Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 4.56%
2 WAR 3.42%
3 BOUT 3.16%
4 PTF 2.97%
5 ARTY 2.74%
6 PSI 2.57%
7 JSMD 2.24%
8 GSC 2.20%
9 RSMC 2.17%
10 LOUP 2.06%
11 NBDS 2.03%
12 FFTY 1.99%
13 SAMT 1.98%
14 XMMO 1.89%
15 LIVR 1.53%
16 QTUM 1.41%
17 FFLS 1.41%
18 RFG 1.15%
19 PEXL 1.13%
20 HECO 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.49M (13.34%) 287.77K
Increased by +4.44%
Jun 30, 25
2 Vanguard Group Inc 5.37M (11.05%) 212.75K
Increased by +3.96%
Jun 30, 25
3 JPMorgan Chase & Co 2.43M (5.00%) 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 Artisan Partners Limited Partnership 1.52M (3.12%) 444.86K
Increased by +29.36%
Dec 31, 24
6 State Street Corp 1.49M (3.06%) -29.49K
Decreased by -1.98%
Jun 30, 25
7 FMR Inc 1.39M (2.87%) 367.87K
Increased by +26.40%
Jun 30, 25
8 Amvescap Plc. 1.31M (2.70%) -93.54K
Decreased by -7.13%
Mar 31, 25
9 Massachusetts Financial Services Company 1.29M (2.66%) 421.17K
Increased by +32.61%
Mar 31, 25
10 Paradigm Capital Management, Inc. 1.11M (2.29%) 7.90K
Increased by +0.71%
Jun 30, 25
11 William Blair Investment Management, LLC 1.10M (2.26%) 952.42K
Increased by +86.67%
Jun 30, 25
12 Geneva Capital Management 1.08M (2.23%) 66.34K
Increased by +6.13%
Jun 30, 25
13 Macquarie Group Ltd 1.00M (2.06%) 464.26K
Increased by +46.39%
Mar 31, 25
14 D. E. Shaw & Co LP 994.00K (2.05%) 772.94K
Increased by +77.76%
Jun 30, 25
15 T. Rowe Price Investment Management,Inc. 984.46K (2.03%) 969.11K
Increased by +98.44%
Jun 30, 25
16 UBS Group AG 983.85K (2.02%) 771.13K
Increased by +78.38%
Jun 30, 25
17 Qube Research & Technologies 901.18K (1.85%) 845.21K
Increased by +93.79%
Jun 30, 25
18 Geode Capital Management, LLC 877.97K (1.81%) -1.46K
Decreased by -0.17%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 777.10K (1.60%) 85.37K
Increased by +10.99%
Jun 30, 25
20 Ameriprise Financial Inc 742.11K (1.53%) 252.74K
Increased by +34.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.59M (3.27%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.56M (3.20%) 1.18K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.16%) -40.01K
Decreased by -2.60%
Jul 31, 25
4 Vanguard Small Cap Index 1.19M (2.44%) -7.70K
Decreased by -0.65%
Jul 31, 25
5 iShares Russell 2000 ETF 1.15M (2.36%) -9.12K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Information Technology ETF 857.46K (1.76%) 8.77K
Increased by +1.02%
Jul 31, 25
7 iShares Semiconductor ETF 818.99K (1.68%) 0.00
Increased by 0.00%
Aug 31, 25
8 BlackRock Mid-Cap Growth Equity Instl 677.18K (1.39%) 282.98K
Increased by +41.79%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 662.66K (1.36%) -252.00
Decreased by -0.04%
Jul 31, 25
10 Invesco Small Cap Value A 625.84K (1.29%) -70.74K
Decreased by -11.30%
Apr 30, 25
11 JPM US Technology A (dist) USD 537.05K (1.10%) 546.00
Increased by +0.10%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 525.82K (1.08%) -228.54K
Decreased by -43.46%
Jul 31, 25
13 Franklin Small Cap Value SMA Composite 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
14 Franklin US Small Cap Value Equity 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
15 Fidelity Small Cap Index 504.99K (1.04%) 16.08K
Increased by +3.18%
Jun 30, 24
16 Direxion Daily Semicondct Bull 3X ETF 502.67K (1.03%) -3.78K
Decreased by -0.75%
Aug 28, 25
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