Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 4.95%
3 XTH 3.73%
4 BOTZ 2.26%
5 EQWM 1.94%
6 AIFD 1.72%
7 THNQ 1.57%
8 LIVR 1.35%
9 RISN 1.24%
10 ROBO 1.13%
11 INNO 1.10%
12 IBOT 0.94%
13 DTEC 0.89%
14 PAMC 0.74%
15 ROBT 0.69%
16 RYJ 0.63%
17 MIDZ 0.54%
18 QQQS 0.52%
19 TEMP 0.43%
20 SMD 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.48M (11.53%) 296.25K
Increased by +1.60%
Dec 31, 24
2 BlackRock Inc 15.26M (9.52%) 300.18K
Increased by +1.97%
Dec 31, 24
3 William Blair Investment Management, LLC 5.84M (3.64%) 1.25M
Increased by +21.47%
Dec 31, 24
4 State Street Corp 5.41M (3.38%) 220.17K
Increased by +4.07%
Dec 31, 24
5 Impax Asset Management Group PLC 5.23M (3.26%) 131.56K
Increased by +2.52%
Sep 30, 24
6 State Street Corporation 5.17M (3.22%) 142.90K
Increased by +2.77%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 4.61M (2.87%) -1.53M
Decreased by -33.21%
Dec 31, 24
8 Mackenzie Investments 4.08M (2.54%) 2.22M
Increased by +54.35%
Dec 31, 24
9 Pictet Asset Manangement SA 3.82M (2.38%) 461.72K
Increased by +12.09%
Dec 31, 24
10 Disciplined Growth Investors Inc 3.81M (2.37%) 54.74K
Increased by +1.44%
Dec 31, 24
11 JPMorgan Chase & Co 3.57M (2.23%) 175.58K
Increased by +4.92%
Sep 30, 24
12 Capital Research Global Investors 3.55M (2.22%) 1.38K
Increased by +0.04%
Jun 30, 24
13 Geode Capital Management, LLC 3.00M (1.87%) -605.48K
Decreased by -20.17%
Dec 31, 24
14 AllianceBernstein L.P. 3.00M (1.87%) -19.66K
Decreased by -0.66%
Dec 31, 23
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 Brown Capital Management, LLC 2.64M (1.65%) -490.47K
Decreased by -18.54%
Dec 31, 24
18 Lazard Asset Management LLC 2.26M (1.41%) 25.49K
Increased by +1.13%
Dec 31, 24
19 Nordea Investment Mgmt Bank Demark A/s 2.25M (1.40%) -45.33K
Decreased by -2.01%
Dec 31, 24
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.12M (1.32%) -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 5.51M (3.44%) -2.71K
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 5.42M (3.38%) 4.40K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.42M (3.38%) 16.67K
Increased by +0.31%
Mar 31, 25
4 Vanguard Small Cap Index 4.23M (2.64%) -144.85K
Decreased by -3.42%
Mar 31, 25
5 Impax Leaders Strategy Composite 3.59M (2.24%) -40.44K
Decreased by -1.13%
Feb 28, 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 Pictet - Robotics I dy EUR 3.47M (2.16%) 15.88K
Increased by +0.46%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.62M (1.64%) 9.23K
Increased by +0.35%
Mar 31, 25
10 Vanguard Information Technology ETF 2.60M (1.62%) 10.79K
Increased by +0.42%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.38M (1.48%) -82.31K
Decreased by -3.46%
Mar 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 Smithson Investment Trust Ord 1.91M (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
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 Canada Life US Small-Mid Cap Growth F 1.71M (1.06%) 787.52K
Increased by +46.14%
Jan 31, 25