Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.80%
2 DAT 4.43%
3 BOTZ 4.36%
4 BIGY 3.34%
5 IDAT 2.39%
6 GTEK 2.32%
7 PAMC 2.08%
8 XMHQ 1.72%
9 SIXG 1.67%
10 XMMO 1.54%
11 ROBT 1.54%
12 WCLD 1.37%
13 PSWD 1.37%
14 AIEQ 1.34%
15 FIVG 1.34%
16 IVOG 1.16%
17 MDYG 1.03%
18 IJK 1.03%
19 ILDR 1.02%
20 DTEC 1.01%

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 9.70M (3.26%) 7.29K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 8.95M (3.01%) 41.53K
Increased by +0.46%
Feb 28, 25
3 Vanguard Small Cap Index 7.24M (2.43%) 5.93K
Increased by +0.08%
Feb 28, 25
4 T. Rowe Price U.S. Growth Stock SMA 5.08M (1.71%) 5.08M
Increased by +99.99%
Dec 31, 23
5 Pictet - Robotics I dy EUR 4.87M (1.64%) 429.18K
Increased by +8.82%
Nov 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.53M (1.52%) 4.65K
Increased by +0.10%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 4.07M (1.37%) -19.48K
Decreased by -0.48%
Feb 28, 25
8 American Century US Premier Lg Cp Gr 4.03M (1.35%) 499.00K
Increased by +12.39%
Dec 31, 24
9 American Century Ultra® Inv 4.03M (1.35%) 499.00K
Increased by +12.39%
Dec 31, 24
10 T. Rowe Price US Growth Stock Composite 4.00M (1.34%) -613.13K
Decreased by -15.34%
Dec 31, 24
11 T. Rowe Price Growth Stock 3.95M (1.33%) -42.91K
Decreased by -1.09%
Jan 31, 25
12 Brown Advisory Sustainable Growth I 3.91M (1.31%) 97.62K
Increased by +2.50%
Feb 28, 25
13 Vanguard Explorer Inv 3.00M (1.01%) 86.80K
Increased by +2.90%
Dec 31, 24
14 Vanguard Information Technology ETF 2.90M (0.98%) 7.92K
Increased by +0.27%
Feb 28, 25
15 T. Rowe Price Growth Stock Tr-B 2.83M (0.95%) -285.73K
Decreased by -10.10%
Dec 31, 24
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 2.62M (0.88%) -5.25K
Decreased by -0.20%
Jan 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 SPDR® S&P MIDCAP 400 ETF Trust 2.41M (0.81%) 22.94K
Increased by +0.95%
Feb 28, 25