Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.23%
2 NEWZ 3.95%
3 XMMO 3.59%
4 RISN 3.29%
5 RJMG 2.82%
6 MID 2.78%
7 XMHQ 2.75%
8 AMID 2.14%
9 JSMD 2.07%
10 JMID 1.81%
11 PTF 1.74%
12 NBSM 1.69%
13 NTZG 1.63%
14 EQWM 1.61%
15 QQQN 1.61%
16 DFNV 1.50%
17 GRPM 1.38%
18 MOAT 1.37%
19 ROBO 1.35%
20 PXMG 1.33%

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 Morgan Stanley - Brokerage Accounts 1.83M (3.04%) 478.37K
Increased by +26.20%
Mar 31, 25
7 Massachusetts Financial Services Company 1.67M (2.78%) 841.28K
Increased by +50.26%
Dec 31, 24
8 Geode Capital Management, LLC 1.66M (2.76%) 106.72K
Increased by +6.43%
Mar 31, 25
9 FMR Inc 1.46M (2.42%) -771.40K
Decreased by -52.97%
Mar 31, 25
10 Neuberger Berman Group LLC 1.35M (2.24%) -12.36K
Decreased by -0.92%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.27M (2.12%) -12.04K
Decreased by -0.95%
Mar 31, 25
12 Franklin Resources Inc 1.22M (2.03%) -695.43K
Decreased by -56.95%
Mar 31, 25
13 William Blair Investment Management, LLC 1.20M (2.00%) 518.00K
Increased by +43.17%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 1.10M (1.83%) 554.84K
Increased by +50.42%
Mar 31, 25
15 Van Eck Associates Corporation 1.08M (1.80%) 1.06M
Increased by +98.41%
Mar 31, 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 (1.56%) 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 Northern Trust Corp 809.89K (1.35%) 48.07K
Increased by +5.94%
Mar 31, 25
20 Canada Pension Plan Investment Board 805.71K (1.34%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.98M (3.30%) 0.00
Increased by 0.00%
May 31, 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 Eaton Vance Atlanta Capital SMID-Cap I 1.32M (2.19%) 312.63K
Increased by +23.75%
Apr 30, 25
6 Swedbank Robur Technology A 1.20M (2.00%) 399.97K
Increased by +33.33%
May 31, 25
7 VanEck Morningstar Wide Moat 1.01M (1.68%) 1.01M
Increased by +100.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 946.31K (1.57%) 5.72K
Increased by +0.60%
Apr 30, 25
9 VanEck Morningstar Wide Moat ETF 931.79K (1.55%) -2.64K
Decreased by -0.28%
May 31, 25
10 AllianceBernstein US L/C Growth Eqty MF 854.11K (1.42%) 9.02K
Increased by +1.06%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 852.33K (1.42%) -645.00
Decreased by -0.08%
Apr 30, 25
12 Fidelity Select Technology 731.76K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
13 Neuberger Berman Genesis Inv 731.68K (1.22%) -7.30K
Decreased by -1.00%
Mar 31, 25
14 Invesco S&P MidCap Quality ETF 725.54K (1.21%) 0.00
Increased by 0.00%
May 30, 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 579.53K (0.96%) -5.00K
Decreased by -0.86%
Apr 30, 25