Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINQ 3.65%
2 PSCT 1.76%
3 WCLD 1.70%
4 JSML 1.17%
5 RNSC 0.89%
6 FSGS 0.89%
7 CAFG 0.89%
8 SCDS 0.80%
9 SKYY 0.78%
10 XSW 0.76%
11 JSMD 0.58%
12 BOUT 0.53%
13 SKYU 0.47%
14 QSML 0.46%
15 SLYG 0.42%
16 IJT 0.42%
17 VIOG 0.39%
18 ESIX 0.38%
19 CLDL 0.37%
20 PSC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.97M (17.38%) 113.72K
Increased by +1.27%
Dec 31, 24
2 Vanguard Group Inc 7.21M (13.97%) 14.98K
Increased by +0.21%
Dec 31, 24
3 CLEARLAKE CAPITAL GROUP, L.P. 5.71M (11.06%) 0.00
Increased by 0.00%
Jun 30, 24
4 Clearlake Capital Group LP 5.71M (11.06%) 0.00
Increased by 0.00%
Dec 31, 24
5 FMR Inc 4.46M (8.64%) -691.74K
Decreased by -15.50%
Dec 31, 24
6 State Street Corp 2.20M (4.26%) 89.78K
Increased by +4.09%
Dec 31, 24
7 Conestoga Capital Advisors, LLC 2.11M (4.09%) -3.21K
Decreased by -0.15%
Mar 31, 25
8 ICONIQ Capital, LLC 2.09M (4.04%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corporation 2.04M (3.96%) 789.60K
Increased by +38.62%
Mar 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 1.68M (3.26%) -165.74K
Decreased by -9.85%
Jun 30, 24
11 JPMorgan Chase & Co 1.52M (2.94%) -1.81M
Decreased by -119.40%
Dec 31, 24
12 Geode Capital Management, LLC 1.28M (2.48%) -503.00
Decreased by -0.04%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.22M (2.36%) 421.16K
Increased by +34.60%
Dec 31, 24
14 Jana Partners Management LP 1.15M (2.24%) 1.15M
Increased by +100.00%
Jun 30, 24
15 Riverbridge Partners LLC 1.08M (2.09%) -98.64K
Decreased by -9.15%
Mar 31, 25
16 Meritage Group LP 1.07M (2.08%) 1.07M
Increased by +100.00%
Sep 30, 23
17 Topline Capital Management LLC 996.90K (1.93%) 996.90K
Increased by +100.00%
Dec 31, 24
18 American Century Companies Inc 896.66K (1.74%) 889.57K
Increased by +99.21%
Dec 31, 24
19 Artisan Partners Limited Partnership 893.67K (1.73%) -751.23K
Decreased by -84.06%
Sep 30, 23
20 Geneva Capital Management 877.02K (1.70%) -18.79K
Decreased by -2.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (6.10%) -2.84K
Decreased by -0.09%
Apr 30, 25
2 Fidelity Select Software & IT Svcs Port 2.27M (4.40%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.76M (3.42%) 6.26K
Increased by +0.35%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.75M (3.40%) 1.39K
Increased by +0.08%
Sep 30, 24
5 Conestoga Small Cap Investors 1.53M (2.95%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.44M (2.79%) -11.66K
Decreased by -0.81%
Apr 29, 25
7 Vanguard Small Cap Index 1.41M (2.73%) -23.67K
Decreased by -1.68%
Mar 31, 25
8 Vanguard Information Technology ETF 1.24M (2.40%) 4.47K
Increased by +0.36%
Mar 31, 25
9 Virtus KAR Small-Cap Growth I 1.18M (2.29%) -128.00K
Decreased by -10.83%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 805.52K (1.56%) 20.93K
Increased by +2.60%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 792.41K (1.53%) -14.24K
Decreased by -1.80%
Mar 31, 25
12 JPMorgan Small Cap Growth A 721.11K (1.40%) 9.01K
Increased by +1.25%
Mar 31, 25
13 Conestoga Small Cap Growth 636.80K (1.23%) 34.33K
Increased by +5.39%
Mar 31, 25
14 American Funds SMALLCAP World A 595.00K (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
15 Ave Maria Growth 590.00K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 572.79K (1.11%) 3.44K
Increased by +0.60%
Feb 28, 25
17 American Century Small Cap Growth Inv 567.85K (1.10%) 67.29K
Increased by +11.85%
Mar 31, 25
18 American Century U.S. Small Cap Growth 567.85K (1.10%) 67.29K
Increased by +11.85%
Mar 31, 25
19 Neuberger Berman Genesis Inv 542.46K (1.05%) 542.46K
Increased by +100.00%
Mar 31, 25
20 Fidelity® Small Cap Index 542.45K (1.05%) 14.59K
Increased by +2.69%
Oct 31, 23