Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.53%
2 GEX 2.48%
3 XSD 2.42%
4 PSI 2.30%
5 MOTO 2.08%
6 QCLN 1.94%
7 SMHX 1.91%
8 NBSM 1.54%
9 PXSG 1.40%
10 JSMD 1.04%
11 RNMC 1.02%
12 SMDV 0.94%
13 SMCP 0.90%
14 AHOY 0.84%
15 XMHQ 0.66%
16 SCDS 0.55%
17 PAPI 0.52%
18 QQQS 0.52%
19 QSML 0.52%
20 PAMC 0.46%

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 Morgan Stanley - Brokerage Accounts 1.21M (2.20%) -92.67K
Decreased by -7.63%
Mar 31, 25
12 Copeland Capital Management, LLC 1.20M (2.17%) -22.52K
Decreased by -1.88%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.04M (1.89%) 38.36K
Increased by +3.69%
Mar 31, 25
14 Northern Trust Corp 996.04K (1.81%) 83.19K
Increased by +8.35%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 991.19K (1.80%) -336.45K
Decreased by -33.94%
Dec 31, 24
16 Amvescap Plc. 972.42K (1.76%) 120.52K
Increased by +12.39%
Mar 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 Congress Asset Management Company, LLP 737.13K (1.34%) 106.00K
Increased by +14.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.41M (4.37%) 161.11K
Increased by +6.69%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.85M (3.35%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.84M (3.33%) 45.36K
Increased by +2.47%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.79M (3.24%) 1.58K
Increased by +0.09%
Sep 30, 24
5 Vanguard Explorer Inv 1.55M (2.80%) 3.83K
Increased by +0.25%
Mar 31, 25
6 American Funds SMALLCAP World A 1.50M (2.72%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 1.43M (2.59%) 7.40K
Increased by +0.52%
Apr 30, 25
8 iShares Russell 2000 ETF 1.42M (2.57%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Information Technology ETF 1.31M (2.37%) 9.78K
Increased by +0.75%
Apr 30, 25
10 JPMorgan Small Cap Equity A 906.36K (1.64%) 16.00K
Increased by +1.77%
Apr 30, 25
11 JPM Small Cap Equity-MA 890.36K (1.61%) -7.08K
Decreased by -0.80%
Mar 31, 25
12 JPM US Small Cap Core-Composite 890.36K (1.61%) -7.08K
Decreased by -0.80%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 875.03K (1.59%) 8.81K
Increased by +1.01%
Apr 30, 25
14 Vanguard Small Cap Growth Index Inv 797.04K (1.44%) -601.00
Decreased by -0.08%
Apr 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 RobecoSAM Smart Energy B EUR 642.53K (1.16%) -21.47K
Decreased by -3.34%
Apr 30, 25
18 Disciplined Growth - Mid Cap Growth 636.07K (1.15%) 24.93K
Increased by +3.92%
Dec 31, 24
19 T. Rowe Price Small-Cap Stock 598.84K (1.09%) 29.50K
Increased by +4.93%
Sep 30, 24
20 Fidelity Small Cap Index 566.27K (1.03%) 3.41K
Increased by +0.60%
Mar 31, 25