Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTZ 5.11%
2 OCFS 4.80%
3 DAT 4.76%
4 BIGY 3.34%
5 IDAT 2.65%
6 GTEK 2.55%
7 PAMC 2.08%
8 ROBT 2.06%
9 XMHQ 1.72%
10 SIXG 1.65%
11 PSWD 1.57%
12 XMMO 1.54%
13 WCLD 1.51%
14 FIVG 1.34%
15 MDYG 1.19%
16 IJK 1.19%
17 ILDR 1.11%
18 IVOG 1.10%
19 XITK 1.08%
20 DTEC 1.07%

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 31.75M (10.67%) 4.19M
Increased by +13.19%
Sep 30, 24
3 Vanguard Group Inc 29.68M (9.97%) 1.49M
Increased by +5.01%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 20.87M (7.01%) 3.12M
Increased by +14.96%
Sep 30, 24
5 Brown Advisory Holdings Inc 14.69M (4.94%) 1.23M
Increased by +8.39%
Sep 30, 24
6 State Street Corp 9.47M (3.18%) 1.21M
Increased by +12.75%
Sep 30, 24
7 HHG PLC 8.87M (2.98%) -6.58K
Decreased by -0.07%
Sep 30, 24
8 Goldman Sachs Group Inc 8.53M (2.87%) 2.14M
Increased by +25.12%
Sep 30, 24
9 State Street Corporation 8.28M (2.78%) 536.53K
Increased by +6.48%
Mar 31, 24
10 Thoma Bravo LP 7.66M (2.57%) -17.09M
Decreased by -223.18%
Mar 31, 24
11 American Century Companies Inc 6.87M (2.31%) 168.49K
Increased by +2.45%
Sep 30, 24
12 Pictet Asset Manangement SA 6.19M (2.08%) 440.11K
Increased by +7.11%
Sep 30, 24
13 Geode Capital Management, LLC 5.13M (1.72%) 884.67K
Increased by +17.25%
Sep 30, 24
14 William Blair Investment Management, LLC 5.00M (1.68%) 570.57K
Increased by +11.42%
Sep 30, 24
15 Citadel Advisors Llc 4.93M (1.66%) -2.09M
Decreased by -42.31%
Sep 30, 24
16 Dragoneer Investment Group, LLC 4.58M (1.54%) 4.58M
Increased by +100.00%
Mar 31, 24
17 RGM Capital LLC 4.34M (1.46%) 494.03K
Increased by +11.38%
Sep 30, 24
18 JPMorgan Chase & Co 4.25M (1.43%) 1.28M
Increased by +30.21%
Sep 30, 24
19 Wellington Management Company LLP 4.01M (1.35%) -1.53M
Decreased by -38.13%
Jun 30, 24
20 Jericho Capital Asset Management LP 3.98M (1.34%) -1.06M
Decreased by -26.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.73M (3.27%) 1.58K
Increased by +0.02%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 8.89M (2.99%) 7.64K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 7.22M (2.43%) 79.95K
Increased by +1.11%
Dec 31, 24
4 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.71%) 5.08M
Increased by +99.99%
Dec 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 4.51M (1.52%) 49.94K
Increased by +1.11%
Dec 31, 24
6 Pictet - Robotics I dy EUR 4.44M (1.49%) -960.49K
Decreased by -21.65%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 4.09M (1.38%) 162.94K
Increased by +3.98%
Dec 31, 24
8 Brown Advisory Sustainable Growth I 4.07M (1.37%) -210.06K
Decreased by -5.17%
Dec 31, 24
9 American Century US Premier Lg Cp Gr 4.03M (1.35%) 499.00K
Increased by +12.39%
Dec 31, 24
10 American Century Ultra® Inv 4.03M (1.35%) 499.00K
Increased by +12.39%
Dec 31, 24
11 T. Rowe Price Growth Stock 4.00M (1.34%) -66.74K
Decreased by -1.67%
Dec 31, 24
12 T. Rowe Price US Growth Stock Composite 4.00M (1.34%) -613.13K
Decreased by -15.34%
Dec 31, 24
13 Vanguard Explorer Inv 3.00M (1.01%) 86.80K
Increased by +2.90%
Dec 31, 24
14 Vanguard Information Technology ETF 2.85M (0.96%) 41.88K
Increased by +1.47%
Dec 31, 24
15 T. Rowe Price Growth Stock Tr-B 2.83M (0.95%) -285.73K
Decreased by -10.10%
Dec 31, 24
16 Janus Henderson Research D 2.66M (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
17 Janus Henderson US Research Growth Eq 2.63M (0.88%) 408.51K
Increased by +15.54%
Dec 31, 24
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 SPDR® S&P MIDCAP 400 ETF Trust 2.49M (0.84%) 73.19K
Increased by +2.94%
Dec 31, 24