Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 3.64%
2 TYNE 2.86%
3 SMDY 1.36%
4 NSCS 1.02%
5 PAMC 1.01%
6 NIXT 0.94%
7 HAIL 0.93%
8 FWD 0.68%
9 IDAT 0.68%
10 IDRV 0.68%
11 ETHO 0.52%
12 QQQS 0.51%
13 EQAL 0.48%
14 FYC 0.46%
15 TRFM 0.41%
16 MDYV 0.41%
17 JPME 0.40%
18 MIDZ 0.32%
19 MADE 0.32%
20 TFPN 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.38M (11.40%) -55.29K
Decreased by -0.75%
Dec 31, 24
2 FMR Inc 6.80M (10.50%) -3.14M
Decreased by -46.14%
Dec 31, 24
3 BlackRock Inc 6.72M (10.37%) 555.88K
Increased by +8.28%
Dec 31, 24
4 Amvescap Plc. 6.71M (10.36%) 1.29K
Increased by +0.02%
Dec 31, 24
5 Capital World Investors 3.60M (5.56%) 1.87M
Increased by +51.99%
Dec 31, 24
6 Point72 Asset Management, L.P. 2.95M (4.56%) -1.04M
Decreased by -35.06%
Dec 31, 24
7 Alyeska Investment Group, L.P. 2.25M (3.48%) 1.63M
Increased by +72.22%
Jun 30, 24
8 State Street Corp 2.21M (3.41%) 111.95K
Increased by +5.07%
Dec 31, 24
9 State Street Corporation 2.02M (3.12%) 23.48K
Increased by +1.16%
Mar 31, 24
10 Capital Research Global Investors 1.93M (2.98%) 478.46K
Increased by +24.77%
Sep 30, 23
11 Atreides Management, LP 1.76M (2.71%) 64.30K
Increased by +3.66%
Dec 31, 24
12 AllianceBernstein L.P. 1.71M (2.64%) 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 (2.35%) -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 (2.07%) 1.34M
Increased by +100.00%
Mar 31, 24
18 Wellington Management Company LLP 1.29M (2.00%) 62.06K
Increased by +4.79%
Dec 31, 23
19 Nuveen Asset Management, LLC 1.23M (1.90%) 610.94K
Increased by +49.74%
Dec 31, 24
20 Geode Capital Management, LLC 1.20M (1.85%) 9.44K
Increased by +0.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.31M (3.56%) 2.31M
Increased by +100.00%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 2.23M (3.45%) 1.68K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.08M (3.21%) 1.32K
Increased by +0.06%
Feb 28, 25
4 Invesco Small Cap Value A 2.00M (3.08%) -412.94K
Decreased by -20.68%
Jan 31, 25
5 Fidelity® Small Cap Value 1.99M (3.06%) 335.00K
Increased by +16.88%
Oct 31, 23
6 Columbia Seligman Tech & Inf SMA Cmp 1.82M (2.82%) 1.82M
Increased by +100.00%
Dec 31, 23
7 Vanguard Small Cap Index 1.67M (2.57%) 1.36K
Increased by +0.08%
Feb 28, 25
8 American Funds New Economy A 1.66M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group New Economy Comp 1.66M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
10 Swedbank Robur Technology A 1.50M (2.32%) 0.00
Increased by 0.00%
Apr 30, 24
11 Invesco Value Opportunities A 1.43M (2.21%) -400.14K
Decreased by -27.98%
Jan 31, 25
12 Fidelity Value 1.33M (2.05%) -44.40K
Decreased by -3.34%
Sep 30, 24
13 Vanguard Information Technology ETF 1.20M (1.85%) 2.88K
Increased by +0.24%
Feb 28, 25
14 Columbia Seligman Technology Growth 1.14M (1.75%) -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 1.04M (1.61%) 1.44K
Increased by +0.14%
Feb 28, 25
17 EARNEST Small/Mid Cap Value 962.22K (1.49%) 961.00K
Increased by +99.87%
Dec 31, 23
18 Fidelity Advisor Growth Opps M 953.50K (1.47%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity Advisor® Growth Opps M 953.50K (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Small Cap Growth Index Inv 935.99K (1.45%) -5.30K
Decreased by -0.57%
Feb 28, 25