Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 LSEQ 1.97%
2 XHS 1.79%
3 IHF 1.09%
4 RFG 0.74%
5 MMSC 0.63%
6 RYJ 0.56%
7 SMDY 0.54%
8 IVOG 0.5%
9 MDYG 0.49%
10 IJK 0.49%
11 HART 0.44%
12 SIXL 0.43%
13 MIDE 0.43%
14 HSMV 0.33%
15 JPME 0.33%
16 JKK 0.32%
17 ISCG 0.32%
18 QVMM 0.28%
19 IVOO 0.27%
20 MDY 0.27%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.83M (9.82%) 26.38K
Increased by +0.3%
Sep 30, 23
2 T. Rowe Price Investment Management,Inc. 8.56M (9.52%) 451.05K
Increased by +5.27%
Dec 31, 23
3 BlackRock Inc 8M (8.9%) -51.81K
Decreased by -0.65%
Sep 30, 23
4 Wellington Management Company LLP 7.16M (7.96%) -377.17K
Decreased by -5.27%
Dec 31, 23
5 FMR Inc 5.37M (5.97%) -20.63K
Decreased by -0.38%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 3.32M (3.7%) -98.79K
Decreased by -2.97%
Dec 31, 23
7 JPMorgan Chase & Co 3.23M (3.6%) -127.1K
Decreased by -3.93%
Sep 30, 23
8 Amvescap Plc. 3.13M (3.48%) -127K
Decreased by -4.05%
Sep 30, 23
9 William Blair Investment Management, LLC 2.98M (3.31%) -79.35K
Decreased by -2.66%
Dec 31, 23
10 Viking Global Investors LP 2.8M (3.11%) 545.14K
Increased by +19.47%
Dec 31, 23
11 State Street Corporation 2.56M (2.85%) -2.01K
Decreased by -0.08%
Sep 30, 23
12 Durable Capital Partners LP 1.73M (1.93%) 222.24K
Increased by +12.82%
Dec 31, 23
13 AllianceBernstein L.P. 1.6M (1.78%) -292.63K
Decreased by -18.31%
Sep 30, 23
14 Geode Capital Management, LLC 1.45M (1.61%) 28.51K
Increased by +1.97%
Sep 30, 23
15 Fred Alger Management, LLC 1.38M (1.53%) -107.56K
Decreased by -7.82%
Dec 31, 23
16 P2 Capital Partners, LLC 1.37M (1.52%) 0
Increased by 0%
Dec 31, 23
17 Hawk Ridge Management LLC 1.33M (1.48%) -86.9K
Decreased by -6.53%
Sep 30, 23
18 Bank of New York Mellon Corp 1.26M (1.4%) 13.77K
Increased by +1.09%
Sep 30, 23
19 Stephens Inv Mgmt Group LLC 1.24M (1.38%) -149.92K
Decreased by -12.09%
Dec 31, 23
20 Polar Capital Holdings PLC 1.17M (1.31%) -4.09K
Decreased by -0.35%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 4.17M (4.64%) 187.3K
Increased by +4.49%
Dec 31, 23
2 T. Rowe Price US Mid-Cap Growth Equity 4.17M (4.64%) 187.3K
Increased by +4.49%
Dec 31, 23
3 Vanguard Health Care Inv 3.05M (3.39%) 0
Increased by 0%
Dec 31, 23
4 iShares Core S&P Mid-Cap ETF 2.8M (3.11%) -1.51K
Decreased by -0.05%
Jan 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.77M (3.08%) 4.22K
Increased by +0.15%
Jan 31, 24
6 Vanguard Small Cap Index 2.24M (2.49%) 6.14K
Increased by +0.27%
Jan 31, 24
7 Vanguard Explorer Inv 1.64M (1.83%) -70.46K
Decreased by -4.29%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 1.53M (1.7%) -6.38K
Decreased by -0.42%
Jan 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.52%) 470
Increased by +0.03%
Jan 31, 24
10 JPM US Mid Cap Growth-MA 1.04M (1.16%) 656K
Increased by +63.16%
Sep 30, 23
11 JPMorgan Mid Cap Growth I 1.03M (1.15%) 0
Increased by 0%
Dec 31, 23
12 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.02M (1.13%) 89K
Increased by +8.73%
Dec 31, 23
13 Fidelity Select Health Care 850K (0.95%) -10K
Decreased by -1.18%
Dec 31, 23
14 DFA US Small Cap Value I 806.6K (0.9%) -46.42K
Decreased by -5.76%
Dec 31, 23
15 Invesco Discovery A 774.9K (0.86%) 25.55K
Increased by +3.3%
Dec 31, 23
16 Invesco OFI Small Cap Growth 774.9K (0.86%) 87.64K
Increased by +11.31%
Dec 31, 23
17 Stephens SMID Select Growth 757.32K (0.84%) -95.77K
Decreased by -12.65%
Dec 31, 23
18 JNL/T. Rowe Price Mid-Cap Growth A 756.7K (0.84%) 49.7K
Increased by +6.57%
Dec 31, 23
19 T. Rowe Price Instl Mid-Cap Equity Gr 747.4K (0.83%) 36.4K
Increased by +4.87%
Dec 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 733.76K (0.82%) -13.83K
Decreased by -1.88%
Jan 31, 24