Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 5.09%
2 SNSR 4.47%
3 LIVR 3.39%
4 FFTY 3.32%
5 XSD 3.30%
6 GRPM 3.16%
7 NEWZ 3.04%
8 CSMD 2.96%
9 PTF 2.72%
10 XKII 2.58%
11 XKFS 2.02%
12 JSML 1.68%
13 NBDS 1.63%
14 FLQS 1.47%
15 WBIL 1.26%
16 JSMD 1.25%
17 ILDR 1.22%
18 SCDS 1.20%
19 CEPI 1.15%
20 ATFV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.00M (14.03%) 763.51K
Increased by +5.09%
Jun 30, 25
2 Vanguard Group Inc 12.56M (11.75%) 118.41K
Increased by +0.94%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 4.69M (4.39%) -4.05M
Decreased by -86.37%
Jun 30, 25
4 State Street Corp 4.51M (4.22%) -71.56K
Decreased by -1.59%
Jun 30, 25
5 State Street Corporation 4.44M (4.15%) 184.13K
Increased by +4.15%
Mar 31, 24
6 JPMorgan Chase & Co 3.18M (2.98%) -467.03K
Decreased by -14.68%
Jun 30, 25
7 EdgePoint Investment Group, Inc. 2.79M (2.61%) 1.62M
Increased by +58.05%
Jun 30, 25
8 Geode Capital Management, LLC 2.69M (2.51%) 35.74K
Increased by +1.33%
Jun 30, 25
9 Lord, Abbett & Co LLC 2.50M (2.34%) 978.48K
Increased by +39.15%
Dec 31, 23
10 Amvescap Plc. 2.32M (2.17%) -2.21M
Decreased by -95.17%
Jun 30, 25
11 Hood River Capital Management LLC 2.17M (2.03%) 116.98K
Increased by +5.40%
Jun 30, 24
12 Bank of New York Mellon Corp 2.02M (1.89%) 235.25K
Increased by +11.65%
Jun 30, 25
13 NORGES BANK 1.97M (1.85%) 187.08K
Increased by +9.49%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.92M (1.79%) 49.24K
Increased by +2.57%
Jun 30, 25
15 Whale Rock Capital Management LLC 1.89M (1.76%) 1.12M
Increased by +59.48%
Sep 30, 23
16 Westwood Holdings Group Inc 1.74M (1.63%) 504.85K
Increased by +29.06%
Jun 30, 25
17 Swedbank AB 1.70M (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
18 Ameriprise Financial Inc 1.63M (1.53%) 175.15K
Increased by +10.72%
Mar 31, 24
19 Polar Capital Holdings PLC 1.51M (1.41%) 97.13K
Increased by +6.43%
Dec 31, 23
20 Vaughan Nelson Scarbrgh & Mccullough LP 1.46M (1.37%) 357.16K
Increased by +24.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.50M (3.27%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 3.41M (3.19%) 2.52K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.37M (3.16%) -71.16K
Decreased by -2.11%
Jul 31, 25
4 iShares Russell 2000 ETF 2.61M (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 2.61M (2.44%) -17.38K
Decreased by -0.67%
Jul 31, 25
6 Vanguard Information Technology ETF 1.80M (1.68%) 18.28K
Increased by +1.02%
Jul 31, 25
7 iShares Semiconductor ETF 1.77M (1.66%) -5.37K
Decreased by -0.30%
Aug 30, 24
8 Swedbank Robur Technology A 1.50M (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 1.47M (1.37%) -3.79K
Decreased by -0.26%
Jul 31, 25
10 T. Rowe Price Integrated US Sm Gr Eq 1.43M (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
11 T. Rowe Price Integrated US SmCapGrEq 1.43M (1.34%) 48.80K
Increased by +3.40%
Jun 30, 25
12 Vanguard Explorer Inv 1.31M (1.23%) 1.26M
Increased by +96.15%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.08%) -502.35K
Decreased by -43.56%
Jul 31, 25
14 Hood River Small-Cap Growth Instl 1.14M (1.06%) 145.19K
Increased by +12.77%
Jun 30, 24
15 Polar Capital Global Tech Inc 1.11M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Small Cap Index 1.08M (1.01%) 185.00
Increased by +0.02%
Jun 30, 25
17 Invesco Small Cap Value A 1.08M (1.01%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity® Small Cap Index 1.05M (0.98%) 28.74K
Increased by +2.73%
Oct 31, 23
19 T. Rowe Price US Mid-Cap Value Equity 1.03M (0.96%) -286.35K
Decreased by -27.79%
Jun 30, 25
20 JPM US Technology A (dist) USD 971.26K (0.91%) -11.24K
Decreased by -1.16%
Jul 31, 24