Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.70%
2 CSMD 1.69%
3 BOUT 1.63%
4 FRTY 1.52%
5 WCLD 1.35%
6 SMAP 1.19%
7 MMSC 0.97%
8 XITK 0.96%
9 XSW 0.69%
10 SHRT 0.67%
11 QMID 0.59%
12 CLDL 0.58%
13 JHSC 0.45%
14 FYC 0.43%
15 VTWG 0.41%
16 FSCC 0.39%
17 IWO 0.38%
18 BBSC 0.35%
19 SCDS 0.33%
20 SEIS 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Warburg Pincus LLC 33.22M (15.54%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 20.88M (9.77%) 2.46M
Increased by +11.76%
Dec 31, 24
3 BlackRock Inc 15.03M (7.03%) 2.73M
Increased by +18.13%
Dec 31, 24
4 Wasatch Advisors LP 12.42M (5.81%) -5.72M
Decreased by -46.06%
Dec 31, 24
5 Wasatch Advisors Inc. 12.09M (5.65%) 1.83M
Increased by +15.15%
Dec 31, 23
6 Kayne Anderson Rudnick Investment Management LLC 11.04M (5.16%) -264.52K
Decreased by -2.40%
Dec 31, 24
7 William Blair Investment Management, LLC 9.41M (4.40%) -971.88K
Decreased by -10.33%
Dec 31, 24
8 Permira Holdings Ltd 7.98M (3.73%) -10.54M
Decreased by -131.97%
Dec 31, 24
9 AllianceBernstein L.P. 7.37M (3.45%) 2.93M
Increased by +39.75%
Dec 31, 24
10 Conestoga Capital Advisors, LLC 6.75M (3.16%) -27.88K
Decreased by -0.41%
Dec 31, 24
11 Durable Capital Partners LP 6.35M (2.97%) -1.31M
Decreased by -20.66%
Sep 30, 23
12 Wellington Management Company LLP 5.95M (2.79%) 2.95M
Increased by +49.55%
Dec 31, 24
13 BAMCO Inc 5.32M (2.49%) -1.60K
Decreased by -0.03%
Dec 31, 24
14 JPMorgan Chase & Co 4.61M (2.16%) -1.44M
Decreased by -31.26%
Dec 31, 24
15 State Street Corp 4.46M (2.08%) 838.75K
Increased by +18.82%
Dec 31, 24
16 Amvescap Plc. 4.25M (1.99%) 352.20K
Increased by +8.28%
Dec 31, 24
17 Geode Capital Management, LLC 4.19M (1.96%) 673.63K
Increased by +16.09%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 4.12M (1.93%) 511.28K
Increased by +12.41%
Dec 31, 24
19 Capital World Investors 3.72M (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
20 Artisan Partners Limited Partnership 3.67M (1.72%) -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 5.58M (2.61%) 3.35K
Increased by +0.06%
Feb 28, 25
2 iShares Russell 2000 ETF 4.92M (2.30%) -42.63K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 4.53M (2.12%) 3.73K
Increased by +0.08%
Feb 28, 25
4 Conestoga Small Cap Investors 4.04M (1.89%) 0.00
Increased by 0.00%
Feb 28, 25
5 Wasatch Core Growth 3.73M (1.75%) -2.25M
Decreased by -60.26%
Dec 31, 24
6 American Funds SMALLCAP World A 3.72M (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Information Technology ETF 3.47M (1.62%) 9.31K
Increased by +0.27%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.99M (1.40%) 923.00
Increased by +0.03%
Feb 28, 25
9 Invesco Discovery A 2.68M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
10 JPM US Small Cap Core-Composite 2.59M (1.21%) -48.66K
Decreased by -1.88%
Mar 31, 24
11 JPMorgan Small Cap Equity A 2.59M (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Small Cap Growth Index Inv 2.54M (1.19%) -14.53K
Decreased by -0.57%
Feb 28, 25
13 Baron Opp. Small Cap Growth Strategy 2.50M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
14 Baron Small Cap Retail 2.50M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
15 Hartford MidCap Y 2.44M (1.14%) -18.70K
Decreased by -0.77%
Feb 28, 25
16 Wasatch Small Cap Growth Investor 2.29M (1.07%) -1.15M
Decreased by -50.16%
Dec 31, 24
17 Brown Capital Mgmt Small Co Inv 2.20M (1.03%) 520.17K
Increased by +23.68%
Dec 31, 23
18 Invesco OFI Small Cap Growth 2.19M (1.03%) 316.04K
Increased by +14.41%
Dec 31, 24
19 NYLI Merger Arbitrage ETF 1.99M (0.93%) 0.00
Increased by 0.00%
Mar 26, 25
20 Virtus KAR Small-Cap Core I 1.94M (0.91%) 0.00
Increased by 0.00%
Dec 31, 24