Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 IVRS 5.00%
3 KMID 3.28%
4 NEWZ 3.24%
5 ENTR 2.90%
6 ARTY 2.20%
7 JSMD 2.13%
8 NBSM 1.67%
9 BULD 1.49%
10 FMET 1.49%
11 JMID 1.43%
12 QMID 1.39%
13 QQQN 1.39%
14 IBOT 1.30%
15 QQJG 1.09%
16 SROI 0.88%
17 QQQJ 0.88%
18 RNLC 0.81%
19 XSW 0.78%
20 AIVL 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.10M (11.70%) -243.93K
Decreased by -1.43%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 16.01M (10.95%) -142.72K
Decreased by -0.89%
Dec 31, 24
3 BlackRock Inc 13.86M (9.48%) -641.10K
Decreased by -4.63%
Dec 31, 24
4 Swedbank AB 7.01M (4.79%) 1.87M
Increased by +26.73%
Dec 31, 24
5 Pictet Asset Manangement SA 5.61M (3.84%) 24.02K
Increased by +0.43%
Dec 31, 24
6 State Street Corporation 4.22M (2.89%) -63.92K
Decreased by -1.51%
Mar 31, 24
7 Artisan Partners Limited Partnership 3.75M (2.56%) -85.33K
Decreased by -2.28%
Sep 30, 24
8 State Street Corp 3.36M (2.30%) -60.12K
Decreased by -1.79%
Dec 31, 24
9 Geode Capital Management, LLC 2.96M (2.02%) -50.01K
Decreased by -1.69%
Dec 31, 24
10 AllianceBernstein L.P. 2.77M (1.90%) -250.58K
Decreased by -9.04%
Dec 31, 24
11 Wells Fargo & Co 2.43M (1.66%) -116.05K
Decreased by -4.78%
Dec 31, 24
12 Impax Asset Management Group PLC 1.76M (1.20%) 1.76M
Increased by +100.00%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.66M (1.14%) -486.00
Decreased by -0.03%
Jun 30, 24
14 AXA SA 1.60M (1.10%) 112.82K
Increased by +7.04%
Dec 31, 24
15 JPMorgan Chase & Co 1.58M (1.08%) -1.58M
Decreased by -99.64%
Dec 31, 24
16 Bank of America Corp 1.45M (1.00%) -269.86K
Decreased by -18.55%
Dec 31, 24
17 Northern Trust Corp 1.44M (0.98%) 228.50K
Increased by +15.88%
Dec 31, 24
18 Raymond James & Associates 1.39M (0.95%) 92.03K
Increased by +6.62%
Sep 30, 24
19 Creative Planning Inc 1.35M (0.92%) 253.28K
Increased by +18.83%
Dec 31, 24
20 Susquehanna International Group, LLP 1.21M (0.83%) 850.55K
Increased by +70.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Swedbank Robur Technology A 7.00M (4.79%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 5.04M (3.45%) 14.54K
Increased by +0.29%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.03M (3.44%) 3.66K
Increased by +0.07%
Sep 30, 24
4 BlackRock Mid-Cap Growth Equity Instl 2.47M (1.69%) 195.18K
Increased by +7.91%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.37M (1.62%) 33.07K
Increased by +1.40%
Mar 31, 25
6 Vanguard Information Technology ETF 2.19M (1.49%) 7.27K
Increased by +0.33%
Mar 31, 25
7 Vanguard Growth Index Investor 2.12M (1.45%) 8.97K
Increased by +0.42%
Mar 31, 25
8 Vanguard Small Cap Index 2.00M (1.37%) 2.00M
Increased by +100.00%
Mar 31, 25
9 Virtus KAR Small-Mid Cap Core R6 1.90M (1.30%) 17.95K
Increased by +0.95%
Dec 31, 24
10 Virtus KAR Mid-Cap Core I 1.87M (1.28%) 24.61K
Increased by +1.32%
Dec 31, 24
11 Vanguard Mid Cap Index Institutional 1.73M (1.18%) -1.73M
Decreased by -99.89%
Mar 31, 25
12 Pictet - Global Envir Opps I USD 1.65M (1.13%) -538.98K
Decreased by -32.66%
Mar 31, 25
13 Pictet-Water I EUR 1.56M (1.07%) -386.45K
Decreased by -24.70%
Jan 31, 25
14 Fidelity® Extended Market Index 1.23M (0.84%) 10.79K
Increased by +0.87%
Nov 30, 23
15 Artisan Mid Cap Investor 1.15M (0.79%) -67.45K
Decreased by -5.86%
Sep 30, 24
16 Artisan U.S. Mid-Cap Growth 1.15M (0.79%) -67.45K
Decreased by -5.86%
Sep 30, 24
17 Vanguard Small Cap Growth Index Inv 1.12M (0.77%) 1.12M
Increased by +100.00%
Mar 31, 25
18 Impax Specialists Strategy Composite 1.08M (0.74%) 60.04K
Increased by +5.58%
Feb 28, 25
19 iShares Automation&Robotics ETF USD Acc 929.81K (0.64%) -2.68K
Decreased by -0.29%
Apr 30, 24
20 Pictet Water Segregated Accounts 920.18K (0.63%) 920.18K
Increased by +100.00%
Mar 31, 24