Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.55%
2 PSI 3.04%
3 XSD 3.01%
4 IDAT 1.86%
5 PTF 1.85%
6 GSC 1.73%
7 FIVG 1.55%
8 PEXL 1.09%
9 SMCP 0.98%
10 DWAS 0.82%
11 BTEK 0.56%
12 SMDY 0.52%
13 VTWG 0.45%
14 IWO 0.44%
15 FTXL 0.44%
16 PSC 0.43%
17 JHSC 0.41%
18 MMSC 0.39%
19 MIDE 0.28%
20 TRFM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.36M (11.12%) 263.92K
Increased by +4.15%
Dec 31, 23
2 Vanguard Group Inc 5.73M (10.01%) 10.49K
Increased by +0.18%
Dec 31, 23
3 FMR Inc 4.56M (7.97%) -254.92K
Decreased by -5.59%
Dec 31, 23
4 T. Rowe Price Investment Management,Inc. 2.90M (5.07%) 29.88K
Increased by +1.03%
Dec 31, 23
5 Amvescap Plc. 2.69M (4.69%) 579.90K
Increased by +21.59%
Dec 31, 23
6 AllianceBernstein L.P. 2.63M (4.60%) -210.78K
Decreased by -8.01%
Dec 31, 23
7 State Street Corporation 2.26M (3.95%) 13.25K
Increased by +0.59%
Dec 31, 23
8 JPMorgan Chase & Co 1.98M (3.46%) -43.76K
Decreased by -2.21%
Dec 31, 23
9 Goldman Sachs Group Inc 1.70M (2.97%) 755.42K
Increased by +44.40%
Dec 31, 23
10 Capital Research Global Investors 1.33M (2.32%) 0.00
Increased by 0.00%
Dec 31, 23
11 Neuberger Berman Group LLC 1.30M (2.28%) -158.94K
Decreased by -12.20%
Dec 31, 23
12 T. Rowe Price Associates, Inc. 1.23M (2.16%) 1.16M
Increased by +93.88%
Dec 31, 23
13 Geode Capital Management, LLC 1.22M (2.14%) 56.96K
Increased by +4.66%
Dec 31, 23
14 GW&K Investment Management, LLC 1.19M (2.09%) -150.89K
Decreased by -12.64%
Dec 31, 23
15 Macquarie Group Ltd 1.11M (1.93%) -2.13K
Decreased by -0.19%
Dec 31, 23
16 Artisan Partners Limited Partnership 1.09M (1.91%) -35.73K
Decreased by -3.27%
Dec 31, 23
17 HHG PLC 1.02M (1.79%) -157.80K
Decreased by -15.43%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 996.02K (1.74%) 1.41K
Increased by +0.14%
Dec 31, 23
19 Loomis, Sayles & Company LP 835.43K (1.46%) -26.45K
Decreased by -3.17%
Dec 31, 23
20 Schroder Investment Management Group 692.85K (1.21%) 275.19K
Increased by +39.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Select Semiconductors 2.29M (4.01%) 0.00
Increased by 0.00%
Mar 31, 24
2 Select Semiconductors 2.08M (3.63%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.21%) 162.03K
Increased by +8.83%
Mar 31, 24
4 iShares Core S&P Mid-Cap ETF 1.70M (2.97%) -305.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Small Cap Index 1.47M (2.57%) 93.75K
Increased by +6.38%
Mar 31, 24
6 iShares Russell 2000 ETF 1.30M (2.27%) -10.34K
Decreased by -0.80%
Apr 30, 24
7 American Funds SMALLCAP World A 1.14M (1.99%) 0.00
Increased by 0.00%
Mar 31, 24
8 T. Rowe Price New Horizons 986.75K (1.72%) 101.85K
Increased by +10.32%
Mar 31, 24
9 US Small-Cap Growth II Equity Comp 986.75K (1.72%) 101.85K
Increased by +10.32%
Mar 31, 24
10 Vanguard Small Cap Growth Index Inv 832.33K (1.45%) 60.84K
Increased by +7.31%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 821.09K (1.43%) 19.78K
Increased by +2.41%
Mar 31, 24
12 JPM US Small Cap Core-Composite 809.99K (1.42%) -180.59K
Decreased by -22.30%
Mar 31, 24
13 JPMorgan Small Cap Equity A 809.99K (1.42%) -27.80K
Decreased by -3.43%
Mar 31, 24
14 AB Small Cap Growth A 753.33K (1.32%) -20.50K
Decreased by -2.72%
Mar 31, 24
15 Janus Henderson Triton D 729.86K (1.28%) 198.39K
Increased by +27.18%
Sep 30, 23
16 Janus Henderson US SMID Cap Growth 729.86K (1.28%) 198.39K
Increased by +27.18%
Sep 30, 23
17 Invesco Discovery Mid Cap Growth Y 700.21K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
18 Invesco Mid Cap Growth 700.21K (1.22%) 7.87K
Increased by +1.12%
Mar 31, 24
19 T. Rowe Price Small-Cap Value 675.40K (1.18%) -700.00
Decreased by -0.10%
Mar 31, 24
20 Fidelity Series Small Cap Opps 650.80K (1.14%) 15.20K
Increased by +2.34%
Nov 30, 23