Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.43%
2 XMMO 3.59%
3 RISN 3.29%
4 NEWZ 2.96%
5 XMHQ 2.82%
6 EQWM 2.82%
7 RJMG 2.82%
8 FRTY 2.60%
9 RSMC 2.33%
10 AMID 2.12%
11 MID 1.90%
12 PTF 1.74%
13 NTZG 1.63%
14 QQQN 1.61%
15 PAMC 1.60%
16 DFNV 1.53%
17 MOAT 1.45%
18 PXMG 1.33%
19 NBSM 1.30%
20 GRPM 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.71M (11.21%) 3.68K
Increased by +0.05%
Jun 30, 25
2 BlackRock Inc 6.33M (10.57%) -1.56M
Decreased by -24.67%
Jun 30, 25
3 AllianceBernstein L.P. 2.28M (3.81%) 34.20K
Increased by +1.50%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 2.25M (3.76%) 428.24K
Increased by +19.00%
Jun 30, 25
5 State Street Corporation 2.20M (3.67%) 68.66K
Increased by +3.12%
Mar 31, 24
6 AQR Capital Management LLC 1.93M (3.22%) 1.24M
Increased by +64.49%
Jun 30, 25
7 State Street Corp 1.85M (3.10%) -344.11K
Decreased by -18.56%
Jun 30, 25
8 FMR Inc 1.79M (2.98%) 329.20K
Increased by +18.44%
Jun 30, 25
9 Massachusetts Financial Services Company 1.67M (2.80%) 841.28K
Increased by +50.26%
Dec 31, 24
10 Geode Capital Management, LLC 1.58M (2.63%) -84.68K
Decreased by -5.37%
Jun 30, 25
11 Neuberger Berman Group LLC 1.32M (2.20%) -32.03K
Decreased by -2.43%
Jun 30, 25
12 Kayne Anderson Rudnick Investment Management LLC 1.25M (2.09%) -20.12K
Decreased by -1.61%
Jun 30, 25
13 T. Rowe Price Investment Management,Inc. 1.25M (2.08%) 1.14M
Increased by +91.00%
Jun 30, 25
14 Swedbank AB 1.20M (2.00%) 399.97K
Increased by +33.33%
Jun 30, 25
15 Franklin Resources Inc 1.06M (1.78%) -156.59K
Decreased by -14.71%
Jun 30, 25
16 Van Eck Associates Corporation 991.49K (1.66%) -89.92K
Decreased by -9.07%
Jun 30, 25
17 William Blair Investment Management, LLC 908.33K (1.52%) -291.68K
Decreased by -32.11%
Jun 30, 25
18 BNP Paribas Investment Partners SA 896.24K (1.50%) -40.67K
Decreased by -4.54%
Jun 30, 25
19 American Century Companies Inc 859.05K (1.43%) 27.77K
Increased by +3.23%
Dec 31, 24
20 Amvescap Plc. 858.09K (1.43%) -155.00K
Decreased by -18.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.97M (3.30%) 0.00
Increased by 0.00%
Aug 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%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity Select Technology 1.22M (2.03%) 290.33K
Increased by +23.84%
Jul 31, 25
7 Swedbank Robur Technology A 1.20M (2.00%) 0.00
Increased by 0.00%
Jul 31, 25
8 AllianceBernstein US L/C Growth Eqty MF 1.02M (1.70%) 161.23K
Increased by +15.84%
Jul 31, 25
9 VanEck Morningstar Wide Moat 878.29K (1.47%) -129.09K
Decreased by -14.70%
Jun 30, 25
10 VanEck Morningstar Wide Moat ETF 844.27K (1.41%) -652.00
Decreased by -0.08%
Aug 30, 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 AB Large Cap Growth A 671.60K (1.12%) 103.35K
Increased by +15.39%
Jul 31, 25
14 Invesco S&P MidCap Quality ETF 671.09K (1.12%) 139.00
Increased by +0.02%
Aug 29, 25
15 T. Rowe Price Mid-Cap Growth 663.90K (1.11%) 63.90K
Increased by +9.62%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 651.90K (1.09%) -283.15K
Decreased by -43.43%
Jul 31, 25
17 Vanguard Information Technology ETF 649.14K (1.08%) 6.63K
Increased by +1.02%
Jul 31, 25
18 MFS Growth B 635.63K (1.06%) -14.60K
Decreased by -2.30%
Dec 31, 24
19 MFS Growth Equity 635.63K (1.06%) 384.92K
Increased by +60.56%
Dec 31, 24
20 T. Rowe Price US Mid-Cap Growth Equity 600.00K (1.00%) 600.00K
Increased by +100.00%
Jun 30, 25