Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 1.25%
2 TSME 1.12%
3 TSNF 1.03%
4 RW 0.87%
5 FCLD 0.75%
6 JMID 0.23%
7 FCOM 0.06%
8 VOX 0.03%
9 ISCG 0.03%
10 JKK 0.03%
11 VBK 0.02%
12 JKJ 0.01%
13 ISCB 0.01%
14 VB 0.01%
15 VBR 0.01%
16 VXF 0.01%
17 SMMD 0.01%
18 ISCV 0.01%
19 JKL 0.01%
20 WSML 0.01%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Advent International LP 149.38M 0.00
Increased by 0.00%
Mar 31, 26
2 Kohlberg Kravis Roberts & Co LP 30.02M 0.00
Increased by 0.00%
Mar 31, 26
3 SurgoCap Partners LP 5.86M 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Group Inc 4.00M -29.19K
Decreased by -0.73%
Dec 31, 25
5 Alamut Investment Management LLP 3.73M 1.81M
Increased by +48.58%
Mar 31, 26
6 JNE Partners LLP 3.73M 435.01K
Increased by +11.66%
Mar 31, 26
7 DnB NOR Asset Management (Asia) 3.66M -41.88K
Decreased by -1.14%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.52M 3.52M
Increased by +100.00%
Mar 31, 26
9 Alyeska Investment Group, L.P. 3.51M 259.29K
Increased by +7.38%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 3.29M 3.29M
Increased by +100.00%
Mar 31, 26
11 UBS Group AG 3.19M -534.37K
Decreased by -16.75%
Mar 31, 26
12 Ameriprise Financial Inc 2.88M -459.73K
Decreased by -15.98%
Mar 31, 26
13 BlackRock Inc 2.69M 259.56K
Increased by +9.64%
Mar 31, 26
14 Ensign Peak Advisors Inc 2.49M -349.97K
Decreased by -14.05%
Mar 31, 26
15 Select Equity Group LP 2.39M 488.11K
Increased by +20.41%
Mar 31, 26
16 BlackBarn Capital Partners LP 2.07M 274.76K
Increased by +13.24%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.90M 1.40M
Increased by +73.90%
Mar 31, 26
18 NORGES BANK 1.60M 1.60M
Increased by +100.00%
Dec 31, 25
19 Jane Street Group LLC 1.10M 1.10M
Increased by +100.00%
Mar 31, 26
20 Geode Capital Management, LLC 1.03M 214.26K
Increased by +20.79%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 DNB Global A 3.02M 0.00
Increased by 0.00%
May 31, 26
2 Vanguard Total Stock Mkt Idx Inv 2.79M -54.90K
Decreased by -1.97%
Jun 30, 26
3 Vanguard Small Cap Index 2.02M -11.21K
Decreased by -0.55%
Jun 30, 26
4 Vanguard Small Cap Growth Index Inv 1.16M 16.00K
Increased by +1.37%
Jun 30, 26
5 American Century Small Cap Value Inv 1.10M 945.73K
Increased by +85.59%
Jun 30, 26
6 American Century U.S. Small Cap Value 1.10M 945.73K
Increased by +85.59%
Jun 30, 26
7 Thrivent Small-Mid Cap Equity ETF 747.71K 13.12K
Increased by +1.76%
May 31, 26
8 Thrivent Small-Mid Cap Equity SMA 747.33K 13.12K
Increased by +1.76%
May 31, 26
9 Clarkston Capital SMID Composite 727.88K 727.88K
Increased by +100.00%
Jun 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 577.01K 4.16K
Increased by +0.72%
Jun 30, 26
11 First Trust Technology AlphaDEX® ETF 563.64K 48.80K
Increased by +8.66%
Jun 30, 26
12 State St Russell Sm/Mid Cp® Indx SL Cl I 429.40K 0.00
Increased by 0.00%
Jun 30, 26
13 Principal LargeCap Growth I Instl 393.76K 96.78K
Increased by +24.58%
May 31, 26
14 American Cent US Sm Cap Val Eq Tr CL R2 325.53K 25.92K
Increased by +7.96%
Jun 30, 26
15 iShares Russell Mid-Cap ETF 295.41K 0.00
Increased by 0.00%
Jun 30, 26
16 Fidelity Extended Market Index 263.63K -14.98K
Decreased by -5.68%
May 31, 26
17 Bridge Builder Small/Mid Cap Value 258.17K 24.73K
Increased by +9.58%
Jun 30, 26
18 Fidelity Mid Cap Index 257.85K 675.00
Increased by +0.26%
May 31, 26
19 Deka-MegaTrends CF 250.00K 250.00K
Increased by +100.00%
Sep 30, 25
20 Small Cap Growth / TimesSquare SP 250.00K 250.00K
Increased by +100.00%
Sep 30, 25