Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDGT 3.68%
2 XTL 3.56%
3 IHAK 3.31%
4 SIXG 2.06%
5 FIVG 2.06%
6 PSCT 1.63%
7 XITK 1.34%
8 IGN 0.63%
9 SSLY 0.60%
10 HAPS 0.50%
11 QSML 0.41%
12 ETHO 0.38%
13 OASC 0.31%
14 AVSC 0.31%
15 SMDY 0.30%
16 IJS 0.25%
17 ISMD 0.25%
18 TRFM 0.22%
19 VIOV 0.20%
20 IJR 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.34M (19.47%) 530.26K
Increased by +4.68%
Dec 31, 24
2 Vanguard Group Inc 7.98M (13.70%) 412.98K
Increased by +5.18%
Dec 31, 24
3 State Street Corp 2.47M (4.23%) 149.13K
Increased by +6.05%
Dec 31, 24
4 State Street Corporation 2.31M (3.97%) 241.30K
Increased by +10.45%
Mar 31, 24
5 AllianceBernstein L.P. 2.24M (3.84%) -3.02M
Decreased by -134.74%
Dec 31, 24
6 Millennium Management LLC 2.03M (3.49%) 889.10K
Increased by +43.77%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.83M (3.15%) 74.72K
Increased by +4.08%
Dec 31, 24
8 Wellington Management Company LLP 1.76M (3.01%) 166.69K
Increased by +9.50%
Dec 31, 23
9 Ameriprise Financial Inc 1.43M (2.45%) 189.68K
Increased by +13.27%
Sep 30, 23
10 TD Asset Management Inc 1.39M (2.39%) -181.34K
Decreased by -13.02%
Dec 31, 24
11 Congress Asset Management Company, LLP 1.38M (2.37%) 103.17K
Increased by +7.48%
Mar 31, 25
12 Bank of New York Mellon Corp 1.37M (2.36%) 45.20K
Increased by +3.29%
Dec 31, 24
13 Geode Capital Management, LLC 1.34M (2.30%) 6.14K
Increased by +0.46%
Dec 31, 24
14 Thrivent Financial For Lutherans 1.24M (2.13%) -12.63K
Decreased by -1.02%
Dec 31, 23
15 Artisan Partners Limited Partnership 1.11M (1.91%) -29.46K
Decreased by -2.65%
Dec 31, 24
16 Paradigm Capital Management, Inc. 1.06M (1.82%) -269.90K
Decreased by -25.53%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 990.68K (1.70%) -36.28K
Decreased by -3.66%
Dec 31, 24
18 William Blair Investment Management, LLC 923.29K (1.59%) -43.34K
Decreased by -4.69%
Mar 31, 24
19 Alyeska Investment Group, L.P. 817.26K (1.40%) -111.64K
Decreased by -13.66%
Dec 31, 24
20 Kornitzer Capital Management Inc 812.05K (1.39%) 68.30K
Increased by +8.41%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.59M (6.16%) -3.25K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.93M (3.32%) 9.30K
Increased by +0.48%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.07%) 2.08K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.78M (3.06%) -963.00
Decreased by -0.05%
Jan 31, 24
5 Vanguard Small Cap Index 1.50M (2.58%) -23.56K
Decreased by -1.57%
Mar 31, 25
6 iShares Russell 2000 ETF 1.47M (2.52%) 248.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Information Technology ETF 1.40M (2.40%) 6.56K
Increased by +0.47%
Mar 31, 25
8 AB Sustainable Glb Thematic AXX USD 913.80K (1.57%) -12.15K
Decreased by -1.33%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 897.09K (1.54%) -6.58K
Decreased by -0.73%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 842.36K (1.45%) -14.50K
Decreased by -1.72%
Mar 31, 25
11 Congress Small Cap Growth Institutional 740.00K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares Cybersecurity and Tech ETF 717.77K (1.23%) 0.00
Increased by 0.00%
Apr 30, 25
13 Artisan International Small-Mid Investor 717.69K (1.23%) -20.86K
Decreased by -2.91%
Mar 31, 25
14 Artisan Non-U.S. Small-Mid Growth Comp 717.69K (1.23%) -20.86K
Decreased by -2.91%
Mar 31, 25
15 TD U.S. Capital Reinvestment I 696.58K (1.20%) -20.85K
Decreased by -2.99%
Dec 31, 24
16 AB Sustainable Global Thematic A 655.34K (1.13%) -6.62K
Decreased by -1.01%
Oct 31, 24
17 Global X US Infrastructure Dev ETF 647.35K (1.11%) -264.00
Decreased by -0.04%
Apr 30, 25
18 Congress Asset Mgt Small Cap Growth 645.00K (1.11%) 643.58K
Increased by +99.78%
Jun 30, 24
19 Fidelity Small Cap Index 590.96K (1.01%) 5.42K
Increased by +0.92%
Feb 28, 25
20 BNY Mellon Sm/Md Cp Gr I 586.86K (1.01%) 275.80K
Increased by +47.00%
Mar 31, 24