Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BIGY 5.24%
3 LSAT 3.49%
4 BIGD 3.43%
5 DAT 3.12%
6 BOUT 1.78%
7 PSCT 1.41%
8 JMID 1.31%
9 QTUM 1.04%
10 DEEP 0.95%
11 DVP 0.95%
12 LSAF 0.78%
13 PEXL 0.77%
14 XSW 0.73%
15 XITK 0.57%
16 IVES 0.56%
17 HAPS 0.53%
18 PAMC 0.52%
19 CAFG 0.52%
20 DSMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.05M (15.56%) -105.89K
Decreased by -0.81%
Dec 31, 24
2 BlackRock Inc 10.29M (12.27%) 3.83K
Increased by +0.04%
Dec 31, 24
3 Lynrock Lake LP 6.84M (8.16%) 177.68K
Increased by +2.60%
Dec 31, 24
4 Ameriprise Financial Inc 5.45M (6.50%) 599.39K
Increased by +11.00%
Dec 31, 24
5 State Street Corp 3.17M (3.78%) 102.39K
Increased by +3.23%
Dec 31, 24
6 State Street Corporation 3.13M (3.73%) 114.86K
Increased by +3.67%
Mar 31, 24
7 AQR Capital Management LLC 2.84M (3.39%) 416.58K
Increased by +14.67%
Dec 31, 24
8 Pacer Advisors, INC. 2.18M (2.60%) 108.43K
Increased by +4.97%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 2.02M (2.41%) 0.00
Increased by 0.00%
Sep 30, 23
10 FMR Inc 1.80M (2.15%) -131.13K
Decreased by -7.28%
Dec 31, 24
11 Alyeska Investment Group, L.P. 1.69M (2.02%) 691.47K
Increased by +40.81%
Sep 30, 23
12 Geode Capital Management, LLC 1.68M (2.00%) -9.19K
Decreased by -0.55%
Dec 31, 24
13 Renaissance Technologies Corp 1.66M (1.98%) -35.20K
Decreased by -2.12%
Dec 31, 24
14 BTIM Corp 1.63M (1.94%) -44.50K
Decreased by -2.73%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.48M (1.76%) -30.49K
Decreased by -2.06%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.40M (1.66%) 390.22K
Increased by +27.96%
Dec 31, 24
17 American Century Companies Inc 1.32M (1.58%) -932.07K
Decreased by -70.36%
Dec 31, 24
18 M&G PLC 1.24M (1.47%) 51.49K
Increased by +4.17%
Sep 30, 24
19 Charles Schwab Investment Management Inc 1.22M (1.45%) 91.21K
Increased by +7.49%
Dec 31, 24
20 NORGES BANK 1.17M (1.39%) -8.73K
Decreased by -0.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.11M (3.71%) 2.35K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.02M (3.60%) 1.70K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.44M (2.91%) 2.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard Information Technology ETF 2.26M (2.69%) 6.67K
Increased by +0.30%
Feb 28, 25
5 Pacer US Cash Cows 100 ETF 2.17M (2.58%) 3.20K
Increased by +0.15%
Feb 28, 25
6 American Funds SMALLCAP World A 2.02M (2.41%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 1.61M (1.92%) -6.37K
Decreased by -0.40%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.73%) 5.12K
Increased by +0.35%
Feb 28, 25
9 Columbia Focused Large Cap Value 1.26M (1.51%) 302.71K
Increased by +23.97%
Dec 31, 24
10 Columbia VP Select Large Cap Value 3 1.26M (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
11 Columbia Select Large Cap Value A 1.24M (1.47%) 0.00
Increased by 0.00%
Feb 28, 25
12 American Century Small Cap Value Inv 965.00K (1.15%) -798.33K
Decreased by -82.73%
Dec 31, 24
13 American Century U.S. Small Cap Value 965.00K (1.15%) -798.33K
Decreased by -82.73%
Dec 31, 24
14 Vanguard Strategic Equity Inv 872.22K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
15 Carillon Scout Mid Cap I 847.69K (1.01%) -66.51K
Decreased by -7.85%
Dec 31, 23
16 Scout Mid Cap Equity 847.69K (1.01%) -66.51K
Decreased by -7.85%
Dec 31, 23
17 M&G Global Themes GBP A Acc 791.45K (0.94%) -201.99K
Decreased by -25.52%
Oct 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 773.14K (0.92%) 7.35K
Increased by +0.95%
Feb 28, 25
19 Victory Sycamore Small Company Opp R 740.00K (0.88%) 740.00K
Increased by +100.00%
Dec 31, 24
20 Federated Hermes Kaufmann Small Cap A 683.00K (0.81%) 140.00K
Increased by +20.50%
Mar 31, 24