Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.95%
2 XMMO 3.59%
3 RISN 3.29%
4 RJMG 2.82%
5 MID 2.78%
6 XMHQ 2.71%
7 JSMD 2.04%
8 PAMC 1.88%
9 JMID 1.78%
10 PTF 1.74%
11 NTZG 1.63%
12 EQWM 1.61%
13 QQQN 1.61%
14 ROBO 1.52%
15 NBSM 1.41%
16 PXMG 1.33%
17 AMID 1.05%
18 FSGS 1.02%
19 RNSC 1.02%
20 QOWZ 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.89M (13.12%) -704.71K
Decreased by -8.93%
Mar 31, 25
2 Vanguard Group Inc 6.71M (11.16%) 5.66K
Increased by +0.08%
Mar 31, 25
3 AllianceBernstein L.P. 3.51M (5.84%) -115.02K
Decreased by -3.28%
Dec 31, 24
4 State Street Corp 2.20M (3.66%) -84.31K
Decreased by -3.84%
Mar 31, 25
5 State Street Corporation 2.20M (3.66%) 68.66K
Increased by +3.12%
Mar 31, 24
6 Amvescap Plc. 1.86M (3.10%) 55.33K
Increased by +2.97%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.83M (3.04%) 478.37K
Increased by +26.20%
Mar 31, 25
8 Massachusetts Financial Services Company 1.67M (2.78%) 841.28K
Increased by +50.26%
Dec 31, 24
9 Geode Capital Management, LLC 1.66M (2.76%) 106.72K
Increased by +6.43%
Mar 31, 25
10 FMR Inc 1.46M (2.42%) -771.40K
Decreased by -52.97%
Mar 31, 25
11 Neuberger Berman Group LLC 1.35M (2.24%) -12.36K
Decreased by -0.92%
Mar 31, 25
12 Kayne Anderson Rudnick Investment Management LLC 1.27M (2.12%) -12.04K
Decreased by -0.95%
Mar 31, 25
13 Franklin Resources Inc 1.22M (2.03%) -695.43K
Decreased by -56.95%
Mar 31, 25
14 William Blair Investment Management, LLC 1.20M (2.00%) 518.00K
Increased by +43.17%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.10M (1.83%) 554.84K
Increased by +50.42%
Mar 31, 25
16 Van Eck Associates Corporation 1.08M (1.80%) 1.06M
Increased by +98.41%
Mar 31, 25
17 BNP Paribas Investment Partners SA 936.91K (1.56%) 924.04K
Increased by +98.63%
Mar 31, 25
18 American Century Companies Inc 859.05K (1.43%) 27.77K
Increased by +3.23%
Dec 31, 24
19 Canada Pension Plan Investment Board 805.71K (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
20 Goldman Sachs Group Inc 803.13K (1.34%) 463.59K
Increased by +57.72%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.98M (3.29%) -6.38K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.96M (3.26%) 23.86K
Increased by +1.22%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.95M (3.24%) 1.41K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.53M (2.55%) 9.26K
Increased by +0.60%
Apr 30, 25
5 VanEck Morningstar Wide Moat 1.01M (1.68%) 1.01M
Increased by +100.00%
Mar 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.00M (1.67%) 310.25K
Increased by +30.92%
Mar 31, 25
7 VanEck Morningstar Wide Moat ETF 964.13K (1.60%) -990.00
Decreased by -0.10%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 946.31K (1.57%) 5.72K
Increased by +0.60%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 852.33K (1.42%) -645.00
Decreased by -0.08%
Apr 30, 25
10 AllianceBernstein US L/C Growth Eqty MF 845.09K (1.41%) 23.52K
Increased by +2.78%
Mar 31, 25
11 Swedbank Robur Technology A 800.00K (1.33%) 0.00
Increased by 0.00%
Apr 30, 25
12 Invesco S&P MidCap Quality ETF 735.12K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Select Technology 731.76K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
14 Neuberger Berman Genesis Inv 731.68K (1.22%) -7.30K
Decreased by -1.00%
Mar 31, 25
15 MFS Growth B 635.63K (1.06%) -14.60K
Decreased by -2.30%
Dec 31, 24
16 MFS Growth Equity 635.63K (1.06%) 384.92K
Increased by +60.56%
Dec 31, 24
17 Vanguard Information Technology ETF 608.68K (1.01%) 4.60K
Increased by +0.76%
Apr 30, 25
18 MFS Mid Cap Growth A 596.99K (0.99%) 53.15K
Increased by +8.90%
Nov 30, 24
19 MFS Mid Cap Growth Equity 596.99K (0.99%) 240.66K
Increased by +40.31%
Dec 31, 24
20 AB Large Cap Growth A 584.53K (0.97%) -4.92K
Decreased by -0.84%
Mar 31, 25