Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GEX 4.98%
2 ETEC 4.92%
3 TINT 4.12%
4 VERS 3.19%
5 BEEZ 3.17%
6 TDV 2.24%
7 PXMG 2.20%
8 BOUT 2.12%
9 AUGR 2.05%
10 KOOL 2.03%
11 FDIV 2.02%
12 EQWM 1.81%
13 GAST 1.45%
14 GGTL 1.45%
15 XSD 1.39%
16 BNE 1.27%
17 QCLN 1.26%
18 PBW 1.25%
19 FXL 1.25%
20 RNMC 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.05M (11.76%) -21.53K
Decreased by -0.43%
Dec 31, 25
2 BlackRock Inc 4.29M (10.00%) 163.52K
Increased by +3.81%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 3.22M (7.50%) -175.98K
Decreased by -5.47%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.92M (6.81%) 2.92M
Increased by +100.00%
Mar 31, 26
5 PRIMECAP Management Company 2.19M (5.10%) -8.90K
Decreased by -0.41%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.98M (4.61%) 1.98M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.81M (4.23%) 119.52K
Increased by +6.59%
Mar 31, 26
8 JPMorgan Chase & Co 1.70M (3.97%) 823.26K
Increased by +48.32%
Mar 31, 26
9 State Street Corporation 1.58M (3.68%) 73.13K
Increased by +4.63%
Mar 31, 24
10 FMR Inc 1.41M (3.28%) -731.94K
Decreased by -52.02%
Sep 30, 24
11 Geode Capital Management, LLC 1.25M (2.91%) 139.98K
Increased by +11.21%
Mar 31, 26
12 AllianceBernstein L.P. 1.07M (2.50%) 1.02M
Increased by +95.19%
Mar 31, 26
13 First Trust Advisors L.P. 976.42K (2.28%) 169.97K
Increased by +17.41%
Mar 31, 26
14 NORGES BANK 794.28K (1.85%) -11.63K
Decreased by -1.46%
Dec 31, 25
15 Greenhouse Funds LLLP 774.33K (1.80%) 49.05K
Increased by +6.33%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 757.17K (1.76%) 30.66K
Increased by +4.05%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 665.88K (1.55%) 521.50K
Increased by +78.32%
Mar 31, 26
18 Brown Advisory Holdings Inc 648.27K (1.51%) 29.00K
Increased by +4.47%
Mar 31, 26
19 HHG PLC 638.25K (1.49%) 121.59K
Increased by +19.05%
Dec 31, 25
20 Point72 Asset Management, L.P. 608.72K (1.42%) -465.31K
Decreased by -76.44%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.50M (3.50%) 282.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.42M (3.32%) 968.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.42M (3.31%) 13.99K
Increased by +0.99%
Apr 30, 26
4 Vanguard Capital Opportunity Inv 1.11M (2.59%) -8.30K
Decreased by -0.75%
Mar 31, 26
5 Vanguard Small Cap Index 1.03M (2.40%) -3.33K
Decreased by -0.32%
Apr 30, 26
6 Vanguard Information Technology ETF 984.77K (2.30%) 5.18K
Increased by +0.53%
Apr 30, 26
7 iShares Semiconductor ETF 736.57K (1.72%) 0.00
Increased by 0.00%
Aug 31, 25
8 PRIMECAP Odyssey Aggressive Growth 726.32K (1.69%) -500.00
Decreased by -0.07%
Mar 31, 26
9 First Trust SMID Cp Rising Div Achv ETF 712.44K (1.66%) -1.77K
Decreased by -0.25%
May 31, 26
10 Delaware Ivy Mid Cap Growth A 612.44K (1.43%) -27.77K
Decreased by -4.53%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 578.91K (1.35%) 2.00K
Increased by +0.35%
Apr 30, 26
12 VanEck Semiconductor ETF 534.38K (1.25%) -1.18K
Decreased by -0.22%
Feb 28, 26
13 State Street® SPDR® S&P® Smcndctr ETF 504.53K (1.18%) -2.31K
Decreased by -0.46%
May 29, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 499.10K (1.16%) 4.77K
Increased by +0.96%
Apr 30, 26
15 Direxion Daily Semicondct Bull 3X ETF 450.84K (1.05%) -3.39K
Decreased by -0.75%
Aug 28, 25
16 Macquarie Mid Cap Growth A 430.50K (1.00%) -155.57K
Decreased by -36.14%
Dec 31, 24
17 Virtus KAR Small-Mid Cap Core R6 417.17K (0.97%) -64.52K
Decreased by -15.47%
Mar 31, 26
18 Fidelity Puritan 395.87K (0.92%) -1.20K
Decreased by -0.30%
Jul 31, 24
19 Virtus KAR Mid-Cap Core I 356.90K (0.83%) -31.12K
Decreased by -8.72%
Mar 31, 26
20 Fidelity® Puritan® 342.44K (0.80%) 99.19K
Increased by +28.97%
Oct 31, 23