Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.13%
2 SEMI 3.99%
3 PTF 3.48%
4 BOTT 3.25%
5 XSD 2.96%
6 SMHX 2.85%
7 PSI 2.67%
8 PSCT 2.53%
9 CAFG 2.35%
10 ULTY 2.31%
11 NSCS 1.87%
12 PXSG 1.29%
13 XSMO 1.29%
14 FDLS 1.26%
15 NIXT 1.20%
16 VIOG 0.83%
17 IJT 0.78%
18 OPTZ 0.78%
19 SLYG 0.78%
20 FWD 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.92M (15.07%) -125.43K
Decreased by -0.97%
Jun 30, 25
2 Vanguard Group Inc 11.93M (13.92%) 228.96K
Increased by +1.92%
Jun 30, 25
3 Ameriprise Financial Inc 7.11M (8.30%) 666.46K
Increased by +9.37%
Jun 30, 25
4 State Street Corporation 4.22M (4.92%) -79.81K
Decreased by -1.89%
Mar 31, 24
5 Capital Research Global Investors 4.12M (4.81%) 1.52M
Increased by +36.92%
Jun 30, 25
6 State Street Corp 4.04M (4.71%) 60.79K
Increased by +1.51%
Jun 30, 25
7 Whale Rock Capital Management LLC 3.99M (4.66%) 37.74K
Increased by +0.95%
Jun 30, 25
8 AllianceBernstein L.P. 3.32M (3.87%) 294.99K
Increased by +8.89%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 3.24M (3.78%) 1.40M
Increased by +43.15%
Jun 30, 25
10 Macquarie Group Ltd 3.05M (3.55%) 57.62K
Increased by +1.89%
Jun 30, 25
11 Disciplined Growth Investors Inc 2.89M (3.38%) 115.92K
Increased by +4.00%
Jun 30, 25
12 Westfield Capital Management Company, L.P. 2.75M (3.21%) 1.42M
Increased by +51.87%
Jun 30, 25
13 FMR Inc 2.58M (3.01%) 1.15M
Increased by +44.72%
Dec 31, 24
14 Lion Point Capital, LP 2.58M (3.01%) 125.00K
Increased by +4.85%
Dec 31, 23
15 Goldman Sachs Group Inc 2.44M (2.84%) 1.42M
Increased by +58.11%
Dec 31, 23
16 Wellington Management Company LLP 2.39M (2.79%) 75.24K
Increased by +3.15%
Jun 30, 25
17 Hood River Capital Management LLC 2.24M (2.62%) 594.53K
Increased by +26.49%
Jun 30, 25
18 Geode Capital Management, LLC 2.12M (2.48%) 178.32K
Increased by +8.40%
Jun 30, 25
19 Driehaus Capital Management LLC 2.03M (2.37%) -152.66K
Decreased by -7.51%
Dec 31, 24
20 Point72 Asset Management, L.P. 1.56M (1.82%) 1.10M
Increased by +70.89%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.15M (6.01%) 0.00
Increased by 0.00%
Aug 31, 25
2 American Funds SMALLCAP World A 3.76M (4.39%) 1.49M
Increased by +39.54%
Jun 30, 25
3 Columbia Seligman Tech & Info A 3.62M (4.23%) 0.00
Increased by 0.00%
Jul 31, 25
4 Columbia Seligman Technology Growth 3.62M (4.23%) 492.81K
Increased by +13.60%
Jun 30, 25
5 Columbia Seligman Tech & Inf SMA Cmp 2.74M (3.20%) 2.74M
Increased by +100.00%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 2.72M (3.17%) -57.21K
Decreased by -2.11%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 2.40M (2.80%) 346.69K
Increased by +14.46%
Sep 30, 24
8 iShares Russell 2000 ETF 2.10M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
9 Vanguard Small Cap Index 2.10M (2.45%) -14.44K
Decreased by -0.69%
Jul 31, 25
10 Macquarie Small Cap Core I 2.02M (2.36%) -152.02K
Decreased by -7.51%
Jul 31, 25
11 Vanguard Information Technology ETF 1.87M (2.18%) 19.05K
Increased by +1.02%
Jul 31, 25
12 Delaware Small Cap Core I 1.80M (2.10%) -11.17K
Decreased by -0.62%
Sep 30, 24
13 Delaware US Small Cap Core Equity (SMA) 1.76M (2.05%) 5.97K
Increased by +0.34%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 1.76M (2.05%) 5.97K
Increased by +0.34%
Mar 31, 24
15 Hood River Small-Cap Growth Instl 1.24M (1.44%) 300.93K
Increased by +24.36%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 1.18M (1.38%) -3.48K
Decreased by -0.29%
Jul 31, 25
17 Xtrackers S&P 500 Swap ETF 1C 1.06M (1.23%) 0.00
Increased by 0.00%
Jul 31, 25
18 AB Discovery Growth A 998.83K (1.17%) -47.25K
Decreased by -4.73%
Sep 30, 24
19 FullerThaler Behavioral Small-Cap Growth 942.01K (1.10%) 45.15K
Increased by +4.79%
Jun 30, 25
20 FullerThaler Behavioral Sm-Cp Gr R6 933.20K (1.09%) 42.10K
Increased by +4.51%
Jul 31, 25