Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.80%
2 DAT 4.31%
3 BOTZ 4.26%
4 BIGY 3.34%
5 IDAT 2.31%
6 GTEK 2.24%
7 PAMC 2.08%
8 FTGS 2.03%
9 XMHQ 1.72%
10 FIVG 1.68%
11 SIXG 1.68%
12 XMMO 1.54%
13 ROBT 1.49%
14 AIEQ 1.34%
15 WCLD 1.28%
16 FSCS 1.07%
17 RNMC 1.06%
18 FSGS 1.04%
19 RNSC 1.04%
20 IVOG 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (17.36%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 35.51M (11.93%) 3.77M
Increased by +10.60%
Dec 31, 24
3 Vanguard Group Inc 30.16M (10.13%) 484.88K
Increased by +1.61%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 17.81M (5.98%) -3.06M
Decreased by -17.20%
Dec 31, 24
5 Brown Advisory Holdings Inc 14.12M (4.74%) -579.28K
Decreased by -4.10%
Dec 31, 24
6 State Street Corp 10.16M (3.41%) 690.77K
Increased by +6.80%
Dec 31, 24
7 HHG PLC 9.36M (3.15%) 493.99K
Increased by +5.28%
Dec 31, 24
8 State Street Corporation 8.28M (2.78%) 536.53K
Increased by +6.48%
Mar 31, 24
9 Thoma Bravo LP 7.66M (2.57%) -17.09M
Decreased by -223.18%
Mar 31, 24
10 Goldman Sachs Group Inc 7.64M (2.57%) -884.60K
Decreased by -11.57%
Dec 31, 24
11 American Century Companies Inc 7.57M (2.54%) 700.33K
Increased by +9.25%
Dec 31, 24
12 Pictet Asset Manangement SA 7.03M (2.36%) 834.23K
Increased by +11.87%
Dec 31, 24
13 Geode Capital Management, LLC 5.22M (1.75%) 87.86K
Increased by +1.68%
Dec 31, 24
14 Citadel Advisors Llc 4.93M (1.66%) -2.09M
Decreased by -42.31%
Sep 30, 24
15 William Blair Investment Management, LLC 4.86M (1.63%) -135.80K
Decreased by -2.79%
Dec 31, 24
16 Dragoneer Investment Group, LLC 4.46M (1.50%) 4.46M
Increased by +100.00%
Dec 31, 24
17 JPMorgan Chase & Co 4.25M (1.43%) 1.28M
Increased by +30.21%
Sep 30, 24
18 RGM Capital LLC 4.05M (1.36%) -288.43K
Decreased by -7.11%
Dec 31, 24
19 Wellington Management Company LLP 4.01M (1.35%) -1.53M
Decreased by -38.13%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 3.90M (1.31%) 1.35M
Increased by +34.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.69M (3.26%) -31.26K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.98M (3.02%) 35.21K
Increased by +0.39%
Mar 31, 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 7.10M (2.38%) -143.73K
Decreased by -2.03%
Mar 31, 25
5 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.71%) 5.08M
Increased by +99.99%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 4.61M (1.55%) 81.95K
Increased by +1.78%
Mar 31, 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 3.98M (1.34%) -87.47K
Decreased by -2.20%
Mar 31, 25
11 Brown Advisory Sustainable Growth I 3.82M (1.28%) -90.97K
Decreased by -2.38%
Mar 31, 25
12 Vanguard Explorer Inv 3.32M (1.12%) 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 2.91M (0.98%) 10.35K
Increased by +0.36%
Mar 31, 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 (0.88%) -10.12K
Decreased by -0.39%
Feb 28, 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