Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 3.54%
2 AZTD 1.94%
3 WCLD 1.61%
4 PTF 1.24%
5 XITK 0.89%
6 XSW 0.77%
7 BOUT 0.59%
8 DBSC 0.51%
9 BCFN 0.51%
10 FYC 0.45%
11 QSML 0.42%
12 DWAS 0.40%
13 HAPS 0.37%
14 USVM 0.35%
15 TRFM 0.33%
16 MMSC 0.28%
17 TXSS 0.28%
18 SEIS 0.27%
19 FYX 0.22%
20 CSML 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 11.99M (17.26%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 8.41M (12.11%) 456.27K
Increased by +5.42%
Dec 31, 25
3 BlackRock Inc 5.51M (7.93%) 111.28K
Increased by +2.02%
Sep 30, 25
4 Capital Research & Mgmt Co - Division 3 5.46M (7.86%) 0.00
Increased by 0.00%
Sep 30, 25
5 Jana Partners Management LP 4.89M (7.04%) 3.00M
Increased by +61.34%
Dec 31, 25
6 Westfield Capital Management Company, L.P. 4.12M (5.93%) 1.02M
Increased by +24.85%
Dec 31, 25
7 AllianceBernstein L.P. 3.68M (5.30%) 430.63K
Increased by +11.70%
Sep 30, 25
8 Long Path Partners, LP 3.14M (4.52%) 572.29K
Increased by +18.22%
Dec 31, 25
9 BAMCO Inc 2.98M (4.29%) 588.03K
Increased by +19.71%
Dec 31, 25
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.61M (3.76%) -1.26M
Decreased by -48.28%
Dec 31, 25
11 HHG PLC 2.29M (3.29%) -37.99K
Decreased by -1.66%
Sep 30, 25
12 Praesidium Capital Mgmt 2.29M (3.29%) 269.52K
Increased by +11.78%
Dec 31, 25
13 JPMorgan Chase & Co 2.23M (3.21%) 921.75K
Increased by +41.38%
Sep 30, 25
14 Whale Rock Capital Management LLC 2.15M (3.09%) 2.15M
Increased by +100.00%
Dec 31, 24
15 Irenic Capital Management LP 2.11M (3.03%) 2.11M
Increased by +100.00%
Dec 31, 25
16 North Reef Capital Management LP 2.10M (3.02%) 1.97M
Increased by +93.92%
Dec 31, 25
17 Driehaus Capital Management LLC 2.04M (2.94%) 216.50K
Increased by +10.59%
Jun 30, 25
18 Ameriprise Financial Inc 2.01M (2.90%) 60.09K
Increased by +2.99%
Jun 30, 25
19 Champlain Investment Partners, LLC 1.98M (2.86%) -1.05M
Decreased by -52.91%
Dec 31, 25
20 Wasatch Advisors LP 1.93M (2.78%) -2.34K
Decreased by -0.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.46M (7.86%) 1.65M
Increased by +30.17%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.20M (3.17%) 0.00
Increased by 0.00%
Feb 28, 26
3 Baron Discovery Institutional 2.15M (3.09%) 450.00K
Increased by +20.93%
Dec 31, 25
4 Baron Discovery Strategy 2.15M (3.09%) 450.00K
Increased by +20.93%
Dec 31, 25
5 Janus Henderson Triton D 1.84M (2.65%) 199.79K
Increased by +10.85%
Jan 31, 26
6 Vanguard Information Technology ETF 1.78M (2.56%) -403.00
Decreased by -0.02%
Feb 28, 26
7 Champlain Small Company Fund, LLC 1.70M (2.44%) -225.69K
Decreased by -13.29%
Feb 28, 26
8 iShares Russell 2000 ETF 1.67M (2.40%) 911.56K
Increased by +54.60%
Feb 28, 26
9 Janus Henderson US SMID Cap Growth 1.64M (2.36%) 444.13K
Increased by +27.04%
Dec 31, 25
10 Vanguard US Total Market Shares ETF 1.57M (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
11 JHancock Small Cap Core NAV 1.56M (2.24%) 48.66K
Increased by +3.13%
Jan 31, 26
12 Vanguard Small Cap Index 1.55M (2.23%) 3.29K
Increased by +0.21%
Feb 28, 26
13 Algebris Financial Equity BM EUR Acc 1.35M (1.94%) 1.35M
Increased by +100.00%
Jan 31, 26
14 Janus Henderson US SMID Cap Growth MA 1.23M (1.77%) 1.23M
Increased by +100.00%
Jun 30, 25
15 Harbor Small Cap Growth Instl 1.14M (1.64%) 234.16K
Increased by +20.58%
Dec 31, 25
16 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.14M (1.64%) 234.16K
Increased by +20.58%
Dec 31, 25
17 Janus Henderson Venture D 1.08M (1.55%) 140.12K
Increased by +13.02%
Jan 31, 26
18 AB Small Cap Growth A 1.06M (1.52%) -62.02K
Decreased by -5.87%
Jan 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.51%) 3.58K
Increased by +0.34%
Jun 30, 25
20 Franklin Small-Mid Cap Growth A 1.02M (1.47%) 0.00
Increased by 0.00%
Feb 28, 26