Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.31%
2 PEJ 2.38%
3 CSMD 1.52%
4 SURE 1.13%
5 BEDZ 1.11%
6 LSAF 0.95%
7 XMLV 0.90%
8 PAMC 0.88%
9 OOTO 0.73%
10 LSEQ 0.72%
11 CRUZ 0.68%
12 FLYU 0.67%
13 WTV 0.65%
14 QMID 0.60%
15 HSMV 0.59%
16 SMIZ 0.56%
17 FXD 0.56%
18 FNY 0.50%
19 RFG 0.49%
20 FLYD 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 4.67M (12.99%) -9.46K
Decreased by -0.20%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 3.98M (11.07%) 25.49K
Increased by +0.64%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.92M (10.91%) 23.20K
Increased by +0.59%
Mar 31, 25
4 Vanguard Group Inc 2.56M (7.11%) 133.22K
Increased by +5.21%
Mar 31, 25
5 BlackRock Inc 2.26M (6.29%) -2.36K
Decreased by -0.10%
Mar 31, 25
6 BTIM Corp 945.13K (2.63%) -4.46K
Decreased by -0.47%
Mar 31, 25
7 Congress Asset Management Company, LLP 878.91K (2.44%) 11.37K
Increased by +1.29%
Sep 30, 23
8 State Street Corporation 807.80K (2.25%) 18.45K
Increased by +2.28%
Mar 31, 24
9 State Street Corp 769.63K (2.14%) -1.30K
Decreased by -0.17%
Mar 31, 25
10 Fundsmith LLP 733.89K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 664.22K (1.85%) -4.67K
Decreased by -0.70%
Mar 31, 25
12 Echo Street Capital Management LLC 654.80K (1.82%) -32.35K
Decreased by -4.94%
Sep 30, 23
13 Federated Hermes Inc 612.07K (1.70%) -60.95K
Decreased by -9.96%
Sep 30, 23
14 Wells Fargo & Co 605.16K (1.68%) -28.65K
Decreased by -4.73%
Mar 31, 25
15 Two Sigma Investments LLC 550.00K (1.53%) 10.13K
Increased by +1.84%
Mar 31, 24
16 Rock Creek Group, LP 532.86K (1.48%) -490.21K
Decreased by -92.00%
Mar 31, 25
17 Victory Capital Management Inc. 532.56K (1.48%) -292.78K
Decreased by -54.98%
Sep 30, 24
18 Brown Advisory Holdings Inc 530.06K (1.47%) -2.73K
Decreased by -0.52%
Sep 30, 23
19 Two Sigma Advisers, LLC 469.80K (1.31%) -34.10K
Decreased by -7.26%
Mar 31, 24
20 Wellington Management Company LLP 444.95K (1.24%) -39.55K
Decreased by -8.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 3.00M (8.34%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Growth Strategy 3.00M (8.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 2.60M (7.23%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 900.94K (2.51%) 532.00
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 835.33K (2.32%) 660.00
Increased by +0.08%
Sep 30, 24
6 Smithson Investment Trust Ord 733.89K (2.04%) 0.00
Increased by 0.00%
Feb 28, 25
7 iShares Core S&P Mid-Cap ETF 725.74K (2.02%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 707.60K (1.97%) 3.73K
Increased by +0.53%
May 31, 25
9 Baron Asset Retail 503.44K (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
10 Baron Mid Cap Growth Strategy 503.44K (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
11 Virtus KAR Small-Mid Cap Core R6 469.23K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
12 Hartford MidCap Y 439.86K (1.22%) -8.45K
Decreased by -1.92%
Oct 31, 24
13 Baron Focused Growth Retail 400.00K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
14 Baron Focused Growth Strategy 400.00K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
15 Victory Small Cap Value CIT (Net 75) 390.00K (1.08%) -228.00K
Decreased by -58.46%
Sep 30, 24
16 Victory Sycamore Small Company Opp R 390.00K (1.08%) -228.00K
Decreased by -58.46%
Sep 30, 24
17 Vanguard Small Cap Growth Index Inv 389.84K (1.08%) -1.91K
Decreased by -0.49%
May 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 369.00K (1.03%) 369.00K
Increased by +100.00%
Mar 31, 24
19 T. Rowe Price Integrated US Sm Gr Eq 355.90K (0.99%) -13.10K
Decreased by -3.68%
Sep 30, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 348.48K (0.97%) 3.38K
Increased by +0.97%
May 31, 25