Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 5.44%
3 RSHO 5.23%
4 XTH 3.73%
5 TDV 3.01%
6 BOTZ 2.23%
7 EQWM 1.94%
8 THNQ 1.89%
9 AIFD 1.66%
10 LIVR 1.34%
11 RISN 1.24%
12 ROBO 1.23%
13 INNO 1.10%
14 DTEC 1.07%
15 CVAR 0.94%
16 ROBT 0.76%
17 PAMC 0.74%
18 IBOT 0.72%
19 RYJ 0.63%
20 MIDZ 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.36M (11.45%) -119.72K
Decreased by -0.65%
Mar 31, 25
2 BlackRock Inc 15.28M (9.53%) 18.65K
Increased by +0.12%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 6.08M (3.79%) 1.47M
Increased by +24.25%
Mar 31, 25
4 William Blair Investment Management, LLC 5.60M (3.49%) -242.27K
Decreased by -4.33%
Mar 31, 25
5 State Street Corp 5.41M (3.37%) -4.62K
Decreased by -0.09%
Mar 31, 25
6 State Street Corporation 5.17M (3.22%) 142.90K
Increased by +2.77%
Mar 31, 24
7 Disciplined Growth Investors Inc 4.73M (2.95%) 921.24K
Increased by +19.49%
Mar 31, 25
8 Mackenzie Investments 4.61M (2.88%) 533.11K
Increased by +11.56%
Mar 31, 25
9 Pictet Asset Manangement SA 4.20M (2.62%) 375.77K
Increased by +8.96%
Mar 31, 25
10 JPMorgan Chase & Co 3.57M (2.23%) 175.58K
Increased by +4.92%
Sep 30, 24
11 Capital Research Global Investors 3.55M (2.22%) 1.38K
Increased by +0.04%
Jun 30, 24
12 Geode Capital Management, LLC 3.12M (1.94%) 114.49K
Increased by +3.67%
Mar 31, 25
13 AllianceBernstein L.P. 3.00M (1.87%) -19.66K
Decreased by -0.66%
Dec 31, 23
14 Nordea Investment Mgmt Bank Demark A/s 2.85M (1.78%) 596.72K
Increased by +20.96%
Mar 31, 25
15 Point72 Asset Management, L.P. 2.83M (1.77%) 1.56M
Increased by +55.11%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 2.75M (1.71%) 686.49K
Increased by +24.99%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 2.54M (1.58%) 647.96K
Increased by +25.51%
Mar 31, 25
18 Impax Asset Management Group PLC 2.43M (1.51%) -2.65M
Decreased by -109.35%
Mar 31, 25
19 Brown Capital Management, LLC 2.39M (1.49%) -252.17K
Decreased by -10.54%
Mar 31, 25
20 Squarepoint Ops LLC 2.31M (1.44%) 1.97M
Increased by +85.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.48M (3.42%) 3.61K
Increased by +0.07%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 5.47M (3.41%) 2.86K
Increased by +0.05%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.42M (3.38%) 4.40K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 4.29M (2.67%) 21.16K
Increased by +0.49%
May 31, 25
5 Pictet - Robotics I dy EUR 3.71M (2.32%) -12.79K
Decreased by -0.34%
Mar 31, 25
6 Capital Group AMCAP Composite 3.49M (2.18%) -2.50K
Decreased by -0.07%
Jun 30, 24
7 VA CollegeAmerica Amcap 529A 3.49M (2.18%) -2.50K
Decreased by -0.07%
Jun 30, 24
8 Nordea 1 - Global Climate & Envir BI EUR 2.84M (1.77%) 2.84M
Increased by +100.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.65%) 21.34K
Increased by +0.81%
May 31, 25
10 Vanguard Information Technology ETF 2.63M (1.64%) 8.49K
Increased by +0.32%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 2.36M (1.47%) -14.89K
Decreased by -0.63%
May 31, 25
12 Vanguard Windsor™ II Inv 2.27M (1.42%) 583.80K
Increased by +25.71%
Sep 30, 23
13 T. Rowe Price Mid-Cap Growth 2.24M (1.40%) -2.70K
Decreased by -0.12%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Growth Equity 2.24M (1.40%) -3.70K
Decreased by -0.17%
Mar 31, 25
15 Canada Life US Small-Mid Cap Growth F 2.10M (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
16 Smithson Investment Trust Ord 1.91M (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
17 Baron Opp. Small Cap Growth Strategy 1.90M (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
18 Baron Small Cap Retail 1.90M (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
19 Global X Robotics & Artfcl Intllgnc ETF 1.88M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
20 Canada Life US Small-Mid Cap Growth A 1.71M (1.06%) 787.52K
Increased by +46.14%
Jan 31, 25