Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINQ 3.65%
2 PSCT 1.94%
3 WCLD 1.51%
4 SCDS 0.83%
5 XSW 0.74%
6 SKYY 0.65%
7 CAFG 0.53%
8 QSML 0.51%
9 CLDL 0.48%
10 PSC 0.40%
11 SKYU 0.39%
12 ESIX 0.35%
13 ETHO 0.31%
14 IJT 0.30%
15 SLYG 0.30%
16 VIOG 0.28%
17 BFOR 0.28%
18 IWO 0.24%
19 QVMS 0.24%
20 VTWG 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.46M (16.25%) -11.89K
Decreased by -0.14%
Jun 30, 24
2 Vanguard Group Inc 7.18M (13.81%) -196.75K
Decreased by -2.74%
Jun 30, 24
3 CLEARLAKE CAPITAL GROUP, L.P. 5.71M (10.98%) 0.00
Increased by 0.00%
Jun 30, 24
4 Clearlake Capital Group LP 5.71M (10.98%) 0.00
Increased by 0.00%
Jun 30, 24
5 FMR Inc 5.09M (9.78%) 686.19K
Increased by +13.48%
Jun 30, 24
6 ICONIQ Capital, LLC 2.09M (4.01%) 0.00
Increased by 0.00%
Jun 30, 24
7 State Street Corp 2.08M (3.99%) 31.54K
Increased by +1.52%
Jun 30, 24
8 State Street Corporation 2.04M (3.93%) 789.60K
Increased by +38.62%
Mar 31, 24
9 Conestoga Capital Advisors, LLC 1.76M (3.38%) 350.14K
Increased by +19.90%
Sep 30, 24
10 Kayne Anderson Rudnick Investment Management LLC 1.68M (3.24%) -165.74K
Decreased by -9.85%
Jun 30, 24
11 Hawk Ridge Management LLC 1.38M (2.65%) 1.38M
Increased by +100.00%
Jun 30, 24
12 Geode Capital Management, LLC 1.28M (2.46%) 58.73K
Increased by +4.59%
Jun 30, 24
13 Riverbridge Partners LLC 1.27M (2.45%) -543.00K
Decreased by -42.67%
Sep 30, 24
14 Jana Partners Management LP 1.15M (2.22%) 1.15M
Increased by +100.00%
Jun 30, 24
15 Meritage Group LP 1.07M (2.06%) 1.07M
Increased by +100.00%
Sep 30, 23
16 JPMorgan Chase & Co 1.07M (2.05%) 6.27K
Increased by +0.59%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 1.05M (2.01%) -3.59M
Decreased by -343.56%
Jun 30, 24
18 Brown Advisory Holdings Inc 954.91K (1.84%) -796.48K
Decreased by -83.41%
Jun 30, 24
19 Geneva Capital Management 895.81K (1.72%) 24.45K
Increased by +2.73%
Sep 30, 24
20 Artisan Partners Limited Partnership 893.67K (1.72%) -751.23K
Decreased by -84.06%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (6.32%) 3.04K
Increased by +0.09%
Oct 31, 24
2 Fidelity Select Software & IT Svcs Port 2.54M (4.89%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.37%) 1.39K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.49M (2.86%) -3.35K
Decreased by -0.23%
Oct 31, 24
5 Vanguard Small Cap Index 1.40M (2.69%) -8.91K
Decreased by -0.64%
Sep 30, 24
6 Conestoga Small Cap Investors 1.26M (2.43%) 263.40K
Increased by +20.82%
Sep 30, 24
7 Virtus KAR Small-Cap Growth I 1.18M (2.27%) -128.00K
Decreased by -10.83%
Jun 30, 24
8 Vanguard Information Technology ETF 1.17M (2.26%) 2.85K
Increased by +0.24%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 772.42K (1.48%) -5.36K
Decreased by -0.69%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 770.18K (1.48%) -12.56K
Decreased by -1.63%
Sep 30, 24
11 JPMorgan Small Cap Growth A 746.86K (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Funds SMALLCAP World A 595.00K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 591.36K (1.14%) -13.77K
Decreased by -2.33%
Aug 31, 24
14 Fidelity® Small Cap Index 542.45K (1.04%) 14.59K
Increased by +2.69%
Oct 31, 23
15 Brown Advisory Small-Cap Growth Inv 540.08K (1.04%) -72.68K
Decreased by -13.46%
Mar 31, 24
16 Strategic Advisers Fidelity US TtlStk 529.63K (1.02%) 12.50K
Increased by +2.36%
Sep 30, 24
17 iShares Russell 2000 Growth ETF 513.79K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
18 Conestoga Small Cap Growth 487.24K (0.94%) 85.50K
Increased by +17.55%
Sep 30, 24
19 Artisan Small Cap Investor 475.08K (0.91%) -413.61K
Decreased by -87.06%
Sep 30, 23
20 Artisan U.S. Small-Cap Growth 475.08K (0.91%) -413.61K
Decreased by -87.06%
Sep 30, 23