Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.70%
2 CSMD 1.91%
3 BOUT 1.63%
4 FRTY 1.53%
5 XITK 1.30%
6 WCLD 1.11%
7 SMAP 1.10%
8 XSW 0.98%
9 MMSC 0.79%
10 SHRT 0.69%
11 CLDL 0.66%
12 QMID 0.53%
13 JHSC 0.45%
14 FYC 0.43%
15 PSC 0.42%
16 FSCC 0.38%
17 VTWG 0.37%
18 IWO 0.36%
19 SFYX 0.36%
20 SCDS 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Warburg Pincus LLC 33.22M (13.18%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 23.25M (9.22%) 2.37M
Increased by +10.18%
Mar 31, 25
3 BlackRock Inc 17.23M (6.83%) 2.20M
Increased by +12.77%
Mar 31, 25
4 Wasatch Advisors Inc. 12.09M (4.79%) 1.83M
Increased by +15.15%
Dec 31, 23
5 Kayne Anderson Rudnick Investment Management LLC 10.04M (3.98%) -992.74K
Decreased by -9.89%
Mar 31, 25
6 Wasatch Advisors LP 9.29M (3.69%) -3.12M
Decreased by -33.61%
Mar 31, 25
7 William Blair Investment Management, LLC 8.84M (3.51%) -571.65K
Decreased by -6.47%
Mar 31, 25
8 Permira Holdings Ltd 7.98M (3.17%) 0.00
Increased by 0.00%
Mar 31, 25
9 AllianceBernstein L.P. 7.37M (2.92%) 2.93M
Increased by +39.75%
Dec 31, 24
10 Conestoga Capital Advisors, LLC 6.72M (2.67%) -28.02K
Decreased by -0.42%
Mar 31, 25
11 Wellington Management Company LLP 6.41M (2.54%) 458.44K
Increased by +7.15%
Mar 31, 25
12 Durable Capital Partners LP 6.35M (2.52%) -1.31M
Decreased by -20.66%
Sep 30, 23
13 BAMCO Inc 5.43M (2.15%) 103.92K
Increased by +1.91%
Mar 31, 25
14 JPMorgan Chase & Co 5.41M (2.15%) 801.05K
Increased by +14.79%
Mar 31, 25
15 Macquarie Group Ltd 5.19M (2.06%) 1.98M
Increased by +38.17%
Mar 31, 25
16 Geode Capital Management, LLC 4.68M (1.85%) 490.67K
Increased by +10.49%
Mar 31, 25
17 State Street Corp 4.49M (1.78%) 32.96K
Increased by +0.73%
Mar 31, 25
18 Amvescap Plc. 4.25M (1.69%) 352.20K
Increased by +8.28%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 4.17M (1.65%) 48.94K
Increased by +1.17%
Mar 31, 25
20 Blackstone Inc 3.83M (1.52%) 3.83M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.00M (2.78%) 530.48K
Increased by +7.57%
Apr 30, 25
2 Vanguard Small Cap Index 5.49M (2.18%) 364.13K
Increased by +6.63%
Apr 30, 25
3 iShares Russell 2000 ETF 4.88M (1.94%) 825.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Information Technology ETF 3.91M (1.55%) 435.14K
Increased by +11.12%
Apr 30, 25
5 Conestoga Small Cap Investors 3.87M (1.53%) -168.10K
Decreased by -4.34%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.45M (1.37%) 165.18K
Increased by +4.78%
Apr 30, 25
7 American Funds SMALLCAP World A 3.38M (1.34%) -344.28K
Decreased by -10.19%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 3.06M (1.21%) 181.92K
Increased by +5.95%
Apr 30, 25
9 Invesco Discovery A 2.78M (1.10%) 101.42K
Increased by +3.65%
Mar 31, 25
10 Invesco OFI Small Cap Growth 2.78M (1.10%) 583.49K
Increased by +21.01%
Mar 31, 25
11 Wasatch Core Growth 2.65M (1.05%) -1.08M
Decreased by -40.67%
Mar 31, 25
12 JPM US Small Cap Core-Composite 2.59M (1.03%) -48.66K
Decreased by -1.88%
Mar 31, 24
13 JPMorgan Small Cap Equity A 2.59M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
14 Baron Opp. Small Cap Growth Strategy 2.50M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
15 Baron Small Cap Retail 2.50M (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
16 Hartford MidCap Y 2.40M (0.95%) -37.05K
Decreased by -1.54%
Mar 31, 25
17 Brown Capital Mgmt Small Co Inv 2.20M (0.87%) 520.17K
Increased by +23.68%
Dec 31, 23
18 NYLI Merger Arbitrage ETF 1.99M (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
19 Virtus KAR Small-Cap Core I 1.94M (0.77%) 0.00
Increased by 0.00%
Dec 31, 24
20 AB Small Cap Growth A 1.86M (0.74%) -41.33K
Decreased by -2.22%
Mar 31, 25