Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.70%
2 XITK 1.26%
3 BOUT 1.19%
4 MMSC 0.84%
5 XSW 0.78%
6 FYC 0.57%
7 FFTY 0.51%
8 JHSC 0.43%
9 CLDL 0.42%
10 IWO 0.39%
11 PSC 0.33%
12 TRFM 0.32%
13 SXQG 0.29%
14 VTWG 0.29%
15 FYX 0.29%
16 BBSC 0.25%
17 SCDS 0.25%
18 STXK 0.22%
19 BKSE 0.22%
20 IWM 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Warburg Pincus LLC 33.22M (19.41%) 0.00
Increased by 0.00%
Sep 30, 23
2 Permira Holdings Ltd 25.61M (14.97%) 25.61M
Increased by +100.00%
Dec 31, 23
3 Vanguard Group Inc 12.91M (7.54%) 3.46M
Increased by +26.81%
Dec 31, 23
4 Wasatch Advisors Inc. 12.09M (7.06%) 1.83M
Increased by +15.15%
Dec 31, 23
5 Kayne Anderson Rudnick Investment Management LLC 11.01M (6.43%) 5.08M
Increased by +46.11%
Dec 31, 23
6 William Blair Investment Management, LLC 7.27M (4.25%) 7.27M
Increased by +100.00%
Dec 31, 23
7 Conestoga Capital Advisors, LLC 6.43M (3.76%) 49.80K
Increased by +0.78%
Dec 31, 23
8 Durable Capital Partners LP 6.35M (3.71%) -1.31M
Decreased by -20.66%
Sep 30, 23
9 JPMorgan Chase & Co 4.81M (2.81%) -916.87K
Decreased by -19.08%
Dec 31, 23
10 BAMCO Inc 4.10M (2.39%) -2.98K
Decreased by -0.07%
Dec 31, 23
11 Brown Capital Management, LLC 3.53M (2.07%) 527.62K
Increased by +14.93%
Dec 31, 23
12 Allspring Global Investments Holdings, LLC 3.39M (1.98%) 1.34M
Increased by +39.43%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 3.35M (1.96%) 434.38K
Increased by +12.98%
Dec 31, 23
14 BlackRock Inc 3.26M (1.90%) 1.42M
Increased by +43.49%
Dec 31, 23
15 Artisan Partners Limited Partnership 3.17M (1.85%) -109.53K
Decreased by -3.46%
Dec 31, 23
16 Fred Alger Management, LLC 3.12M (1.82%) -323.28K
Decreased by -10.35%
Dec 31, 23
17 Capital World Investors 3.05M (1.78%) 1.15M
Increased by +37.70%
Dec 31, 23
18 AllianceBernstein L.P. 2.89M (1.69%) 2.89M
Increased by +100.00%
Dec 31, 23
19 Loomis, Sayles & Company LP 2.74M (1.60%) 1.73M
Increased by +63.14%
Dec 31, 23
20 Dragoneer Investment Group, LLC 2.51M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Core Growth 5.44M (3.18%) 1.10M
Increased by +20.23%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.57M (2.67%) 627.76K
Increased by +13.73%
Mar 31, 24
3 Conestoga Small Cap Investors 3.92M (2.29%) 0.00
Increased by 0.00%
Mar 31, 24
4 Wasatch Small Cap Growth Investor 3.73M (2.18%) 835.33K
Increased by +22.41%
Mar 31, 24
5 Vanguard Small Cap Index 3.70M (2.16%) 460.45K
Increased by +12.43%
Mar 31, 24
6 American Funds SMALLCAP World A 3.05M (1.78%) 0.00
Increased by 0.00%
Mar 31, 24
7 Alger Small Cap Focus I 2.61M (1.52%) -94.62K
Decreased by -3.63%
Feb 29, 24
8 JPM US Small Cap Core-Composite 2.59M (1.51%) -48.66K
Decreased by -1.88%
Mar 31, 24
9 JPMorgan Small Cap Equity A 2.59M (1.51%) 0.00
Increased by 0.00%
Mar 31, 24
10 Alger Small Cap Focus Composite 2.51M (1.47%) -95.87K
Decreased by -3.82%
Mar 31, 24
11 AB Small Cap Growth A 2.32M (1.35%) 114.78K
Increased by +4.95%
Mar 31, 24
12 Baron Opp. Small Cap Growth Strategy 2.30M (1.34%) 650.00K
Increased by +28.26%
Mar 31, 24
13 Baron Small Cap Retail 2.30M (1.34%) 650.00K
Increased by +28.26%
Mar 31, 24
14 Vanguard Information Technology ETF 2.27M (1.33%) 409.22K
Increased by +18.04%
Mar 31, 24
15 Brown Capital Mgmt Small Co Inv 2.20M (1.28%) 520.17K
Increased by +23.68%
Dec 31, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 2.15M (1.25%) 266.42K
Increased by +12.42%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 2.10M (1.23%) 276.08K
Increased by +13.17%
Mar 31, 24
18 Virtus KAR Small-Cap Core I 1.94M (1.13%) 1.01M
Increased by +52.40%
Dec 31, 23
19 William Blair Small-Mid Cap Growth CIT 1.75M (1.02%) 698.72K
Increased by +39.92%
Mar 31, 24
20 Baron Discovery Strategy 1.75M (1.02%) 450.00K
Increased by +25.71%
Mar 31, 24