Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.80%
2 BOTZ 4.56%
3 DAT 4.45%
4 BIGY 3.34%
5 IDAT 2.45%
6 GTEK 2.35%
7 FTGS 2.17%
8 PAMC 2.08%
9 SIXG 1.77%
10 FIVG 1.77%
11 XMHQ 1.72%
12 ROBT 1.59%
13 XMMO 1.54%
14 CAML 1.49%
15 WCLD 1.40%
16 FSCS 1.15%
17 RNMC 1.15%
18 FSGS 1.12%
19 RNSC 1.12%
20 MDYG 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (17.34%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 36.11M (12.12%) 598.25K
Increased by +1.66%
Mar 31, 25
3 Vanguard Group Inc 30.32M (10.17%) 157.52K
Increased by +0.52%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 15.12M (5.07%) -2.69M
Decreased by -17.80%
Mar 31, 25
5 Brown Advisory Holdings Inc 12.73M (4.27%) -1.39M
Decreased by -10.91%
Mar 31, 25
6 State Street Corp 10.43M (3.50%) 274.14K
Increased by +2.63%
Mar 31, 25
7 HHG PLC 9.69M (3.25%) 323.56K
Increased by +3.34%
Mar 31, 25
8 Goldman Sachs Group Inc 8.60M (2.89%) 954.61K
Increased by +11.10%
Mar 31, 25
9 State Street Corporation 8.28M (2.78%) 536.53K
Increased by +6.48%
Mar 31, 24
10 American Century Companies Inc 7.80M (2.62%) 230.97K
Increased by +2.96%
Mar 31, 25
11 Thoma Bravo LP 7.66M (2.57%) -17.09M
Decreased by -223.18%
Mar 31, 24
12 UBS Asset Mgmt Americas Inc 6.99M (2.34%) 3.09M
Increased by +44.26%
Mar 31, 25
13 Pictet Asset Manangement SA 6.75M (2.26%) -278.53K
Decreased by -4.13%
Mar 31, 25
14 Geode Capital Management, LLC 5.62M (1.89%) 407.12K
Increased by +7.24%
Mar 31, 25
15 William Blair Investment Management, LLC 5.06M (1.70%) 199.59K
Increased by +3.94%
Mar 31, 25
16 Citadel Advisors Llc 4.93M (1.65%) -2.09M
Decreased by -42.31%
Sep 30, 24
17 Dragoneer Investment Group, LLC 4.46M (1.50%) 4.46M
Increased by +100.00%
Dec 31, 24
18 RGM Capital LLC 4.05M (1.36%) -8.28K
Decreased by -0.20%
Mar 31, 25
19 Wellington Management Company LLP 4.01M (1.35%) -1.53M
Decreased by -38.13%
Jun 30, 24
20 Jericho Capital Asset Management LP 3.89M (1.30%) -90.32K
Decreased by -2.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.69M (3.25%) -31.26K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 9.12M (3.06%) 143.14K
Increased by +1.57%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.94M (3.00%) 6.35K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 7.14M (2.40%) 43.67K
Increased by +0.61%
Apr 30, 25
5 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.70%) 5.08M
Increased by +99.99%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 4.64M (1.56%) 26.23K
Increased by +0.57%
Apr 30, 25
7 Pictet - Robotics I dy EUR 4.52M (1.52%) -144.09K
Decreased by -3.19%
Jan 31, 25
8 American Century US Premier Lg Cp Gr 4.03M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Century Ultra® Inv 4.03M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 3.97M (1.33%) -3.73K
Decreased by -0.09%
Apr 30, 25
11 Brown Advisory Sustainable Growth I 3.69M (1.24%) -126.63K
Decreased by -3.43%
Apr 30, 25
12 Vanguard Explorer Inv 3.32M (1.11%) 321.48K
Increased by +9.69%
Mar 31, 25
13 T. Rowe Price Growth Stock 2.97M (1.00%) -985.47K
Decreased by -33.21%
Mar 31, 25
14 T. Rowe Price US Growth Stock Composite 2.97M (1.00%) -1.03M
Decreased by -34.70%
Mar 31, 25
15 Vanguard Information Technology ETF 2.94M (0.99%) 22.92K
Increased by +0.78%
Apr 30, 25
16 Janus Henderson US Research Growth Eq 2.63M (0.88%) 408.51K
Increased by +15.54%
Dec 31, 24
17 Janus Henderson Research D 2.61M (0.87%) -5.60K
Decreased by -0.21%
Mar 31, 25
18 T. Rowe Price Lrg Cp Gr I 2.59M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
19 T. Rowe Price US Large-Cap Growth Equity 2.59M (0.87%) 205.51K
Increased by +7.93%
Sep 30, 24
20 T. Rowe Price Growth Stock Tr-B 2.50M (0.84%) -330.43K
Decreased by -13.22%
Mar 31, 25