Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 3.60%
2 PSCT 1.43%
3 DRIV 1.05%
4 XITK 1.04%
5 IDAT 0.80%
6 CARZ 0.72%
7 SSLY 0.50%
8 AGOX 0.36%
9 ESIX 0.26%
10 SMLE 0.24%
11 SLYG 0.22%
12 IJT 0.21%
13 IJR 0.19%
14 SPSM 0.19%
15 IWO 0.17%
16 VIOG 0.16%
17 IJS 0.16%
18 BBSC 0.16%
19 SLYV 0.15%
20 VIOO 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.10M (17.01%) 42.49K
Increased by +1.37%
Dec 31, 23
2 BlackRock Inc 2.71M (14.86%) 115.24K
Increased by +4.26%
Dec 31, 23
3 Vanguard Group Inc 2.12M (11.63%) 50.88K
Increased by +2.40%
Dec 31, 23
4 Franklin Resources Inc 1.20M (6.58%) 264.00
Increased by +0.02%
Dec 31, 23
5 State Street Corporation 970.69K (5.33%) 15.21K
Increased by +1.57%
Dec 31, 23
6 Wasatch Advisors Inc. 892.10K (4.90%) 25.32K
Increased by +2.84%
Dec 31, 23
7 Ameriprise Financial Inc 607.99K (3.34%) -5.59K
Decreased by -0.92%
Dec 31, 23
8 Hood River Capital Management LLC 404.33K (2.22%) -571.00
Decreased by -0.14%
Dec 31, 23
9 Capital World Investors 400.41K (2.20%) 0.00
Increased by 0.00%
Dec 31, 23
10 Geode Capital Management, LLC 385.97K (2.12%) 21.70K
Increased by +5.62%
Dec 31, 23
11 Principal Financial Group Inc 359.93K (1.98%) 1.91K
Increased by +0.53%
Dec 31, 23
12 Goldman Sachs Group Inc 287.85K (1.58%) 113.26K
Increased by +39.35%
Dec 31, 23
13 T. Rowe Price Investment Management,Inc. 274.80K (1.51%) -82.25K
Decreased by -29.93%
Sep 30, 23
14 ING Investment Management LLC 267.40K (1.47%) 155.31K
Increased by +58.08%
Dec 31, 23
15 BAMCO Inc 258.52K (1.42%) 1.07K
Increased by +0.41%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 246.64K (1.35%) 35.49K
Increased by +14.39%
Dec 31, 23
17 Victory Capital Management Inc. 206.39K (1.13%) -59.18K
Decreased by -28.67%
Sep 30, 23
18 Amvescap Plc. 198.30K (1.09%) 136.37K
Increased by +68.77%
Sep 30, 23
19 Allspring Global Investments Holdings, LLC 178.17K (0.98%) 2.06K
Increased by +1.16%
Sep 30, 23
20 Northern Trust Corp 177.19K (0.97%) -1.45K
Decreased by -0.82%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.17M (6.45%) 500.00
Increased by +0.04%
Apr 30, 24
2 Fidelity Growth Compy Commingled Pl O 780.32K (4.29%) 9.20K
Increased by +1.18%
Mar 31, 24
3 Fidelity® Growth Company 589.70K (3.24%) 21.90K
Increased by +3.71%
Nov 30, 23
4 Fidelity Growth Company Fund 587.50K (3.23%) 4.89K
Increased by +0.83%
Mar 31, 24
5 Franklin Technology A Acc USD 551.20K (3.03%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 532.17K (2.92%) 2.46K
Increased by +0.46%
Mar 31, 24
7 Vanguard Small Cap Index 434.81K (2.39%) 783.00
Increased by +0.18%
Mar 31, 24
8 SPDR® S&P Semiconductor ETF 420.19K (2.31%) 0.00
Increased by 0.00%
Apr 30, 24
9 iShares Russell 2000 ETF 411.64K (2.26%) -3.29K
Decreased by -0.80%
Apr 30, 24
10 American Funds SMALLCAP World A 400.41K (2.20%) 0.00
Increased by 0.00%
Dec 31, 23
11 Franklin Small Cap Growth Adv 346.91K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
12 Franklin Small Cap Growth SMA 346.91K (1.91%) 346.89K
Increased by +99.99%
Mar 31, 24
13 Franklin US Small Cap Growth Equity 346.91K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity VIP Growth Initial 340.10K (1.87%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Advisor Equity Growth I 326.77K (1.79%) 12.90K
Increased by +3.95%
Mar 31, 24
16 Vanguard Information Technology ETF 323.15K (1.77%) 2.46K
Increased by +0.76%
Mar 31, 24
17 VIP Growth Initial 317.20K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Advisor® Equity Growth I 293.08K (1.61%) 6.70K
Increased by +2.29%
Nov 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 261.05K (1.43%) 5.06K
Increased by +1.94%
Mar 31, 24
20 Franklin Small-Mid Cap Growth A 252.05K (1.38%) 7.63K
Increased by +3.03%
Mar 31, 24