Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GEX 4.98%
2 ETEC 4.74%
3 TINT 4.30%
4 QCLN 3.18%
5 BEEZ 3.17%
6 TDV 2.46%
7 XSD 2.24%
8 PXMG 2.20%
9 BOUT 2.12%
10 AUGR 2.05%
11 EQWM 1.81%
12 KOOL 1.75%
13 BNE 1.27%
14 PBW 1.19%
15 RNMC 1.04%
16 PEXL 0.99%
17 FRTY 0.95%
18 SOXX 0.80%
19 PAMC 0.78%
20 XMMO 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.00M (11.44%) -7.23K
Decreased by -0.14%
Mar 31, 25
2 Vanguard Group Inc 4.61M (10.53%) -4.08K
Decreased by -0.09%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.41M (10.07%) 1.87M
Increased by +42.45%
Mar 31, 25
4 PRIMECAP Management Company 2.22M (5.06%) 379.59K
Increased by +17.13%
Jun 30, 25
5 State Street Corp 1.63M (3.73%) -33.74K
Decreased by -2.07%
Mar 31, 25
6 State Street Corporation 1.58M (3.61%) 73.13K
Increased by +4.63%
Mar 31, 24
7 FMR Inc 1.41M (3.22%) -731.94K
Decreased by -52.02%
Sep 30, 24
8 Geode Capital Management, LLC 894.56K (2.04%) -6.75K
Decreased by -0.76%
Mar 31, 25
9 AllianceBernstein L.P. 833.04K (1.90%) -99.63K
Decreased by -11.96%
Sep 30, 24
10 NORGES BANK 805.90K (1.84%) 149.79K
Increased by +18.59%
Jun 30, 25
11 Wells Fargo & Co 693.97K (1.59%) 289.93K
Increased by +41.78%
Mar 31, 25
12 UBS Asset Mgmt Americas Inc 691.01K (1.58%) 9.21K
Increased by +1.33%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 666.69K (1.52%) 31.65K
Increased by +4.75%
Jun 30, 25
14 Greenhouse Funds LLLP 644.15K (1.47%) 81.03K
Increased by +12.58%
Jun 30, 25
15 Point72 Asset Management, L.P. 608.72K (1.39%) -465.31K
Decreased by -76.44%
Jun 30, 24
16 First Trust Advisors L.P. 608.65K (1.39%) 402.85K
Increased by +66.19%
Mar 31, 25
17 Macquarie Group Ltd 560.40K (1.28%) -353.75K
Decreased by -63.13%
Dec 31, 24
18 HHG PLC 550.92K (1.26%) -748.00
Decreased by -0.14%
Mar 31, 25
19 Brown Advisory Holdings Inc 518.55K (1.19%) 518.55K
Increased by +100.00%
Mar 31, 25
20 JPMorgan Chase & Co 505.18K (1.15%) 97.68K
Increased by +19.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.44M (3.29%) -2.58K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.42M (3.26%) 968.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.37M (3.14%) 4.22K
Increased by +0.31%
Jun 30, 25
4 Vanguard Capital Opportunity Inv 1.11M (2.54%) 181.32K
Increased by +16.32%
Jun 30, 25
5 Vanguard Small Cap Index 1.05M (2.39%) -32.49K
Decreased by -3.11%
Jun 30, 25
6 iShares Semiconductor ETF 785.49K (1.80%) 21.36K
Increased by +2.72%
Jul 31, 25
7 PRIMECAP Odyssey Aggressive Growth 737.37K (1.69%) 102.97K
Increased by +13.96%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 681.10K (1.56%) -7.55K
Decreased by -1.11%
Jun 30, 25
9 Vanguard Information Technology ETF 615.14K (1.41%) 15.20K
Increased by +2.47%
Jun 30, 25
10 Delaware Ivy Mid Cap Growth A 612.44K (1.40%) -27.77K
Decreased by -4.53%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 586.49K (1.34%) -7.14K
Decreased by -1.22%
Jun 30, 25
12 Virtus KAR Small-Mid Cap Core R6 552.83K (1.26%) 221.06K
Increased by +39.99%
Mar 31, 25
13 Direxion Daily Semicondct Bull 3X ETF 539.95K (1.23%) -11.63K
Decreased by -2.15%
Jul 31, 25
14 Virtus KAR Mid-Cap Core I 477.64K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Macquarie Mid Cap Growth A 430.50K (0.98%) -155.57K
Decreased by -36.14%
Dec 31, 24
16 First Trust SMID Cp Rising Div Achv ETF 428.38K (0.98%) -837.00
Decreased by -0.20%
Jul 31, 25
17 JPM US Technology A (dist) USD 397.62K (0.91%) -13.10K
Decreased by -3.29%
Oct 31, 24
18 Fidelity Puritan 395.87K (0.90%) -1.20K
Decreased by -0.30%
Jul 31, 24
19 VanEck Semiconductor ETF 390.01K (0.89%) -211.00
Decreased by -0.05%
Jul 31, 25
20 Janus Henderson Hrzn GlbTechLdrs A2USD 355.79K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25