Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 4.91%
2 XTL 4.10%
3 TYNE 2.86%
4 AIFD 2.72%
5 NSCS 1.52%
6 SMDY 1.36%
7 HAIL 1.10%
8 PAMC 1.01%
9 FWD 0.98%
10 IDAT 0.95%
11 NIXT 0.91%
12 EQAL 0.76%
13 IDRV 0.68%
14 QQQS 0.58%
15 FYC 0.46%
16 FFSM 0.45%
17 JPME 0.44%
18 ETHO 0.44%
19 TRFM 0.41%
20 MDYV 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.34M (12.90%) 1.54M
Increased by +18.47%
Mar 31, 25
2 Vanguard Group Inc 7.43M (11.50%) 47.81K
Increased by +0.64%
Mar 31, 25
3 BlackRock Inc 6.46M (10.00%) -255.44K
Decreased by -3.95%
Mar 31, 25
4 Capital World Investors 4.99M (7.72%) 1.39M
Increased by +27.87%
Mar 31, 25
5 Amvescap Plc. 3.86M (5.97%) -2.85M
Decreased by -74.02%
Mar 31, 25
6 Point72 Asset Management, L.P. 3.83M (5.92%) 874.62K
Increased by +22.85%
Mar 31, 25
7 PointState Capital LP 3.42M (5.30%) 3.42M
Increased by +100.00%
Mar 31, 25
8 Alyeska Investment Group, L.P. 2.25M (3.49%) 1.63M
Increased by +72.22%
Jun 30, 24
9 State Street Corp 2.23M (3.46%) 27.96K
Increased by +1.25%
Mar 31, 25
10 State Street Corporation 2.02M (3.13%) 23.48K
Increased by +1.16%
Mar 31, 24
11 Atreides Management, LP 1.88M (2.90%) 119.94K
Increased by +6.40%
Mar 31, 25
12 AllianceBernstein L.P. 1.71M (2.65%) 23.14K
Increased by +1.35%
Dec 31, 24
13 Earnest Partners LLC 1.69M (2.61%) -2.77K
Decreased by -0.16%
Jun 30, 24
14 Ameriprise Financial Inc 1.52M (2.36%) -703.34K
Decreased by -46.19%
Sep 30, 24
15 Swedbank AB 1.50M (2.32%) 1.50M
Increased by +100.00%
Mar 31, 24
16 Citadel Advisors Llc 1.37M (2.12%) 1.13M
Increased by +82.18%
Dec 31, 24
17 Franklin Resources Inc 1.34M (2.08%) 1.34M
Increased by +100.00%
Mar 31, 24
18 Bank of America Corp 1.32M (2.04%) 1.19M
Increased by +90.59%
Mar 31, 25
19 Wellington Management Company LLP 1.29M (2.00%) 62.06K
Increased by +4.79%
Dec 31, 23
20 Geode Capital Management, LLC 1.25M (1.94%) 55.31K
Increased by +4.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.35M (5.19%) 1.05M
Increased by +31.25%
Mar 31, 25
2 American Funds New Economy A 2.37M (3.67%) 706.13K
Increased by +29.80%
Mar 31, 25
3 Capital Group New Economy Comp 2.37M (3.67%) 706.13K
Increased by +29.80%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.25M (3.48%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.11M (3.26%) 23.05K
Increased by +1.09%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 2.03M (3.15%) -86.01K
Decreased by -4.23%
Sep 30, 24
7 Fidelity® Small Cap Value 1.99M (3.07%) 335.00K
Increased by +16.88%
Oct 31, 23
8 Columbia Seligman Tech & Inf SMA Cmp 1.82M (2.82%) 1.82M
Increased by +100.00%
Dec 31, 23
9 Vanguard Small Cap Index 1.65M (2.55%) 9.46K
Increased by +0.57%
Apr 30, 25
10 Swedbank Robur Technology A 1.50M (2.32%) 0.00
Increased by 0.00%
Apr 30, 24
11 Invesco Small Cap Value A 1.41M (2.19%) -657.87K
Decreased by -46.54%
Apr 30, 25
12 Fidelity Value 1.33M (2.06%) -44.40K
Decreased by -3.34%
Sep 30, 24
13 Vanguard Information Technology ETF 1.21M (1.88%) 9.21K
Increased by +0.76%
Apr 30, 25
14 Columbia Seligman Technology Growth 1.14M (1.76%) -688.64K
Decreased by -60.66%
Mar 31, 24
15 Fidelity® Value 1.12M (1.74%) 12.00K
Increased by +1.07%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.66%) 1.23K
Increased by +0.12%
Apr 30, 25
17 Fidelity Select Semiconductors 1.04M (1.61%) -132.60K
Decreased by -12.75%
Mar 31, 25
18 Invesco Value Opportunities A 979.71K (1.52%) -520.65K
Decreased by -53.14%
Apr 30, 25
19 EARNEST Small/Mid Cap Value 962.22K (1.49%) 961.00K
Increased by +99.87%
Dec 31, 23
20 Fidelity Advisor Growth Opps M 953.50K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24