Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.93%
2 FDHT 1.73%
3 PXSG 1.39%
4 EDOC 1.22%
5 HEAL 1.20%
6 HTEC 1.16%
7 SMCP 1.05%
8 ROBO 1.04%
9 PSCH 0.99%
10 NIXT 0.68%
11 TXSS 0.67%
12 BOTZ 0.66%
13 LGHT 0.60%
14 FSCC 0.59%
15 DSMC 0.58%
16 QQQS 0.51%
17 CAFG 0.46%
18 SDD 0.46%
19 SBB 0.46%
20 SVAL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.83M (17.90%) -153.19K
Decreased by -1.96%
Jun 30, 25
2 Vanguard Group Inc 5.64M (12.88%) 62.70K
Increased by +1.11%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.17M (4.95%) 282.10K
Increased by +13.02%
Jun 30, 25
4 State Street Corp 2.09M (4.78%) -73.06K
Decreased by -3.49%
Jun 30, 25
5 State Street Corporation 2.05M (4.68%) 36.82K
Increased by +1.80%
Mar 31, 24
6 Lazard Asset Management LLC 1.71M (3.90%) 62.73K
Increased by +3.67%
Jun 30, 25
7 Cadian Capital Management LP 1.66M (3.80%) 1.66M
Increased by +100.00%
Jun 30, 25
8 Champlain Investment Partners, LLC 1.45M (3.31%) -22.84K
Decreased by -1.57%
Mar 31, 25
9 Sumitomo Mitsui Trust Group Inc 1.42M (3.25%) 17.68K
Increased by +1.24%
Jun 30, 25
10 D. E. Shaw & Co LP 1.42M (3.25%) 25.88K
Increased by +1.82%
Jun 30, 25
11 Victory Capital Management Inc. 1.37M (3.13%) -311.50K
Decreased by -22.76%
Jun 30, 25
12 Macquarie Group Ltd 1.36M (3.11%) 217.36K
Increased by +15.98%
Jun 30, 25
13 Pacer Advisors, INC. 1.25M (2.85%) -823.91K
Decreased by -66.10%
Sep 30, 24
14 Geode Capital Management, LLC 1.20M (2.73%) 30.68K
Increased by +2.57%
Jun 30, 25
15 ClearBridge Advisors, LLC 1.19M (2.71%) -148.92K
Decreased by -12.56%
Dec 31, 23
16 Citadel Advisors Llc 898.22K (2.05%) 652.12K
Increased by +72.60%
Jun 30, 25
17 Wellington Management Company LLP 804.16K (1.84%) 307.48K
Increased by +38.24%
Jun 30, 25
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 714.75K (1.63%) -482.24K
Decreased by -67.47%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 711.10K (1.62%) -79.68K
Decreased by -11.21%
Jun 30, 25
20 Royal Bank of Canada 695.11K (1.59%) 9.90K
Increased by +1.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.79M (6.36%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.43M (3.28%) 1.40K
Increased by +0.10%
Sep 30, 24
3 Lazard Global Robotics & Automation 1.42M (3.25%) 17.68K
Increased by +1.24%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.35M (3.08%) -28.26K
Decreased by -2.10%
Jul 31, 25
5 Pacer US Small Cap Cash Cows 100 ETF 1.20M (2.74%) -4.08K
Decreased by -0.34%
Nov 29, 24
6 Victory Small Cap Value CIT (Net 75) 1.14M (2.59%) 295.00K
Increased by +25.99%
Dec 31, 24
7 iShares Russell 2000 ETF 1.12M (2.56%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 1.08M (2.47%) -7.18K
Decreased by -0.67%
Jul 31, 25
9 Macquarie Small Cap Core I 1.03M (2.35%) -77.30K
Decreased by -7.51%
Jul 31, 25
10 Champlain Small Company Fund, LLC 1.00M (2.29%) -1.08K
Decreased by -0.11%
Mar 31, 25
11 Victory Sycamore Small Company Opp R 935.00K (2.14%) -285.00K
Decreased by -30.48%
Jun 30, 25
12 Delaware Small Cap Core I 912.27K (2.08%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Value Index Inv 697.08K (1.59%) 3.25K
Increased by +0.47%
Jul 31, 25
14 Delaware US Small Cap Core Equity (SMA) 688.80K (1.57%) -8.06K
Decreased by -1.17%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 688.80K (1.57%) -8.06K
Decreased by -1.17%
Mar 31, 24
16 Vanguard Small Cap Growth Index Inv 656.48K (1.50%) 3.32K
Increased by +0.51%
Nov 30, 23
17 ClearBridge Small Cap Growth 598.92K (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
18 ClearBridge Small Cap Growth A 598.92K (1.37%) -6.67K
Decreased by -1.11%
Dec 31, 23
19 CS (Lux) Digital Health Equity SB USD 575.00K (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
20 Global X Robotics & Artfcl Intllgnc ETF 529.37K (1.21%) 0.00
Increased by 0.00%
Aug 29, 25