83%) -83.92K
Decreased by -13.46%
Jun 30, 25
11 Baron Asset Retail 478.44K (1.41%) -25.00K
Decreased by -5.23%
Jun 30, 25
12 Baron Mid Cap Growth Strategy 478.44K (1.41%) -25.00K
Decreased by -5.23%
Jun 30, 25
13 Virtus KAR Small-Mid Cap Core R6 469.23K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
14 Hartford MidCap Y 439.86K (1.29%) -8.45K
Decreased by -1.92%
Oct 31, 24
15 Victory Small Cap Value CIT (Net 75) 390.00K (1.15%) -228.00K
Decreased by -58.46%
Sep 30, 24
16 Victory Sycamore Small Company Opp R 390.00K (1.15%) -228.00K
Decreased by -58.46%
Sep 30, 24
17 T. Rowe Price Integrated US SmCapGrEq 369.00K (1.08%) 369.00K
Increased by +100.00%
Mar 31, 24
18 T. Rowe Price Integrated US Sm Gr Eq 355.90K (1.05%) -13.10K
Decreased by -3.68%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 349.18K (1.03%) -40.66K
Decreased by -11.65%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 339.98K (1.00%) -8.50K
Decreased by -2.50%
Jun 30, 25