Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.84%
2 VOLT 4.15%
3 FCUS 3.07%
4 QCLN 2.93%
5 EPSV 2.92%
6 HAPS 2.65%
7 SGRT 2.49%
8 SAWS 2.45%
9 SHFT 2.20%
10 PRN 2.16%
11 SEMI 2.05%
12 PSI 1.74%
13 GSC 1.71%
14 FFSM 1.61%
15 XMMO 1.51%
16 TMAT 1.48%
17 NXTE 1.42%
18 PBW 1.41%
19 SSMG 1.35%
20 SLYG 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.09M (16.18%) 365.74K
Increased by +6.01%
Dec 31, 25
2 Vanguard Group Inc 4.74M (12.59%) -135.36K
Decreased by -2.86%
Dec 31, 25
3 FMR Inc 1.87M (4.98%) -859.61K
Decreased by -45.90%
Dec 31, 25
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 Ameriprise Financial Inc 1.64M (4.37%) -170.53K
Decreased by -10.38%
Dec 31, 25
7 State Street Corp 1.54M (4.09%) -93.91K
Decreased by -6.11%
Dec 31, 25
8 Earnest Partners LLC 1.41M (3.74%) -133.60K
Decreased by -9.49%
Dec 31, 25
9 Victory Capital Management Inc. 1.06M (2.82%) -27.17K
Decreased by -2.56%
Jun 30, 24
10 Geode Capital Management, LLC 956.98K (2.54%) 28.55K
Increased by +2.98%
Dec 31, 25
11 Bank of America Corp 909.75K (2.42%) 21.50K
Increased by +2.36%
Dec 31, 25
12 GW&K Investment Management, LLC 681.56K (1.81%) -18.22K
Decreased by -2.67%
Dec 31, 25
13 Manufacturers Life Insurance Co 659.02K (1.75%) -115.65K
Decreased by -17.55%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 652.11K (1.73%) -26.79K
Decreased by -4.11%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 631.20K (1.68%) -63.80K
Decreased by -10.11%
Jun 30, 24
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 593.00K (1.58%) -25.30K
Decreased by -4.27%
Mar 31, 25
17 NORGES BANK 589.40K (1.57%) 145.88K
Increased by +24.75%
Dec 31, 25
18 Neuberger Berman Group LLC 583.34K (1.55%) -170.41K
Decreased by -29.21%
Mar 31, 26
19 Massachusetts Financial Services Company 566.42K (1.51%) -153.45K
Decreased by -27.09%
Dec 31, 25
20 AllianceBernstein L.P. 563.55K (1.50%) 517.80K
Increased by +91.88%
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 1.27M (3.39%) -640.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.20M (3.20%) 5.94K
Increased by +0.49%
Mar 31, 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 887.81K (2.36%) 7.47K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 871.55K (2.32%) 14.31K
Increased by +1.64%
Mar 31, 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 Tech & Info A 702.18K (1.87%) -50.77K
Decreased by -7.23%
Mar 31, 26
12 Columbia Seligman Technology Growth 702.18K (1.87%) -152.84K
Decreased by -21.77%
Mar 31, 26
13 Neuberger Berman Genesis Inv 684.89K (1.82%) 18.55K
Increased by +2.71%
Jun 30, 25
14 Fidelity Low-Priced Stock 670.18K (1.78%) -1.80K
Decreased by -0.27%
Jun 30, 25
15 EARNEST Small/Mid Cap Value 571.73K (1.52%) 570.81K
Increased by +99.84%
Dec 31, 23
16 iShares A.I. Innovation and Tech Act ETF 549.79K (1.46%) 11.47K
Increased by +2.09%
Mar 31, 26
17 Vanguard Information Technology ETF 540.95K (1.44%) -635.00
Decreased by -0.12%
Mar 31, 26
18 Invesco Discovery A 531.20K (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
19 Invesco OFI Small Cap Growth 531.20K (1.41%) 25.94K
Increased by +4.88%
Mar 31, 26
20 Fidelity® Series Small Cap Opps 522.90K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23