Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 4.45%
2 XTL 4.26%
3 SIXG 2.23%
4 FIVG 2.23%
5 IDGT 1.86%
6 PSCT 1.83%
7 XITK 1.58%
8 IGN 0.63%
9 SSLY 0.60%
10 HAPS 0.56%
11 OASC 0.48%
12 QSML 0.46%
13 ETHO 0.46%
14 FLQS 0.42%
15 PAVE 0.40%
16 AVSC 0.33%
17 SMDY 0.30%
18 JPSE 0.29%
19 SLYV 0.29%
20 VIOV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.10M (18.91%) -243.87K
Decreased by -2.20%
Mar 31, 25
2 Vanguard Group Inc 8.02M (13.66%) 37.60K
Increased by +0.47%
Mar 31, 25
3 AllianceBernstein L.P. 2.51M (4.28%) 270.40K
Increased by +10.78%
Mar 31, 25
4 State Street Corp 2.38M (4.06%) -85.39K
Decreased by -3.59%
Mar 31, 25
5 State Street Corporation 2.31M (3.94%) 241.30K
Increased by +10.45%
Mar 31, 24
6 Millennium Management LLC 1.77M (3.01%) -266.19K
Decreased by -15.08%
Mar 31, 25
7 Wellington Management Company LLP 1.76M (2.99%) 166.69K
Increased by +9.50%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 1.73M (2.94%) -106.89K
Decreased by -6.19%
Mar 31, 25
9 Ameriprise Financial Inc 1.43M (2.44%) 189.68K
Increased by +13.27%
Sep 30, 23
10 Congress Asset Management Company, LLP 1.42M (2.42%) 39.45K
Increased by +2.78%
Jun 30, 25
11 Geode Capital Management, LLC 1.38M (2.35%) 39.60K
Increased by +2.88%
Mar 31, 25
12 TD Asset Management Inc 1.31M (2.24%) -79.40K
Decreased by -6.04%
Mar 31, 25
13 Thrivent Financial For Lutherans 1.24M (2.12%) -12.63K
Decreased by -1.02%
Dec 31, 23
14 Bank of New York Mellon Corp 1.14M (1.95%) -228.50K
Decreased by -19.96%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.10M (1.88%) 113.29K
Increased by +10.26%
Mar 31, 25
16 Artisan Partners Limited Partnership 1.05M (1.79%) -57.89K
Decreased by -5.50%
Mar 31, 25
17 Alyeska Investment Group, L.P. 1.03M (1.76%) 215.03K
Increased by +20.83%
Mar 31, 25
18 Paradigm Capital Management, Inc. 1.03M (1.75%) -29.90K
Decreased by -2.91%
Mar 31, 25
19 Assenagon Asset Management SA 947.74K (1.62%) 545.49K
Increased by +57.56%
Jun 30, 25
20 William Blair Investment Management, LLC 923.29K (1.57%) -43.34K
Decreased by -4.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.43M (5.84%) -9.58K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.94M (3.31%) 1.78K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.05%) 2.08K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.78M (3.03%) -963.00
Decreased by -0.05%
Jan 31, 24
5 Vanguard Small Cap Index 1.51M (2.58%) 5.61K
Increased by +0.37%
May 31, 25
6 iShares Russell 2000 ETF 1.48M (2.52%) 10.29K
Increased by +0.70%
Jun 30, 25
7 Vanguard Information Technology ETF 1.41M (2.40%) 4.59K
Increased by +0.33%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 914.88K (1.56%) 6.48K
Increased by +0.71%
May 31, 25
9 AB Sustainable Glb Thematic AXX USD 913.80K (1.56%) -12.15K
Decreased by -1.33%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 833.61K (1.42%) -5.07K
Decreased by -0.61%
May 31, 25
11 Artisan International Small-Mid Investor 800.19K (1.36%) 82.50K
Increased by +10.31%
Jun 30, 25
12 Artisan Non-U.S. Small-Mid Growth Comp 800.19K (1.36%) 82.50K
Increased by +10.31%
Jun 30, 25
13 Congress Small Cap Growth Institutional 740.00K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
14 iShares Cybersecurity and Tech ETF 724.90K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
15 TD U.S. Capital Reinvestment I 696.58K (1.19%) -20.85K
Decreased by -2.99%
Dec 31, 24
16 Global X US Infrastructure Dev ETF 664.15K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
17 AB Sustainable Global Thematic A 655.34K (1.12%) -6.62K
Decreased by -1.01%
Oct 31, 24
18 Congress Asset Mgt Small Cap Growth 645.00K (1.10%) 643.58K
Increased by +99.78%
Jun 30, 24
19 Fidelity Small Cap Index 602.04K (1.03%) 6.76K
Increased by +1.12%
Apr 30, 25
20 BNY Mellon Sm/Md Cp Gr I 586.86K (1.00%) 275.80K
Increased by +47.00%
Mar 31, 24