Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.31%
2 EZY 0.52%
3 IJK 0.51%
4 RTLA 0.29%
5 DMRM 0.27%
6 IJH 0.25%
7 SMLF 0.24%
8 IJJ 0.23%
9 TWOK 0.22%
10 ESMV 0.19%
11 EUSA 0.18%
12 REW 0.14%
13 JKH 0.13%
14 IMCG 0.13%
15 MXDU 0.10%
16 IWS 0.08%
17 JKG 0.07%
18 IMCB 0.07%
19 IYW 0.07%
20 IWR 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.77M (14.08%) -386.35K
Decreased by -10.24%
Dec 31, 24
2 BlackRock Inc 3.66M (13.66%) -358.10K
Decreased by -9.78%
Dec 31, 24
3 Vanguard Group Inc 2.83M (10.57%) 36.50K
Increased by +1.29%
Dec 31, 24
4 UBS Group AG 1.23M (4.61%) 1.16M
Increased by +94.07%
Dec 31, 24
5 State Street Corp 1.02M (3.80%) 20.63K
Increased by +2.03%
Dec 31, 24
6 State Street Corporation 1.02M (3.79%) -3.21K
Decreased by -0.32%
Mar 31, 24
7 Nordea Investment Mgmt Bank Demark A/s 882.19K (3.29%) -34.92K
Decreased by -3.96%
Dec 31, 24
8 Neuberger Berman Group LLC 879.30K (3.28%) 6.39K
Increased by +0.73%
Sep 30, 24
9 Franklin Resources Inc 690.94K (2.58%) 661.82K
Increased by +95.79%
Dec 31, 24
10 First Manhattan Co. LLC 674.01K (2.52%) -219.89K
Decreased by -32.62%
Dec 31, 24
11 Assenagon Asset Management SA 634.21K (2.37%) 632.54K
Increased by +99.74%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 623.82K (2.33%) 12.46K
Increased by +2.00%
Dec 31, 24
13 Sumitomo Mitsui Trust Group Inc 582.68K (2.17%) 28.82K
Increased by +4.95%
Sep 30, 24
14 Lazard Asset Management LLC 565.78K (2.11%) 38.79K
Increased by +6.86%
Sep 30, 24
15 Sumitomo Mitsui Trust Holdings Inc 553.86K (2.07%) 153.90K
Increased by +27.79%
Jun 30, 24
16 Geode Capital Management, LLC 522.03K (1.95%) -43.41K
Decreased by -8.32%
Dec 31, 24
17 Independent Franchise Partners LLP 520.18K (1.94%) -35.37K
Decreased by -6.80%
Dec 31, 24
18 Deutsche Bank AG 509.41K (1.90%) 396.61K
Increased by +77.86%
Dec 31, 24
19 Wells Fargo & Co 504.81K (1.88%) -42.03K
Decreased by -8.33%
Dec 31, 24
20 ClearBridge Advisors, LLC 456.14K (1.70%) -10.15K
Decreased by -2.23%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring (Lux) WW Glb L/SEq IPUSD Acc 1.47M (5.49%) 1.47M
Increased by +100.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 863.74K (3.22%) 644.00
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 799.68K (2.98%) 396.00
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 645.94K (2.41%) 525.00
Increased by +0.08%
Feb 28, 25
5 Nordea 1 - Global Climate & Envir BI EUR 612.48K (2.29%) -19.39K
Decreased by -3.17%
Jan 31, 25
6 Neuberger Berman Genesis Inv 537.37K (2.01%) -2.66K
Decreased by -0.49%
Sep 30, 24
7 Lazard Global Robotics & Automation 518.82K (1.94%) 28.94K
Increased by +5.58%
Sep 30, 24
8 BlackRock Mid-Cap Growth Equity Instl 498.02K (1.86%) -3.96K
Decreased by -0.80%
Oct 31, 24
9 Nikko Global Robotics Equity Mother Fund 465.85K (1.74%) 141.44K
Increased by +30.36%
Jul 22, 24
10 Vanguard Information Technology ETF 451.11K (1.68%) 1.21K
Increased by +0.27%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 401.98K (1.50%) -224.00
Decreased by -0.06%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 362.77K (1.35%) -2.04K
Decreased by -0.56%
Feb 28, 25
13 Virtus KAR Small-Mid Cap Core R6 288.46K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
14 Virtus KAR Small-Cap Growth I 269.47K (1.01%) -19.10K
Decreased by -7.09%
Dec 31, 24
15 BGF World Technology A2 269.17K (1.00%) 0.00
Increased by 0.00%
Oct 31, 23
16 ClearBridge Small Cap Growth A 255.15K (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
17 Baron Opp. Small Cap Growth Strategy 250.00K (0.93%) -90.00K
Decreased by -36.00%
Dec 31, 24
18 Baron Small Cap Retail 250.00K (0.93%) -90.00K
Decreased by -36.00%
Dec 31, 24
19 ClearBridge Small Cap Growth 246.35K (0.92%) -8.80K
Decreased by -3.57%
Oct 31, 24
20 Virtus KAR Mid-Cap Core I 235.50K (0.88%) -209.25K
Decreased by -88.85%
Dec 31, 24