Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.47%
2 QCLN 2.35%
3 PSI 2.31%
4 SHFT 2.20%
5 SEMI 2.05%
6 PBW 1.64%
7 XSMO 1.08%
8 RNMC 1.01%
9 XITK 0.90%
10 SDVY 0.87%
11 SMCP 0.87%
12 SAWS 0.86%
13 HAPS 0.65%
14 NXTE 0.64%
15 GRID 0.60%
16 QQQS 0.55%
17 ESIX 0.52%
18 QSML 0.52%
19 OASC 0.51%
20 FTXL 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.96M (15.96%) 89.19K
Increased by +1.50%
Dec 31, 24
2 Vanguard Group Inc 4.91M (13.15%) 69.91K
Increased by +1.42%
Dec 31, 24
3 FMR Inc 3.96M (10.59%) -279.18K
Decreased by -7.05%
Dec 31, 24
4 Ameriprise Financial Inc 2.34M (6.25%) -243.35K
Decreased by -10.41%
Dec 31, 24
5 State Street Corp 1.76M (4.72%) 59.38K
Increased by +3.37%
Dec 31, 24
6 State Street Corporation 1.73M (4.64%) -92.16K
Decreased by -5.32%
Mar 31, 24
7 Earnest Partners LLC 1.64M (4.40%) 2.02K
Increased by +0.12%
Dec 31, 24
8 Victory Capital Management Inc. 1.06M (2.83%) -27.17K
Decreased by -2.56%
Jun 30, 24
9 Neuberger Berman Group LLC 1.04M (2.77%) 157.81K
Increased by +15.25%
Dec 31, 24
10 Bank of America Corp 881.75K (2.36%) -1.21K
Decreased by -0.14%
Dec 31, 24
11 Geode Capital Management, LLC 878.63K (2.35%) -5.77K
Decreased by -0.66%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 877.56K (2.35%) -24.32K
Decreased by -2.77%
Dec 31, 24
13 Manufacturers Life Insurance Co 774.59K (2.07%) 138.81K
Increased by +17.92%
Dec 31, 24
14 Channing Capital Management, LLC 732.70K (1.96%) -16.26K
Decreased by -2.22%
Dec 31, 24
15 Loomis, Sayles & Company LP 647.06K (1.73%) -19.45K
Decreased by -3.01%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 631.20K (1.69%) -63.80K
Decreased by -10.11%
Jun 30, 24
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 618.30K (1.65%) 618.30K
Increased by +100.00%
Dec 31, 24
18 NORGES BANK 596.29K (1.60%) 166.22K
Increased by +27.88%
Dec 31, 24
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 2.33M (6.23%) 1.37K
Increased by +0.06%
Mar 31, 25
2 Columbia Seligman Tech & Inf SMA Cmp 1.50M (4.01%) 1.50M
Increased by +100.00%
Dec 31, 23
3 Columbia Seligman Technology Growth 1.39M (3.72%) -154.92K
Decreased by -11.15%
Dec 31, 24
4 Columbia Seligman Tech & Info A 1.31M (3.50%) -66.99K
Decreased by -5.12%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.19M (3.18%) 887.00
Increased by +0.07%
Feb 28, 25
6 Fidelity® Low-Priced Stock 1.17M (3.12%) -1.22K
Decreased by -0.10%
Oct 31, 23
7 iShares Russell 2000 ETF 982.74K (2.63%) -8.53K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 961.84K (2.57%) 777.00
Increased by +0.08%
Feb 28, 25
9 Fidelity Low-Priced Stock 835.88K (2.24%) -210.49K
Decreased by -25.18%
Jan 31, 25
10 Vanguard Information Technology ETF 797.02K (2.13%) 2.33K
Increased by +0.29%
Feb 28, 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 672.99K (1.80%) 91.60K
Increased by +13.61%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 574.17K (1.54%) 784.00
Increased by +0.14%
Feb 28, 25
15 EARNEST Small/Mid Cap Value 571.73K (1.53%) 570.81K
Increased by +99.84%
Dec 31, 23
16 Vanguard Small Cap Growth Index Inv 540.53K (1.45%) -2.95K
Decreased by -0.55%
Feb 28, 25
17 Fidelity® Series Small Cap Opps 522.90K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Stock Selector Small Cap 463.97K (1.24%) 39.50K
Increased by +8.51%
Jan 31, 25
19 Fidelity Small Cap Growth 445.44K (1.19%) -2.93K
Decreased by -0.66%
Oct 31, 24
20 Fidelity Series Small Cap Opps 419.25K (1.12%) 12.99K
Increased by +3.10%
Jan 31, 25