Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 XAR 3.72%
2 ROBT 2.27%
3 FITE 2.21%
4 PSCI 2.15%
5 BOTZ 2.14%
6 SMCP 1.21%
7 BNE 1.16%
8 ILDR 1.12%
9 XSMO 1.03%
10 FFTY 1%
11 DTEC 0.95%
12 NSCS 0.92%
13 PPA 0.88%
14 MMSC 0.86%
15 KOMP 0.83%
16 IJT 0.78%
17 SLYG 0.76%
18 VIOG 0.71%
19 DFEN 0.71%
20 FNY 0.65%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.58M (16.63%) 111.69K
Increased by +2.44%
Sep 30, 23
2 Vanguard Group Inc 2.86M (10.39%) 209.36K
Increased by +7.32%
Sep 30, 23
3 American Capital Management Inc 1.45M (5.27%) -9.63K
Decreased by -0.66%
Sep 30, 23
4 State Street Corporation 1.36M (4.95%) -49.61K
Decreased by -3.64%
Sep 30, 23
5 Stephens Inv Mgmt Group LLC 773.83K (2.81%) -72.88K
Decreased by -9.42%
Sep 30, 23
6 Heard Capital LLC 681.27K (2.47%) -6.85K
Decreased by -1.01%
Sep 30, 23
7 Baillie Gifford & Co Limited. 661.91K (2.4%) -105.19K
Decreased by -15.89%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 600.86K (2.18%) -11.09K
Decreased by -1.85%
Dec 31, 23
9 Lord, Abbett & Co LLC 556.85K (2.02%) 287.73K
Increased by +51.67%
Sep 30, 23
10 Geode Capital Management, LLC 542.81K (1.97%) 36.73K
Increased by +6.77%
Sep 30, 23
11 ARK Investment Management LLC 536.35K (1.95%) -63.96K
Decreased by -11.93%
Sep 30, 23
12 FMR Inc 492.77K (1.79%) 3.12K
Increased by +0.63%
Sep 30, 23
13 Sumitomo Mitsui Trust Holdings Inc 431.88K (1.57%) -46.91K
Decreased by -10.86%
Sep 30, 23
14 Nikko Asset Management Americas Inc 431.53K (1.57%) -45.91K
Decreased by -10.64%
Sep 30, 23
15 Bank of New York Mellon Corp 388.52K (1.41%) -9.8K
Decreased by -2.52%
Sep 30, 23
16 Congress Asset Management Company, LLP 304.46K (1.11%) 44.75K
Increased by +14.7%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 298.8K (1.08%) 26.29K
Increased by +8.8%
Sep 30, 23
18 Mirae Asset Global Investments (Korea) Co Ltd 283.43K (1.03%) -1.03K
Decreased by -0.36%
Sep 30, 23
19 Northern Trust Corp 280.17K (1.02%) 8.67K
Increased by +3.09%
Sep 30, 23
20 Amvescap Plc. 232.59K (0.84%) 14.19K
Increased by +6.1%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.79M (6.49%) -828
Decreased by -0.05%
Feb 28, 24
2 Vanguard Total Stock Mkt Idx Inv 853.29K (3.1%) 14.52K
Increased by +1.7%
Jan 31, 24
3 Vanguard Small Cap Index 696.57K (2.53%) 1.93K
Increased by +0.28%
Jan 31, 24
4 iShares Russell 2000 ETF 637.68K (2.31%) -4.22K
Decreased by -0.66%
Feb 1, 24
5 SPDR® S&P Aerospace & Defense ETF 610.79K (2.22%) 0
Increased by 0%
Feb 29, 24
6 iShares US Aerospace & Defense ETF 431.75K (1.57%) 0
Increased by 0%
Feb 29, 24
7 Stephens SMID Select Growth 431.63K (1.57%) -50.48K
Decreased by -11.7%
Dec 31, 23
8 Lord Abbett Developing Growth A 414.98K (1.51%) -2.16K
Decreased by -0.52%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 388.71K (1.41%) 771
Increased by +0.2%
Jan 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 387.94K (1.41%) 136
Increased by +0.04%
Jan 31, 24
11 Vanguard Explorer Inv 337.22K (1.22%) -45.67K
Decreased by -13.54%
Dec 31, 23
12 ARK Industrial Innovation 328K (1.19%) -24.29K
Decreased by -7.4%
Dec 31, 23
13 ARK Autonomous Technology&Robotics ETF 301.93K (1.1%) 0
Increased by 0%
Feb 29, 24
14 Nikko Global Space Equity Mother Fund 296.9K (1.08%) -24.32K
Decreased by -8.19%
Jun 7, 23
15 Global X Robotics & Artfcl Intllgnc ETF 259.6K (0.94%) 310
Increased by +0.12%
Feb 29, 24
16 Fidelity Small Cap Index 258.8K (0.94%) 3.24K
Increased by +1.25%
Dec 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 258.58K (0.94%) 287
Increased by +0.11%
Feb 28, 24
18 UBS: US Equity Small Cap Growth 253.98K (0.92%) 253.98K
Increased by +100%
Sep 30, 23
19 Fidelity® Small Cap Index 251.07K (0.91%) 7.11K
Increased by +2.83%
Oct 31, 23
20 Fidelity Growth Compy Commingled Pl O 240.81K (0.87%) -14.05K
Decreased by -5.83%
Nov 30, 23