Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 4.78%
2 IDGT 4.36%
3 NRSH 3.10%
4 XTL 2.95%
5 CPAI 1.94%
6 XITK 1.80%
7 PSCT 1.53%
8 SIXG 1.41%
9 FIVG 1.41%
10 SAWS 0.98%
11 XSMO 0.83%
12 PXSG 0.83%
13 HAPS 0.69%
14 AFSM 0.67%
15 IGN 0.63%
16 SSLY 0.60%
17 QSML 0.48%
18 ETHO 0.47%
19 FLQS 0.47%
20 OASC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.46M (19.53%) 368.31K
Increased by +3.21%
Jun 30, 25
2 Vanguard Group Inc 8.62M (14.68%) 600.01K
Increased by +6.96%
Jun 30, 25
3 State Street Corp 2.33M (3.97%) -46.59K
Decreased by -2.00%
Jun 30, 25
4 State Street Corporation 2.31M (3.93%) 241.30K
Increased by +10.45%
Mar 31, 24
5 Millennium Management LLC 2.25M (3.83%) 482.11K
Increased by +21.45%
Jun 30, 25
6 Ameriprise Financial Inc 1.43M (2.44%) 189.68K
Increased by +13.27%
Sep 30, 23
7 Congress Asset Management Company, LLP 1.42M (2.42%) 39.45K
Increased by +2.78%
Jun 30, 25
8 Geode Capital Management, LLC 1.36M (2.31%) -22.18K
Decreased by -1.64%
Jun 30, 25
9 AllianceBernstein L.P. 1.35M (2.30%) -1.16M
Decreased by -86.08%
Jun 30, 25
10 TD Asset Management Inc 1.31M (2.24%) -79.40K
Decreased by -6.04%
Mar 31, 25
11 Thrivent Financial For Lutherans 1.24M (2.11%) -12.63K
Decreased by -1.02%
Dec 31, 23
12 Artisan Partners Limited Partnership 1.20M (2.05%) 152.47K
Increased by +12.66%
Jun 30, 25
13 Bank of New York Mellon Corp 1.14M (1.95%) -228.50K
Decreased by -19.96%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.09M (1.85%) -637.11K
Decreased by -58.54%
Jun 30, 25
15 Alyeska Investment Group, L.P. 1.03M (1.76%) 215.03K
Increased by +20.83%
Mar 31, 25
16 Paradigm Capital Management, Inc. 964.20K (1.64%) -63.10K
Decreased by -6.54%
Jun 30, 25
17 Assenagon Asset Management SA 947.74K (1.61%) 545.49K
Increased by +57.56%
Jun 30, 25
18 William Blair Investment Management, LLC 923.29K (1.57%) -43.34K
Decreased by -4.69%
Mar 31, 24
19 Gilder Gagnon Howe & CO LLC 913.70K (1.56%) 117.24K
Increased by +12.83%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 847.62K (1.44%) -256.36K
Decreased by -30.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.43M (5.85%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.84M (3.13%) -39.27K
Decreased by -2.14%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.04%) 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 Information Technology ETF 1.48M (2.53%) 15.16K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 1.42M (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 1.42M (2.41%) -9.06K
Decreased by -0.64%
Jul 31, 25
8 AB Sustainable Glb Thematic AXX USD 913.80K (1.56%) -12.15K
Decreased by -1.33%
Oct 31, 24
9 Artisan International Small-Mid Investor 800.19K (1.36%) 82.50K
Increased by +10.31%
Jun 30, 25
10 Artisan Non-U.S. Small-Mid Growth Comp 800.19K (1.36%) 82.50K
Increased by +10.31%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 798.58K (1.36%) -587.00
Decreased by -0.07%
Jul 31, 25
12 iShares Cybersecurity and Tech ETF 759.53K (1.29%) 0.00
Increased by 0.00%
Aug 31, 25
13 Congress Small Cap Growth Institutional 740.00K (1.26%) 0.00
Increased by 0.00%
Jul 31, 25
14 TD U.S. Capital Reinvestment I 696.58K (1.19%) -20.85K
Decreased by -2.99%
Dec 31, 24
15 Global X US Infrastructure Dev ETF 678.16K (1.16%) 374.00
Increased by +0.06%
Aug 29, 25
16 AB Sustainable Global Thematic A 655.34K (1.12%) -6.62K
Decreased by -1.01%
Oct 31, 24
17 Congress Asset Mgt Small Cap Growth 645.00K (1.10%) 643.58K
Increased by +99.78%
Jun 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 620.12K (1.06%) -269.80K
Decreased by -43.51%
Jul 31, 25
19 Fidelity Small Cap Index 591.72K (1.01%) -11.48K
Decreased by -1.94%
Jun 30, 25
20 BNY Mellon Sm/Md Cp Gr I 586.86K (1.00%) 275.80K
Increased by +47.00%
Mar 31, 24