Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBDS 3.00%
2 PTF 2.72%
3 SNSR 2.51%
4 XSD 2.49%
5 RFG 1.31%
6 BTEK 1.17%
7 SMCP 1.02%
8 GRZZ 0.98%
9 ILDR 0.90%
10 PEXL 0.89%
11 ATFV 0.81%
12 SEMI 0.80%
13 XMMO 0.78%
14 PDP 0.74%
15 SOXX 0.65%
16 VIOO 0.61%
17 FTXL 0.61%
18 VUSE 0.57%
19 PSC 0.57%
20 SOXQ 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.46M (14.43%) -3.43M
Decreased by -22.20%
Dec 31, 23
2 Vanguard Group Inc 11.38M (10.62%) -1.39M
Decreased by -12.26%
Dec 31, 23
3 JPMorgan Chase & Co 5.30M (4.95%) 502.73K
Increased by +9.49%
Dec 31, 23
4 State Street Corporation 4.25M (3.97%) -267.56K
Decreased by -6.29%
Dec 31, 23
5 Wellington Management Company LLP 3.93M (3.67%) 2.15M
Increased by +54.64%
Dec 31, 23
6 Lord, Abbett & Co LLC 2.50M (2.33%) 978.48K
Increased by +39.15%
Dec 31, 23
7 Geode Capital Management, LLC 2.43M (2.27%) 116.46K
Increased by +4.79%
Dec 31, 23
8 Neuberger Berman Group LLC 2.35M (2.19%) -483.45K
Decreased by -20.59%
Dec 31, 23
9 Bank of New York Mellon Corp 2.17M (2.03%) 187.21K
Increased by +8.61%
Dec 31, 23
10 Hood River Capital Management LLC 1.96M (1.83%) 221.78K
Increased by +11.31%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 1.95M (1.82%) -350.34K
Decreased by -17.97%
Dec 31, 23
12 Whale Rock Capital Management LLC 1.89M (1.76%) 1.12M
Increased by +59.48%
Sep 30, 23
13 Millennium Management LLC 1.85M (1.73%) 1.65M
Increased by +89.10%
Dec 31, 23
14 Goldman Sachs Group Inc 1.72M (1.60%) 991.75K
Increased by +57.76%
Dec 31, 23
15 Northern Trust Corp 1.63M (1.52%) 113.08K
Increased by +6.94%
Dec 31, 23
16 Nuveen Asset Management, LLC 1.60M (1.50%) -105.63K
Decreased by -6.60%
Dec 31, 23
17 Polar Capital Holdings PLC 1.51M (1.41%) 97.13K
Increased by +6.43%
Dec 31, 23
18 Ameriprise Financial Inc 1.46M (1.36%) -1.68M
Decreased by -115.02%
Dec 31, 23
19 Amvescap Plc. 1.37M (1.28%) 70.43K
Increased by +5.14%
Dec 31, 23
20 Loomis, Sayles & Company LP 1.27M (1.19%) -155.06K
Decreased by -12.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.38M (3.16%) 11.81K
Increased by +0.35%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 3.34M (3.12%) -595.00
Decreased by -0.02%
Apr 30, 24
3 Vanguard Small Cap Index 2.74M (2.56%) -29.34K
Decreased by -1.07%
Mar 31, 24
4 iShares Russell 2000 ETF 2.54M (2.37%) 8.54K
Increased by +0.34%
Apr 29, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.50%) 17.88K
Increased by +1.11%
Mar 31, 24
6 Vanguard Small Cap Growth Index Inv 1.55M (1.45%) -3.19K
Decreased by -0.21%
Mar 31, 24
7 iShares Semiconductor ETF 1.45M (1.36%) -1.26K
Decreased by -0.09%
Apr 30, 24
8 Fidelity Small Cap Index 1.11M (1.04%) 11.28K
Increased by +1.01%
Feb 29, 24
9 Polar Capital Global Tech Inc 1.11M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
10 JPMorgan Mid Cap Growth I 1.07M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
11 Fidelity® Small Cap Index 1.05M (0.98%) 28.74K
Increased by +2.73%
Oct 31, 23
12 JPM US Technology A (dist) USD 1.03M (0.96%) -8.29K
Decreased by -0.81%
Mar 31, 24
13 Vanguard Information Technology ETF 1.02M (0.95%) 12.23K
Increased by +1.20%
Mar 31, 24
14 Hood River Small-Cap Growth Instl 991.18K (0.93%) 145.08K
Increased by +14.64%
Dec 31, 23
15 iShares Russell 2000 Growth ETF 912.16K (0.85%) -1.09K
Decreased by -0.12%
Apr 29, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 879.00K (0.82%) 20.31K
Increased by +2.31%
Mar 31, 24
17 Vanguard Tax-Managed Small Cap Adm 873.78K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 Hartford MidCap Y 860.35K (0.80%) 24.96K
Increased by +2.90%
Mar 31, 24
19 Lord Abbett & Co. Growth Equity- SA 845.09K (0.79%) 845.09K
Increased by +100.00%
Dec 31, 23
20 Lord Abbett Growth Leaders I 845.09K (0.79%) 244.26K
Increased by +28.90%
Dec 31, 23