Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINQ 3.65%
2 NEWZ 2.95%
3 WCLD 1.75%
4 PSCT 1.65%
5 FSGS 1.00%
6 XSHQ 0.98%
7 RNSC 0.93%
8 CAFG 0.93%
9 SCDS 0.74%
10 XSW 0.69%
11 NIXT 0.65%
12 SKYY 0.63%
13 JSML 0.61%
14 BOUT 0.53%
15 QSML 0.42%
16 SLYG 0.42%
17 VIOG 0.42%
18 SKYU 0.41%
19 IJT 0.40%
20 ESIX 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.57M (16.57%) -402.31K
Decreased by -4.69%
Mar 31, 25
2 Vanguard Group Inc 7.17M (13.87%) -39.33K
Decreased by -0.55%
Mar 31, 25
3 CLEARLAKE CAPITAL GROUP, L.P. 5.71M (11.04%) 0.00
Increased by 0.00%
Jun 30, 24
4 Clearlake Capital Group LP 5.71M (11.04%) 0.00
Increased by 0.00%
Mar 31, 25
5 FMR Inc 3.61M (6.99%) -847.28K
Decreased by -23.44%
Mar 31, 25
6 State Street Corp 2.14M (4.14%) -53.53K
Decreased by -2.50%
Mar 31, 25
7 ICONIQ Capital, LLC 2.09M (4.03%) 0.00
Increased by 0.00%
Mar 31, 25
8 Conestoga Capital Advisors, LLC 2.08M (4.02%) -30.94K
Decreased by -1.49%
Jun 30, 25
9 State Street Corporation 2.04M (3.95%) 789.60K
Increased by +38.62%
Mar 31, 24
10 Hawk Ridge Management LLC 1.96M (3.79%) 1.09M
Increased by +55.42%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.68M (3.25%) -165.74K
Decreased by -9.85%
Jun 30, 24
12 JPMorgan Chase & Co 1.46M (2.82%) -61.49K
Decreased by -4.22%
Mar 31, 25
13 Geode Capital Management, LLC 1.32M (2.56%) 42.76K
Increased by +3.23%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.21M (2.34%) -5.96K
Decreased by -0.49%
Mar 31, 25
15 Westwood Holdings Group Inc 1.19M (2.29%) 611.50K
Increased by +51.54%
Mar 31, 25
16 Jana Partners Management LP 1.15M (2.23%) 1.15M
Increased by +100.00%
Jun 30, 24
17 Riverbridge Partners LLC 1.08M (2.08%) -98.64K
Decreased by -9.15%
Mar 31, 25
18 Meritage Group LP 1.07M (2.07%) 1.07M
Increased by +100.00%
Sep 30, 23
19 Bank of America Corp 1.03M (1.98%) 219.28K
Increased by +21.37%
Mar 31, 25
20 American Century Companies Inc 961.34K (1.86%) 64.68K
Increased by +6.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.09M (5.97%) 0.00
Increased by 0.00%
Jul 30, 25
2 Fidelity Select Software & IT Svcs Port 2.27M (4.40%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.82M (3.51%) 6.94K
Increased by +0.38%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.75M (3.39%) 1.39K
Increased by +0.08%
Sep 30, 24
5 Conestoga Small Cap Investors 1.48M (2.85%) -15.30K
Decreased by -1.04%
May 31, 25
6 Vanguard Small Cap Index 1.37M (2.65%) -53.68K
Decreased by -3.92%
Jun 30, 25
7 iShares Russell 2000 ETF 1.27M (2.45%) -20.48K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Information Technology ETF 1.26M (2.44%) 8.65K
Increased by +0.68%
Jun 30, 25
9 Virtus KAR Small-Cap Growth I 1.18M (2.28%) -128.00K
Decreased by -10.83%
Jun 30, 24
10 American Century Small Cap Growth Inv 1.02M (1.97%) 450.51K
Increased by +44.24%
Jun 30, 25
11 American Century U.S. Small Cap Growth 1.02M (1.97%) 450.51K
Increased by +44.24%
Jun 30, 25
12 Neuberger Berman Genesis Inv 1.01M (1.95%) 467.56K
Increased by +46.29%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 795.96K (1.54%) -15.78K
Decreased by -1.98%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 768.66K (1.49%) -15.58K
Decreased by -2.03%
Jun 30, 25
15 JPMorgan Small Cap Growth A 725.03K (1.40%) 10.80K
Increased by +1.49%
Jun 30, 25
16 Conestoga Small Cap Growth 666.07K (1.29%) 29.27K
Increased by +4.39%
Jun 30, 25
17 American Funds SMALLCAP World A 595.00K (1.15%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity Small Cap Index 591.03K (1.14%) 849.00
Increased by +0.14%
May 31, 25
19 Ave Maria Growth 590.00K (1.14%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Small Cap Index 542.45K (1.05%) 14.59K
Increased by +2.69%
Oct 31, 23