Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 3.86%
2 IDGT 3.79%
3 IHAK 3.45%
4 SIXG 2.18%
5 FIVG 2.18%
6 PSCT 1.81%
7 XITK 1.40%
8 IGN 0.63%
9 SSLY 0.60%
10 HAPS 0.55%
11 OASC 0.47%
12 QSML 0.43%
13 ETHO 0.41%
14 AVSC 0.32%
15 SMDY 0.30%
16 IJS 0.27%
17 ISMD 0.27%
18 VIOV 0.24%
19 TRFM 0.22%
20 IJR 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.10M (19.07%) -243.87K
Decreased by -2.20%
Mar 31, 25
2 Vanguard Group Inc 8.02M (13.77%) 37.60K
Increased by +0.47%
Mar 31, 25
3 State Street Corp 2.38M (4.09%) -85.39K
Decreased by -3.59%
Mar 31, 25
4 State Street Corporation 2.31M (3.97%) 241.30K
Increased by +10.45%
Mar 31, 24
5 AllianceBernstein L.P. 2.24M (3.85%) -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 Wellington Management Company LLP 1.76M (3.02%) 166.69K
Increased by +9.50%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 1.73M (2.96%) -106.89K
Decreased by -6.19%
Mar 31, 25
9 Ameriprise Financial Inc 1.43M (2.46%) 189.68K
Increased by +13.27%
Sep 30, 23
10 Congress Asset Management Company, LLP 1.38M (2.37%) 103.17K
Increased by +7.48%
Mar 31, 25
11 Geode Capital Management, LLC 1.38M (2.37%) 39.60K
Increased by +2.88%
Mar 31, 25
12 TD Asset Management Inc 1.31M (2.26%) -79.40K
Decreased by -6.04%
Mar 31, 25
13 Thrivent Financial For Lutherans 1.24M (2.13%) -12.63K
Decreased by -1.02%
Dec 31, 23
14 Bank of New York Mellon Corp 1.14M (1.97%) -228.50K
Decreased by -19.96%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.10M (1.90%) 113.29K
Increased by +10.26%
Mar 31, 25
16 Artisan Partners Limited Partnership 1.05M (1.81%) -57.89K
Decreased by -5.50%
Mar 31, 25
17 Alyeska Investment Group, L.P. 1.03M (1.77%) 215.03K
Increased by +20.83%
Mar 31, 25
18 Paradigm Capital Management, Inc. 1.03M (1.77%) -29.90K
Decreased by -2.91%
Mar 31, 25
19 William Blair Investment Management, LLC 923.29K (1.59%) -43.34K
Decreased by -4.69%
Mar 31, 24
20 Kornitzer Capital Management Inc 812.05K (1.40%) 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 1.94M (3.34%) 7.63K
Increased by +0.39%
Apr 30, 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 1.51M (2.59%) 6.59K
Increased by +0.44%
Apr 30, 25
6 iShares Russell 2000 ETF 1.47M (2.52%) 248.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Information Technology ETF 1.41M (2.41%) 10.43K
Increased by +0.74%
Apr 30, 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 908.40K (1.56%) 11.31K
Increased by +1.24%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 838.68K (1.44%) -3.68K
Decreased by -0.44%
Apr 30, 25
11 Congress Small Cap Growth Institutional 740.00K (1.27%) 0.00
Increased by 0.00%
Apr 30, 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 (1.02%) 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