Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 2.88%
2 BOUT 1.76%
3 MRAD 1.65%
4 HAPY 1.51%
5 PSCT 1.20%
6 IPO 0.94%
7 JSML 0.83%
8 LSEQ 0.70%
9 XSW 0.65%
10 XSMO 0.65%
11 FXL 0.63%
12 COWG 0.51%
13 FFTY 0.49%
14 QSML 0.49%
15 XITK 0.46%
16 SIXL 0.43%
17 SLYG 0.43%
18 JSMD 0.41%
19 RZG 0.41%
20 CAFG 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Providence Equity Partners L.L.C. 26.29M (19.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 22.96M (17.02%) -688.85K
Decreased by -3.00%
Mar 31, 25
3 Vanguard Group Inc 18.47M (13.69%) 984.78K
Increased by +5.33%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 6.23M (4.62%) 83.43K
Increased by +1.34%
Sep 30, 24
5 Mackenzie Investments 5.75M (4.26%) -5.57M
Decreased by -96.82%
Mar 31, 25
6 Burgundy Asset Management Ltd 5.23M (3.87%) 319.06K
Increased by +6.11%
Mar 31, 25
7 State Street Corp 4.65M (3.45%) -101.86K
Decreased by -2.19%
Mar 31, 25
8 State Street Corporation 4.44M (3.29%) 164.21K
Increased by +3.70%
Mar 31, 24
9 Macquarie Group Ltd 4.39M (3.26%) -296.82K
Decreased by -6.76%
Mar 31, 24
10 Congress Asset Management Company, LLP 4.02M (2.98%) 3.58M
Increased by +89.05%
Mar 31, 24
11 Bank of New York Mellon Corp 3.71M (2.75%) 31.00K
Increased by +0.83%
Mar 31, 24
12 Capital World Investors 3.49M (2.59%) -1.20M
Decreased by -34.30%
Jun 30, 24
13 Van Berkom and Associates Inc 3.49M (2.58%) -18.14K
Decreased by -0.52%
Mar 31, 25
14 Jericho Capital Asset Management LP 3.06M (2.27%) 1.53M
Increased by +50.13%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 3.03M (2.25%) 88.84K
Increased by +2.93%
Mar 31, 25
16 Geneva Capital Management 2.57M (1.91%) 19.68K
Increased by +0.76%
Dec 31, 24
17 Assenagon Asset Management SA 2.57M (1.91%) -32.00
Decreased by -0.00%
Mar 31, 25
18 Riverbridge Partners LLC 2.48M (1.84%) -202.21K
Decreased by -8.15%
Mar 31, 25
19 Wellington Management Company LLP 2.46M (1.83%) -222.02K
Decreased by -9.01%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 2.42M (1.79%) 297.25K
Increased by +12.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.44M (6.26%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.68M (3.47%) 4.15K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.34M (3.21%) 4.21K
Increased by +0.10%
Sep 30, 24
4 American Funds SMALLCAP World A 4.22M (3.13%) -674.00K
Decreased by -15.95%
Jun 30, 24
5 Canada Life US Small-Mid Cap Growth A 4.13M (3.06%) 0.00
Increased by 0.00%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 4.13M (3.06%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 3.62M (2.69%) 13.30K
Increased by +0.37%
May 31, 25
8 Vanguard Information Technology ETF 3.07M (2.27%) -367.11K
Decreased by -11.97%
May 31, 25
9 Van Berkom Sm-Cap Eq 2.97M (2.20%) 2.97M
Increased by +100.00%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.63%) 14.80K
Increased by +0.67%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 2.00M (1.48%) -14.55K
Decreased by -0.73%
May 31, 25
12 T. Rowe Price US Small-Cap Core Equity 1.94M (1.44%) -7.52K
Decreased by -0.39%
Sep 30, 24
13 BlackRock Event Driven Equity Instl 1.76M (1.31%) -842.91K
Decreased by -47.80%
May 31, 25
14 Delaware Ivy Mid Cap Growth A 1.75M (1.30%) -45.03K
Decreased by -2.57%
Mar 31, 24
15 Brown Capital Mgmt Small Co Inv 1.61M (1.19%) 1.61M
Increased by +100.00%
Dec 31, 23
16 T. Rowe Price Integrated US Sm Gr Eq 1.48M (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 1.48M (1.09%) -1.09M
Decreased by -73.85%
Mar 31, 25
18 Capital Group New Economy Comp 1.41M (1.05%) -1.49K
Decreased by -0.11%
Mar 31, 24
19 T. Rowe Price Small-Cap Stock 1.41M (1.04%) -527.47K
Decreased by -37.44%
Oct 31, 24
20 iShares S&P Small-Cap 600 Growth ETF 1.39M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24