Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 IVRS 4.68%
3 NEWZ 3.24%
4 ENTR 2.90%
5 KMID 2.79%
6 TBLU 2.40%
7 EBLU 2.40%
8 ARTY 2.17%
9 BULD 2.01%
10 JSMD 1.95%
11 NBSM 1.80%
12 DFNV 1.49%
13 QMID 1.40%
14 QQQN 1.39%
15 FMET 1.39%
16 QQJG 1.12%
17 JMID 1.09%
18 SROI 1.09%
19 IBOT 1.07%
20 FXL 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.82M (11.28%) -1.18M
Decreased by -7.05%
Jun 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 16.17M (10.84%) 160.50K
Increased by +0.99%
Mar 31, 25
3 BlackRock Inc 13.89M (9.31%) 24.07K
Increased by +0.17%
Mar 31, 25
4 Swedbank AB 7.09M (4.75%) -29.31K
Decreased by -0.41%
Jun 30, 25
5 State Street Corporation 4.22M (2.83%) -63.92K
Decreased by -1.51%
Mar 31, 24
6 Pictet Asset Manangement SA 3.89M (2.61%) -1.72M
Decreased by -44.17%
Mar 31, 25
7 Artisan Partners Limited Partnership 3.75M (2.51%) -85.33K
Decreased by -2.28%
Sep 30, 24
8 State Street Corp 3.33M (2.23%) -26.91K
Decreased by -0.81%
Mar 31, 25
9 Geode Capital Management, LLC 3.08M (2.06%) 116.13K
Increased by +3.78%
Mar 31, 25
10 AllianceBernstein L.P. 2.77M (1.86%) -250.58K
Decreased by -9.04%
Dec 31, 24
11 Wells Fargo & Co 2.43M (1.63%) 1.25K
Increased by +0.05%
Mar 31, 25
12 Impax Asset Management Group PLC 2.36M (1.59%) -52.01K
Decreased by -2.20%
Jun 30, 25
13 Bessemer Group Inc 1.88M (1.26%) 1.88M
Increased by +100.00%
Mar 31, 25
14 JPMorgan Chase & Co 1.84M (1.23%) 257.94K
Increased by +14.02%
Mar 31, 25
15 Millennium Management LLC 1.63M (1.09%) 1.07M
Increased by +65.57%
Mar 31, 25
16 AXA SA 1.56M (1.05%) -41.83K
Decreased by -2.68%
Mar 31, 25
17 Bank of America Corp 1.45M (0.98%) -269.86K
Decreased by -18.55%
Dec 31, 24
18 Northern Trust Corp 1.41M (0.95%) -25.91K
Decreased by -1.83%
Mar 31, 25
19 Raymond James & Associates 1.39M (0.93%) 92.03K
Increased by +6.62%
Sep 30, 24
20 Creative Planning Inc 1.36M (0.91%) 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 (4.69%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.03M (3.37%) 3.66K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.58M (3.07%) -110.75K
Decreased by -2.42%
Jul 31, 25
4 BlackRock Mid-Cap Growth Equity Instl 2.29M (1.53%) -90.89K
Decreased by -3.97%
Jun 30, 25
5 Vanguard Information Technology ETF 2.24M (1.51%) 22.87K
Increased by +1.02%
Jul 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 2.19M (1.47%) 401.29K
Increased by +18.34%
Jun 30, 25
7 Virtus KAR Small-Mid Cap Core R6 1.90M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
8 Virtus KAR Mid-Cap Core I 1.83M (1.23%) -36.98K
Decreased by -2.02%
Mar 31, 25
9 Vanguard Small Cap Index 1.77M (1.19%) -10.66K
Decreased by -0.60%
Jul 31, 25
10 Vanguard Growth Index Investor 1.68M (1.13%) 2.53K
Increased by +0.15%
Jul 31, 25
11 Pictet - Global Envir Opps I USD 1.66M (1.12%) -2.22K
Decreased by -0.13%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.11%) -720.46K
Decreased by -43.40%
Jul 31, 25
13 Vanguard Mid Cap Index Institutional 1.63M (1.09%) 19.94K
Increased by +1.22%
Jul 31, 25
14 iShares MSCI USA Min Vol Factor ETF 1.48M (0.99%) -2.94K
Decreased by -0.20%
Jul 31, 25
15 Fidelity® Extended Market Index 1.23M (0.83%) 10.79K
Increased by +0.87%
Nov 30, 23
16 Artisan Mid Cap Investor 1.15M (0.77%) -67.45K
Decreased by -5.86%
Sep 30, 24
17 Artisan U.S. Mid-Cap Growth 1.15M (0.77%) -67.45K
Decreased by -5.86%
Sep 30, 24
18 iShares Russell Mid-Cap Growth ETF 1.04M (0.70%) 2.18K
Increased by +0.21%
Jul 31, 25
19 Impax Specialists Strategy Composite 999.95K (0.67%) -28.50K
Decreased by -2.85%
Jun 30, 25
20 Vanguard Small Cap Growth Index Inv 996.16K (0.67%) -3.89K
Decreased by -0.39%
Jul 31, 25