Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QCLN 2.83%
2 PSCT 2.80%
3 PSI 2.31%
4 SHFT 2.20%
5 SEMI 2.05%
6 PBW 1.91%
7 XSMO 1.08%
8 RNMC 1.01%
9 SAWS 0.99%
10 XITK 0.90%
11 SDVY 0.87%
12 SMCP 0.87%
13 HAPS 0.76%
14 NXTE 0.75%
15 GRID 0.63%
16 QSML 0.60%
17 OASC 0.60%
18 FTXL 0.53%
19 DGRS 0.53%
20 QQQS 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.96M (15.98%) 89.19K
Increased by +1.50%
Dec 31, 24
2 Vanguard Group Inc 4.91M (13.17%) 69.91K
Increased by +1.42%
Dec 31, 24
3 FMR Inc 3.96M (10.61%) -279.18K
Decreased by -7.05%
Dec 31, 24
4 Ameriprise Financial Inc 2.34M (6.26%) -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 (2.84%) -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 (2.08%) 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 (1.66%) 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 (1.38%) 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 (6.24%) 1.37K
Increased by +0.06%
Mar 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 Tech & Info A 1.38M (3.71%) 75.20K
Increased by +5.43%
Mar 31, 25
4 Columbia Seligman Technology Growth 1.38M (3.71%) -5.80K
Decreased by -0.42%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.19M (3.20%) 1.40K
Increased by +0.12%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.19M (3.19%) 4.53K
Increased by +0.38%
Mar 31, 25
7 Fidelity® Low-Priced Stock 1.17M (3.13%) -1.22K
Decreased by -0.10%
Oct 31, 23
8 iShares Russell 2000 ETF 982.74K (2.63%) -8.53K
Decreased by -0.87%
Mar 31, 25
9 Vanguard Small Cap Index 941.67K (2.52%) -20.16K
Decreased by -2.14%
Mar 31, 25
10 Fidelity Low-Priced Stock 835.88K (2.24%) -210.49K
Decreased by -25.18%
Jan 31, 25
11 Vanguard Information Technology ETF 800.81K (2.15%) 3.79K
Increased by +0.47%
Mar 31, 25
12 Victory Small Cap Value CIT (Net 75) 735.00K (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
13 Victory Sycamore Small Company Opp R 735.00K (1.97%) 0.00
Increased by 0.00%
Jun 30, 24
14 Neuberger Berman Genesis Inv 666.34K (1.79%) -6.65K
Decreased by -1.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 576.02K (1.54%) 1.85K
Increased by +0.32%
Mar 31, 25
16 EARNEST Small/Mid Cap Value 571.73K (1.53%) 570.81K
Increased by +99.84%
Dec 31, 23
17 Vanguard Small Cap Growth Index Inv 528.38K (1.42%) -12.14K
Decreased by -2.30%
Mar 31, 25
18 Fidelity® Series Small Cap Opps 522.90K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Stock Selector Small Cap 463.97K (1.24%) 39.50K
Increased by +8.51%
Jan 31, 25
20 Fidelity Small Cap Growth 445.44K (1.19%) -2.93K
Decreased by -0.66%
Oct 31, 24