Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.16%
2 TINY 3.07%
3 PTF 2.97%
4 PSI 2.57%
5 JSMD 2.24%
6 GSC 2.20%
7 LOUP 2.06%
8 NBDS 2.03%
9 FFTY 1.99%
10 XMMO 1.89%
11 ARTY 1.88%
12 LIVR 1.53%
13 QTUM 1.24%
14 RFG 1.15%
15 HECO 1.07%
16 SMCP 1.02%
17 PEXL 1.01%
18 DECO 0.98%
19 SCAP 0.98%
20 SCAP_old 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (12.77%) 157.79K
Increased by +2.55%
Mar 31, 25
2 Vanguard Group Inc 5.16M (10.64%) -5.88K
Decreased by -0.11%
Mar 31, 25
3 JPMorgan Chase & Co 2.43M (5.01%) 238.94K
Increased by +9.83%
Mar 31, 25
4 State Street Corporation 1.73M (3.56%) 64.12K
Increased by +3.71%
Mar 31, 24
5 State Street Corp 1.52M (3.13%) -6.04K
Decreased by -0.40%
Mar 31, 25
6 Artisan Partners Limited Partnership 1.52M (3.12%) 444.86K
Increased by +29.36%
Dec 31, 24
7 Amvescap Plc. 1.31M (2.71%) -93.54K
Decreased by -7.13%
Mar 31, 25
8 Massachusetts Financial Services Company 1.29M (2.66%) 421.17K
Increased by +32.61%
Mar 31, 25
9 Franklin Resources Inc 1.21M (2.49%) -345.62K
Decreased by -28.62%
Mar 31, 25
10 Paradigm Capital Management, Inc. 1.10M (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
11 FMR Inc 1.03M (2.11%) 282.49K
Increased by +27.54%
Mar 31, 25
12 Geneva Capital Management 1.02M (2.09%) 4.63K
Increased by +0.46%
Mar 31, 25
13 Macquarie Group Ltd 1.00M (2.06%) 464.26K
Increased by +46.39%
Mar 31, 25
14 Geode Capital Management, LLC 879.43K (1.81%) 44.23K
Increased by +5.03%
Mar 31, 25
15 Ameriprise Financial Inc 742.11K (1.53%) 252.74K
Increased by +34.06%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 691.73K (1.43%) 130.19K
Increased by +18.82%
Mar 31, 25
17 Hood River Capital Management LLC 672.23K (1.39%) 43.13K
Increased by +6.42%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 655.00K (1.35%) 135.27K
Increased by +20.65%
Jun 30, 24
19 Stephens Inv Mgmt Group LLC 643.01K (1.33%) -936.00
Decreased by -0.15%
Mar 31, 24
20 Nuveen Asset Management, LLC 619.63K (1.28%) 204.48K
Increased by +33.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.60M (3.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.58M (3.27%) 1.01K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.56M (3.21%) 1.18K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.24M (2.56%) 5.92K
Increased by +0.48%
May 31, 25
5 iShares Russell 2000 ETF 1.15M (2.36%) -9.12K
Decreased by -0.80%
Apr 30, 24
6 iShares Semiconductor ETF 780.69K (1.61%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 770.07K (1.59%) 6.25K
Increased by +0.81%
May 31, 25
8 Vanguard Information Technology ETF 752.05K (1.55%) 161.01K
Increased by +21.41%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 684.03K (1.41%) -4.52K
Decreased by -0.66%
May 31, 25
10 BlackRock Mid-Cap Growth Equity Instl 677.18K (1.40%) 282.98K
Increased by +41.79%
Feb 28, 25
11 Invesco Small Cap Value A 625.84K (1.29%) -70.74K
Decreased by -11.30%
Apr 30, 25
12 Direxion Daily Semicondct Bull 3X ETF 552.85K (1.14%) 11.60K
Increased by +2.10%
May 29, 25
13 JPM US Technology A (dist) USD 537.05K (1.11%) 546.00
Increased by +0.10%
Apr 30, 25
14 Franklin Small Cap Value SMA Composite 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
15 Franklin US Small Cap Value Equity 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
16 Fidelity Small Cap Index 504.99K (1.04%) 16.08K
Increased by +3.18%
Jun 30, 24
17 Fidelity® Small Cap Index 459.38K (0.95%) 9.79K
Increased by +2.13%
Sep 30, 23
18 AZ InvestEd Ivy Science & Tech E 407.46K (0.84%) 172.38K
Increased by +42.31%
Mar 31, 25
19 Macquarie Science and Technology 407.46K (0.84%) 407.46K
Increased by +100.00%
Mar 31, 25
20 Macquarie Science and Technology C 407.46K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25