Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SIMS 3.14%
3 XSD 2.68%
4 BOTT 2.59%
5 PSI 2.49%
6 HAPY 2.03%
7 XKII 1.97%
8 SNSR 1.96%
9 SMHX 1.92%
10 MOON 1.84%
11 DTEC 0.94%
12 NSCS 0.94%
13 NIXT 0.73%
14 HAPS 0.69%
15 QQQS 0.66%
16 TXSS 0.62%
17 CARZ 0.59%
18 FWD 0.53%
19 PAMC 0.52%
20 ILDR 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.87M (15.24%) 3.74K
Increased by +0.08%
Mar 31, 25
2 BlackRock Inc 4.42M (13.84%) -289.33K
Decreased by -6.54%
Mar 31, 25
3 Vanguard Group Inc 3.87M (12.11%) -88.71K
Decreased by -2.29%
Mar 31, 25
4 Capital Research Global Investors 1.82M (5.68%) -316.20K
Decreased by -17.41%
Mar 31, 25
5 State Street Corp 1.51M (4.73%) -430.00
Decreased by -0.03%
Mar 31, 25
6 State Street Corporation 1.48M (4.63%) 17.52K
Increased by +1.18%
Mar 31, 24
7 Macquarie Group Ltd 1.18M (3.68%) 173.11K
Increased by +14.73%
Mar 31, 25
8 Wellington Management Company LLP 826.45K (2.59%) -57.66K
Decreased by -6.98%
Mar 31, 25
9 Geode Capital Management, LLC 803.22K (2.51%) 23.35K
Increased by +2.91%
Mar 31, 25
10 GW&K Investment Management, LLC 676.79K (2.12%) -5.26K
Decreased by -0.78%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 624.25K (1.95%) 20.09K
Increased by +3.22%
Mar 31, 25
12 Amvescap Plc. 595.38K (1.86%) 190.09K
Increased by +31.93%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 593.73K (1.86%) 103.22K
Increased by +17.39%
Mar 31, 25
14 Van Berkom and Associates Inc 557.20K (1.74%) -61.44K
Decreased by -11.03%
Dec 31, 24
15 Federated Hermes Inc 550.69K (1.72%) -87.77K
Decreased by -15.94%
Mar 31, 25
16 Adage Capital Partners Gp LLC 525.02K (1.64%) 282.79K
Increased by +53.86%
Mar 31, 25
17 Loomis, Sayles & Company LP 515.82K (1.61%) 45.94K
Increased by +8.91%
Mar 31, 25
18 American Century Companies Inc 510.18K (1.60%) 167.05K
Increased by +32.74%
Mar 31, 25
19 AXA SA 479.34K (1.50%) -615.06K
Decreased by -128.31%
Sep 30, 23
20 AllianceBernstein L.P. 467.69K (1.46%) -71.35K
Decreased by -15.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 2.37M (7.40%) 0.00
Increased by 0.00%
Mar 31, 25
2 Fidelity Growth Compy Commingled Pl O 2.28M (7.12%) 0.00
Increased by 0.00%
May 31, 24
3 American Funds SMALLCAP World A 1.58M (4.93%) -274.81K
Decreased by -17.42%
Mar 31, 25
4 Fidelity® Growth Company 1.57M (4.91%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Growth Company Fund 1.55M (4.85%) 800.00
Increased by +0.05%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 1.05M (3.29%) -3.39K
Decreased by -0.32%
Apr 30, 25
7 Vanguard Total Stock Mkt Idx Inv 1.04M (3.26%) 18.37K
Increased by +1.76%
Apr 30, 25
8 Vanguard US Total Market Shares ETF 1.02M (3.21%) 66.20K
Increased by +6.46%
Sep 30, 24
9 Vanguard Small Cap Index 815.17K (2.55%) 4.54K
Increased by +0.56%
Apr 30, 25
10 iShares Russell 2000 ETF 791.83K (2.48%) 134.00
Increased by +0.02%
Apr 30, 25
11 Macquarie Small Cap Core I 699.34K (2.19%) 19.88K
Increased by +2.84%
Mar 31, 25
12 Vanguard Information Technology ETF 696.40K (2.18%) 5.26K
Increased by +0.76%
Apr 30, 25
13 Delaware US Small Cap Core Equity (SMA) 680.26K (2.13%) 79.70K
Increased by +11.72%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 680.26K (2.13%) 79.70K
Increased by +11.72%
Mar 31, 24
15 Delaware Small Cap Core I 658.49K (2.06%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity® Growth Company K6 610.59K (1.91%) -11.63K
Decreased by -1.90%
Nov 30, 23
17 Van Berkom Sm-Cap Eq 589.61K (1.84%) -139.61K
Decreased by -23.68%
Jun 30, 24
18 Fidelity Growth Company K6 558.74K (1.75%) 189.00
Increased by +0.03%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 500.43K (1.57%) 3.75K
Increased by +0.75%
Apr 30, 25
20 Vanguard Small Cap Growth Index Inv 454.24K (1.42%) -340.00
Decreased by -0.07%
Apr 30, 25