Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 5.34%
3 XTH 3.73%
4 BOTZ 2.39%
5 EQWM 1.94%
6 AIFD 1.86%
7 THNQ 1.70%
8 LIVR 1.40%
9 RISN 1.24%
10 ROBO 1.17%
11 INNO 1.10%
12 IBOT 0.98%
13 DTEC 0.98%
14 PAMC 0.74%
15 ROBT 0.74%
16 RYJ 0.63%
17 MIDZ 0.54%
18 QQQS 0.50%
19 TEMP 0.43%
20 SMD 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.48M (11.39%) 296.25K
Increased by +1.60%
Dec 31, 24
2 BlackRock Inc 15.26M (9.41%) 300.18K
Increased by +1.97%
Dec 31, 24
3 William Blair Investment Management, LLC 5.84M (3.60%) 1.25M
Increased by +21.47%
Dec 31, 24
4 State Street Corp 5.41M (3.33%) 220.17K
Increased by +4.07%
Dec 31, 24
5 Impax Asset Management Group PLC 5.23M (3.22%) 131.56K
Increased by +2.52%
Sep 30, 24
6 State Street Corporation 5.17M (3.18%) 142.90K
Increased by +2.77%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 4.61M (2.84%) -1.53M
Decreased by -33.21%
Dec 31, 24
8 Mackenzie Investments 4.08M (2.51%) 2.22M
Increased by +54.35%
Dec 31, 24
9 Pictet Asset Manangement SA 3.82M (2.35%) 461.72K
Increased by +12.09%
Dec 31, 24
10 Disciplined Growth Investors Inc 3.81M (2.35%) 54.74K
Increased by +1.44%
Dec 31, 24
11 JPMorgan Chase & Co 3.57M (2.20%) 175.58K
Increased by +4.92%
Sep 30, 24
12 Capital Research Global Investors 3.55M (2.19%) 1.38K
Increased by +0.04%
Jun 30, 24
13 Geode Capital Management, LLC 3.00M (1.85%) -605.48K
Decreased by -20.17%
Dec 31, 24
14 AllianceBernstein L.P. 3.00M (1.85%) -19.66K
Decreased by -0.66%
Dec 31, 23
15 Point72 Asset Management, L.P. 2.83M (1.75%) 1.56M
Increased by +55.11%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 2.75M (1.69%) 686.49K
Increased by +24.99%
Jun 30, 24
17 Brown Capital Management, LLC 2.64M (1.63%) -490.47K
Decreased by -18.54%
Dec 31, 24
18 Lazard Asset Management LLC 2.26M (1.39%) 25.49K
Increased by +1.13%
Dec 31, 24
19 Nordea Investment Mgmt Bank Demark A/s 2.25M (1.39%) -45.33K
Decreased by -2.01%
Dec 31, 24
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.12M (1.30%) -24.95K
Decreased by -1.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.58M (3.44%) 4.19K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 5.40M (3.33%) 3.21K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 4.38M (2.70%) 3.57K
Increased by +0.08%
Feb 28, 25
4 Impax Leaders Strategy Composite 3.63M (2.24%) -10.55K
Decreased by -0.29%
Jan 31, 25
5 Capital Group AMCAP Composite 3.49M (2.15%) -2.50K
Decreased by -0.07%
Jun 30, 24
6 VA CollegeAmerica Amcap 529A 3.49M (2.15%) -2.50K
Decreased by -0.07%
Jun 30, 24
7 Pictet - Robotics I dy EUR 2.98M (1.84%) 17.47K
Increased by +0.59%
Nov 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.61M (1.61%) 3.60K
Increased by +0.14%
Feb 28, 25
9 Vanguard Information Technology ETF 2.59M (1.59%) 7.68K
Increased by +0.30%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 2.46M (1.52%) -13.39K
Decreased by -0.54%
Feb 28, 25
11 Vanguard Windsor™ II Inv 2.27M (1.40%) 583.80K
Increased by +25.71%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Growth Equity 2.24M (1.38%) -371.70K
Decreased by -16.58%
Dec 31, 24
13 T. Rowe Price Mid-Cap Growth 2.24M (1.38%) -1.00K
Decreased by -0.04%
Jan 31, 25
14 Global X Robotics & Artfcl Intllgnc ETF 2.06M (1.27%) 0.00
Increased by 0.00%
Feb 28, 25
15 Smithson Investment Trust Ord 1.91M (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
16 Swedbank Robur Allemansfond Komplett 1.90M (1.17%) 100.00K
Increased by +5.26%
Feb 28, 25
17 Canada Life US Small-Mid Cap Growth A 1.71M (1.05%) 787.52K
Increased by +46.14%
Jan 31, 25
18 American Century US Premier Lg Cp Gr 1.65M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 American Century Ultra® Inv 1.65M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
20 Baron Opp. Small Cap Growth Strategy 1.60M (0.99%) 100.00K
Increased by +6.25%
Dec 31, 24