Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PLAT 1.11%
2 FDHT 0.65%
3 WCEO 0.61%
4 PTH 0.57%
5 EDOC 0.50%
6 KOMP 0.31%
7 EKG 0.28%
8 QSML 0.24%
9 CSML 0.20%
10 EES 0.11%
11 TPSC 0.10%
12 TMFX 0.09%
13 CSA 0.09%
14 CSF 0.09%
15 ROSC 0.09%
16 IHF 0.04%
17 RVER 0.03%
18 BKSE 0.03%
19 RFLR 0.02%
20 LGHT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Francisco Partners Management LP 60.08M (65.66%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 9.58M (10.48%) 376.84K
Increased by +3.93%
Dec 31, 25
3 Rubric Capital Management LP 5.80M (6.34%) 1.12M
Increased by +19.37%
Dec 31, 24
4 LSV Asset Management 4.98M (5.45%) 2.16M
Increased by +43.28%
Mar 31, 26
5 Ameriprise Financial Inc 4.46M (4.87%) 1.18M
Increased by +26.56%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.26M (4.66%) 4.26M
Increased by +100.00%
Mar 31, 26
7 Lakewood Capital Management, LP 4.16M (4.54%) -728.47K
Decreased by -17.52%
Jun 30, 25
8 T. Rowe Price Investment Management,Inc. 3.81M (4.17%) 3.81M
Increased by +100.00%
Sep 30, 24
9 SILVER LAKE GROUP, L.L.C. 3.53M (3.86%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 3.36M (3.68%) 3.36M
Increased by +100.00%
Mar 31, 26
11 Renaissance Technologies Corp 3.26M (3.56%) 48.80K
Increased by +1.50%
Mar 31, 26
12 Petrus Trust Company, LTA 3.10M (3.39%) 0.00
Increased by 0.00%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 2.45M (2.68%) -199.31K
Decreased by -8.13%
Mar 31, 26
14 Silvercrest Asset Management Group LLC 2.41M (2.63%) 2.41M
Increased by +100.00%
Sep 30, 24
15 Prescott Group Capital Management LLC 2.11M (2.30%) 330.00K
Increased by +15.67%
Mar 31, 26
16 American Century Companies Inc 2.04M (2.23%) -2.25M
Decreased by -110.24%
Dec 31, 24
17 BlackRock Inc 1.86M (2.03%) -118.96K
Decreased by -6.39%
Mar 31, 26
18 AQR Capital Management LLC 1.80M (1.97%) 643.80K
Increased by +35.72%
Mar 31, 26
19 Technology Crossover Management X, Ltd. 1.65M (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
20 Millennium Management LLC 1.64M (1.79%) 1.64M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.10M (3.39%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.36M (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
3 Columbia Small Cap Growth 1.85M (2.02%) 1.85M
Increased by +100.00%
Mar 31, 24
4 Columbia Small Cap Growth Inst 1.85M (2.02%) 0.00
Increased by 0.00%
Mar 31, 24
5 T. Rowe Price Small-Cap Stock 1.60M (1.75%) 1.60M
Increased by +100.00%
Aug 31, 24
6 American Century Small Cap Growth Inv 1.60M (1.75%) -889.32K
Decreased by -55.65%
Dec 31, 24
7 American Century U.S. Small Cap Growth 1.60M (1.75%) -889.32K
Decreased by -55.65%
Dec 31, 24
8 Vanguard Strategic Equity Inv 1.26M (1.38%) 0.00
Increased by 0.00%
Mar 31, 26
9 Invenomic Institutional 1.17M (1.28%) 1.17M
Increased by +100.00%
Oct 31, 23
10 Vanguard Small Cap Index 1.12M (1.22%) -4.82K
Decreased by -0.43%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
12 Columbia Small Cap Value II 1.05M (1.15%) 172.03K
Increased by +16.41%
Jan 31, 25
13 SPDR® S&P Kensho New Economies Comps ETF 934.01K (1.02%) 0.00
Increased by 0.00%
Aug 29, 25
14 Columbia Small Cap Value II Inst 893.29K (0.98%) -154.92K
Decreased by -17.34%
Feb 28, 25
15 T. Rowe Price Instl Small-Cap Stock 790.61K (0.86%) 790.61K
Increased by +100.00%
Aug 31, 24
16 ClearBridge Small Cap 751.50K (0.82%) 16.80K
Increased by +2.24%
Jul 31, 25
17 ClearBridge Small Cap C 751.50K (0.82%) 16.80K
Increased by +2.24%
Jul 31, 25
18 Pacer US Small Cap Cash Cows 100 ETF 721.80K (0.79%) 0.00
Increased by 0.00%
May 29, 26
19 Vanguard Small Cap Value Index Inv 718.73K (0.79%) 1.11K
Increased by +0.15%
Apr 30, 26
20 Columbia Small Cap Value Discv A 714.27K (0.78%) 19.60K
Increased by +2.74%
Jul 31, 25