Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 4.32%
2 HEAL 4.31%
3 AZTD 4.17%
4 JSML 4.01%
5 EDOC 3.39%
6 SMLL 3.21%
7 EKG 2.84%
8 NEWZ 2.78%
9 RJMG 2.53%
10 FFTY 2.53%
11 COWG 2.41%
12 LGHT 2.32%
13 FXH 2.04%
14 FCUS 1.90%
15 HAPY 1.38%
16 SMDY 1.37%
17 IHF 1.24%
18 FMED 1.23%
19 IPO 1.08%
20 XITK 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.01M (10.48%) 2.08M
Increased by +14.82%
Mar 31, 25
2 FMR Inc 13.28M (9.94%) 3.87M
Increased by +29.17%
Mar 31, 25
3 Vanguard Group Inc 12.19M (9.12%) 990.92K
Increased by +8.13%
Mar 31, 25
4 ClearBridge Advisors, LLC 5.00M (3.74%) -119.34K
Decreased by -2.39%
Mar 31, 25
5 William Blair Investment Management, LLC 4.58M (3.43%) -1.64M
Decreased by -35.80%
Mar 31, 25
6 Baillie Gifford & Co Limited. 4.12M (3.08%) -820.57K
Decreased by -19.90%
Mar 31, 25
7 State Street Corp 4.05M (3.03%) 160.25K
Increased by +3.96%
Mar 31, 25
8 State Street Corporation 3.54M (2.65%) 161.24K
Increased by +4.55%
Mar 31, 24
9 Geode Capital Management, LLC 3.38M (2.53%) 426.14K
Increased by +12.61%
Mar 31, 25
10 Renaissance Technologies Corp 3.06M (2.29%) 1.21M
Increased by +39.63%
Mar 31, 25
11 Durable Capital Partners LP 2.89M (2.16%) -4.93M
Decreased by -170.74%
Dec 31, 24
12 Loomis, Sayles & Company LP 2.38M (1.78%) 48.08K
Increased by +2.02%
Mar 31, 25
13 Franklin Resources Inc 2.05M (1.54%) 992.22K
Increased by +48.30%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 1.97M (1.47%) 1.11M
Increased by +56.59%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 1.95M (1.46%) -1.13M
Decreased by -58.04%
Mar 31, 25
16 Edmond de Rothschild Holding S.A. 1.81M (1.35%) -167.70K
Decreased by -9.28%
Jun 30, 24
17 Fuller & Thaler Asset Management Inc 1.73M (1.29%) 150.57K
Increased by +8.70%
Mar 31, 25
18 Swedbank AB 1.66M (1.24%) -1.75M
Decreased by -105.17%
Jun 30, 24
19 Arrowstreet Capital Limited Partnership 1.60M (1.20%) 91.47K
Increased by +5.71%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.58M (1.18%) 63.81K
Increased by +4.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.32M (3.23%) -13.95K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.86M (2.89%) 54.75K
Increased by +1.42%
Apr 30, 25
3 Vanguard Small Cap Index 3.02M (2.26%) 17.90K
Increased by +0.59%
Apr 30, 25
4 Vanguard Explorer Inv 2.20M (1.65%) -649.09K
Decreased by -29.44%
Mar 31, 25
5 Baillie Gifford US Equity Growth 2.11M (1.58%) -73.84K
Decreased by -3.49%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.54%) 8.85K
Increased by +0.43%
Apr 30, 25
7 Vanguard US Growth Investor 2.00M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
8 Franklin DynaTech A 1.80M (1.35%) 300.00K
Increased by +16.67%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 1.68M (1.26%) -2.08K
Decreased by -0.12%
Apr 30, 25
10 Franklin DynaTech Fund A 1.50M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Puritan 1.47M (1.10%) 1.08M
Increased by +73.63%
Feb 28, 25
12 Swedbank Robur Globalfond A 1.40M (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
13 Swedbank Robur Technology A 1.40M (1.05%) 0.00
Increased by 0.00%
Jan 31, 24
14 American Funds SMALLCAP World A 1.39M (1.04%) -329.03K
Decreased by -23.75%
Mar 31, 25
15 Fidelity Growth Strategies 1.33M (0.99%) 0.00
Increased by 0.00%
Aug 31, 24
16 Fidelity Advisor New Insights I 1.26M (0.94%) 19.80K
Increased by +1.57%
Mar 31, 25
17 Fidelity 1.25M (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity VIP Contrafund Initial 1.22M (0.91%) -294.90K
Decreased by -24.17%
Feb 28, 25
19 Fidelity Select Software & IT Svcs Port 1.20M (0.90%) -325.40K
Decreased by -27.08%
Nov 30, 23
20 Morgan Stanley Growth SMA 1.17M (0.88%) -45.43K
Decreased by -3.88%
Dec 31, 23