Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSW 0.78%
2 XITK 0.57%
3 IVES 0.38%
4 BRNY 0.35%
5 CSML 0.22%
6 FYC 0.10%
7 EES 0.09%
8 FESM 0.07%
9 CLDL 0.06%
10 STXK 0.06%
11 FYX 0.05%
12 BBSC 0.05%
13 VTWG 0.05%
14 DFAS 0.05%
15 BKSE 0.05%
16 RSSL 0.04%
17 IWO 0.04%
18 RFLR 0.03%
19 UWM 0.03%
20 VBK 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 45.36M (61.61%) 0.00
Increased by 0.00%
Mar 31, 25
2 Wellington Management Company LLP 11.63M (15.80%) 789.77K
Increased by +6.79%
Mar 31, 25
3 Dragoneer Investment Group, LLC 8.82M (11.98%) -4.63M
Decreased by -52.53%
Mar 31, 25
4 Vanguard Group Inc 8.75M (11.88%) -8.00K
Decreased by -0.09%
Mar 31, 25
5 BlackRock Inc 6.10M (8.28%) 89.84K
Increased by +1.47%
Mar 31, 25
6 Summit Partners L P 4.48M (6.08%) 0.00
Increased by 0.00%
Jun 30, 25
7 Sunriver Management LLC 3.08M (4.18%) 3.08M
Increased by +100.00%
Mar 31, 25
8 Keenan Capital LLC 2.59M (3.52%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.09M (2.84%) 8.84K
Increased by +0.42%
Mar 31, 25
10 ClearBridge Advisors, LLC 2.06M (2.79%) -379.71K
Decreased by -18.47%
Mar 31, 25
11 State Street Corp 1.97M (2.67%) 16.82K
Increased by +0.85%
Mar 31, 25
12 Geode Capital Management, LLC 1.83M (2.48%) 70.60K
Increased by +3.87%
Mar 31, 25
13 State Street Corporation 1.63M (2.21%) 39.70K
Increased by +2.44%
Mar 31, 24
14 Principal Financial Group Inc 1.22M (1.65%) -69.30K
Decreased by -5.70%
Mar 31, 25
15 Riverbridge Partners LLC 1.17M (1.60%) -203.84K
Decreased by -17.35%
Jun 30, 25
16 Crosslink Capital Inc 1.15M (1.57%) -48.66K
Decreased by -4.22%
Mar 31, 25
17 Toronado Partners, LLC 967.96K (1.31%) 26.88K
Increased by +2.78%
Mar 31, 25
18 NORGES BANK 843.04K (1.15%) 113.87K
Increased by +13.51%
Jun 30, 24
19 Nuveen, LLC 817.93K (1.11%) 817.93K
Increased by +100.00%
Mar 31, 25
20 Northern Trust Corp 811.76K (1.10%) 7.73K
Increased by +0.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 4.93M (6.69%) 50.00K
Increased by +1.01%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.50M (3.39%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.40M (3.26%) 4.03K
Increased by +0.17%
Sep 30, 24
4 Vanguard Small Cap Index 1.94M (2.64%) 7.13K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 1.74M (2.37%) 12.10K
Increased by +0.69%
Jun 30, 25
6 Vanguard Information Technology ETF 1.53M (2.08%) 13.49K
Increased by +0.88%
May 31, 25
7 UBS: US Equity Small Cap Growth 1.12M (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 1.08M (1.46%) -1.42K
Decreased by -0.13%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 993.25K (1.35%) 7.34K
Increased by +0.74%
May 31, 25
10 BlackRock Global Equity Mkt Netrl Instl 862.95K (1.17%) 417.87K
Increased by +48.42%
Jun 30, 25
11 Fidelity Small Cap Index 843.64K (1.15%) 10.23K
Increased by +1.21%
Apr 30, 25
12 Fidelity® Small Cap Index 674.75K (0.92%) 18.87K
Increased by +2.80%
Oct 31, 23
13 L&G Cyber Security ETF 663.56K (0.90%) 0.00
Increased by 0.00%
Nov 29, 24
14 iShares Russell 2000 Growth ETF 597.00K (0.81%) 1.47K
Increased by +0.25%
Jun 30, 25
15 ClearBridge Small Cap Growth 587.00K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
16 ClearBridge Small Cap Growth A 587.00K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
17 DFA US Small Cap I 508.42K (0.69%) 15.22K
Increased by +2.99%
May 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 457.14K (0.62%) -1.20K
Decreased by -0.26%
Jun 30, 25
19 Nuveen Quant Small Cap Equity R6 456.36K (0.62%) 4.60K
Increased by +1.01%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 451.44K (0.61%) 1.73K
Increased by +0.38%
Apr 30, 25