Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRGR 2.22%
2 LQPE 1.44%
3 XSW 0.98%
4 XITK 0.96%
5 MNA 0.85%
6 IVES 0.38%
7 BRNY 0.35%
8 ISMD 0.24%
9 CSML 0.22%
10 VFVA 0.12%
11 FYC 0.10%
12 EES 0.09%
13 FESM 0.07%
14 IWO 0.06%
15 CLDL 0.06%
16 VTWG 0.06%
17 STXK 0.06%
18 FYX 0.05%
19 BBSC 0.05%
20 DFAS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 45.36M (52.80%) 0.00
Increased by 0.00%
Jun 30, 25
2 Wellington Management Company LLP 9.70M (11.29%) -1.94M
Decreased by -20.01%
Jun 30, 25
3 Vanguard Group Inc 8.90M (10.36%) 153.52K
Increased by +1.72%
Jun 30, 25
4 BlackRock Inc 5.45M (6.35%) -644.10K
Decreased by -11.81%
Jun 30, 25
5 Sunriver Management LLC 4.52M (5.26%) 1.44M
Increased by +31.90%
Jun 30, 25
6 Summit Partners L P 4.48M (5.21%) 0.00
Increased by 0.00%
Jun 30, 25
7 Dragoneer Investment Group, LLC 4.33M (5.04%) -4.49M
Decreased by -103.74%
Jun 30, 25
8 Keenan Capital LLC 2.59M (3.02%) 0.00
Increased by 0.00%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 2.20M (2.57%) 113.39K
Increased by +5.15%
Jun 30, 25
10 State Street Corp 2.05M (2.39%) 81.97K
Increased by +4.00%
Jun 30, 25
11 State Street Corporation 1.63M (1.89%) 39.70K
Increased by +2.44%
Mar 31, 24
12 Geode Capital Management, LLC 1.61M (1.87%) -218.42K
Decreased by -13.59%
Jun 30, 25
13 Qube Research & Technologies 1.37M (1.59%) 781.97K
Increased by +57.10%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 1.37M (1.59%) 881.75K
Increased by +64.51%
Jun 30, 25
15 ClearBridge Advisors, LLC 1.36M (1.59%) -693.42K
Decreased by -50.92%
Jun 30, 25
16 Crosslink Capital Inc 1.19M (1.38%) 37.08K
Increased by +3.12%
Jun 30, 25
17 Riverbridge Partners LLC 1.17M (1.37%) -203.84K
Decreased by -17.35%
Jun 30, 25
18 Principal Financial Group Inc 1.13M (1.32%) -82.12K
Decreased by -7.24%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 1.10M (1.28%) 362.88K
Increased by +32.99%
Jun 30, 25
20 Millennium Management LLC 929.00K (1.08%) 455.53K
Increased by +49.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 5.00M (5.82%) 75.71K
Increased by +1.51%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.44M (2.85%) -54.24K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.40M (2.79%) 4.03K
Increased by +0.17%
Sep 30, 24
4 Vanguard Small Cap Index 1.92M (2.24%) -12.20K
Decreased by -0.64%
Jul 31, 25
5 BlackRock Global Equity Mkt Netrl Instl 1.87M (2.18%) 1.01M
Increased by +53.89%
Jul 31, 25
6 iShares Russell 2000 ETF 1.67M (1.94%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Information Technology ETF 1.54M (1.80%) 15.57K
Increased by +1.01%
Jul 31, 25
8 UBS: US Equity Small Cap Growth 1.12M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Small Cap Growth Index Inv 1.10M (1.28%) 2.85K
Increased by +0.26%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 694.02K (0.81%) -303.20K
Decreased by -43.69%
Jul 31, 25
11 Fidelity Small Cap Index 679.09K (0.79%) -164.35K
Decreased by -24.20%
Jun 30, 25
12 Fidelity® Small Cap Index 674.75K (0.79%) 18.87K
Increased by +2.80%
Oct 31, 23
13 L&G Cyber Security ETF 663.56K (0.77%) 0.00
Increased by 0.00%
Nov 29, 24
14 iShares Russell 2000 Growth ETF 591.86K (0.69%) 0.00
Increased by 0.00%
Aug 31, 25
15 ClearBridge Small Cap Growth A 587.00K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
16 ClearBridge Small Cap Growth 580.50K (0.68%) -6.50K
Decreased by -1.12%
Jul 31, 25
17 DFA US Small Cap I 508.42K (0.59%) 0.00
Increased by 0.00%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 457.14K (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
19 ClearBridge Small Cap 451.80K (0.53%) 10.10K
Increased by +2.24%
Jul 31, 25
20 ClearBridge Small Cap C 451.80K (0.53%) 10.10K
Increased by +2.24%
Jul 31, 25