Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 3.87%
2 XTL 3.84%
3 SIXG 2.06%
4 FIVG 2.06%
5 PSCT 1.72%
6 IDGT 1.70%
7 XITK 1.46%
8 IGN 0.63%
9 SSLY 0.60%
10 HAPS 0.56%
11 OASC 0.48%
12 ETHO 0.42%
13 QSML 0.41%
14 PAVE 0.39%
15 FLQS 0.38%
16 AVSC 0.32%
17 SMDY 0.30%
18 ISMD 0.27%
19 IJS 0.27%
20 VIOV 0.26%

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 AllianceBernstein L.P. 2.51M (4.31%) 270.40K
Increased by +10.78%
Mar 31, 25
4 State Street Corp 2.38M (4.09%) -85.39K
Decreased by -3.59%
Mar 31, 25
5 State Street Corporation 2.31M (3.97%) 241.30K
Increased by +10.45%
Mar 31, 24
6 Millennium Management LLC 1.77M (3.03%) -266.19K
Decreased by -15.08%
Mar 31, 25
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 3.55M (6.09%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.94M (3.34%) 1.78K
Increased by +0.09%
May 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 1.51M (2.60%) 5.61K
Increased by +0.37%
May 31, 25
6 iShares Russell 2000 ETF 1.49M (2.57%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Information Technology ETF 1.41M (2.42%) 4.59K
Increased by +0.33%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 914.88K (1.57%) 6.48K
Increased by +0.71%
May 31, 25
9 AB Sustainable Glb Thematic AXX USD 913.80K (1.57%) -12.15K
Decreased by -1.33%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 833.61K (1.43%) -5.07K
Decreased by -0.61%
May 31, 25
11 Congress Small Cap Growth Institutional 740.00K (1.27%) 0.00
Increased by 0.00%
May 31, 25
12 Artisan International Small-Mid Investor 717.69K (1.23%) -20.86K
Decreased by -2.91%
Mar 31, 25
13 Artisan Non-U.S. Small-Mid Growth Comp 717.69K (1.23%) -20.86K
Decreased by -2.91%
Mar 31, 25
14 TD U.S. Capital Reinvestment I 696.58K (1.20%) -20.85K
Decreased by -2.99%
Dec 31, 24
15 iShares Cybersecurity and Tech ETF 671.75K (1.15%) 0.00
Increased by 0.00%
May 31, 25
16 Global X US Infrastructure Dev ETF 655.89K (1.13%) 0.00
Increased by 0.00%
May 30, 25
17 AB Sustainable Global Thematic A 655.34K (1.13%) -6.62K
Decreased by -1.01%
Oct 31, 24
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 595.29K (1.02%) 4.33K
Increased by +0.73%
Mar 31, 25
20 BNY Mellon Sm/Md Cp Gr I 586.86K (1.01%) 275.80K
Increased by +47.00%
Mar 31, 24