Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.15%
2 NITE 2.98%
3 RONB 2.46%
4 PEJ 2.44%
5 GRPM 1.61%
6 JMID 1.60%
7 JSMD 1.46%
8 XMLV 1.22%
9 SURE 1.13%
10 BEDZ 1.11%
11 FXD 1.01%
12 LSAF 0.95%
13 PAMC 0.88%
14 OOTO 0.78%
15 LSEQ 0.72%
16 HSMV 0.69%
17 CRUZ 0.68%
18 FLYU 0.67%
19 WTV 0.65%
20 QMID 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 7.69M (21.88%) 303.92K
Increased by +3.95%
Mar 31, 26
2 Morgan Stanley - Brokerage Accounts 3.24M (9.20%) -242.59K
Decreased by -7.50%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 3.22M (9.16%) 244.26K
Increased by +7.58%
Mar 31, 26
4 Vanguard Group Inc 2.33M (6.63%) 27.03K
Increased by +1.16%
Dec 31, 25
5 BlackRock Inc 2.15M (6.12%) 4.80K
Increased by +0.22%
Mar 31, 26
6 Balyasny Asset Management LLC 1.17M (3.33%) 1.11M
Increased by +95.10%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.09M (3.11%) 1.09M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 1.07M (3.04%) 1.07M
Increased by +100.00%
Mar 31, 26
9 Voss Capital LLC 967.50K (2.75%) 967.50K
Increased by +100.00%
Mar 31, 26
10 BTIM Corp 930.76K (2.65%) -60.64K
Decreased by -6.52%
Mar 31, 26
11 Two Sigma Investments LLC 916.31K (2.61%) 402.28K
Increased by +43.90%
Mar 31, 26
12 UBS Group AG 894.34K (2.54%) 499.20K
Increased by +55.82%
Mar 31, 26
13 Congress Asset Management Company, LLP 878.91K (2.50%) 11.37K
Increased by +1.29%
Sep 30, 23
14 State Street Corporation 807.80K (2.30%) 18.45K
Increased by +2.28%
Mar 31, 24
15 Fundsmith LLP 733.89K (2.09%) 0.00
Increased by 0.00%
Jun 30, 25
16 State Street Corp 733.42K (2.09%) 23.94K
Increased by +3.26%
Mar 31, 26
17 JPMorgan Chase & Co 704.84K (2.01%) 301.12K
Increased by +42.72%
Sep 30, 25
18 Rock Creek Group, LP 665.88K (1.89%) -28.20K
Decreased by -4.24%
Mar 31, 26
19 Wellington Management Company LLP 658.33K (1.87%) 83.70K
Increased by +12.71%
Mar 31, 26
20 Echo Street Capital Management LLC 654.80K (1.86%) -32.35K
Decreased by -4.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Small Cap Growth Strategy 3.00M (8.53%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Generational Growth Retail 2.75M (7.82%) -250.00K
Decreased by -9.09%
Mar 31, 26
3 Baron Growth Retail 2.75M (7.82%) -250.00K
Decreased by -9.09%
Mar 31, 26
4 Baron Growth Strategy 2.75M (7.82%) -250.00K
Decreased by -9.09%
Mar 31, 26
5 Baron Partners Retail 2.49M (7.08%) 388.00K
Increased by +15.59%
Mar 31, 26
6 Eaton Vance Atlanta Capital SMID-Cap I 1.65M (4.70%) -336.00K
Decreased by -20.35%
Apr 30, 26
7 Baron Focused Growth Retail 1.10M (3.14%) 205.00K
Increased by +18.55%
Mar 31, 26
8 Baron Focused Growth Strategy 1.10M (3.14%) 205.00K
Increased by +18.55%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 835.33K (2.38%) 660.00
Increased by +0.08%
Sep 30, 24
10 Vanguard Total Stock Mkt Idx Inv 815.68K (2.32%) 2.88K
Increased by +0.35%
Apr 30, 26
11 Smithson Investment Trust Ord 733.89K (2.09%) 0.00
Increased by 0.00%
May 31, 25
12 iShares Core S&P Mid-Cap ETF 701.28K (1.99%) 132.00
Increased by +0.02%
May 29, 26
13 Vanguard Small Cap Index 583.07K (1.66%) -585.00
Decreased by -0.10%
Apr 30, 26
14 Baron Mid Cap Growth Strategy 478.44K (1.36%) -25.00K
Decreased by -5.23%
Jun 30, 25
15 Hartford MidCap Y 439.86K (1.25%) -8.45K
Decreased by -1.92%
Oct 31, 24
16 Victory Small Cap Value CIT (Net 75) 390.00K (1.11%) -228.00K
Decreased by -58.46%
Sep 30, 24
17 Victory Sycamore Small Company Opp R 390.00K (1.11%) -228.00K
Decreased by -58.46%
Sep 30, 24
18 Baron Asset Retail 388.68K (1.11%) 0.00
Increased by 0.00%
Mar 31, 26
19 Baron Asset Strategy 388.68K (1.11%) 0.00
Increased by 0.00%
Mar 31, 26
20 T. Rowe Price Integrated US SmCapGrEq 369.00K (1.05%) 369.00K
Increased by +100.00%
Mar 31, 24