Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.90%
2 OCFS 4.80%
3 TSCM 3.60%
4 BIGY 3.34%
5 BOTZ 2.70%
6 BCSM 2.40%
7 INVN 2.04%
8 IDAT 1.97%
9 GRPM 1.85%
10 FGSI 1.78%
11 FTGS 1.78%
12 XMHQ 1.72%
13 CIBR 1.70%
14 NUMG 1.69%
15 CAML 1.62%
16 WCLD 1.62%
17 FCLD 1.57%
18 XMMO 1.54%
19 ROBT 1.50%
20 BUL 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (17.83%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 36.87M (12.73%) 103.36K
Increased by +0.28%
Dec 31, 25
3 Vanguard Group Inc 32.00M (11.04%) -146.58K
Decreased by -0.46%
Dec 31, 25
4 Pictet Asset Manangement SA 15.81M (5.46%) 1.16M
Increased by +7.34%
Mar 31, 26
5 UBS Group AG 11.12M (3.84%) 10.47M
Increased by +94.17%
Mar 31, 26
6 State Street Corp 10.66M (3.68%) 101.99K
Increased by +0.96%
Dec 31, 25
7 Brown Advisory Holdings Inc 9.65M (3.33%) -39.77K
Decreased by -0.41%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 9.33M (3.22%) -1.35M
Decreased by -14.44%
Sep 30, 25
9 Goldman Sachs Group Inc 8.53M (2.94%) -69.02K
Decreased by -0.81%
Jun 30, 25
10 State Street Corporation 8.28M (2.86%) 536.53K
Increased by +6.48%
Mar 31, 24
11 Wellington Management Company LLP 8.00M (2.76%) 659.79K
Increased by +8.25%
Dec 31, 25
12 Thoma Bravo LP 7.66M (2.64%) -17.09M
Decreased by -223.18%
Mar 31, 24
13 American Century Companies Inc 7.27M (2.51%) -649.95K
Decreased by -8.94%
Dec 31, 25
14 Geode Capital Management, LLC 6.10M (2.11%) 137.22K
Increased by +2.25%
Dec 31, 25
15 Citadel Advisors Llc 5.55M (1.92%) 2.62M
Increased by +47.16%
Sep 30, 25
16 FMR Inc 5.50M (1.90%) 1.53M
Increased by +27.84%
Dec 31, 25
17 The Goldman Sachs Group Inc 5.16M (1.78%) -3.56M
Decreased by -69.14%
Dec 31, 25
18 ING Investment Management LLC 4.96M (1.71%) 1.90M
Increased by +38.34%
Mar 31, 25
19 HHG PLC 4.91M (1.69%) -1.12M
Decreased by -22.75%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 4.74M (1.64%) -3.19M
Decreased by -67.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 10.07M (3.48%) -5.07K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 9.48M (3.27%) -61.37K
Decreased by -0.65%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 8.94M (3.08%) 6.35K
Increased by +0.07%
Sep 30, 24
4 UBS: Global Equity 8.66M (2.99%) 0.00
Increased by 0.00%
Dec 31, 25
5 Pictet - Robotics I dy EUR 7.12M (2.46%) 7.12M
Increased by +100.00%
Jan 31, 26
6 Vanguard Small Cap Index 6.88M (2.37%) 31.38K
Increased by +0.46%
Mar 31, 26
7 First Trust NASDAQ Cybersecurity ETF 5.20M (1.80%) -5.17K
Decreased by -0.10%
Apr 30, 26
8 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.75%) 5.08M
Increased by +99.99%
Dec 31, 23
9 Vanguard Windsor Investor Shares 5.06M (1.74%) 793.60K
Increased by +15.70%
Mar 31, 26
10 GS netWIN Technology Equity MF 4.29M (1.48%) 575.30K
Increased by +13.40%
Dec 1, 25
11 Vanguard Information Technology ETF 3.99M (1.38%) -4.02K
Decreased by -0.10%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 3.86M (1.33%) 53.08K
Increased by +1.38%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 3.33M (1.15%) 48.73K
Increased by +1.46%
Mar 31, 26
14 American Century US Premier Lg Cp Gr 3.27M (1.13%) -478.00K
Decreased by -14.62%
Dec 31, 25
15 American Century Ultra® Inv 3.27M (1.13%) -478.00K
Decreased by -14.62%
Dec 31, 25
16 T. Rowe Price Growth Stock 2.97M (1.02%) -985.47K
Decreased by -33.21%
Mar 31, 25
17 T. Rowe Price US Growth Stock Composite 2.97M (1.02%) -1.03M
Decreased by -34.70%
Mar 31, 25
18 Pictet-Digital PUSD 2.80M (0.97%) 2.80M
Increased by +100.00%
Jan 31, 26
19 Janus Henderson US Research Growth Eq 2.61M (0.90%) -20.98K
Decreased by -0.80%
Mar 31, 25
20 Janus Henderson Research D 2.59M (0.89%) -7.57K
Decreased by -0.29%
May 31, 25