Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.20%
2 QCLN 3.19%
3 EPSV 3.12%
4 PSI 2.91%
5 SHFT 2.20%
6 SEMI 2.05%
7 VOLT 1.93%
8 PBW 1.67%
9 SAWS 1.63%
10 HAPS 1.34%
11 NXTE 1.16%
12 XSMO 1.08%
13 OASC 1.05%
14 RNMC 1.01%
15 AIS 1.00%
16 FFSM 0.93%
17 XITK 0.90%
18 DGRS 0.90%
19 SDVY 0.87%
20 SMCP 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.69M (15.24%) -116.62K
Decreased by -2.05%
Jun 30, 25
2 Vanguard Group Inc 4.88M (13.05%) 9.93K
Increased by +0.20%
Jun 30, 25
3 FMR Inc 3.38M (9.06%) -69.19K
Decreased by -2.05%
Jun 30, 25
4 Ameriprise Financial Inc 1.99M (5.34%) -325.12K
Decreased by -16.30%
Jun 30, 25
5 State Street Corporation 1.73M (4.64%) -92.16K
Decreased by -5.32%
Mar 31, 24
6 State Street Corp 1.66M (4.43%) -1.84K
Decreased by -0.11%
Jun 30, 25
7 Earnest Partners LLC 1.62M (4.34%) -18.10K
Decreased by -1.12%
Jun 30, 25
8 Neuberger Berman Group LLC 1.07M (2.86%) -98.76K
Decreased by -9.23%
Jun 30, 25
9 Victory Capital Management Inc. 1.06M (2.84%) -27.17K
Decreased by -2.56%
Jun 30, 24
10 Bank of America Corp 946.65K (2.53%) 20.57K
Increased by +2.17%
Jun 30, 25
11 Geode Capital Management, LLC 925.65K (2.48%) 8.99K
Increased by +0.97%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 815.85K (2.18%) -39.51K
Decreased by -4.84%
Jun 30, 25
13 Manufacturers Life Insurance Co 659.02K (1.76%) -115.65K
Decreased by -17.55%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 631.20K (1.69%) -63.80K
Decreased by -10.11%
Jun 30, 24
15 Principal Financial Group Inc 612.40K (1.64%) 135.10K
Increased by +22.06%
Jun 30, 25
16 Massachusetts Financial Services Company 608.40K (1.63%) 224.91K
Increased by +36.97%
Jun 30, 25
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 593.00K (1.59%) -25.30K
Decreased by -4.27%
Mar 31, 25
18 Channing Capital Management, LLC 549.18K (1.47%) -161.47K
Decreased by -29.40%
Jun 30, 25
19 First Trust Advisors L.P. 545.08K (1.46%) 57.61K
Increased by +10.57%
Dec 31, 23
20 Loomis, Sayles & Company LP 543.64K (1.46%) -89.65K
Decreased by -16.49%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.24M (5.99%) 0.00
Increased by 0.00%
Aug 31, 25
2 Columbia Seligman Tech & Inf SMA Cmp 1.50M (4.02%) 1.50M
Increased by +100.00%
Dec 31, 23
3 Columbia Seligman Technology Growth 1.20M (3.21%) -186.26K
Decreased by -15.55%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.19M (3.19%) 1.40K
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (3.17%) -24.93K
Decreased by -2.10%
Jul 31, 25
6 Fidelity® Low-Priced Stock 1.17M (3.13%) -1.22K
Decreased by -0.10%
Oct 31, 23
7 Columbia Seligman Tech & Info A 1.12M (3.01%) -73.83K
Decreased by -6.57%
Jul 31, 25
8 Vanguard Small Cap Index 914.22K (2.45%) -6.37K
Decreased by -0.70%
Jul 31, 25
9 iShares Russell 2000 ETF 911.14K (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
10 Vanguard Information Technology ETF 821.27K (2.20%) 8.37K
Increased by +1.02%
Jul 31, 25
11 Victory Small Cap Value CIT (Net 75) 735.00K (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
12 Victory Sycamore Small Company Opp R 735.00K (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
13 Neuberger Berman Genesis Inv 684.89K (1.83%) 18.55K
Increased by +2.71%
Jun 30, 25
14 Fidelity Low-Priced Stock 670.18K (1.79%) -1.80K
Decreased by -0.27%
Jun 30, 25
15 EARNEST Small/Mid Cap Value 571.73K (1.53%) 570.81K
Increased by +99.84%
Dec 31, 23
16 Fidelity® Series Small Cap Opps 522.90K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
17 Vanguard Small Cap Growth Index Inv 514.84K (1.38%) -1.59K
Decreased by -0.31%
Jul 31, 25
18 Fidelity Stock Selector Small Cap 435.27K (1.17%) -46.90K
Decreased by -10.77%
Jun 30, 25
19 EARNEST Small Cap Value 412.24K (1.10%) 411.61K
Increased by +99.85%
Dec 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 404.77K (1.08%) -176.42K
Decreased by -43.59%
Jul 31, 25