Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRX 4.13%
2 GEX 2.48%
3 PSI 2.30%
4 TDV 2.16%
5 XSD 1.75%
6 PXSG 1.40%
7 WCEO 1.13%
8 MOTO 1.11%
9 JSMD 1.04%
10 RNMC 1.02%
11 SMHX 0.94%
12 NBSM 0.91%
13 SMCP 0.90%
14 AHOY 0.84%
15 QCLN 0.82%
16 SMDV 0.78%
17 XMHQ 0.66%
18 PAMC 0.62%
19 PAPI 0.56%
20 QQQS 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.85M (14.49%) -78.84K
Decreased by -1.00%
Mar 31, 25
2 Vanguard Group Inc 7.15M (13.19%) -19.63K
Decreased by -0.27%
Jun 30, 25
3 Neuberger Berman Group LLC 3.98M (7.35%) 54.60K
Increased by +1.37%
Jun 30, 25
4 State Street Corp 2.64M (4.88%) 96.55K
Increased by +3.66%
Mar 31, 25
5 State Street Corporation 2.54M (4.69%) 95.93K
Increased by +3.78%
Mar 31, 24
6 Disciplined Growth Investors Inc 2.06M (3.80%) -15.75K
Decreased by -0.76%
Jun 30, 25
7 JPMorgan Chase & Co 1.82M (3.35%) -104.88K
Decreased by -5.78%
Mar 31, 25
8 Wellington Management Company LLP 1.67M (3.07%) -85.04K
Decreased by -5.10%
Jun 30, 25
9 Geode Capital Management, LLC 1.66M (3.06%) 56.02K
Increased by +3.37%
Mar 31, 25
10 Amvescap Plc. 1.31M (2.43%) 1.22M
Increased by +93.08%
Mar 31, 25
11 Capital Research & Mgmt Co - Division 3 1.27M (2.34%) -237.85K
Decreased by -18.80%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.21M (2.24%) -92.67K
Decreased by -7.63%
Mar 31, 25
13 Copeland Capital Management, LLC 1.19M (2.20%) -8.40K
Decreased by -0.71%
Jun 30, 25
14 Northern Trust Corp 1.08M (1.98%) 79.04K
Increased by +7.35%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.02M (1.88%) -24.00K
Decreased by -2.36%
Jun 30, 25
16 T. Rowe Price Investment Management,Inc. 991.19K (1.83%) -336.45K
Decreased by -33.94%
Dec 31, 24
17 American Century Companies Inc 944.17K (1.74%) 213.10K
Increased by +22.57%
Jun 30, 25
18 Brown Advisory Holdings Inc 836.72K (1.54%) 21.41K
Increased by +2.56%
Jun 30, 25
19 Snyder Capital Management LP 802.53K (1.48%) -51.97K
Decreased by -6.48%
Jun 30, 25
20 Stephens Inv Mgmt Group LLC 749.97K (1.38%) 10.99K
Increased by +1.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.45M (4.52%) 40.66K
Increased by +1.66%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.83M (3.38%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.30%) 1.58K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.74M (3.22%) -37.11K
Decreased by -2.13%
Jul 31, 25
5 Vanguard Explorer Inv 1.53M (2.83%) -11.71K
Decreased by -0.76%
Jun 30, 25
6 Vanguard Small Cap Index 1.37M (2.53%) -6.99K
Decreased by -0.51%
Jul 31, 25
7 iShares Russell 2000 ETF 1.35M (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Information Technology ETF 1.34M (2.47%) 13.63K
Increased by +1.02%
Jul 31, 25
9 American Funds SMALLCAP World A 1.26M (2.33%) -237.60K
Decreased by -18.81%
Jun 30, 25
10 JPM Small Cap Equity-MA 849.51K (1.57%) -40.85K
Decreased by -4.81%
Jun 30, 25
11 JPM US Small Cap Core-Composite 849.51K (1.57%) -40.85K
Decreased by -4.81%
Jun 30, 25
12 JPMorgan Small Cap Equity A 845.39K (1.56%) -4.12K
Decreased by -0.49%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 772.59K (1.43%) -893.00
Decreased by -0.12%
Jul 31, 25
14 RobecoSAM Smart Energy Eqs F EUR 705.00K (1.30%) -23.00K
Decreased by -3.26%
Mar 31, 24
15 Disciplined Growth - Mid Cap Growth 636.07K (1.17%) 24.93K
Increased by +3.92%
Dec 31, 24
16 RobecoSAM Smart Energy B EUR 634.93K (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
17 Robeco Smart Energy F-EUR Cap 613.09K (1.13%) -21.85K
Decreased by -3.56%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 605.00K (1.12%) -263.95K
Decreased by -43.63%
Jul 31, 25
19 T. Rowe Price Small-Cap Stock 598.84K (1.11%) 29.50K
Increased by +4.93%
Sep 30, 24
20 American Century Small Cap Growth Inv 582.00K (1.07%) 128.18K
Increased by +22.02%
Jun 30, 25