Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.25%
2 PSI 3.04%
3 QCLN 3.04%
4 EPSV 2.46%
5 SHFT 2.20%
6 SEMI 2.05%
7 VOLT 1.63%
8 PBW 1.45%
9 SAWS 1.29%
10 XSMO 1.08%
11 HAPS 1.05%
12 RNMC 1.01%
13 XITK 0.90%
14 NXTE 0.89%
15 SDVY 0.87%
16 SMCP 0.87%
17 FFSM 0.77%
18 GRID 0.76%
19 OASC 0.72%
20 DGRS 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.81M (15.55%) -155.74K
Decreased by -2.68%
Mar 31, 25
2 Vanguard Group Inc 4.87M (13.03%) -47.51K
Decreased by -0.98%
Mar 31, 25
3 FMR Inc 3.45M (9.24%) -507.38K
Decreased by -14.70%
Mar 31, 25
4 Ameriprise Financial Inc 2.32M (6.21%) -17.45K
Decreased by -0.75%
Mar 31, 25
5 State Street Corporation 1.73M (4.64%) -92.16K
Decreased by -5.32%
Mar 31, 24
6 State Street Corp 1.66M (4.44%) -105.49K
Decreased by -6.37%
Mar 31, 25
7 Earnest Partners LLC 1.64M (4.39%) -3.36K
Decreased by -0.20%
Mar 31, 25
8 Neuberger Berman Group LLC 1.17M (3.13%) 133.33K
Increased by +11.41%
Mar 31, 25
9 Victory Capital Management Inc. 1.06M (2.84%) -27.17K
Decreased by -2.56%
Jun 30, 24
10 Bank of America Corp 926.08K (2.48%) 44.32K
Increased by +4.79%
Mar 31, 25
11 Geode Capital Management, LLC 916.65K (2.45%) 38.02K
Increased by +4.15%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 855.36K (2.29%) -22.20K
Decreased by -2.60%
Mar 31, 25
13 Manufacturers Life Insurance Co 774.67K (2.07%) 89.00
Increased by +0.01%
Mar 31, 25
14 Channing Capital Management, LLC 710.65K (1.90%) -22.05K
Decreased by -3.10%
Mar 31, 25
15 Loomis, Sayles & Company LP 633.29K (1.70%) -13.77K
Decreased by -2.18%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 631.20K (1.69%) -63.80K
Decreased by -10.11%
Jun 30, 24
17 NORGES BANK 596.29K (1.60%) 166.22K
Increased by +27.88%
Dec 31, 24
18 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 593.00K (1.59%) -25.30K
Decreased by -4.27%
Mar 31, 25
19 First Trust Advisors L.P. 545.08K (1.46%) 57.61K
Increased by +10.57%
Dec 31, 23
20 BAMCO Inc 513.07K (1.37%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.25M (6.02%) 320.00
Increased by +0.01%
Jul 31, 25
2 Columbia Seligman Tech & Inf SMA Cmp 1.50M (4.02%) 1.50M
Increased by +100.00%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.21M (3.24%) 4.81K
Increased by +0.40%
Jun 30, 25
4 Columbia Seligman Tech & Info A 1.20M (3.21%) -186.26K
Decreased by -15.55%
Jun 30, 25
5 Columbia Seligman Technology Growth 1.20M (3.21%) -186.26K
Decreased by -15.55%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 1.19M (3.19%) 1.40K
Increased by +0.12%
Sep 30, 24
7 Fidelity® Low-Priced Stock 1.17M (3.13%) -1.22K
Decreased by -0.10%
Oct 31, 23
8 Vanguard Small Cap Index 920.59K (2.46%) -31.20K
Decreased by -3.39%
Jun 30, 25
9 iShares Russell 2000 ETF 888.66K (2.38%) -16.91K
Decreased by -1.90%
Jul 31, 25
10 Vanguard Information Technology ETF 812.90K (2.18%) 4.07K
Increased by +0.50%
Jun 30, 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 671.97K (1.80%) -1.24K
Decreased by -0.18%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 581.19K (1.56%) -3.35K
Decreased by -0.58%
Jun 30, 25
16 EARNEST Small/Mid Cap Value 571.73K (1.53%) 570.81K
Increased by +99.84%
Dec 31, 23
17 Fidelity® Series Small Cap Opps 522.90K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Small Cap Growth Index Inv 516.42K (1.38%) -8.15K
Decreased by -1.58%
Jun 30, 25
19 Fidelity Stock Selector Small Cap 482.17K (1.29%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Series Small Cap Opps 417.95K (1.12%) 0.00
Increased by 0.00%
May 31, 25