Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 4.34%
2 LIVR 3.39%
3 NEWZ 3.17%
4 XSD 2.97%
5 SNSR 2.75%
6 PTF 2.72%
7 XKII 2.58%
8 XKFS 2.02%
9 GRPM 1.93%
10 CSMD 1.68%
11 NBDS 1.63%
12 ATFV 1.15%
13 RFG 1.13%
14 ILDR 1.06%
15 SMCP 1.04%
16 PEXL 1.04%
17 GRZZ 0.98%
18 FSGS 0.90%
19 RNSC 0.90%
20 SCDS 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.14M (13.33%) 445.88K
Increased by +3.15%
Dec 31, 24
2 Vanguard Group Inc 12.59M (11.87%) 31.64K
Increased by +0.25%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 5.45M (5.14%) 4.45M
Increased by +81.58%
Dec 31, 24
4 Amvescap Plc. 5.00M (4.71%) 2.09M
Increased by +41.88%
Dec 31, 24
5 State Street Corp 4.74M (4.47%) -81.71K
Decreased by -1.72%
Dec 31, 24
6 State Street Corporation 4.44M (4.18%) 184.13K
Increased by +4.15%
Mar 31, 24
7 JPMorgan Chase & Co 4.18M (3.95%) -4.05M
Decreased by -96.70%
Dec 31, 24
8 Geode Capital Management, LLC 2.58M (2.43%) -44.16K
Decreased by -1.71%
Dec 31, 24
9 Lord, Abbett & Co LLC 2.50M (2.36%) 978.48K
Increased by +39.15%
Dec 31, 23
10 Hood River Capital Management LLC 2.17M (2.04%) 116.98K
Increased by +5.40%
Jun 30, 24
11 Bank of New York Mellon Corp 2.10M (1.98%) -67.22K
Decreased by -3.21%
Dec 31, 24
12 Whale Rock Capital Management LLC 1.89M (1.78%) 1.12M
Increased by +59.48%
Sep 30, 23
13 NORGES BANK 1.79M (1.68%) 498.71K
Increased by +27.94%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.73M (1.64%) -27.06K
Decreased by -1.56%
Dec 31, 24
15 Swedbank AB 1.70M (1.60%) -43.00K
Decreased by -2.53%
Dec 31, 24
16 Neuberger Berman Group LLC 1.66M (1.56%) -88.90K
Decreased by -5.36%
Dec 31, 24
17 Ameriprise Financial Inc 1.63M (1.54%) 175.15K
Increased by +10.72%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.59M (1.50%) -61.69K
Decreased by -3.88%
Sep 30, 24
19 Polar Capital Holdings PLC 1.51M (1.43%) 97.13K
Increased by +6.43%
Dec 31, 23
20 Northern Trust Corp 1.46M (1.38%) 170.88K
Increased by +11.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.48M (3.28%) 6.11K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.41M (3.22%) 2.52K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.35M (3.16%) 10.28K
Increased by +0.31%
Feb 28, 25
4 iShares Russell 2000 ETF 2.82M (2.66%) -24.42K
Decreased by -0.87%
Mar 31, 25
5 T. Rowe Price Integrated US SmCapGrEq 2.77M (2.61%) 2.04M
Increased by +73.72%
Dec 31, 24
6 Invesco Small Cap Value A 2.75M (2.59%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Index 2.72M (2.57%) 2.25K
Increased by +0.08%
Feb 28, 25
8 iShares Semiconductor ETF 1.77M (1.67%) -5.37K
Decreased by -0.30%
Aug 30, 24
9 Invesco Value Opportunities A 1.75M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Information Technology ETF 1.74M (1.64%) -171.75K
Decreased by -9.86%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.53%) 4.37K
Increased by +0.27%
Feb 28, 25
12 T. Rowe Price US Mid-Cap Value Equity 1.59M (1.50%) 1.59M
Increased by +100.00%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 1.53M (1.44%) -8.81K
Decreased by -0.58%
Feb 28, 25
14 Swedbank Robur Technology A 1.50M (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
15 T. Rowe Price Integrated US Sm Gr Eq 1.38M (1.31%) 0.00
Increased by 0.00%
Feb 28, 25
16 T. Rowe Price Mid-Cap Value 1.32M (1.24%) -272.50K
Decreased by -20.69%
Feb 28, 25
17 Vanguard Explorer Inv 1.31M (1.24%) 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 (1.05%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Small Cap Index 1.05M (0.99%) -19.74K
Decreased by -1.87%
Jan 31, 25