Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.97%
2 EDOC 1.51%
3 HEAL 1.51%
4 FDHT 1.41%
5 PXSG 1.39%
6 TXSS 1.38%
7 HTEC 1.08%
8 SMCP 1.05%
9 PSCH 1.05%
10 ROBO 1.04%
11 BOTZ 0.61%
12 NIXT 0.59%
13 FSCC 0.56%
14 QQQS 0.53%
15 CAFG 0.46%
16 SDD 0.46%
17 SBB 0.46%
18 ROBT 0.43%
19 SQLV 0.40%
20 FYT 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.99M (17.82%) -210.90K
Decreased by -2.64%
Mar 31, 25
2 Vanguard Group Inc 5.64M (12.58%) 62.70K
Increased by +1.11%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.17M (4.83%) 282.10K
Increased by +13.02%
Jun 30, 25
4 State Street Corp 2.17M (4.83%) -79.02K
Decreased by -3.65%
Mar 31, 25
5 State Street Corporation 2.05M (4.57%) 36.82K
Increased by +1.80%
Mar 31, 24
6 Victory Capital Management Inc. 1.68M (3.75%) 154.04K
Increased by +9.17%
Mar 31, 25
7 Lazard Asset Management LLC 1.65M (3.67%) 3.79K
Increased by +0.23%
Mar 31, 25
8 Champlain Investment Partners, LLC 1.45M (3.24%) -22.84K
Decreased by -1.57%
Mar 31, 25
9 Sumitomo Mitsui Trust Group Inc 1.42M (3.18%) 17.68K
Increased by +1.24%
Jun 30, 25
10 D. E. Shaw & Co LP 1.42M (3.17%) 25.88K
Increased by +1.82%
Jun 30, 25
11 Pacer Advisors, INC. 1.25M (2.78%) -823.91K
Decreased by -66.10%
Sep 30, 24
12 ClearBridge Advisors, LLC 1.19M (2.65%) -148.92K
Decreased by -12.56%
Dec 31, 23
13 Geode Capital Management, LLC 1.17M (2.60%) 60.76K
Increased by +5.21%
Mar 31, 25
14 Macquarie Group Ltd 1.14M (2.55%) 27.97K
Increased by +2.45%
Mar 31, 25
15 Wellington Management Company LLP 804.16K (1.79%) 307.48K
Increased by +38.24%
Jun 30, 25
16 Cadian Capital Management LP 800.00K (1.78%) -1.67M
Decreased by -209.30%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 790.78K (1.76%) -82.67K
Decreased by -10.45%
Mar 31, 25
18 Federated Hermes Inc 746.50K (1.67%) -41.25K
Decreased by -5.53%
Mar 31, 25
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 714.75K (1.59%) -482.24K
Decreased by -67.47%
Mar 31, 25
20 Royal Bank of Canada 685.21K (1.53%) -26.97K
Decreased by -3.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.80M (6.26%) 446.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.43M (3.20%) 1.40K
Increased by +0.10%
Sep 30, 24
3 Lazard Global Robotics & Automation 1.42M (3.18%) 17.68K
Increased by +1.24%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.35M (3.01%) -28.26K
Decreased by -2.10%
Jul 31, 25
5 Pacer US Small Cap Cash Cows 100 ETF 1.20M (2.67%) -4.08K
Decreased by -0.34%
Nov 29, 24
6 Victory Small Cap Value CIT (Net 75) 1.14M (2.53%) 295.00K
Increased by +25.99%
Dec 31, 24
7 Macquarie Small Cap Core I 1.11M (2.47%) 154.21K
Increased by +13.94%
Jun 30, 25
8 iShares Russell 2000 ETF 1.10M (2.45%) -20.89K
Decreased by -1.90%
Jul 31, 25
9 Vanguard Small Cap Index 1.08M (2.41%) -7.18K
Decreased by -0.67%
Jul 31, 25
10 Champlain Small Company Fund, LLC 1.00M (2.24%) -1.08K
Decreased by -0.11%
Mar 31, 25
11 Victory Sycamore Small Company Opp R 935.00K (2.09%) -285.00K
Decreased by -30.48%
Jun 30, 25
12 Delaware Small Cap Core I 912.27K (2.04%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Value Index Inv 697.08K (1.56%) 3.25K
Increased by +0.47%
Jul 31, 25
14 Delaware US Small Cap Core Equity (SMA) 688.80K (1.54%) -8.06K
Decreased by -1.17%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 688.80K (1.54%) -8.06K
Decreased by -1.17%
Mar 31, 24
16 Vanguard Small Cap Growth Index Inv 656.48K (1.46%) 3.32K
Increased by +0.51%
Nov 30, 23
17 ClearBridge Small Cap Growth 598.92K (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
18 ClearBridge Small Cap Growth A 598.92K (1.34%) -6.67K
Decreased by -1.11%
Dec 31, 23
19 CS (Lux) Digital Health Equity SB USD 575.00K (1.28%) 0.00
Increased by 0.00%
Dec 31, 23
20 Global X Robotics & Artfcl Intllgnc ETF 528.11K (1.18%) 0.00
Increased by 0.00%
Jul 31, 25