Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GEX 2.48%
2 TDV 2.43%
3 PSI 2.30%
4 XSD 2.03%
5 MOTO 1.75%
6 QCLN 1.56%
7 SMHX 1.45%
8 PXSG 1.40%
9 NBSM 1.34%
10 JSMD 1.04%
11 RNMC 1.02%
12 SMCP 0.90%
13 SMDV 0.86%
14 AHOY 0.84%
15 WCEO 0.83%
16 XMHQ 0.66%
17 SCDS 0.55%
18 PAPI 0.52%
19 QQQS 0.52%
20 QSML 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.85M (14.23%) -78.84K
Decreased by -1.00%
Mar 31, 25
2 Vanguard Group Inc 7.17M (12.99%) -45.30K
Decreased by -0.63%
Mar 31, 25
3 Neuberger Berman Group LLC 3.93M (7.12%) 93.54K
Increased by +2.38%
Mar 31, 25
4 State Street Corp 2.64M (4.79%) 96.55K
Increased by +3.66%
Mar 31, 25
5 State Street Corporation 2.54M (4.61%) 95.93K
Increased by +3.78%
Mar 31, 24
6 Disciplined Growth Investors Inc 2.08M (3.76%) -23.32K
Decreased by -1.12%
Mar 31, 25
7 JPMorgan Chase & Co 1.82M (3.29%) -104.88K
Decreased by -5.78%
Mar 31, 25
8 Wellington Management Company LLP 1.75M (3.17%) -694.44K
Decreased by -39.66%
Mar 31, 25
9 Geode Capital Management, LLC 1.66M (3.01%) 56.02K
Increased by +3.37%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 1.50M (2.72%) -96.00
Decreased by -0.01%
Mar 31, 25
11 Amvescap Plc. 1.31M (2.38%) 1.22M
Increased by +93.08%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.21M (2.20%) -92.67K
Decreased by -7.63%
Mar 31, 25
13 Copeland Capital Management, LLC 1.19M (2.16%) -8.40K
Decreased by -0.71%
Jun 30, 25
14 Northern Trust Corp 1.08M (1.95%) 79.04K
Increased by +7.35%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.04M (1.89%) 38.36K
Increased by +3.69%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 991.19K (1.80%) -336.45K
Decreased by -33.94%
Dec 31, 24
17 Snyder Capital Management LP 854.51K (1.55%) -28.01K
Decreased by -3.28%
Mar 31, 25
18 Brown Advisory Holdings Inc 815.31K (1.48%) -51.87K
Decreased by -6.36%
Mar 31, 25
19 Stephens Inv Mgmt Group LLC 738.98K (1.34%) 172.53K
Increased by +23.35%
Mar 31, 25
20 BTIM Corp 733.75K (1.33%) -5.54K
Decreased by -0.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.45M (4.44%) 40.66K
Increased by +1.66%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.84M (3.33%) 120.00
Increased by +0.01%
Jul 30, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.24%) 1.58K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.78M (3.23%) -55.54K
Decreased by -3.12%
Jun 30, 25
5 Vanguard Explorer Inv 1.53M (2.78%) -11.71K
Decreased by -0.76%
Jun 30, 25
6 Vanguard Small Cap Index 1.38M (2.49%) -61.54K
Decreased by -4.47%
Jun 30, 25
7 iShares Russell 2000 ETF 1.35M (2.45%) -21.84K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Information Technology ETF 1.32M (2.40%) 14.54K
Increased by +1.10%
Jun 30, 25
9 American Funds SMALLCAP World A 1.26M (2.29%) -237.60K
Decreased by -18.81%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 868.96K (1.58%) -12.07K
Decreased by -1.39%
Jun 30, 25
11 JPM Small Cap Equity-MA 849.51K (1.54%) -40.85K
Decreased by -4.81%
Jun 30, 25
12 JPM US Small Cap Core-Composite 849.51K (1.54%) -40.85K
Decreased by -4.81%
Jun 30, 25
13 JPMorgan Small Cap Equity A 849.51K (1.54%) -56.85K
Decreased by -6.69%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 773.48K (1.40%) -19.17K
Decreased by -2.48%
Jun 30, 25
15 Robeco Smart Energy F-EUR Cap 705.00K (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
16 RobecoSAM Smart Energy Eqs F EUR 705.00K (1.28%) -23.00K
Decreased by -3.26%
Mar 31, 24
17 Disciplined Growth - Mid Cap Growth 636.07K (1.15%) 24.93K
Increased by +3.92%
Dec 31, 24
18 RobecoSAM Smart Energy B EUR 634.93K (1.15%) 0.00
Increased by 0.00%
Jun 30, 25
19 T. Rowe Price Small-Cap Stock 598.84K (1.09%) 29.50K
Increased by +4.93%
Sep 30, 24
20 American Century Small Cap Growth Inv 582.00K (1.06%) 128.18K
Increased by +22.02%
Jun 30, 25