Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.70%
2 FRTY 1.73%
3 BOUT 1.63%
4 CSMD 1.59%
5 XITK 1.39%
6 WCLD 1.21%
7 SMAP 1.11%
8 XSW 0.98%
9 MMSC 0.92%
10 CLDL 0.77%
11 QMID 0.55%
12 SHRT 0.52%
13 JHSC 0.45%
14 PSC 0.43%
15 FYC 0.43%
16 VTWG 0.41%
17 SFYX 0.38%
18 FSCC 0.38%
19 IWO 0.38%
20 BBSC 0.34%

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 20.88M (8.28%) 2.46M
Increased by +11.76%
Dec 31, 24
3 BlackRock Inc 15.03M (5.96%) 2.73M
Increased by +18.13%
Dec 31, 24
4 Wasatch Advisors LP 12.42M (4.92%) -5.72M
Decreased by -46.06%
Dec 31, 24
5 Wasatch Advisors Inc. 12.09M (4.79%) 1.83M
Increased by +15.15%
Dec 31, 23
6 Kayne Anderson Rudnick Investment Management LLC 11.04M (4.38%) -264.52K
Decreased by -2.40%
Dec 31, 24
7 William Blair Investment Management, LLC 9.41M (3.73%) -971.88K
Decreased by -10.33%
Dec 31, 24
8 Permira Holdings Ltd 7.98M (3.17%) -10.54M
Decreased by -131.97%
Dec 31, 24
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 Durable Capital Partners LP 6.35M (2.52%) -1.31M
Decreased by -20.66%
Sep 30, 23
12 Wellington Management Company LLP 5.95M (2.36%) 2.95M
Increased by +49.55%
Dec 31, 24
13 BAMCO Inc 5.32M (2.11%) -1.60K
Decreased by -0.03%
Dec 31, 24
14 JPMorgan Chase & Co 4.61M (1.83%) -1.44M
Decreased by -31.26%
Dec 31, 24
15 State Street Corp 4.46M (1.77%) 838.75K
Increased by +18.82%
Dec 31, 24
16 Amvescap Plc. 4.25M (1.69%) 352.20K
Increased by +8.28%
Dec 31, 24
17 Geode Capital Management, LLC 4.19M (1.66%) 673.63K
Increased by +16.09%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 4.12M (1.63%) 511.28K
Increased by +12.41%
Dec 31, 24
19 Capital World Investors 3.72M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
20 Artisan Partners Limited Partnership 3.67M (1.46%) -849.01K
Decreased by -23.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.47M (2.57%) 889.85K
Increased by +13.75%
Mar 31, 25
2 Vanguard Small Cap Index 5.13M (2.03%) 596.45K
Increased by +11.64%
Mar 31, 25
3 iShares Russell 2000 ETF 4.88M (1.94%) 825.00
Increased by +0.02%
Apr 30, 25
4 Conestoga Small Cap Investors 3.87M (1.53%) -168.10K
Decreased by -4.34%
Mar 31, 25
5 Vanguard Information Technology ETF 3.48M (1.38%) 10.47K
Increased by +0.30%
Mar 31, 25
6 American Funds SMALLCAP World A 3.38M (1.34%) -344.28K
Decreased by -10.19%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.29M (1.30%) 298.76K
Increased by +9.08%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 2.87M (1.14%) 330.66K
Increased by +11.50%
Mar 31, 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