Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.95%
2 XMMO 3.59%
3 RISN 3.27%
4 RJMG 2.82%
5 XMHQ 2.80%
6 MID 2.78%
7 PAMC 1.88%
8 JMID 1.86%
9 PTF 1.74%
10 NTZG 1.63%
11 EQWM 1.61%
12 QQQN 1.61%
13 ROBO 1.61%
14 NBSM 1.43%
15 PXMG 1.33%
16 RNSC 1.06%
17 FSGS 1.05%
18 AMID 1.04%
19 QOWZ 1.00%
20 FBOT 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.59M (14.29%) -1.20M
Decreased by -13.94%
Dec 31, 24
2 Vanguard Group Inc 6.70M (11.15%) 50.54K
Increased by +0.75%
Dec 31, 24
3 AllianceBernstein L.P. 3.51M (5.84%) -115.02K
Decreased by -3.28%
Dec 31, 24
4 State Street Corp 2.28M (3.80%) 79.27K
Increased by +3.47%
Dec 31, 24
5 FMR Inc 2.23M (3.70%) 310.26K
Increased by +13.93%
Dec 31, 24
6 State Street Corporation 2.20M (3.65%) 68.66K
Increased by +3.12%
Mar 31, 24
7 Franklin Resources Inc 1.92M (3.19%) 578.29K
Increased by +30.17%
Dec 31, 24
8 Amvescap Plc. 1.86M (3.10%) 55.33K
Increased by +2.97%
Dec 31, 24
9 Massachusetts Financial Services Company 1.67M (2.78%) 841.28K
Increased by +50.26%
Dec 31, 24
10 Geode Capital Management, LLC 1.55M (2.58%) 39.10K
Increased by +2.52%
Dec 31, 24
11 Neuberger Berman Group LLC 1.36M (2.26%) -202.31K
Decreased by -14.86%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.35M (2.24%) -36.43K
Decreased by -2.70%
Dec 31, 24
13 Kayne Anderson Rudnick Investment Management LLC 1.28M (2.14%) -25.78K
Decreased by -2.01%
Dec 31, 24
14 American Century Companies Inc 859.05K (1.43%) 27.77K
Increased by +3.23%
Dec 31, 24
15 Canada Pension Plan Investment Board 805.71K (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
16 Goldman Sachs Group Inc 803.13K (1.34%) 463.59K
Increased by +57.72%
Dec 31, 23
17 UBS Group AG 795.76K (1.32%) 679.48K
Increased by +85.39%
Dec 31, 24
18 Bessemer Group Inc 781.42K (1.30%) 8.43K
Increased by +1.08%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 764.67K (1.27%) 39.80K
Increased by +5.20%
Mar 31, 24
20 Northern Trust Corp 761.82K (1.27%) 159.57K
Increased by +20.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.99M (3.30%) -975.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 1.95M (3.24%) 1.41K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.93M (3.22%) 8.40K
Increased by +0.43%
Mar 31, 25
4 Vanguard Small Cap Index 1.53M (2.54%) -34.03K
Decreased by -2.23%
Mar 31, 25
5 VanEck Morningstar Wide Moat 1.01M (1.68%) 1.01M
Increased by +100.00%
Mar 31, 25
6 VanEck Morningstar Wide Moat ETF 964.13K (1.60%) -990.00
Decreased by -0.10%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 940.58K (1.56%) 13.51K
Increased by +1.44%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 852.97K (1.42%) -22.87K
Decreased by -2.68%
Mar 31, 25
9 AllianceBernstein US L/C Growth Eqty MF 821.57K (1.37%) -320.55K
Decreased by -39.02%
Feb 28, 25
10 Swedbank Robur Technology A 800.00K (1.33%) 50.00K
Increased by +6.25%
Mar 31, 25
11 Invesco S&P MidCap Quality ETF 735.12K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Select Technology 731.76K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
13 Neuberger Berman Genesis Inv 731.68K (1.22%) -7.30K
Decreased by -1.00%
Mar 31, 25
14 Eaton Vance Atlanta Capital SMID-Cap I 693.23K (1.15%) 0.00
Increased by 0.00%
Feb 28, 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 604.08K (1.00%) 2.49K
Increased by +0.41%
Mar 31, 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