Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.77%
2 PSI 2.53%
3 EPMB 2.26%
4 BELT 1.98%
5 PTF 1.95%
6 CSMD 1.63%
7 QQQN 1.52%
8 EPSV 1.44%
9 TOLL 1.41%
10 MOAT 1.40%
11 PDP 1.39%
12 FTXL 1.36%
13 SOXX 1.32%
14 NBSM 1.32%
15 SMCO 1.29%
16 AMID 1.29%
17 GTEK 1.15%
18 MMLG 1.07%
19 IQSM 1.05%
20 SOXL 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.74M (11.74%) -2.71M
Decreased by -15.29%
Jun 30, 25
2 Vanguard Group Inc 15.57M (10.31%) 21.00K
Increased by +0.13%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 15.14M (10.02%) 1.58M
Increased by +10.46%
Jun 30, 25
4 Sands Capital Management, LLC 7.21M (4.78%) -552.99K
Decreased by -7.67%
Dec 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 7.05M (4.66%) 3.98M
Increased by +56.46%
Jun 30, 25
6 Principal Financial Group Inc 5.34M (3.53%) 321.32K
Increased by +6.02%
Jun 30, 25
7 State Street Corp 5.03M (3.33%) -148.90K
Decreased by -2.96%
Jun 30, 25
8 WCM Investment Management 4.78M (3.17%) -271.73K
Decreased by -5.68%
Dec 31, 24
9 D1 Capital Partners L.P. 4.17M (2.76%) -54.96K
Decreased by -1.32%
Jun 30, 25
10 JPMorgan Chase & Co 4.16M (2.76%) -224.77K
Decreased by -5.40%
Mar 31, 25
11 London Company of Virginia 3.67M (2.43%) -135.13K
Decreased by -3.68%
Jun 30, 25
12 PRIMECAP Management Company 3.07M (2.03%) 329.31K
Increased by +10.74%
Jun 30, 25
13 Durable Capital Partners LP 3.06M (2.02%) 141.50K
Increased by +4.63%
Jun 30, 25
14 State Street Corporation 3.05M (2.02%) 15.72K
Increased by +0.52%
Mar 31, 24
15 Bank of America Corp 3.03M (2.01%) 720.47K
Increased by +23.77%
Jun 30, 25
16 Select Equity Group LP 2.92M (1.93%) -1.15M
Decreased by -39.56%
Jun 30, 25
17 UBS Group AG 2.85M (1.88%) 680.07K
Increased by +23.90%
Jun 30, 25
18 AllianceBernstein L.P. 2.82M (1.87%) -373.00
Decreased by -0.01%
Jun 30, 24
19 Geode Capital Management, LLC 2.77M (1.83%) -77.25K
Decreased by -2.79%
Jun 30, 25
20 Goldman Sachs Group Inc 2.76M (1.83%) 794.22K
Increased by +28.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.93M (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.78M (3.17%) 3.55K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.77M (3.15%) -109.05K
Decreased by -2.29%
Jul 31, 25
4 Principal MidCap R5 3.76M (2.49%) 187.81K
Increased by +4.99%
Jul 31, 25
5 Vanguard Small Cap Index 3.68M (2.43%) -23.06K
Decreased by -0.63%
Jul 31, 25
6 Principal Aligned MidCap Equity 3.58M (2.37%) 291.92K
Increased by +8.17%
Jun 30, 25
7 Sands Capital Global Growth Equity 3.19M (2.11%) -120.50K
Decreased by -3.78%
Dec 31, 24
8 T. Rowe Price Lrg Cp Gr I 2.74M (1.82%) 0.00
Increased by 0.00%
Jul 31, 25
9 T. Rowe Price US Large-Cap Growth Equity 2.74M (1.82%) 609.27K
Increased by +22.20%
Jun 30, 25
10 iShares Semiconductor ETF 2.53M (1.67%) 0.00
Increased by 0.00%
Aug 31, 25
11 Touchstone Mid Cap Y 2.33M (1.54%) -103.28K
Decreased by -4.43%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 2.07M (1.37%) -4.79K
Decreased by -0.23%
Jul 31, 25
13 BlackRock Mid-Cap Growth Equity Instl 1.99M (1.32%) 135.88K
Increased by +6.83%
Apr 30, 25
14 Vanguard PRIMECAP Inv 1.95M (1.29%) 290.57K
Increased by +14.93%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.08%) -706.92K
Decreased by -43.46%
Jul 31, 25
16 Vanguard Information Technology ETF 1.61M (1.06%) 16.38K
Increased by +1.02%
Jul 31, 25
17 US Small-Cap Growth II Equity Comp 1.57M (1.04%) -443.21K
Decreased by -28.22%
Jun 30, 25
18 Direxion Daily Semicondct Bull 3X ETF 1.55M (1.02%) -11.62K
Decreased by -0.75%
Aug 28, 25
19 T. Rowe Price Large Cap Growth Tr-B 1.32M (0.88%) 363.73K
Increased by +27.46%
Jun 30, 25
20 T. Rowe Price New Horizons 1.32M (0.87%) -249.75K
Decreased by -18.91%
Jul 31, 25