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 3.90%
6 SMLL 3.46%
7 EKG 3.15%
8 NEWZ 3.08%
9 FDHT 2.77%
10 LGHT 2.62%
11 RJMG 2.42%
12 QMOM 1.95%
13 FFTY 1.90%
14 FCUS 1.90%
15 IHF 1.45%
16 FMED 1.41%
17 FCPI 1.40%
18 HAPY 1.38%
19 SMDY 1.37%
20 FXH 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.01M (10.49%) 2.08M
Increased by +14.82%
Mar 31, 25
2 FMR Inc 13.28M (9.95%) 3.87M
Increased by +29.17%
Mar 31, 25
3 Vanguard Group Inc 12.19M (9.13%) 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 (3.09%) -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 Amvescap Plc. 1.97M (1.47%) 696.92K
Increased by +35.39%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.97M (1.47%) 1.11M
Increased by +56.59%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 1.95M (1.46%) -1.13M
Decreased by -58.04%
Mar 31, 25
17 Edmond de Rothschild Holding S.A. 1.81M (1.35%) -167.70K
Decreased by -9.28%
Jun 30, 24
18 Fuller & Thaler Asset Management Inc 1.73M (1.30%) 150.57K
Increased by +8.70%
Mar 31, 25
19 Swedbank AB 1.66M (1.24%) -1.75M
Decreased by -105.17%
Jun 30, 24
20 Arrowstreet Capital Limited Partnership 1.60M (1.20%) 91.47K
Increased by +5.71%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.35M (3.26%) 2.27K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.86M (2.89%) 2.62K
Increased by +0.07%
May 31, 25
3 Vanguard Small Cap Index 3.03M (2.27%) 14.25K
Increased by +0.47%
May 31, 25
4 American Funds Growth Fund of Amer A 2.83M (2.12%) 2.83M
Increased by +100.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 2.83M (2.12%) 2.83M
Increased by +100.00%
Jun 30, 25
6 Smithson Investment Trust Ord 2.72M (2.04%) 1.75M
Increased by +64.05%
Mar 31, 25
7 Vanguard Explorer Inv 2.20M (1.65%) -649.09K
Decreased by -29.44%
Mar 31, 25
8 Franklin Innovation Composite 2.11M (1.58%) 614.74K
Increased by +29.07%
Jun 30, 25
9 Baillie Gifford US Equity Growth 2.11M (1.58%) -73.84K
Decreased by -3.49%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.56%) 18.45K
Increased by +0.89%
May 31, 25
11 Franklin DynaTech A 2.00M (1.50%) 0.00
Increased by 0.00%
Jun 30, 25
12 Franklin DynaTech Fund A 2.00M (1.50%) 200.00K
Increased by +10.00%
May 31, 25
13 Vanguard US Growth Investor 2.00M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 1.67M (1.25%) -8.51K
Decreased by -0.51%
May 31, 25
15 Fidelity Puritan 1.47M (1.10%) -435.00
Decreased by -0.03%
Apr 30, 25
16 Swedbank Robur Globalfond A 1.40M (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
17 Swedbank Robur Technology A 1.40M (1.05%) 0.00
Increased by 0.00%
Jan 31, 24
18 American Funds SMALLCAP World A 1.39M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Growth Strategies 1.33M (1.00%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity VIP Contrafund Initial 1.22M (0.91%) -294.90K
Decreased by -24.17%
Feb 28, 25