Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PSCT 2.59%
2 PSI 2.31%
3 SHFT 2.2%
4 SEMI 1.9%
5 QCLN 1.85%
6 PBW 1.6%
7 XSMO 1.08%
8 XITK 0.97%
9 RNMC 0.93%
10 SDVY 0.87%
11 SMCP 0.86%
12 GRID 0.51%
13 DGRS 0.43%
14 VIOG 0.39%
15 IJT 0.39%
16 SLYG 0.38%
17 FTXL 0.37%
18 SBB 0.36%
19 SDD 0.36%
20 QVMS 0.35%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.85M (15.78%) -22.71K
Decreased by -0.39%
Dec 31, 23
2 Vanguard Group Inc 4.47M (12.06%) 32.82K
Increased by +0.73%
Dec 31, 23
3 FMR Inc 4.1M (11.07%) 76.75K
Increased by +1.87%
Dec 31, 23
4 Ameriprise Financial Inc 2.49M (6.72%) 14.39K
Increased by +0.58%
Dec 31, 23
5 State Street Corporation 1.82M (4.92%) 137.85K
Increased by +7.55%
Dec 31, 23
6 Earnest Partners LLC 1.51M (4.08%) -58K
Decreased by -3.84%
Dec 31, 23
7 Victory Capital Management Inc. 1.17M (3.15%) 75.35K
Increased by +6.45%
Dec 31, 23
8 Neuberger Berman Group LLC 930.3K (2.51%) -10.38K
Decreased by -1.12%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 923.96K (2.49%) 3.09K
Increased by +0.33%
Dec 31, 23
10 Geode Capital Management, LLC 820.7K (2.21%) 34.74K
Increased by +4.23%
Dec 31, 23
11 Loomis, Sayles & Company LP 739.31K (2%) -15K
Decreased by -2.03%
Dec 31, 23
12 Bank of America Corp 696.11K (1.88%) 157.71K
Increased by +22.66%
Dec 31, 23
13 Channing Capital Management, LLC 630.75K (1.7%) 630.75K
Increased by +100%
Dec 31, 23
14 Massachusetts Financial Services Company 558.67K (1.51%) -48.31K
Decreased by -8.65%
Dec 31, 23
15 First Trust Advisors L.P. 545.08K (1.47%) 57.61K
Increased by +10.57%
Dec 31, 23
16 Aristotle Capital Boston, LLC 540.89K (1.46%) -29.19K
Decreased by -5.4%
Dec 31, 23
17 BAMCO Inc 512.92K (1.38%) -1.49K
Decreased by -0.29%
Dec 31, 23
18 Principal Financial Group Inc 496.68K (1.34%) -10.27K
Decreased by -2.07%
Dec 31, 23
19 Snyder Capital Management LP 439.41K (1.19%) -64.39K
Decreased by -14.65%
Dec 31, 23
20 Amvescap Plc. 435.58K (1.18%) 7.3K
Increased by +1.68%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.52M (6.79%) -8.81K
Decreased by -0.35%
Mar 28, 24
2 Columbia Seligman Tech & Info A 1.58M (4.27%) 0
Increased by 0%
Mar 31, 24
3 Columbia Seligman Technology Growth 1.58M (4.27%) 80.3K
Increased by +5.08%
Mar 31, 24
4 Columbia Seligman Tech & Inf SMA Cmp 1.5M (4.05%) 1.5M
Increased by +100%
Dec 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.19M (3.21%) 4.92K
Increased by +0.41%
Mar 31, 24
6 Fidelity® Low-Priced Stock 1.17M (3.15%) -1.22K
Decreased by -0.1%
Oct 31, 23
7 Fidelity Low-Priced Stock 1.16M (3.12%) -4.87K
Decreased by -0.42%
Jan 31, 24
8 Vanguard Small Cap Index 951.98K (2.57%) -8.96K
Decreased by -0.94%
Mar 31, 24
9 iShares Russell 2000 ETF 918.35K (2.48%) 2.73K
Increased by +0.3%
Mar 28, 24
10 Victory Small Cap Value CIT (Net 75) 735K (1.98%) 12K
Increased by +1.63%
Mar 31, 24
11 Victory Sycamore Small Company Opp R 735K (1.98%) 12K
Increased by +1.63%
Mar 31, 24
12 Neuberger Berman Genesis Inv 604.57K (1.63%) -14.55K
Decreased by -2.41%
Mar 31, 24
13 EARNEST Small/Mid Cap Value 571.73K (1.54%) 570.81K
Increased by +99.84%
Dec 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 559.13K (1.51%) 6.82K
Increased by +1.22%
Mar 31, 24
15 Vanguard Small Cap Growth Index Inv 538.99K (1.45%) -313
Decreased by -0.06%
Mar 31, 24
16 Fidelity® Series Small Cap Opps 522.9K (1.41%) 0
Increased by 0%
Oct 31, 23
17 Fidelity Series Small Cap Opps 505.2K (1.36%) -24.89K
Decreased by -4.93%
Jan 31, 24
18 Vanguard Information Technology ETF 435.39K (1.17%) 3.03K
Increased by +0.7%
Mar 31, 24
19 EARNEST Small Cap Value 412.24K (1.11%) 411.61K
Increased by +99.85%
Dec 31, 23
20 Baron Discovery Institutional 395.32K (1.07%) 0
Increased by 0%
Mar 31, 24