Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.95%
2 XMMO 3.59%
3 MID 3.57%
4 RISN 2.93%
5 RJMG 2.82%
6 XMHQ 2.57%
7 PAMC 1.88%
8 PTF 1.74%
9 NTZG 1.63%
10 EQWM 1.61%
11 QQQN 1.61%
12 ROBO 1.54%
13 JMID 1.45%
14 PXMG 1.33%
15 NBSM 1.06%
16 AMID 0.96%
17 FSCS 0.93%
18 QOWZ 0.92%
19 RNMC 0.92%
20 FBOT 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.59M (14.19%) -1.20M
Decreased by -13.94%
Dec 31, 24
2 Vanguard Group Inc 6.70M (11.07%) 50.54K
Increased by +0.75%
Dec 31, 24
3 AllianceBernstein L.P. 3.51M (5.80%) -115.02K
Decreased by -3.28%
Dec 31, 24
4 State Street Corp 2.28M (3.77%) 79.27K
Increased by +3.47%
Dec 31, 24
5 FMR Inc 2.23M (3.68%) 310.26K
Increased by +13.93%
Dec 31, 24
6 State Street Corporation 2.20M (3.63%) 68.66K
Increased by +3.12%
Mar 31, 24
7 Franklin Resources Inc 1.92M (3.17%) 578.29K
Increased by +30.17%
Dec 31, 24
8 Amvescap Plc. 1.86M (3.07%) 55.33K
Increased by +2.97%
Dec 31, 24
9 Massachusetts Financial Services Company 1.67M (2.76%) 841.28K
Increased by +50.26%
Dec 31, 24
10 Geode Capital Management, LLC 1.55M (2.57%) 39.10K
Increased by +2.52%
Dec 31, 24
11 Neuberger Berman Group LLC 1.36M (2.25%) -202.31K
Decreased by -14.86%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.35M (2.23%) -36.43K
Decreased by -2.70%
Dec 31, 24
13 Kayne Anderson Rudnick Investment Management LLC 1.28M (2.12%) -25.78K
Decreased by -2.01%
Dec 31, 24
14 American Century Companies Inc 859.05K (1.42%) 27.77K
Increased by +3.23%
Dec 31, 24
15 Canada Pension Plan Investment Board 805.71K (1.33%) 0.00
Increased by 0.00%
Dec 31, 23
16 Goldman Sachs Group Inc 803.13K (1.33%) 463.59K
Increased by +57.72%
Dec 31, 23
17 UBS Group AG 795.76K (1.31%) 679.48K
Increased by +85.39%
Dec 31, 24
18 Bessemer Group Inc 781.42K (1.29%) 8.43K
Increased by +1.08%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 764.67K (1.26%) 39.80K
Increased by +5.20%
Mar 31, 24
20 Northern Trust Corp 761.82K (1.26%) 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 2.00M (3.30%) 3.49K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.93M (3.18%) 10.60K
Increased by +0.55%
Feb 28, 25
3 Vanguard Small Cap Index 1.56M (2.58%) 1.30K
Increased by +0.08%
Feb 28, 25
4 AllianceBernstein US L/C Growth Eqty MF 1.14M (1.89%) 53.14K
Increased by +4.65%
Jan 31, 25
5 VanEck Morningstar Wide Moat ETF 1.01M (1.67%) -1.32K
Decreased by -0.13%
Mar 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 927.07K (1.53%) 1.39K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 875.84K (1.45%) -3.96K
Decreased by -0.45%
Feb 28, 25
8 Invesco S&P MidCap Quality ETF 839.23K (1.39%) -1.14K
Decreased by -0.14%
Mar 31, 25
9 Swedbank Robur Technology A 750.00K (1.24%) 400.00K
Increased by +53.33%
Feb 28, 25
10 Neuberger Berman Genesis Inv 738.98K (1.22%) -141.61K
Decreased by -19.16%
Dec 31, 24
11 Fidelity Select Technology 731.76K (1.21%) 93.40K
Increased by +12.76%
Feb 28, 25
12 Eaton Vance Atlanta Capital SMID-Cap I 693.23K (1.15%) 0.00
Increased by 0.00%
Jan 31, 25
13 MFS Growth B 635.63K (1.05%) -14.60K
Decreased by -2.30%
Dec 31, 24
14 MFS Growth Equity 635.63K (1.05%) 384.92K
Increased by +60.56%
Dec 31, 24
15 Vanguard Information Technology ETF 601.59K (0.99%) 1.62K
Increased by +0.27%
Feb 28, 25
16 MFS Mid Cap Growth A 596.99K (0.99%) 53.15K
Increased by +8.90%
Nov 30, 24
17 MFS Mid Cap Growth Equity 596.99K (0.99%) 240.66K
Increased by +40.31%
Dec 31, 24
18 AB Large Cap Growth A 589.45K (0.97%) -241.18K
Decreased by -40.92%
Feb 28, 25
19 BlackRock Mid-Cap Growth Equity Instl 558.37K (0.92%) -50.44K
Decreased by -9.03%
Nov 30, 24
20 BNP Paribas Disrpt Tech Cl D 558.15K (0.92%) 558.15K
Increased by +100.00%
Feb 28, 25