Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 4.02%
2 LIVR 3.39%
3 NEWZ 3.17%
4 SNSR 2.89%
5 XSD 2.76%
6 PTF 2.72%
7 XKII 2.58%
8 GRPM 2.20%
9 XKFS 2.02%
10 CSMD 1.83%
11 NBDS 1.63%
12 ATFV 1.15%
13 RFG 1.13%
14 ILDR 1.08%
15 SMCP 1.04%
16 JSML 0.98%
17 GRZZ 0.98%
18 PEXL 0.98%
19 RNSC 0.90%
20 FSGS 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.24M (13.35%) 97.50K
Increased by +0.68%
Mar 31, 25
2 Vanguard Group Inc 12.44M (11.67%) -152.57K
Decreased by -1.23%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 8.75M (8.20%) 3.30M
Increased by +37.70%
Mar 31, 25
4 Amvescap Plc. 5.00M (4.69%) 2.09M
Increased by +41.88%
Dec 31, 24
5 State Street Corp 4.58M (4.30%) -156.86K
Decreased by -3.42%
Mar 31, 25
6 State Street Corporation 4.44M (4.16%) 184.13K
Increased by +4.15%
Mar 31, 24
7 JPMorgan Chase & Co 3.65M (3.42%) -536.96K
Decreased by -14.72%
Mar 31, 25
8 Geode Capital Management, LLC 2.65M (2.49%) 74.76K
Increased by +2.82%
Mar 31, 25
9 Lord, Abbett & Co LLC 2.50M (2.34%) 978.48K
Increased by +39.15%
Dec 31, 23
10 Hood River Capital Management LLC 2.17M (2.03%) 116.98K
Increased by +5.40%
Jun 30, 24
11 Whale Rock Capital Management LLC 1.89M (1.77%) 1.12M
Increased by +59.48%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.87M (1.75%) 134.25K
Increased by +7.18%
Mar 31, 25
13 NORGES BANK 1.79M (1.67%) 498.71K
Increased by +27.94%
Dec 31, 24
14 Bank of New York Mellon Corp 1.78M (1.67%) -311.72K
Decreased by -17.47%
Mar 31, 25
15 Swedbank AB 1.70M (1.59%) -43.00K
Decreased by -2.53%
Dec 31, 24
16 Ameriprise Financial Inc 1.63M (1.53%) 175.15K
Increased by +10.72%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.59M (1.49%) -61.69K
Decreased by -3.88%
Sep 30, 24
18 Polar Capital Holdings PLC 1.51M (1.42%) 97.13K
Increased by +6.43%
Dec 31, 23
19 Northern Trust Corp 1.46M (1.37%) 170.88K
Increased by +11.68%
Dec 31, 24
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 3.45M (3.24%) -11.12K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.43M (3.22%) 68.14K
Increased by +1.99%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.41M (3.20%) 2.52K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.68M (2.52%) 16.07K
Increased by +0.60%
Apr 30, 25
5 iShares Russell 2000 ETF 2.64M (2.47%) 446.00
Increased by +0.02%
Apr 30, 25
6 Invesco Small Cap Value A 2.45M (2.29%) -306.04K
Decreased by -12.52%
Mar 31, 25
7 iShares Semiconductor ETF 1.77M (1.66%) -5.37K
Decreased by -0.30%
Aug 30, 24
8 Vanguard Information Technology ETF 1.76M (1.65%) 14.26K
Increased by +0.81%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.55%) 10.63K
Increased by +0.64%
Apr 30, 25
10 Invesco Value Opportunities A 1.60M (1.50%) -145.79K
Decreased by -9.09%
Mar 31, 25
11 Swedbank Robur Technology A 1.50M (1.41%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 1.49M (1.40%) -2.07K
Decreased by -0.14%
Apr 30, 25
13 T. Rowe Price Integrated US Sm Gr Eq 1.38M (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 1.38M (1.30%) -1.38M
Decreased by -100.00%
Mar 31, 25
15 T. Rowe Price Mid-Cap Value 1.32M (1.23%) -324.00
Decreased by -0.02%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 1.32M (1.23%) -274.00K
Decreased by -20.81%
Mar 31, 25
17 Vanguard Explorer Inv 1.31M (1.23%) 1.26M
Increased by +96.15%
Jun 30, 24
18 Hood River Small-Cap Growth Instl 1.14M (1.07%) 145.19K
Increased by +12.77%
Jun 30, 24
19 Polar Capital Global Tech Inc 1.11M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Small Cap Index 1.06M (0.99%) 5.32K
Increased by +0.50%
Feb 28, 25