Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PLAT 1.11%
2 WCEO 0.61%
3 PTH 0.57%
4 EDOC 0.50%
5 KOMP 0.31%
6 EKG 0.28%
7 QSML 0.24%
8 CSML 0.20%
9 EES 0.11%
10 TPSC 0.10%
11 TMFX 0.09%
12 CSA 0.09%
13 CSF 0.09%
14 ROSC 0.09%
15 IHF 0.06%
16 RVER 0.03%
17 BKSE 0.03%
18 RFLR 0.02%
19 LGHT 0.02%
20 VBK 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Francisco Partners Management LP 60.08M (68.10%) -10.00M
Decreased by -16.64%
Mar 31, 25
2 Vanguard Group Inc 8.62M (9.78%) 251.83K
Increased by +2.92%
Mar 31, 25
3 Rubric Capital Management LP 5.80M (6.58%) 1.12M
Increased by +19.37%
Dec 31, 24
4 Lakewood Capital Management, LP 4.89M (5.54%) 0.00
Increased by 0.00%
Mar 31, 25
5 Ameriprise Financial Inc 4.63M (5.25%) -172.09K
Decreased by -3.71%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 3.81M (4.32%) 3.81M
Increased by +100.00%
Sep 30, 24
7 SILVER LAKE GROUP, L.L.C. 3.53M (4.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 Petrus Trust Company, LTA 3.17M (3.59%) 216.93K
Increased by +6.85%
Mar 31, 25
9 Renaissance Technologies Corp 3.01M (3.41%) 129.80K
Increased by +4.31%
Mar 31, 25
10 Silvercrest Asset Management Group LLC 2.41M (2.73%) 2.41M
Increased by +100.00%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 2.29M (2.60%) 301.40K
Increased by +13.14%
Mar 31, 25
12 Millennium Management LLC 2.19M (2.48%) -2.13M
Decreased by -97.40%
Dec 31, 24
13 American Century Companies Inc 2.04M (2.31%) -2.25M
Decreased by -110.24%
Dec 31, 24
14 Rip Road Capital Partners LP 1.92M (2.18%) -485.51K
Decreased by -25.25%
Mar 31, 25
15 BlackRock Inc 1.77M (2.00%) 41.63K
Increased by +2.35%
Mar 31, 25
16 State Street Corp 1.77M (2.00%) 97.41K
Increased by +5.51%
Mar 31, 25
17 Technology Crossover Management X, Ltd. 1.65M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
18 Point72 Asset Management, L.P. 1.63M (1.84%) 1.63M
Increased by +100.00%
Sep 30, 24
19 Orbimed Advisors, LLC 1.59M (1.81%) -193.60K
Decreased by -12.14%
Sep 30, 23
20 Fuller & Thaler Asset Management Inc 1.57M (1.79%) 1.57M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.80M (3.18%) 116.60K
Increased by +4.16%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.36M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 2.21M (2.51%) 2.58K
Increased by +0.12%
Apr 30, 25
4 Columbia Small Cap Growth 1.85M (2.10%) 1.85M
Increased by +100.00%
Mar 31, 24
5 Columbia Small Cap Growth Inst 1.85M (2.10%) 0.00
Increased by 0.00%
Mar 31, 24
6 T. Rowe Price Small-Cap Stock 1.60M (1.81%) 1.60M
Increased by +100.00%
Aug 31, 24
7 American Century Small Cap Growth Inv 1.60M (1.81%) -889.32K
Decreased by -55.65%
Dec 31, 24
8 American Century U.S. Small Cap Growth 1.60M (1.81%) -889.32K
Decreased by -55.65%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.66%) 5.09K
Increased by +0.35%
Apr 30, 25
10 SPDR® S&P Kensho New Economies Comps ETF 1.30M (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 1.24M (1.40%) 1.48K
Increased by +0.12%
Apr 30, 25
12 Invenomic Institutional 1.17M (1.33%) 1.17M
Increased by +100.00%
Oct 31, 23
13 Columbia Small Cap Value I 1.05M (1.19%) 61.60K
Increased by +5.86%
Mar 31, 25
14 Columbia Small Cap Value I A 1.05M (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
15 Columbia Small Cap Value II 1.05M (1.19%) 172.03K
Increased by +16.41%
Jan 31, 25
16 Columbia Small Cap Value II Inst 893.29K (1.01%) -154.92K
Decreased by -17.34%
Feb 28, 25
17 T. Rowe Price Instl Small-Cap Stock 790.61K (0.90%) 790.61K
Increased by +100.00%
Aug 31, 24
18 ClearBridge Small Cap 734.70K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
19 ClearBridge Small Cap C 734.70K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
20 Putnam Core Equity Fund Y 651.25K (0.74%) 0.00
Increased by 0.00%
Sep 30, 24