Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 IVRS 4.54%
3 NEWZ 3.24%
4 ENTR 2.90%
5 KMID 2.86%
6 JSMD 2.13%
7 ARTY 2.01%
8 NBSM 1.46%
9 JMID 1.43%
10 QQQN 1.39%
11 BULD 1.36%
12 FMET 1.35%
13 QMID 1.21%
14 IBOT 1.15%
15 QQJG 0.96%
16 RNLC 0.81%
17 QQQJ 0.78%
18 XSW 0.69%
19 INNO 0.65%
20 AIVL 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.10M (10.80%) -243.93K
Decreased by -1.43%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 16.01M (10.11%) -142.72K
Decreased by -0.89%
Dec 31, 24
3 BlackRock Inc 13.86M (8.75%) -641.10K
Decreased by -4.63%
Dec 31, 24
4 Swedbank AB 7.01M (4.42%) 1.87M
Increased by +26.73%
Dec 31, 24
5 Pictet Asset Manangement SA 5.61M (3.55%) 24.02K
Increased by +0.43%
Dec 31, 24
6 State Street Corporation 4.22M (2.66%) -63.92K
Decreased by -1.51%
Mar 31, 24
7 Artisan Partners Limited Partnership 3.75M (2.37%) -85.33K
Decreased by -2.28%
Sep 30, 24
8 State Street Corp 3.36M (2.12%) -60.12K
Decreased by -1.79%
Dec 31, 24
9 Geode Capital Management, LLC 2.96M (1.87%) -50.01K
Decreased by -1.69%
Dec 31, 24
10 AllianceBernstein L.P. 2.77M (1.75%) -250.58K
Decreased by -9.04%
Dec 31, 24
11 Wells Fargo & Co 2.43M (1.53%) -116.05K
Decreased by -4.78%
Dec 31, 24
12 Impax Asset Management Group PLC 1.76M (1.11%) 1.76M
Increased by +100.00%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.66M (1.05%) -486.00
Decreased by -0.03%
Jun 30, 24
14 AXA SA 1.60M (1.01%) 112.82K
Increased by +7.04%
Dec 31, 24
15 JPMorgan Chase & Co 1.58M (1.00%) -1.58M
Decreased by -99.64%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.47M (0.93%) 30.42K
Increased by +2.07%
Jun 30, 24
17 Bank of America Corp 1.45M (0.92%) -269.86K
Decreased by -18.55%
Dec 31, 24
18 Northern Trust Corp 1.44M (0.91%) 228.50K
Increased by +15.88%
Dec 31, 24
19 Raymond James & Associates 1.39M (0.88%) 92.03K
Increased by +6.62%
Sep 30, 24
20 Creative Planning Inc 1.35M (0.85%) 253.28K
Increased by +18.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Swedbank Robur Technology A 7.00M (4.42%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 5.02M (3.17%) 13.50K
Increased by +0.27%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 3.45M (2.18%) 11.60K
Increased by +0.34%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.34M (1.48%) 3.52K
Increased by +0.15%
Feb 28, 25
5 BlackRock Mid-Cap Growth Equity Instl 2.27M (1.43%) -66.81K
Decreased by -2.94%
Feb 28, 25
6 Pictet - Global Envir Opps I USD 2.21M (1.40%) -17.90K
Decreased by -0.81%
Jan 31, 25
7 Vanguard Information Technology ETF 2.18M (1.38%) 6.39K
Increased by +0.29%
Feb 28, 25
8 Vanguard Growth Index Investor 2.11M (1.33%) 1.90K
Increased by +0.09%
Feb 28, 25
9 Pictet-Water I EUR 1.96M (1.23%) -38.32K
Decreased by -1.96%
Nov 30, 24
10 Virtus KAR Small-Mid Cap Core R6 1.90M (1.20%) 17.95K
Increased by +0.95%
Dec 31, 24
11 Virtus KAR Mid-Cap Core I 1.87M (1.18%) 24.61K
Increased by +1.32%
Dec 31, 24
12 Fidelity® Extended Market Index 1.23M (0.78%) 10.79K
Increased by +0.87%
Nov 30, 23
13 Vanguard Mid-Cap Growth ETF 1.20M (0.76%) 9.65K
Increased by +0.80%
Feb 28, 25
14 Artisan Mid Cap Investor 1.15M (0.73%) -67.45K
Decreased by -5.86%
Sep 30, 24
15 Artisan U.S. Mid-Cap Growth 1.15M (0.73%) -67.45K
Decreased by -5.86%
Sep 30, 24
16 Impax Specialists Strategy Composite 1.02M (0.64%) -24.39K
Decreased by -2.40%
Jan 31, 25
17 iShares Automation&Robotics ETF USD Acc 929.81K (0.59%) -2.68K
Decreased by -0.29%
Apr 30, 24
18 Pictet Water Segregated Accounts 920.18K (0.58%) 920.18K
Increased by +100.00%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 875.30K (0.55%) 0.00
Increased by 0.00%
Feb 28, 25
20 Columbia Acorn Inst 850.35K (0.54%) 72.63K
Increased by +8.54%
Dec 31, 23