Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDGT 3.07%
2 XTL 2.98%
3 IHAK 2.75%
4 SIXG 1.77%
5 FIVG 1.77%
6 PSCT 1.44%
7 XITK 1.18%
8 IGN 0.63%
9 SSLY 0.60%
10 HAPS 0.40%
11 QSML 0.32%
12 OASC 0.31%
13 SMDY 0.30%
14 AVSC 0.25%
15 ISMD 0.22%
16 TRFM 0.22%
17 IJS 0.20%
18 VIOV 0.20%
19 IJR 0.17%
20 QVMS 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.34M (19.13%) 530.26K
Increased by +4.68%
Dec 31, 24
2 Vanguard Group Inc 7.98M (13.46%) 412.98K
Increased by +5.18%
Dec 31, 24
3 State Street Corp 2.47M (4.16%) 149.13K
Increased by +6.05%
Dec 31, 24
4 State Street Corporation 2.31M (3.90%) 241.30K
Increased by +10.45%
Mar 31, 24
5 AllianceBernstein L.P. 2.24M (3.78%) -3.02M
Decreased by -134.74%
Dec 31, 24
6 Millennium Management LLC 2.03M (3.43%) 889.10K
Increased by +43.77%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.83M (3.09%) 74.72K
Increased by +4.08%
Dec 31, 24
8 Wellington Management Company LLP 1.76M (2.96%) 166.69K
Increased by +9.50%
Dec 31, 23
9 Ameriprise Financial Inc 1.43M (2.41%) 189.68K
Increased by +13.27%
Sep 30, 23
10 TD Asset Management Inc 1.39M (2.35%) -181.34K
Decreased by -13.02%
Dec 31, 24
11 Bank of New York Mellon Corp 1.37M (2.32%) 45.20K
Increased by +3.29%
Dec 31, 24
12 Geode Capital Management, LLC 1.34M (2.26%) 6.14K
Increased by +0.46%
Dec 31, 24
13 Congress Asset Management Company, LLP 1.28M (2.15%) -290.15K
Decreased by -22.75%
Dec 31, 24
14 Thrivent Financial For Lutherans 1.24M (2.09%) -12.63K
Decreased by -1.02%
Dec 31, 23
15 Artisan Partners Limited Partnership 1.11M (1.87%) -29.46K
Decreased by -2.65%
Dec 31, 24
16 Paradigm Capital Management, Inc. 1.06M (1.78%) -269.90K
Decreased by -25.53%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 990.68K (1.67%) -36.28K
Decreased by -3.66%
Dec 31, 24
18 William Blair Investment Management, LLC 923.29K (1.56%) -43.34K
Decreased by -4.69%
Mar 31, 24
19 Alyeska Investment Group, L.P. 817.26K (1.38%) -111.64K
Decreased by -13.66%
Dec 31, 24
20 Kornitzer Capital Management Inc 812.05K (1.37%) 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 3.76M (6.35%) -891.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.92M (3.25%) 1.80K
Increased by +0.09%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 1.78M (3.00%) -963.00
Decreased by -0.05%
Jan 31, 24
4 iShares Russell 2000 ETF 1.53M (2.58%) -18.03K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 1.52M (2.57%) 1.24K
Increased by +0.08%
Feb 28, 25
6 Vanguard Information Technology ETF 1.39M (2.34%) 2.99K
Increased by +0.22%
Feb 28, 25
7 AB Sustainable Glb Thematic AXX USD 913.80K (1.54%) -12.15K
Decreased by -1.33%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 903.67K (1.52%) 1.30K
Increased by +0.14%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 856.86K (1.45%) -4.91K
Decreased by -0.57%
Feb 28, 25
10 TD U.S. Capital Reinvestment I 836.19K (1.41%) -32.25K
Decreased by -3.86%
Jun 30, 24
11 Congress Small Cap Growth Institutional 740.00K (1.25%) 375.00K
Increased by +50.68%
Feb 28, 25
12 Artisan International Small-Mid Investor 738.55K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
13 Artisan Non-U.S. Small-Mid Growth Comp 738.55K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Cybersecurity and Tech ETF 723.07K (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
15 Global X US Infrastructure Dev ETF 690.30K (1.16%) -1.25K
Decreased by -0.18%
Feb 28, 25
16 AB Sustainable Global Thematic A 655.34K (1.11%) -6.62K
Decreased by -1.01%
Oct 31, 24
17 Congress Asset Mgt Small Cap Growth 645.00K (1.09%) 643.58K
Increased by +99.78%
Jun 30, 24
18 Fidelity Small Cap Index 596.50K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
19 BNY Mellon Sm/Md Cp Gr I 586.86K (0.99%) 275.80K
Increased by +47.00%
Mar 31, 24
20 Fidelity® Small Cap Index 569.42K (0.96%) 15.18K
Increased by +2.67%
Oct 31, 23