Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 5.71%
3 RSHO 4.50%
4 XTH 3.73%
5 BOTZ 2.18%
6 EQWM 1.94%
7 AIFD 1.63%
8 THNQ 1.53%
9 LIVR 1.29%
10 RISN 1.24%
11 ROBO 1.11%
12 INNO 1.10%
13 DTEC 0.92%
14 IBOT 0.90%
15 PAMC 0.74%
16 ROBT 0.68%
17 RYJ 0.63%
18 MIDZ 0.54%
19 QQQS 0.52%
20 TEMP 0.43%

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 iShares Core S&P Mid-Cap ETF 5.50M (3.43%) -13.10K
Decreased by -0.24%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.48M (3.42%) 61.13K
Increased by +1.12%
Apr 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 4.26M (2.66%) 30.30K
Increased by +0.71%
Apr 30, 25
5 Capital Group AMCAP Composite 3.49M (2.18%) -2.50K
Decreased by -0.07%
Jun 30, 24
6 VA CollegeAmerica Amcap 529A 3.49M (2.18%) -2.50K
Decreased by -0.07%
Jun 30, 24
7 Pictet - Robotics I dy EUR 3.47M (2.16%) 15.88K
Increased by +0.46%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.64%) 3.02K
Increased by +0.12%
Apr 30, 25
9 Vanguard Information Technology ETF 2.62M (1.63%) 20.01K
Increased by +0.76%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 2.37M (1.48%) -3.16K
Decreased by -0.13%
Apr 30, 25
11 Vanguard Windsor™ II Inv 2.27M (1.42%) 583.80K
Increased by +25.71%
Sep 30, 23
12 T. Rowe Price Mid-Cap Growth 2.24M (1.40%) -2.70K
Decreased by -0.12%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Growth Equity 2.24M (1.40%) -3.70K
Decreased by -0.17%
Mar 31, 25
14 Smithson Investment Trust Ord 1.91M (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
15 Canada Life US Small-Mid Cap Growth F 1.90M (1.19%) 193.89K
Increased by +10.20%
Feb 28, 25
16 Baron Opp. Small Cap Growth Strategy 1.90M (1.19%) 300.00K
Increased by +15.79%
Mar 31, 25
17 Baron Small Cap Retail 1.90M (1.19%) 300.00K
Increased by +15.79%
Mar 31, 25
18 Global X Robotics & Artfcl Intllgnc ETF 1.86M (1.16%) 0.00
Increased by 0.00%
Apr 30, 25
19 Canada Life US Small-Mid Cap Growth A 1.71M (1.06%) 787.52K
Increased by +46.14%
Jan 31, 25
20 American Century US Premier Lg Cp Gr 1.65M (1.03%) 0.00
Increased by 0.00%
Sep 30, 23