Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.42%
2 XMMO 3.59%
3 RISN 3.29%
4 NEWZ 3.09%
5 XMHQ 2.88%
6 EQWM 2.88%
7 RJMG 2.82%
8 FRTY 2.71%
9 AMID 2.26%
10 JSMD 2.17%
11 MID 1.90%
12 NBSM 1.80%
13 PTF 1.74%
14 PAMC 1.65%
15 NTZG 1.63%
16 DFNV 1.63%
17 QQQN 1.61%
18 MOAT 1.43%
19 GRPM 1.41%
20 BUYZ 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.89M (13.18%) -704.71K
Decreased by -8.93%
Mar 31, 25
2 Vanguard Group Inc 6.71M (11.21%) 3.68K
Increased by +0.05%
Jun 30, 25
3 AllianceBernstein L.P. 2.25M (3.76%) -1.26M
Decreased by -56.04%
Mar 31, 25
4 State Street Corp 2.20M (3.67%) -84.31K
Decreased by -3.84%
Mar 31, 25
5 State Street Corporation 2.20M (3.67%) 68.66K
Increased by +3.12%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 1.83M (3.05%) 478.37K
Increased by +26.20%
Mar 31, 25
7 Massachusetts Financial Services Company 1.67M (2.80%) 841.28K
Increased by +50.26%
Dec 31, 24
8 Geode Capital Management, LLC 1.66M (2.77%) 106.72K
Increased by +6.43%
Mar 31, 25
9 FMR Inc 1.46M (2.43%) -771.40K
Decreased by -52.97%
Mar 31, 25
10 Neuberger Berman Group LLC 1.35M (2.25%) -12.36K
Decreased by -0.92%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.27M (2.13%) -12.04K
Decreased by -0.95%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.25M (2.08%) 1.14M
Increased by +91.00%
Jun 30, 25
13 Swedbank AB 1.20M (2.00%) 399.97K
Increased by +33.33%
Jun 30, 25
14 Van Eck Associates Corporation 1.08M (1.81%) 1.06M
Increased by +98.41%
Mar 31, 25
15 Franklin Resources Inc 1.06M (1.78%) -156.59K
Decreased by -14.71%
Jun 30, 25
16 Amvescap Plc. 1.01M (1.69%) -848.07K
Decreased by -83.71%
Mar 31, 25
17 BNP Paribas Investment Partners SA 936.91K (1.57%) 924.04K
Increased by +98.63%
Mar 31, 25
18 William Blair Investment Management, LLC 908.33K (1.52%) -291.68K
Decreased by -32.11%
Jun 30, 25
19 American Century Companies Inc 859.05K (1.44%) 27.77K
Increased by +3.23%
Dec 31, 24
20 NORGES BANK 823.14K (1.38%) 77.96K
Increased by +9.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.98M (3.31%) -3.58K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.95M (3.25%) 1.41K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.18%) -43.87K
Decreased by -2.30%
Jul 31, 25
4 Vanguard Small Cap Index 1.47M (2.46%) -9.58K
Decreased by -0.65%
Jul 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 1.31M (2.19%) -7.88K
Decreased by -0.60%
Jun 30, 25
6 Swedbank Robur Technology A 1.20M (2.00%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Select Technology 927.36K (1.55%) 160.40K
Increased by +17.30%
Jun 30, 25
8 VanEck Morningstar Wide Moat 878.29K (1.47%) -129.09K
Decreased by -14.70%
Jun 30, 25
9 AllianceBernstein US L/C Growth Eqty MF 856.48K (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
10 VanEck Morningstar Wide Moat ETF 854.38K (1.43%) -326.00
Decreased by -0.04%
Jul 31, 25
11 Vanguard Small Cap Growth Index Inv 830.24K (1.39%) -1.93K
Decreased by -0.23%
Jul 31, 25
12 Neuberger Berman Genesis Inv 704.69K (1.18%) -26.98K
Decreased by -3.83%
Jun 30, 25
13 Invesco S&P MidCap Quality ETF 669.28K (1.12%) -1.11K
Decreased by -0.17%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 651.90K (1.09%) -283.15K
Decreased by -43.43%
Jul 31, 25
15 Vanguard Information Technology ETF 649.14K (1.08%) 6.63K
Increased by +1.02%
Jul 31, 25
16 MFS Growth B 635.63K (1.06%) -14.60K
Decreased by -2.30%
Dec 31, 24
17 MFS Growth Equity 635.63K (1.06%) 384.92K
Increased by +60.56%
Dec 31, 24
18 T. Rowe Price Mid-Cap Growth 600.00K (1.00%) 600.00K
Increased by +100.00%
Jun 30, 25
19 T. Rowe Price US Mid-Cap Growth Equity 600.00K (1.00%) 600.00K
Increased by +100.00%
Jun 30, 25
20 MFS Mid Cap Growth A 596.99K (1.00%) 53.15K
Increased by +8.90%
Nov 30, 24