Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.48%
2 FDCF 1.30%
3 CAFG 1.04%
4 PSCU 0.94%
5 QQQS 0.83%
6 SSLY 0.27%
7 EQWS 0.25%
8 WTRE 0.25%
9 FYT 0.25%
10 JPSE 0.14%
11 OASC 0.13%
12 FYX 0.12%
13 SLY 0.12%
14 CSA 0.11%
15 CSF 0.11%
16 TPSC 0.10%
17 RFLR 0.07%
18 EES 0.07%
19 IJS 0.06%
20 FCOM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 GTCR LLC 31.74M (30.82%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 16.88M (16.40%) 3.41M
Increased by +20.19%
Mar 31, 25
3 BlackRock Inc 9.71M (9.43%) -353.32K
Decreased by -3.64%
Mar 31, 25
4 Vanguard Group Inc 5.70M (5.53%) 485.14K
Increased by +8.52%
Mar 31, 25
5 Burgundy Asset Management Ltd 3.60M (3.49%) 487.17K
Increased by +13.55%
Sep 30, 24
6 Nantahala Capital Management, LLC 3.56M (3.46%) 990.15K
Increased by +27.78%
Mar 31, 25
7 Capco Asset Management, LLC 2.97M (2.88%) -41.35K
Decreased by -1.39%
Mar 31, 25
8 Tenzing Global Management LLC 2.73M (2.65%) 650.00K
Increased by +23.85%
Mar 31, 25
9 William Blair Investment Management, LLC 2.52M (2.45%) 99.87K
Increased by +3.96%
Mar 31, 25
10 State Street Corp 2.52M (2.45%) -72.38K
Decreased by -2.87%
Mar 31, 25
11 State Street Corporation 2.50M (2.43%) 67.12K
Increased by +2.68%
Mar 31, 24
12 LB Partners LLC 2.36M (2.30%) 142.89K
Increased by +6.04%
Mar 31, 25
13 No Street GP LP 2.09M (2.03%) 350.00K
Increased by +16.78%
Sep 30, 24
14 Sycale Advisors (NY) LLC 1.86M (1.81%) 917.88K
Increased by +49.37%
Sep 30, 23
15 Silvercrest Asset Management Group LLC 1.75M (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
16 Geode Capital Management, LLC 1.61M (1.57%) 114.48K
Increased by +7.09%
Mar 31, 25
17 SCP Investment, LP 1.55M (1.51%) 100.00K
Increased by +6.45%
Mar 31, 25
18 D. E. Shaw & Co LP 1.50M (1.45%) 96.36K
Increased by +6.44%
Dec 31, 24
19 Capital Research & Mgmt Co - Division 3 1.49M (1.45%) 0.00
Increased by 0.00%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 1.20M (1.16%) 124.36K
Increased by +10.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 4.17M (4.05%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Core S&P Small-Cap ETF 3.57M (3.47%) -3.78K
Decreased by -0.11%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.12M (2.06%) 158.80K
Increased by +7.47%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.07M (2.01%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity Small Cap Growth K6 1.84M (1.79%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Telecom and Utilities 1.83M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
7 FIAM Small Cap Core Composite 1.69M (1.64%) -27.80K
Decreased by -1.65%
Dec 31, 24
8 FIAM Small Cap Core CIT Cl B 1.65M (1.60%) -39.10K
Decreased by -2.37%
Feb 28, 25
9 iShares Russell 2000 ETF 1.63M (1.58%) 275.00
Increased by +0.02%
Apr 30, 25
10 American Funds SMALLCAP World A 1.49M (1.45%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity Low-Priced Stock 1.40M (1.36%) 1.38M
Increased by +98.63%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 914.12K (0.89%) 1.72K
Increased by +0.19%
Apr 30, 25
13 Fidelity Select Telecommunications Port 878.80K (0.85%) 32.60K
Increased by +3.71%
Mar 31, 25
14 William Blair Small Cap Growth I 877.00K (0.85%) 18.37K
Increased by +2.09%
Apr 30, 25
15 Strategic Advisers Fidelity US TtlStk 849.43K (0.82%) 137.95K
Increased by +16.24%
Mar 31, 25
16 Vanguard Small Cap Index 816.11K (0.79%) 960.00
Increased by +0.12%
Apr 30, 25
17 Fidelity Select Wireless 763.00K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Advisor® Small Cap I 720.90K (0.70%) 65.13K
Increased by +9.03%
Oct 31, 23
19 Fidelity Advisor Small Cap I 709.20K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Index 647.97K (0.63%) 0.00
Increased by 0.00%
Feb 28, 25