Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.70%
2 CSMD 1.78%
3 BOUT 1.63%
4 FRTY 1.53%
5 XITK 1.22%
6 WCLD 1.11%
7 SMAP 1.03%
8 SHRT 0.75%
9 MMSC 0.72%
10 XSW 0.71%
11 USMF 0.68%
12 CLDL 0.60%
13 QMID 0.55%
14 JHSC 0.45%
15 FYC 0.43%
16 IWO 0.41%
17 PSC 0.40%
18 FSCC 0.38%
19 BBSC 0.37%
20 SMMV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Warburg Pincus LLC 33.22M (12.38%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 23.25M (8.66%) 2.37M
Increased by +10.18%
Mar 31, 25
3 BlackRock Inc 17.23M (6.42%) 2.20M
Increased by +12.77%
Mar 31, 25
4 Wasatch Advisors Inc. 12.09M (4.50%) 1.83M
Increased by +15.15%
Dec 31, 23
5 Kayne Anderson Rudnick Investment Management LLC 10.04M (3.74%) -992.74K
Decreased by -9.89%
Mar 31, 25
6 Wasatch Advisors LP 9.29M (3.46%) -3.12M
Decreased by -33.61%
Mar 31, 25
7 William Blair Investment Management, LLC 8.84M (3.29%) -571.65K
Decreased by -6.47%
Mar 31, 25
8 Permira Holdings Ltd 7.98M (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 6.72M (2.51%) -28.02K
Decreased by -0.42%
Mar 31, 25
10 AllianceBernstein L.P. 6.49M (2.42%) -882.56K
Decreased by -13.60%
Mar 31, 25
11 Wellington Management Company LLP 6.41M (2.39%) 458.44K
Increased by +7.15%
Mar 31, 25
12 Durable Capital Partners LP 6.35M (2.37%) -1.31M
Decreased by -20.66%
Sep 30, 23
13 Amvescap Plc. 5.71M (2.13%) 1.45M
Increased by +25.45%
Mar 31, 25
14 BAMCO Inc 5.43M (2.02%) 103.92K
Increased by +1.91%
Mar 31, 25
15 JPMorgan Chase & Co 5.41M (2.02%) 801.05K
Increased by +14.79%
Mar 31, 25
16 Macquarie Group Ltd 5.19M (1.93%) 1.98M
Increased by +38.17%
Mar 31, 25
17 Geode Capital Management, LLC 4.68M (1.74%) 490.67K
Increased by +10.49%
Mar 31, 25
18 State Street Corp 4.49M (1.67%) 32.96K
Increased by +0.73%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 4.17M (1.55%) 48.94K
Increased by +1.17%
Mar 31, 25
20 Blackstone Inc 3.83M (1.43%) 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 7.01M (2.61%) 4.49K
Increased by +0.06%
May 31, 25
2 Vanguard Small Cap Index 5.52M (2.06%) 26.72K
Increased by +0.48%
May 31, 25
3 iShares Russell 2000 ETF 4.97M (1.85%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Information Technology ETF 3.92M (1.46%) 12.81K
Increased by +0.33%
May 31, 25
5 Conestoga Small Cap Investors 3.82M (1.42%) -46.92K
Decreased by -1.23%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.48M (1.30%) 28.17K
Increased by +0.81%
May 31, 25
7 American Funds SMALLCAP World A 3.38M (1.26%) -344.28K
Decreased by -10.19%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 3.04M (1.13%) -19.14K
Decreased by -0.63%
May 31, 25
9 Invesco Discovery A 2.81M (1.05%) 37.78K
Increased by +1.34%
Apr 30, 25
10 Invesco OFI Small Cap Growth 2.78M (1.03%) 583.49K
Increased by +21.01%
Mar 31, 25
11 Wasatch Core Growth 2.65M (0.99%) -1.08M
Decreased by -40.67%
Mar 31, 25
12 JPM US Small Cap Core-Composite 2.59M (0.97%) -48.66K
Decreased by -1.88%
Mar 31, 24
13 JPMorgan Small Cap Equity A 2.59M (0.97%) 0.00
Increased by 0.00%
Mar 31, 24
14 Baron Opp. Small Cap Growth Strategy 2.50M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
15 Baron Small Cap Retail 2.50M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
16 Hartford MidCap Y 2.38M (0.89%) -23.40K
Decreased by -0.99%
Apr 30, 25
17 Brown Capital Mgmt Small Co Inv 2.20M (0.82%) 520.17K
Increased by +23.68%
Dec 31, 23
18 NYLI Merger Arbitrage ETF 1.99M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
19 Virtus KAR Small-Cap Core I 1.94M (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Index 1.87M (0.70%) 94.82K
Increased by +5.07%
Mar 31, 25