Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 0.95%
2 XSW 0.78%
3 IVES 0.38%
4 BRNY 0.35%
5 CSML 0.22%
6 CLDL 0.12%
7 FYC 0.10%
8 EES 0.09%
9 IWO 0.08%
10 VTWG 0.08%
11 FESM 0.07%
12 STXK 0.06%
13 FYX 0.05%
14 BBSC 0.05%
15 DFAS 0.05%
16 BKSE 0.05%
17 RSSL 0.04%
18 IWM 0.04%
19 VTWO 0.04%
20 VBK 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 45.36M (69.21%) 0.00
Increased by 0.00%
Dec 31, 24
2 Dragoneer Investment Group, LLC 13.45M (20.52%) -2.94M
Decreased by -21.83%
Dec 31, 24
3 Wellington Management Company LLP 10.85M (16.55%) 841.24K
Increased by +7.76%
Dec 31, 24
4 Vanguard Group Inc 8.76M (13.36%) 114.04K
Increased by +1.30%
Dec 31, 24
5 BlackRock Inc 6.01M (9.17%) -72.13K
Decreased by -1.20%
Dec 31, 24
6 Summit Partners L P 4.48M (6.83%) 0.00
Increased by 0.00%
Dec 31, 24
7 Keenan Capital LLC 2.59M (3.95%) 691.73K
Increased by +26.70%
Dec 31, 24
8 ClearBridge Advisors, LLC 2.43M (3.72%) 409.53K
Increased by +16.82%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 2.08M (3.18%) 167.91K
Increased by +8.07%
Dec 31, 24
10 State Street Corp 1.95M (2.98%) 200.47K
Increased by +10.27%
Dec 31, 24
11 Geode Capital Management, LLC 1.75M (2.68%) 3.10K
Increased by +0.18%
Dec 31, 24
12 State Street Corporation 1.63M (2.48%) 39.70K
Increased by +2.44%
Mar 31, 24
13 Riverbridge Partners LLC 1.45M (2.21%) -194.21K
Decreased by -13.40%
Dec 31, 24
14 EVR Research LP 1.31M (2.00%) -540.00K
Decreased by -41.22%
Dec 31, 24
15 Principal Financial Group Inc 1.29M (1.96%) -109.02K
Decreased by -8.48%
Dec 31, 24
16 Crosslink Capital Inc 1.20M (1.83%) 410.31K
Increased by +34.17%
Dec 31, 24
17 Toronado Partners, LLC 941.08K (1.44%) 45.92K
Increased by +4.88%
Dec 31, 24
18 NORGES BANK 843.04K (1.29%) 113.87K
Increased by +13.51%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 812.72K (1.24%) 289.42K
Increased by +35.61%
Jun 30, 24
20 Northern Trust Corp 804.03K (1.23%) 25.61K
Increased by +3.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 4.88M (7.44%) 145.91K
Increased by +2.99%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.42M (3.69%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 2.09M (3.19%) -24.60K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 1.97M (3.00%) 1.60K
Increased by +0.08%
Feb 28, 25
5 Vanguard Information Technology ETF 1.50M (2.29%) 14.33K
Increased by +0.96%
Feb 28, 25
6 UBS: US Equity Small Cap Growth 1.12M (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
7 ClearBridge Small Cap Growth A 1.11M (1.70%) -159.95K
Decreased by -14.36%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 1.10M (1.68%) -6.50K
Decreased by -0.59%
Feb 28, 25
9 ClearBridge Small Cap Growth 1.09M (1.66%) -187.30K
Decreased by -17.24%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 959.00K (1.46%) 1.57K
Increased by +0.16%
Feb 28, 25
11 Fidelity Small Cap Index 824.60K (1.26%) -9.40K
Decreased by -1.14%
Dec 31, 24
12 iShares Russell 2000 Growth ETF 725.26K (1.11%) -856.00
Decreased by -0.12%
Feb 28, 25
13 Fidelity® Small Cap Index 674.75K (1.03%) 18.87K
Increased by +2.80%
Oct 31, 23
14 L&G Cyber Security ETF 663.56K (1.01%) 0.00
Increased by 0.00%
Nov 29, 24
15 DFA US Small Cap I 493.20K (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 469.01K (0.72%) 0.00
Increased by 0.00%
Feb 28, 25
17 Principal U.S. Small Cap Equity 452.50K (0.69%) -7.20K
Decreased by -1.59%
Dec 31, 24
18 Hartford Small Company Y 443.99K (0.68%) 0.00
Increased by 0.00%
Feb 28, 25
19 Principal SmallCap R5 443.10K (0.68%) -6.10K
Decreased by -1.38%
Feb 28, 25
20 Putnam Core Equity Fund Y 404.67K (0.62%) 26.76K
Increased by +6.61%
Sep 30, 24