Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 IVRS 5.28%
3 NEWZ 3.24%
4 KMID 2.97%
5 ENTR 2.90%
6 TBLU 2.68%
7 EBLU 2.68%
8 ARTY 2.37%
9 BULD 2.19%
10 JSMD 2.16%
11 NBSM 1.97%
12 DFNV 1.59%
13 FMET 1.54%
14 QMID 1.51%
15 QQQN 1.39%
16 QQJG 1.24%
17 JMID 1.17%
18 IBOT 1.16%
19 FXL 1.06%
20 SROI 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.00M (12.20%) 898.12K
Increased by +4.99%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 16.17M (10.96%) 160.50K
Increased by +0.99%
Mar 31, 25
3 BlackRock Inc 13.89M (9.41%) 24.07K
Increased by +0.17%
Mar 31, 25
4 Swedbank AB 7.09M (4.81%) -29.31K
Decreased by -0.41%
Jun 30, 25
5 State Street Corporation 4.22M (2.86%) -63.92K
Decreased by -1.51%
Mar 31, 24
6 Pictet Asset Manangement SA 3.89M (2.64%) -1.72M
Decreased by -44.17%
Mar 31, 25
7 Artisan Partners Limited Partnership 3.75M (2.54%) -85.33K
Decreased by -2.28%
Sep 30, 24
8 State Street Corp 3.33M (2.26%) -26.91K
Decreased by -0.81%
Mar 31, 25
9 Geode Capital Management, LLC 3.08M (2.08%) 116.13K
Increased by +3.78%
Mar 31, 25
10 AllianceBernstein L.P. 2.77M (1.88%) -250.58K
Decreased by -9.04%
Dec 31, 24
11 Wells Fargo & Co 2.43M (1.65%) 1.25K
Increased by +0.05%
Mar 31, 25
12 Impax Asset Management Group PLC 2.42M (1.64%) -77.08K
Decreased by -3.19%
Mar 31, 25
13 Bessemer Group Inc 1.88M (1.28%) 1.88M
Increased by +100.00%
Mar 31, 25
14 JPMorgan Chase & Co 1.84M (1.25%) 257.94K
Increased by +14.02%
Mar 31, 25
15 Millennium Management LLC 1.63M (1.10%) 1.07M
Increased by +65.57%
Mar 31, 25
16 AXA SA 1.56M (1.06%) -41.83K
Decreased by -2.68%
Mar 31, 25
17 Bank of America Corp 1.45M (0.99%) -269.86K
Decreased by -18.55%
Dec 31, 24
18 Northern Trust Corp 1.41M (0.96%) -25.91K
Decreased by -1.83%
Mar 31, 25
19 Raymond James & Associates 1.39M (0.94%) 92.03K
Increased by +6.62%
Sep 30, 24
20 Creative Planning Inc 1.36M (0.92%) 10.39K
Increased by +0.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Swedbank Robur Technology A 7.00M (4.74%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.14M (3.49%) 3.22K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.03M (3.41%) 3.66K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 2.41M (1.63%) 18.32K
Increased by +0.76%
May 31, 25
5 BlackRock Mid-Cap Growth Equity Instl 2.38M (1.61%) -63.56K
Decreased by -2.67%
May 31, 25
6 Vanguard Information Technology ETF 2.21M (1.50%) 7.81K
Increased by +0.35%
May 31, 25
7 Vanguard Growth Index Investor 2.14M (1.45%) 3.15K
Increased by +0.15%
May 31, 25
8 Vanguard Small Cap Index 2.02M (1.37%) 10.85K
Increased by +0.54%
May 31, 25
9 Virtus KAR Small-Mid Cap Core R6 1.90M (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
10 Virtus KAR Mid-Cap Core I 1.83M (1.24%) -36.98K
Decreased by -2.02%
Mar 31, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 1.79M (1.21%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Mid Cap Index Institutional 1.76M (1.19%) 17.27K
Increased by +0.98%
May 31, 25
13 Pictet - Global Envir Opps I USD 1.67M (1.13%) 30.68K
Increased by +1.84%
May 31, 25
14 iShares MSCI USA Min Vol Factor ETF 1.48M (1.00%) -2.33K
Decreased by -0.16%
Jun 30, 25
15 Fidelity® Extended Market Index 1.23M (0.84%) 10.79K
Increased by +0.87%
Nov 30, 23
16 Artisan Mid Cap Investor 1.15M (0.78%) -67.45K
Decreased by -5.86%
Sep 30, 24
17 Artisan U.S. Mid-Cap Growth 1.15M (0.78%) -67.45K
Decreased by -5.86%
Sep 30, 24
18 Vanguard Small Cap Growth Index Inv 1.12M (0.76%) -5.18K
Decreased by -0.46%
May 31, 25
19 Impax Specialists Strategy Composite 1.03M (0.70%) -11.18K
Decreased by -1.09%
May 31, 25
20 iShares Russell Mid-Cap Growth ETF 1.01M (0.68%) -12.67K
Decreased by -1.25%
Jun 30, 25