Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.80%
2 DAT 4.75%
3 TSCM 3.46%
4 BIGY 3.34%
5 BOTZ 2.70%
6 BCSM 2.51%
7 INVN 1.99%
8 IDAT 1.97%
9 GRPM 1.82%
10 FGSI 1.78%
11 FTGS 1.78%
12 XMHQ 1.72%
13 NUMG 1.69%
14 CIBR 1.63%
15 CAML 1.62%
16 WCLD 1.58%
17 XMMO 1.54%
18 FCLD 1.48%
19 ROBT 1.47%
20 BUL 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (17.84%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 33.25M (11.48%) -3.62M
Decreased by -10.89%
Mar 31, 26
3 Vanguard Group Inc 32.00M (11.05%) -146.58K
Decreased by -0.46%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 16.49M (5.69%) 16.49M
Increased by +100.00%
Mar 31, 26
5 Pictet Asset Manangement SA 15.81M (5.46%) 1.16M
Increased by +7.34%
Mar 31, 26
6 Vanguard Capital Management, LLC 13.37M (4.62%) 13.37M
Increased by +100.00%
Mar 31, 26
7 UBS Group AG 11.12M (3.84%) 10.47M
Increased by +94.17%
Mar 31, 26
8 Brown Advisory Holdings Inc 9.65M (3.33%) -39.77K
Decreased by -0.41%
Dec 31, 25
9 Bank of America Corp 9.36M (3.23%) 7.05M
Increased by +75.29%
Mar 31, 26
10 Wellington Management Company LLP 9.34M (3.22%) 1.34M
Increased by +14.32%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 9.33M (3.22%) -1.35M
Decreased by -14.44%
Sep 30, 25
12 State Street Corp 9.19M (3.17%) -1.48M
Decreased by -16.08%
Mar 31, 26
13 Goldman Sachs Group Inc 8.53M (2.95%) -69.02K
Decreased by -0.81%
Jun 30, 25
14 State Street Corporation 8.28M (2.86%) 536.53K
Increased by +6.48%
Mar 31, 24
15 Geode Capital Management, LLC 7.76M (2.68%) 1.66M
Increased by +21.38%
Mar 31, 26
16 Thoma Bravo LP 7.66M (2.64%) -17.09M
Decreased by -223.18%
Mar 31, 24
17 First Trust Advisors L.P. 6.80M (2.35%) 5.96M
Increased by +87.61%
Mar 31, 26
18 Amundi 6.24M (2.15%) 5.13M
Increased by +82.19%
Mar 31, 26
19 Citadel Advisors Llc 5.55M (1.92%) 2.62M
Increased by +47.16%
Sep 30, 25
20 FMR Inc 5.50M (1.90%) 1.53M
Increased by +27.84%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 10.12M (3.49%) 1.90K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 9.50M (3.28%) 22.41K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 8.94M (3.09%) 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 7.91M (2.73%) 798.46K
Increased by +10.09%
Feb 28, 26
6 Vanguard Small Cap Index 6.87M (2.37%) -7.26K
Decreased by -0.11%
Apr 30, 26
7 First Trust NASDAQ Cybersecurity ETF 5.30M (1.83%) 6.89K
Increased by +0.13%
May 31, 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 (1.75%) 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 4.01M (1.39%) 20.75K
Increased by +0.52%
Apr 30, 26
12 Vanguard Small Cap Growth Index Inv 3.86M (1.33%) 2.49K
Increased by +0.06%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.16%) 34.84K
Increased by +1.03%
Apr 30, 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 Janus Henderson US Research Growth Eq 2.61M (0.90%) -20.98K
Decreased by -0.80%
Mar 31, 25
19 Janus Henderson Research D 2.59M (0.89%) -7.57K
Decreased by -0.29%
May 31, 25
20 T. Rowe Price Growth Stock Tr-B 2.50M (0.86%) -330.43K
Decreased by -13.22%
Mar 31, 25