Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TYNE 12.61%
2 TINY 3.84%
3 FBT 2.99%
4 VNMC 1.86%
5 JSMD 1.80%
6 XKFS 1.63%
7 MJO 1.48%
8 MJJ 1.48%
9 FITE 1.38%
10 MGMT 1.23%
11 FWD 0.88%
12 FMED 0.81%
13 RNMC 0.73%
14 KOMP 0.64%
15 QQJG 0.62%
16 QQQJ 0.56%
17 QMID 0.55%
18 HELX 0.55%
19 SSPX 0.51%
20 QQQS 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 12.38M (12.02%) -11.64K
Decreased by -0.09%
Mar 31, 25
2 BlackRock Inc 11.40M (11.07%) 596.04K
Increased by +5.23%
Mar 31, 25
3 FMR Inc 10.63M (10.32%) -3.22M
Decreased by -30.31%
Mar 31, 25
4 Vanguard Group Inc 10.55M (10.24%) -100.66K
Decreased by -0.95%
Mar 31, 25
5 Pallas Capital Advisors LLC 9.50M (9.22%) 5.56K
Increased by +0.06%
Jun 30, 25
6 London Company of Virginia 4.14M (4.02%) -54.48K
Decreased by -1.32%
Mar 31, 25
7 State Street Corp 3.83M (3.72%) 33.25K
Increased by +0.87%
Mar 31, 25
8 State Street Corporation 3.25M (3.15%) 90.57K
Increased by +2.79%
Mar 31, 24
9 OZ Management LLC 2.60M (2.52%) 884.42K
Increased by +34.04%
Mar 31, 25
10 RTW INVESTMENTS, LLC 2.48M (2.41%) -1.00M
Decreased by -40.30%
Dec 31, 24
11 Brown Advisory Holdings Inc 2.41M (2.34%) 383.43K
Increased by +15.91%
Mar 31, 25
12 Massachusetts Financial Services Company 2.40M (2.33%) -556.18K
Decreased by -23.21%
Mar 31, 25
13 AllianceBernstein L.P. 2.39M (2.32%) -339.35K
Decreased by -14.20%
Mar 31, 25
14 Fidelity International Ltd 2.18M (2.11%) 213.81K
Increased by +9.83%
Mar 31, 25
15 JPMorgan Chase & Co 2.16M (2.09%) 1.63M
Increased by +75.60%
Mar 31, 25
16 Geode Capital Management, LLC 2.13M (2.07%) 119.79K
Increased by +5.61%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 2.08M (2.02%) 188.98K
Increased by +9.10%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 1.86M (1.81%) 177.13K
Increased by +9.50%
Mar 31, 25
19 Bank of America Corp 1.72M (1.67%) 350.25K
Increased by +20.34%
Mar 31, 25
20 Ameriprise Financial Inc 1.62M (1.57%) 154.77K
Increased by +9.58%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 4.46M (4.33%) -3.30K
Decreased by -0.07%
Jun 30, 25
2 T. Rowe Price US Mid-Cap Growth Equity 4.46M (4.33%) -5.00K
Decreased by -0.11%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.61M (3.51%) 236.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.44M (3.34%) 12.90K
Increased by +0.37%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 3.35M (3.25%) 2.60K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.59M (2.52%) -85.20K
Decreased by -3.29%
Jun 30, 25
7 Touchstone Mid Cap Y 2.54M (2.47%) -118.92K
Decreased by -4.68%
Jun 30, 25
8 Fidelity® OTC 2.39M (2.32%) -41.90K
Decreased by -1.76%
Nov 30, 23
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.11M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 2.11M (2.05%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity OTC 2.08M (2.02%) -895.00
Decreased by -0.04%
Jun 30, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 1.96M (1.91%) 182.70K
Increased by +9.31%
Mar 31, 24
13 FullerThaler Behavioral Small-Cap Equity 1.96M (1.91%) 182.70K
Increased by +9.31%
May 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.66%) -9.62K
Decreased by -0.56%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 1.45M (1.41%) -20.71K
Decreased by -1.42%
Jun 30, 25
16 Select Medical Tech and Devcs 1.45M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.43M (1.38%) 92.30K
Increased by +6.48%
Jun 30, 25
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.33M (1.29%) 94.10K
Increased by +7.06%
Mar 31, 25
19 MFS Mid Cap Growth A 1.33M (1.29%) -329.02K
Decreased by -24.78%
Sep 30, 24
20 MFS Mid Cap Growth Equity 1.33M (1.29%) -554.86K
Decreased by -41.79%
Sep 30, 24