Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 IVRS 5.08%
3 KMID 3.26%
4 NEWZ 3.24%
5 ENTR 2.90%
6 ARTY 2.32%
7 JSMD 2.13%
8 NBSM 1.67%
9 BULD 1.55%
10 FMET 1.54%
11 JMID 1.43%
12 QQQN 1.39%
13 QMID 1.39%
14 IBOT 1.34%
15 QQJG 1.13%
16 SROI 0.95%
17 QQQJ 0.89%
18 XSW 0.85%
19 RNLC 0.81%
20 AIVL 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.10M (10.89%) -243.93K
Decreased by -1.43%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 16.01M (10.19%) -142.72K
Decreased by -0.89%
Dec 31, 24
3 BlackRock Inc 13.86M (8.83%) -641.10K
Decreased by -4.63%
Dec 31, 24
4 Swedbank AB 7.01M (4.46%) 1.87M
Increased by +26.73%
Dec 31, 24
5 Pictet Asset Manangement SA 5.61M (3.58%) 24.02K
Increased by +0.43%
Dec 31, 24
6 State Street Corporation 4.22M (2.69%) -63.92K
Decreased by -1.51%
Mar 31, 24
7 Artisan Partners Limited Partnership 3.75M (2.39%) -85.33K
Decreased by -2.28%
Sep 30, 24
8 State Street Corp 3.36M (2.14%) -60.12K
Decreased by -1.79%
Dec 31, 24
9 Geode Capital Management, LLC 2.96M (1.88%) -50.01K
Decreased by -1.69%
Dec 31, 24
10 AllianceBernstein L.P. 2.77M (1.77%) -250.58K
Decreased by -9.04%
Dec 31, 24
11 Wells Fargo & Co 2.43M (1.55%) -116.05K
Decreased by -4.78%
Dec 31, 24
12 Impax Asset Management Group PLC 1.76M (1.12%) 1.76M
Increased by +100.00%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.66M (1.06%) -486.00
Decreased by -0.03%
Jun 30, 24
14 AXA SA 1.60M (1.02%) 112.82K
Increased by +7.04%
Dec 31, 24
15 JPMorgan Chase & Co 1.58M (1.01%) -1.58M
Decreased by -99.64%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.47M (0.94%) 30.42K
Increased by +2.07%
Jun 30, 24
17 Bank of America Corp 1.45M (0.93%) -269.86K
Decreased by -18.55%
Dec 31, 24
18 Northern Trust Corp 1.44M (0.92%) 228.50K
Increased by +15.88%
Dec 31, 24
19 Raymond James & Associates 1.39M (0.89%) 92.03K
Increased by +6.62%
Sep 30, 24
20 Creative Planning Inc 1.35M (0.86%) 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 (4.46%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 5.03M (3.20%) 3.66K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.02M (3.20%) 13.50K
Increased by +0.27%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.45M (2.20%) 11.60K
Increased by +0.34%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.34M (1.49%) 3.52K
Increased by +0.15%
Feb 28, 25
6 BlackRock Mid-Cap Growth Equity Instl 2.27M (1.45%) -66.81K
Decreased by -2.94%
Feb 28, 25
7 Pictet - Global Envir Opps I USD 2.19M (1.39%) -23.01K
Decreased by -1.05%
Feb 28, 25
8 Vanguard Information Technology ETF 2.18M (1.39%) 6.39K
Increased by +0.29%
Feb 28, 25
9 Vanguard Growth Index Investor 2.11M (1.34%) 1.90K
Increased by +0.09%
Feb 28, 25
10 Pictet-Water I EUR 1.95M (1.24%) -4.81K
Decreased by -0.25%
Dec 31, 24
11 Virtus KAR Small-Mid Cap Core R6 1.90M (1.21%) 17.95K
Increased by +0.95%
Dec 31, 24
12 Virtus KAR Mid-Cap Core I 1.87M (1.19%) 24.61K
Increased by +1.32%
Dec 31, 24
13 Fidelity® Extended Market Index 1.23M (0.79%) 10.79K
Increased by +0.87%
Nov 30, 23
14 Vanguard Mid-Cap Growth ETF 1.20M (0.76%) 9.65K
Increased by +0.80%
Feb 28, 25
15 Artisan Mid Cap Investor 1.15M (0.73%) -67.45K
Decreased by -5.86%
Sep 30, 24
16 Artisan U.S. Mid-Cap Growth 1.15M (0.73%) -67.45K
Decreased by -5.86%
Sep 30, 24
17 Impax Specialists Strategy Composite 1.08M (0.69%) 60.04K
Increased by +5.58%
Feb 28, 25
18 iShares Automation&Robotics ETF USD Acc 929.81K (0.59%) -2.68K
Decreased by -0.29%
Apr 30, 24
19 Pictet Water Segregated Accounts 920.18K (0.59%) 920.18K
Increased by +100.00%
Mar 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 875.30K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25