Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.63%
2 TXSS 1.54%
3 PXSG 1.39%
4 EDOC 1.39%
5 HTEC 1.18%
6 SMCP 1.05%
7 ROBO 1.04%
8 PSCH 1.01%
9 NIXT 0.80%
10 FSCC 0.61%
11 BOTZ 0.61%
12 QQQS 0.53%
13 CAFG 0.46%
14 SBB 0.46%
15 SDD 0.46%
16 SQLV 0.45%
17 FYT 0.38%
18 ROBT 0.36%
19 OASC 0.34%
20 KOMP 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.99M (17.46%) -210.90K
Decreased by -2.64%
Mar 31, 25
2 Vanguard Group Inc 5.57M (12.19%) 11.69K
Increased by +0.21%
Mar 31, 25
3 State Street Corp 2.17M (4.74%) -79.02K
Decreased by -3.65%
Mar 31, 25
4 State Street Corporation 2.05M (4.48%) 36.82K
Increased by +1.80%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 1.88M (4.12%) 241.88K
Increased by +12.84%
Mar 31, 25
6 Victory Capital Management Inc. 1.68M (3.67%) 154.04K
Increased by +9.17%
Mar 31, 25
7 Lazard Asset Management LLC 1.65M (3.60%) 3.79K
Increased by +0.23%
Mar 31, 25
8 Champlain Investment Partners, LLC 1.45M (3.17%) -22.84K
Decreased by -1.57%
Mar 31, 25
9 Sumitomo Mitsui Trust Group Inc 1.41M (3.07%) -44.49K
Decreased by -3.16%
Mar 31, 25
10 Pacer Advisors, INC. 1.25M (2.73%) -823.91K
Decreased by -66.10%
Sep 30, 24
11 ClearBridge Advisors, LLC 1.19M (2.59%) -148.92K
Decreased by -12.56%
Dec 31, 23
12 Geode Capital Management, LLC 1.17M (2.55%) 60.76K
Increased by +5.21%
Mar 31, 25
13 Macquarie Group Ltd 1.14M (2.50%) 27.97K
Increased by +2.45%
Mar 31, 25
14 D. E. Shaw & Co LP 940.62K (2.06%) -134.00
Decreased by -0.01%
Dec 31, 24
15 JPMorgan Chase & Co 877.71K (1.92%) -15.56K
Decreased by -1.77%
Sep 30, 24
16 Cadian Capital Management LP 800.00K (1.75%) -1.67M
Decreased by -209.30%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 790.78K (1.73%) -82.67K
Decreased by -10.45%
Mar 31, 25
18 Federated Hermes Inc 746.50K (1.63%) -41.25K
Decreased by -5.53%
Mar 31, 25
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 714.75K (1.56%) -482.24K
Decreased by -67.47%
Mar 31, 25
20 Royal Bank of Canada 685.21K (1.50%) -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 2.81M (6.14%) -2.71K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.25%) 29.52K
Increased by +1.99%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.43M (3.14%) 1.40K
Increased by +0.10%
Sep 30, 24
4 Lazard Global Robotics & Automation 1.41M (3.07%) -44.49K
Decreased by -3.16%
Mar 31, 25
5 Victory Sycamore Small Company Opp R 1.22M (2.67%) 85.00K
Increased by +6.97%
Mar 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.20M (2.62%) -4.08K
Decreased by -0.34%
Nov 29, 24
7 Vanguard Small Cap Index 1.17M (2.55%) 10.51K
Increased by +0.90%
Apr 30, 25
8 Victory Small Cap Value CIT (Net 75) 1.14M (2.48%) 295.00K
Increased by +25.99%
Dec 31, 24
9 iShares Russell 2000 ETF 1.13M (2.46%) 190.00
Increased by +0.02%
Apr 30, 25
10 Champlain Small Company Fund, LLC 1.00M (2.19%) -1.08K
Decreased by -0.11%
Mar 31, 25
11 Macquarie Small Cap Core I 938.96K (2.05%) 26.69K
Increased by +2.84%
Mar 31, 25
12 Delaware Small Cap Core I 912.27K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Value Index Inv 751.68K (1.64%) 2.36K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 724.60K (1.58%) 973.00
Increased by +0.13%
Apr 30, 25
15 Delaware US Small Cap Core Equity (SMA) 688.80K (1.51%) -8.06K
Decreased by -1.17%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 688.80K (1.51%) -8.06K
Decreased by -1.17%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 656.48K (1.44%) 3.32K
Increased by +0.51%
Nov 30, 23
18 ClearBridge Small Cap Growth 598.92K (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
19 ClearBridge Small Cap Growth A 598.92K (1.31%) -6.67K
Decreased by -1.11%
Dec 31, 23
20 CS (Lux) Digital Health Equity SB USD 575.00K (1.26%) 0.00
Increased by 0.00%
Dec 31, 23