Titelia

Fund shareholders of Happen Inc

ISIN US52603A2087 · United States · LEI 549300YC50YO7Y1OJR92

Fund shareholders
248
Of which ETFs
56 192 other funds
Value held
≈ 822.4M $ 822.1M $ · 266K €
Share of capital
36.0 % of 115.4M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 40,306835.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 39,889712K $0.36 %0.03 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 38,200792.3K $0.04 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 37,840784.8K $0.07 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,179692.5K $0.11 %0.03 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 36,123691.4K $0.07 %0.03 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 35,774742K $0.43 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 35,723683.7K $0.07 %0.03 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 34,987725.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 34,972725.3K $0.07 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 34,852667.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 33,919649.2K $0.33 %0.03 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 33,146687.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 32,354671K $0.09 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 31,996663.6K $0.07 %0.03 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 31,700606.7K $0.47 %0.03 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 30,820639.2K $0.15 %0.03 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30,734637.4K $0.06 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,404581.9K $0.08 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 30,059536.6K $0.05 %0.03 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 29,944621K $0.19 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29,920572.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 29,500564.6K $0.02 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 28,772550.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 28,049500.7K $0.07 %0.02 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 25,821535.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 25,260523.9K $0.07 %0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 25,189522.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 24,796442.6K $0.18 %0.02 %as of May 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 23,388447.6K $2.26 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 22,842473.7K $0.07 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,466445.1K $0.05 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 20,651395.3K $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 20,357389.6K $0.03 %0.02 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 19,570405.9K $0.08 %0.02 %as of Jun 30, 2026 ↗
Global X Millennial Consumer ETF GLOBAL X FUNDS 19,212342.9K $0.35 %0.02 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,100340.9K $0.03 %0.02 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 17,762368.4K $0.07 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 17,556336K $0.08 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,287358.5K $0.07 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 14,989310.9K $0.07 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 14,970310.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 14,150293.5K $0.06 %0.01 %as of Jun 30, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 14,150270.8K $2.82 %0.01 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,065291.7K $0.12 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 13,871287.7K $0.33 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 13,853287.3K $0.07 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,580281.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,416256.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 13,054249.9K $0.07 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 12,889246.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 12,257234.6K $0.04 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,516238.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 11,014210.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 10,751191.9K $0.00 %0.01 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 10,404215.8K $0.07 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 10,388185.4K $0.14 %0.01 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,193181.9K $0.06 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 9,928190K $0.07 %0.01 %as of Jul 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 9,687200.9K $0.10 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 9,374194.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 9,362194.2K $0.08 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 9,258192K $0.06 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 9,165190.1K $0.07 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,141163.2K $0.00 %0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 9,069161.9K $0.03 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,065188K $0.01 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 8,760181.7K $0.13 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 8,754181.6K $0.17 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,536177K $0.05 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,216157.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 8,000165.9K $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 7,657146.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 7,648158.6K $0.07 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,603157.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,380153.1K $0.08 %0.01 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 6,321131.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,273112K $0.02 %0.01 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 6,042107.8K $0.02 %0.01 %as of May 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,865112.3K $0.07 %0.01 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 5,832111.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 5,526114.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 5,38596.1K $0.05 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 5,323101.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 5,271109.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 5,072105.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,931102.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4,62695.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,27888.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,25976K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,21275.2K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,15286.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 4,12773.7K $1.01 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,06884.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 3,98482.6K $0.24 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 3,94570.4K $0.02 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,54873.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3,36069.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 3,30359K $0.01 %0.00 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,30068.4K $0.04 %0.00 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.22 %as of Jul 31, 2026 ↗
TCW Relative Value Mid Cap Fund TCW FUNDS INC 2.97 %as of Jul 31, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 2.82 %as of Jul 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 2.26 %as of Jul 31, 2026 ↗
ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 2.01 %as of Dec 31, 2025 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1.84 %as of Jul 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 1.66 %as of Jul 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 1.50 %as of Jul 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 1.46 %as of Jul 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 1.31 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3246-841,585,517-0.8 %
2026Q2254+741,925,725+10.0 %
2026Q1247+1938,125,093+8.1 %
2025Q4228+2435,284,376+1.9 %
2025Q3204+734,613,152-1.8 %
2025Q2197-835,249,127+0.7 %
2025Q1205+1235,011,417+1.4 %
2024Q4193+1334,538,545+4.2 %
2024Q3180+533,144,920+5.5 %
2024Q2175+1431,420,280+4.0 %
2024Q1161-430,219,018+3.3 %
2023Q416529,262,841

Institutional managers

238 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP12,757,974182.7M $as of Mar 31, 2026
BlackRock, Inc.9,587,787137.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,760,14182.5M $as of Mar 31, 2026
Senvest Management, LLC4,546,81265.1M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.3,420,11549M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,115,65444.6M $as of Mar 31, 2026
STATE STREET CORP2,892,92041.4M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,748,06239.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,700,27238.7M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP2,117,54330.3M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,089,68929.9K $as of Mar 31, 2026
Driehaus Capital Management LLC2,009,67628.8M $as of Mar 31, 2026
Long Focus Capital Management, LLC1,936,00027.7M $as of Mar 31, 2026
CRAMER ROSENTHAL MCGLYNN LLC1,656,09523.7M $as of Mar 31, 2026
Nuveen, LLC1,459,49020.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,421,85520.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,318,56218.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,309,62418.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,293,05218.5M $as of Mar 31, 2026
NORTHERN TRUST CORP1,015,68614.5M $as of Mar 31, 2026
MORGAN STANLEY961,75913.8M $as of Mar 31, 2026
EMERALD ADVISERS, LLC927,59613.3M $as of Mar 31, 2026
FMR LLC888,85812.7M $as of Mar 31, 2026
Cander Asset Management LP871,81112.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC818,17511.7M $as of Mar 31, 2026

Declared shareholders of Happen Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others13.30 %15,284,869as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.00 %5,772,120as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Happen Inc". https://titelia.com/en/stocks/happen-inc-US52603A2087