Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BOTT 2.97%
3 SIMS 2.92%
4 XSD 2.60%
5 PSI 2.54%
6 HAPY 2.03%
7 XKII 1.97%
8 SNSR 1.97%
9 MOON 1.84%
10 SMHX 1.71%
11 DTEC 0.95%
12 NSCS 0.94%
13 NIXT 0.76%
14 SHRT 0.75%
15 HAPS 0.74%
16 TXSS 0.61%
17 QQQS 0.55%
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 (15.12%) 3.74K
Increased by +0.08%
Mar 31, 25
2 BlackRock Inc 4.42M (13.74%) -289.33K
Decreased by -6.54%
Mar 31, 25
3 Vanguard Group Inc 3.87M (12.02%) -88.71K
Decreased by -2.29%
Mar 31, 25
4 Capital Research Global Investors 1.82M (5.64%) -316.20K
Decreased by -17.41%
Mar 31, 25
5 State Street Corp 1.51M (4.69%) -430.00
Decreased by -0.03%
Mar 31, 25
6 State Street Corporation 1.48M (4.59%) 17.52K
Increased by +1.18%
Mar 31, 24
7 Macquarie Group Ltd 1.18M (3.65%) 173.11K
Increased by +14.73%
Mar 31, 25
8 Amvescap Plc. 849.73K (2.64%) 254.35K
Increased by +29.93%
Mar 31, 25
9 Wellington Management Company LLP 826.45K (2.57%) -57.66K
Decreased by -6.98%
Mar 31, 25
10 Geode Capital Management, LLC 803.22K (2.49%) 23.35K
Increased by +2.91%
Mar 31, 25
11 GW&K Investment Management, LLC 676.79K (2.10%) -5.26K
Decreased by -0.78%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 624.25K (1.94%) 20.09K
Increased by +3.22%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 593.73K (1.84%) 103.22K
Increased by +17.39%
Mar 31, 25
14 Van Berkom and Associates Inc 557.20K (1.73%) -61.44K
Decreased by -11.03%
Dec 31, 24
15 Federated Hermes Inc 550.69K (1.71%) -87.77K
Decreased by -15.94%
Mar 31, 25
16 Adage Capital Partners Gp LLC 525.02K (1.63%) 282.79K
Increased by +53.86%
Mar 31, 25
17 Loomis, Sayles & Company LP 515.82K (1.60%) 45.94K
Increased by +8.91%
Mar 31, 25
18 American Century Companies Inc 510.18K (1.58%) 167.05K
Increased by +32.74%
Mar 31, 25
19 AXA SA 479.34K (1.49%) -615.06K
Decreased by -128.31%
Sep 30, 23
20 AllianceBernstein L.P. 467.69K (1.45%) -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 2.34M (7.27%) 2.22K
Increased by +0.09%
Jun 30, 25
2 Fidelity Growth Compy Commingled Pl O 2.28M (7.07%) 0.00
Increased by 0.00%
May 31, 24
3 Fidelity Growth Company Fund 1.59M (4.93%) 0.00
Increased by 0.00%
Jun 30, 25
4 Fidelity® Growth Company 1.57M (4.87%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Core S&P Mid-Cap ETF 1.06M (3.30%) 70.00
Increased by +0.01%
Jul 30, 25
6 American Funds SMALLCAP World A 1.05M (3.25%) -532.21K
Decreased by -50.92%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 1.02M (3.18%) 66.20K
Increased by +6.46%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.00M (3.11%) -39.79K
Decreased by -3.97%
Jun 30, 25
9 iShares Russell 2000 ETF 775.42K (2.41%) -12.56K
Decreased by -1.62%
Jul 30, 25
10 Vanguard Small Cap Index 756.37K (2.35%) -63.24K
Decreased by -8.36%
Jun 30, 25
11 Vanguard Information Technology ETF 701.48K (2.18%) 3.61K
Increased by +0.51%
Jun 30, 25
12 Delaware US Small Cap Core Equity (SMA) 680.26K (2.11%) 79.70K
Increased by +11.72%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 680.26K (2.11%) 79.70K
Increased by +11.72%
Mar 31, 24
14 Delaware Small Cap Core I 658.49K (2.04%) 0.00
Increased by 0.00%
Oct 31, 24
15 Macquarie Small Cap Core I 655.79K (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Growth Company K6 610.59K (1.90%) -11.63K
Decreased by -1.90%
Nov 30, 23
17 Van Berkom Sm-Cap Eq 589.61K (1.83%) -139.61K
Decreased by -23.68%
Jun 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 502.35K (1.56%) -1.51K
Decreased by -0.30%
Jun 30, 25
19 Fidelity Growth Company K6 496.56K (1.54%) -2.22K
Decreased by -0.45%
Jun 30, 25
20 Fidelity Series Growth Company 447.68K (1.39%) 0.00
Increased by 0.00%
Jun 30, 25