Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TYNE 12.61%
2 TINY 4.11%
3 FBT 2.31%
4 VNMC 1.86%
5 JSMD 1.80%
6 XKFS 1.63%
7 MJJ 1.48%
8 MJO 1.48%
9 FITE 1.21%
10 FMED 0.86%
11 RNMC 0.73%
12 KOMP 0.65%
13 FWD 0.64%
14 SSPX 0.63%
15 QMID 0.63%
16 QQJG 0.62%
17 QQQJ 0.56%
18 QQQS 0.50%
19 IBB 0.47%
20 FXH 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.85M (13.42%) -456.52K
Decreased by -3.30%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 12.39M (12.01%) -642.15K
Decreased by -5.18%
Dec 31, 24
3 BlackRock Inc 10.80M (10.47%) 30.02K
Increased by +0.28%
Dec 31, 24
4 Vanguard Group Inc 10.65M (10.32%) -47.32K
Decreased by -0.44%
Dec 31, 24
5 Pallas Capital Advisors LLC 9.48M (9.19%) -1.39K
Decreased by -0.01%
Dec 31, 24
6 London Company of Virginia 4.19M (4.06%) 1.84M
Increased by +43.96%
Dec 31, 24
7 State Street Corp 3.79M (3.68%) 166.91K
Increased by +4.40%
Dec 31, 24
8 State Street Corporation 3.25M (3.15%) 90.57K
Increased by +2.79%
Mar 31, 24
9 Massachusetts Financial Services Company 2.95M (2.86%) -2.51M
Decreased by -84.89%
Dec 31, 24
10 AllianceBernstein L.P. 2.73M (2.65%) -819.20K
Decreased by -30.01%
Dec 31, 24
11 RTW INVESTMENTS, LLC 2.48M (2.40%) -1.00M
Decreased by -40.30%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 2.08M (2.01%) 188.98K
Increased by +9.10%
Mar 31, 24
13 Brown Advisory Holdings Inc 2.03M (1.96%) 185.91K
Increased by +9.17%
Dec 31, 24
14 Geode Capital Management, LLC 2.01M (1.95%) 20.27K
Increased by +1.01%
Dec 31, 24
15 Citadel Advisors Llc 1.98M (1.92%) 1.02M
Increased by +51.58%
Jun 30, 24
16 Fidelity International Ltd 1.96M (1.90%) 1.42M
Increased by +72.40%
Dec 31, 24
17 OZ Management LLC 1.71M (1.66%) 1.42M
Increased by +82.88%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 1.69M (1.64%) 313.17K
Increased by +18.56%
Dec 31, 24
19 Ameriprise Financial Inc 1.62M (1.57%) 154.77K
Increased by +9.58%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.54M (1.49%) 40.51K
Increased by +2.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 4.47M (4.33%) -19.40K
Decreased by -0.43%
Dec 31, 24
2 T. Rowe Price Mid-Cap Growth 4.47M (4.33%) -1.90K
Decreased by -0.04%
Jan 31, 25
3 iShares Core S&P Mid-Cap ETF 3.60M (3.49%) 2.69K
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 3.34M (3.23%) 2.14K
Increased by +0.06%
Feb 28, 25
5 Touchstone Mid Cap Y 2.79M (2.70%) 1.04M
Increased by +37.16%
Dec 31, 24
6 Vanguard Small Cap Index 2.71M (2.63%) 2.21K
Increased by +0.08%
Feb 28, 25
7 Fidelity® OTC 2.39M (2.31%) -41.90K
Decreased by -1.76%
Nov 30, 23
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.11M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 2.11M (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity OTC 2.09M (2.02%) -53.15K
Decreased by -2.55%
Jan 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.96M (1.90%) 182.70K
Increased by +9.31%
Mar 31, 24
12 FullerThaler Behavioral Small-Cap Equity 1.96M (1.90%) 182.70K
Increased by +9.31%
May 31, 24
13 MFS International Intrinsic Value A 1.75M (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.63%) 2.31K
Increased by +0.14%
Feb 28, 25
15 T. Rowe Price US Smlr Cm Eq A USD 1.54M (1.50%) 48.40K
Increased by +3.13%
Feb 28, 25
16 Vanguard Small Cap Growth Index Inv 1.52M (1.47%) -8.75K
Decreased by -0.57%
Feb 28, 25
17 Select Medical Tech and Devcs 1.45M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
18 MFS Mid Cap Growth A 1.33M (1.29%) -329.02K
Decreased by -24.78%
Sep 30, 24
19 MFS Mid Cap Growth Equity 1.33M (1.29%) -554.86K
Decreased by -41.79%
Sep 30, 24
20 Fidelity Select Medical Tech and Devcs 1.28M (1.24%) -140.00K
Decreased by -10.94%
Jan 31, 25