Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.80%
2 DAT 3.94%
3 BOTZ 3.41%
4 BIGY 3.34%
5 GTEK 2.14%
6 PAMC 2.08%
7 FGSI 2.05%
8 FTGS 2.04%
9 FCLD 2.00%
10 IDAT 1.97%
11 CAML 1.97%
12 NUMG 1.96%
13 GRPM 1.77%
14 XMHQ 1.72%
15 FIVG 1.64%
16 SIXG 1.63%
17 XMMO 1.54%
18 TEKY 1.50%
19 BASG 1.47%
20 WCLD 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (17.23%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 37.30M (12.44%) 1.19M
Increased by +3.18%
Jun 30, 25
3 Vanguard Group Inc 31.40M (10.47%) 1.08M
Increased by +3.45%
Jun 30, 25
4 Brown Advisory Holdings Inc 11.81M (3.94%) -919.31K
Decreased by -7.79%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 10.68M (3.56%) -4.44M
Decreased by -41.57%
Jun 30, 25
6 State Street Corp 10.28M (3.43%) -157.50K
Decreased by -1.53%
Jun 30, 25
7 Pictet Asset Manangement SA 8.80M (2.94%) 2.06M
Increased by +23.35%
Jun 30, 25
8 HHG PLC 8.67M (2.89%) -1.02M
Decreased by -11.74%
Jun 30, 25
9 Goldman Sachs Group Inc 8.53M (2.84%) -69.02K
Decreased by -0.81%
Jun 30, 25
10 State Street Corporation 8.28M (2.76%) 536.53K
Increased by +6.48%
Mar 31, 24
11 UBS Asset Mgmt Americas Inc 8.17M (2.72%) 1.18M
Increased by +14.45%
Jun 30, 25
12 American Century Companies Inc 7.85M (2.62%) 44.29K
Increased by +0.56%
Jun 30, 25
13 Thoma Bravo LP 7.66M (2.55%) -17.09M
Decreased by -223.18%
Mar 31, 24
14 Geode Capital Management, LLC 5.76M (1.92%) 134.48K
Increased by +2.34%
Jun 30, 25
15 ING Investment Management LLC 4.96M (1.65%) 1.90M
Increased by +38.34%
Mar 31, 25
16 Dragoneer Investment Group, LLC 4.46M (1.49%) 4.46M
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 4.41M (1.47%) 4.40M
Increased by +99.79%
Mar 31, 25
18 William Blair Investment Management, LLC 4.16M (1.39%) -898.71K
Decreased by -21.59%
Jun 30, 25
19 RGM Capital LLC 4.05M (1.35%) 6.00K
Increased by +0.15%
Jun 30, 25
20 Wellington Management Company LLP 4.01M (1.34%) -1.53M
Decreased by -38.13%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.76M (3.25%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 9.41M (3.14%) -213.44K
Decreased by -2.27%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 8.94M (2.98%) 6.35K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 7.28M (2.43%) -47.00K
Decreased by -0.65%
Jul 31, 25
5 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.69%) 5.08M
Increased by +99.99%
Dec 31, 23
6 Pictet - Robotics I dy EUR 4.29M (1.43%) 84.38K
Increased by +1.97%
May 31, 25
7 Vanguard Small Cap Growth Index Inv 4.10M (1.37%) -7.95K
Decreased by -0.19%
Jul 31, 25
8 American Century US Premier Lg Cp Gr 4.03M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Century Ultra® Inv 4.03M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.22M (1.07%) -1.40M
Decreased by -43.39%
Jul 31, 25
11 Brown Advisory Sustainable Growth I 3.19M (1.06%) -117.51K
Decreased by -3.68%
Jul 31, 25
12 Vanguard Explorer Inv 3.02M (1.01%) -301.79K
Decreased by -10.00%
Jun 30, 25
13 Vanguard Information Technology ETF 2.99M (1.00%) 30.47K
Increased by +1.02%
Jul 31, 25
14 T. Rowe Price Growth Stock 2.97M (0.99%) -985.47K
Decreased by -33.21%
Mar 31, 25
15 T. Rowe Price US Growth Stock Composite 2.97M (0.99%) -1.03M
Decreased by -34.70%
Mar 31, 25
16 Janus Henderson US Research Growth Eq 2.61M (0.87%) -20.98K
Decreased by -0.80%
Mar 31, 25
17 Janus Henderson Research D 2.59M (0.86%) -7.57K
Decreased by -0.29%
May 31, 25
18 T. Rowe Price Growth Stock Tr-B 2.50M (0.83%) -330.43K
Decreased by -13.22%
Mar 31, 25
19 Janus Henderson Enterprise D 2.46M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
20 Janus Inst Mid Cap Growth CF 2.46M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25