Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 2.83%
2 XTL 2.76%
3 PSCT 1.47%
4 SIXG 1.46%
5 FIVG 1.22%
6 XITK 1.07%
7 IGN 0.63%
8 SSLY 0.60%
9 IDGT 0.54%
10 HAPS 0.43%
11 QSML 0.32%
12 OASC 0.31%
13 SMDY 0.30%
14 AVSC 0.24%
15 ISMD 0.23%
16 TRFM 0.22%
17 IJS 0.21%
18 VIOV 0.21%
19 IJR 0.17%
20 VIOO 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.81M (18.34%) 127.34K
Increased by +1.18%
Sep 30, 24
2 Vanguard Group Inc 7.56M (12.83%) 54.64K
Increased by +0.72%
Sep 30, 24
3 AllianceBernstein L.P. 5.26M (8.91%) -811.07K
Decreased by -15.43%
Sep 30, 24
4 State Street Corp 2.32M (3.93%) 5.46K
Increased by +0.24%
Sep 30, 24
5 State Street Corporation 2.31M (3.92%) 241.30K
Increased by +10.45%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.76M (2.98%) -35.86K
Decreased by -2.04%
Sep 30, 24
7 Wellington Management Company LLP 1.76M (2.98%) 166.69K
Increased by +9.50%
Dec 31, 23
8 TD Asset Management Inc 1.57M (2.67%) -347.28K
Decreased by -22.06%
Sep 30, 24
9 Ameriprise Financial Inc 1.43M (2.43%) 189.68K
Increased by +13.27%
Sep 30, 23
10 Geode Capital Management, LLC 1.33M (2.26%) 14.72K
Increased by +1.11%
Sep 30, 24
11 Bank of New York Mellon Corp 1.33M (2.25%) -137.86K
Decreased by -10.38%
Sep 30, 24
12 Paradigm Capital Management, Inc. 1.33M (2.25%) -9.80K
Decreased by -0.74%
Sep 30, 24
13 Congress Asset Management Company, LLP 1.28M (2.16%) -290.15K
Decreased by -22.75%
Dec 31, 24
14 Thrivent Financial For Lutherans 1.24M (2.11%) -12.63K
Decreased by -1.02%
Dec 31, 23
15 Millennium Management LLC 1.14M (1.94%) 962.31K
Increased by +84.26%
Sep 30, 24
16 Artisan Partners Limited Partnership 1.14M (1.93%) -54.85K
Decreased by -4.81%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.03M (1.74%) -741.28K
Decreased by -72.18%
Sep 30, 24
18 Gilder Gagnon Howe & CO LLC 955.67K (1.62%) 148.44K
Increased by +15.53%
Sep 30, 24
19 Alyeska Investment Group, L.P. 928.90K (1.58%) 302.52K
Increased by +32.57%
Sep 30, 24
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 3.79M (6.43%) 0.00
Increased by 0.00%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 1.92M (3.25%) 156.21K
Increased by +8.15%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.78M (3.02%) -963.00
Decreased by -0.05%
Jan 31, 24
4 iShares Russell 2000 ETF 1.62M (2.75%) -246.00
Decreased by -0.02%
Jan 29, 25
5 Vanguard Small Cap Index 1.52M (2.58%) 110.59K
Increased by +7.28%
Dec 31, 24
6 Vanguard Information Technology ETF 1.36M (2.31%) 20.61K
Increased by +1.51%
Dec 31, 24
7 AB Sustainable Glb Thematic AXX USD 913.80K (1.55%) -12.15K
Decreased by -1.33%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 902.13K (1.53%) 18.80K
Increased by +2.08%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 858.97K (1.46%) 85.38K
Increased by +9.94%
Dec 31, 24
10 TD U.S. Capital Reinvestment I 836.19K (1.42%) -32.25K
Decreased by -3.86%
Jun 30, 24
11 Congress Small Cap Growth Institutional 800.00K (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
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 719.29K (1.22%) 0.00
Increased by 0.00%
Jan 29, 25
15 AB Sustainable Global Thematic A 655.34K (1.11%) -6.62K
Decreased by -1.01%
Oct 31, 24
16 Congress Asset Mgt Small Cap Growth 645.00K (1.09%) 643.58K
Increased by +99.78%
Jun 30, 24
17 Fidelity Small Cap Index 596.50K (1.01%) -4.54K
Decreased by -0.76%
Nov 30, 24
18 BNY Mellon Sm/Md Cp Gr I 586.86K (1.00%) 275.80K
Increased by +47.00%
Mar 31, 24
19 Fidelity® Small Cap Index 569.42K (0.97%) 15.18K
Increased by +2.67%
Oct 31, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 545.43K (0.93%) 0.00
Increased by 0.00%
Jan 30, 25