Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.84%
2 VOLT 4.39%
3 QCLN 3.22%
4 FCUS 3.07%
5 EPSV 2.88%
6 HAPS 2.65%
7 SGRT 2.49%
8 SAWS 2.38%
9 PRN 2.24%
10 SHFT 2.20%
11 SEMI 2.05%
12 GSC 1.71%
13 FFSM 1.69%
14 PSI 1.58%
15 TMAT 1.57%
16 XMMO 1.55%
17 NXTE 1.45%
18 SSMG 1.35%
19 RFG 1.24%
20 SLYG 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.47M (17.20%) 385.71K
Increased by +5.96%
Mar 31, 26
2 Vanguard Group Inc 4.74M (12.59%) -135.36K
Decreased by -2.86%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.32M (6.17%) 2.32M
Increased by +100.00%
Mar 31, 26
4 Amvescap Plc. 1.83M (4.87%) 258.73K
Increased by +14.12%
Mar 31, 26
5 State Street Corporation 1.73M (4.61%) -92.16K
Decreased by -5.32%
Mar 31, 24
6 Vanguard Capital Management, LLC 1.69M (4.50%) 1.69M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 1.59M (4.22%) -285.97K
Decreased by -18.02%
Mar 31, 26
8 State Street Corp 1.45M (3.86%) -86.75K
Decreased by -5.98%
Mar 31, 26
9 Ameriprise Financial Inc 1.31M (3.48%) -331.60K
Decreased by -25.30%
Mar 31, 26
10 Earnest Partners LLC 1.23M (3.26%) -181.88K
Decreased by -14.83%
Mar 31, 26
11 Geode Capital Management, LLC 1.12M (2.98%) 163.26K
Increased by +14.57%
Mar 31, 26
12 Bank of America Corp 1.06M (2.82%) 151.38K
Increased by +14.27%
Mar 31, 26
13 Victory Capital Management Inc. 1.06M (2.82%) -27.17K
Decreased by -2.56%
Jun 30, 24
14 Whale Rock Capital Management LLC 1.02M (2.72%) 1.02M
Increased by +100.00%
Mar 31, 26
15 Manufacturers Life Insurance Co 659.02K (1.75%) -115.65K
Decreased by -17.55%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 652.11K (1.73%) -26.79K
Decreased by -4.11%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 631.20K (1.68%) -63.80K
Decreased by -10.11%
Jun 30, 24
18 GW&K Investment Management, LLC 601.11K (1.60%) -80.45K
Decreased by -13.38%
Mar 31, 26
19 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 593.00K (1.58%) -25.30K
Decreased by -4.27%
Mar 31, 25
20 NORGES BANK 589.40K (1.57%) 145.88K
Increased by +24.75%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.24M (5.95%) 0.00
Increased by 0.00%
Aug 31, 25
2 Columbia Seligman Tech & Inf SMA Cmp 1.50M (3.99%) 1.50M
Increased by +100.00%
Dec 31, 23
3 iShares Core S&P Mid-Cap ETF 1.28M (3.40%) 240.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.21M (3.20%) 2.94K
Increased by +0.24%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.19M (3.17%) 1.40K
Increased by +0.12%
Sep 30, 24
6 Fidelity® Low-Priced Stock 1.17M (3.10%) -1.22K
Decreased by -0.10%
Oct 31, 23
7 iShares Russell 2000 ETF 902.63K (2.40%) 8.32K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 869.75K (2.31%) -1.81K
Decreased by -0.21%
Apr 30, 26
9 Victory Small Cap Value CIT (Net 75) 735.00K (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
10 Victory Sycamore Small Company Opp R 735.00K (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
11 Columbia Seligman Technology Growth 702.18K (1.87%) -152.84K
Decreased by -21.77%
Mar 31, 26
12 Neuberger Berman Genesis Inv 684.89K (1.82%) 18.55K
Increased by +2.71%
Jun 30, 25
13 Fidelity Low-Priced Stock 670.18K (1.78%) -1.80K
Decreased by -0.27%
Jun 30, 25
14 EARNEST Small/Mid Cap Value 571.73K (1.52%) 570.81K
Increased by +99.84%
Dec 31, 23
15 iShares A.I. Innovation and Tech Act ETF 549.79K (1.46%) 11.47K
Increased by +2.09%
Mar 31, 26
16 Columbia Seligman Tech & Info A 537.48K (1.43%) -164.70K
Decreased by -30.64%
Apr 30, 26
17 Invesco OFI Small Cap Growth 531.20K (1.41%) 25.94K
Increased by +4.88%
Mar 31, 26
18 Fidelity® Series Small Cap Opps 522.90K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23
19 Invesco Discovery A 500.12K (1.33%) -31.08K
Decreased by -6.21%
Apr 30, 26
20 Vanguard Small Cap Growth Index Inv 487.76K (1.30%) -143.00
Decreased by -0.03%
Apr 30, 26