Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINQ 3.65%
2 FMCX 3.32%
3 NEWZ 3.09%
4 FMCE 2.39%
5 WCLD 1.39%
6 FSGS 1.03%
7 RNSC 0.92%
8 PSCT 0.91%
9 XITK 0.86%
10 NBSM 0.78%
11 XSW 0.78%
12 XSHQ 0.73%
13 SCDS 0.63%
14 NIXT 0.59%
15 JSML 0.57%
16 SKYY 0.56%
17 FTKI 0.55%
18 CAFG 0.53%
19 BOUT 0.53%
20 SKYU 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.68M (17.12%) 34.02K
Increased by +0.44%
Mar 31, 26
2 Vanguard Group Inc 6.80M (15.15%) -261.93K
Decreased by -3.85%
Dec 31, 25
3 CLEARLAKE CAPITAL GROUP, L.P. 5.71M (12.73%) 0.00
Increased by 0.00%
Jun 30, 24
4 Clearlake Capital Group LP 5.71M (12.73%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.06M (9.06%) 4.06M
Increased by +100.00%
Mar 31, 26
6 UBS Group AG 3.20M (7.14%) 2.54M
Increased by +79.23%
Mar 31, 26
7 Fivespan Partners, LP 3.01M (6.72%) 2.09M
Increased by +69.27%
Mar 31, 26
8 First Manhattan Co. LLC 2.68M (5.97%) 248.38K
Increased by +9.28%
Mar 31, 26
9 Vanguard Capital Management, LLC 2.35M (5.24%) 2.35M
Increased by +100.00%
Mar 31, 26
10 ICONIQ Capital, LLC 2.09M (4.65%) 0.00
Increased by 0.00%
Mar 31, 26
11 State Street Corporation 2.04M (4.56%) 789.60K
Increased by +38.62%
Mar 31, 24
12 State Street Corp 2.04M (4.55%) 41.12K
Increased by +2.02%
Mar 31, 26
13 Neuberger Berman Group LLC 2.02M (4.51%) -130.93K
Decreased by -6.47%
Mar 31, 26
14 Hawk Ridge Management LLC 1.89M (4.21%) 393.19K
Increased by +20.79%
Mar 31, 26
15 Conestoga Capital Advisors, LLC 1.69M (3.76%) -163.51K
Decreased by -9.70%
Mar 31, 26
16 Kayne Anderson Rudnick Investment Management LLC 1.68M (3.75%) -165.74K
Decreased by -9.85%
Jun 30, 24
17 NORGES BANK 1.46M (3.26%) 1.11M
Increased by +76.03%
Dec 31, 25
18 Westwood Holdings Group Inc 1.46M (3.25%) -63.15K
Decreased by -4.34%
Mar 31, 26
19 Engaged Capital LLC 1.37M (3.05%) 284.00K
Increased by +20.77%
Mar 31, 26
20 American Century Companies Inc 1.27M (2.84%) -13.48K
Decreased by -1.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.03M (6.75%) 1.22K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.75M (3.91%) 1.39K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.70M (3.80%) 6.52K
Increased by +0.38%
Apr 30, 26
4 Vanguard Information Technology ETF 1.27M (2.84%) 6.57K
Increased by +0.52%
Apr 30, 26
5 Vanguard Small Cap Index 1.23M (2.75%) -3.37K
Decreased by -0.27%
Apr 30, 26
6 Neuberger Genesis Inv 1.23M (2.73%) -66.45K
Decreased by -5.42%
Mar 31, 26
7 iShares Russell 2000 ETF 1.18M (2.64%) 10.92K
Increased by +0.92%
May 29, 26
8 Virtus KAR Small-Cap Growth I 1.18M (2.63%) -128.00K
Decreased by -10.83%
Jun 30, 24
9 Conestoga Small Cap Investors 1.12M (2.50%) -159.40K
Decreased by -14.20%
Mar 31, 26
10 Neuberger Berman Genesis Inv 1.01M (2.25%) 467.56K
Increased by +46.29%
Jun 30, 25
11 American Century Small Cap Growth Inv 936.41K (2.09%) -85.21K
Decreased by -9.10%
Dec 31, 25
12 American Century U.S. Small Cap Growth 936.41K (2.09%) -85.21K
Decreased by -9.10%
Dec 31, 25
13 Fidelity Select Software & IT Svcs Port 874.40K (1.95%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Small Cap Growth Index Inv 692.88K (1.54%) -538.00
Decreased by -0.08%
Apr 30, 26
15 American Funds SMALLCAP World A 595.00K (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 564.11K (1.26%) 4.71K
Increased by +0.83%
Apr 30, 26
17 Fidelity® Small Cap Index 542.45K (1.21%) 14.59K
Increased by +2.69%
Oct 31, 23
18 Brown Advisory Small-Cap Growth Inv 540.08K (1.20%) -72.68K
Decreased by -13.46%
Mar 31, 24
19 Conestoga Small Cap Growth 492.24K (1.10%) -47.50K
Decreased by -9.65%
Mar 31, 26
20 Fidelity Small Cap Index 486.97K (1.09%) -22.10K
Decreased by -4.54%
Mar 31, 26