Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TYNE 12.61%
2 TINY 4.59%
3 FBT 2.94%
4 JSMD 2.01%
5 VNMC 1.86%
6 XKFS 1.63%
7 MJO 1.48%
8 MJJ 1.48%
9 FITE 1.23%
10 FMED 1.18%
11 FWD 0.97%
12 SSPX 0.84%
13 KOMP 0.76%
14 QMID 0.75%
15 FXH 0.74%
16 RNMC 0.73%
17 QQJG 0.62%
18 IBB 0.60%
19 QQQJ 0.56%
20 PKW 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.31M (13.86%) 2.52M
Increased by +17.63%
Sep 30, 24
2 T. Rowe Price Investment Management,Inc. 13.04M (12.63%) -509.82K
Decreased by -3.91%
Sep 30, 24
3 Vanguard Group Inc 10.70M (10.36%) -194.19K
Decreased by -1.82%
Sep 30, 24
4 BlackRock Inc 9.83M (9.52%) 117.03K
Increased by +1.19%
Jun 30, 24
5 Pallas Capital Advisors LLC 9.48M (9.19%) 2.31K
Increased by +0.02%
Sep 30, 24
6 Massachusetts Financial Services Company 5.46M (5.29%) -903.16K
Decreased by -16.55%
Sep 30, 24
7 State Street Corp 3.63M (3.51%) 318.81K
Increased by +8.79%
Sep 30, 24
8 AllianceBernstein L.P. 3.55M (3.44%) -81.54K
Decreased by -2.30%
Sep 30, 24
9 RTW INVESTMENTS, LLC 3.48M (3.37%) 37.02K
Increased by +1.06%
Sep 30, 24
10 State Street Corporation 3.25M (3.15%) 90.57K
Increased by +2.79%
Mar 31, 24
11 London Company of Virginia 2.35M (2.28%) 136.39K
Increased by +5.80%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 2.08M (2.01%) 188.98K
Increased by +9.10%
Mar 31, 24
13 Geode Capital Management, LLC 1.99M (1.93%) 193.58K
Increased by +9.71%
Sep 30, 24
14 Citadel Advisors Llc 1.98M (1.91%) 1.02M
Increased by +51.58%
Jun 30, 24
15 Brown Advisory Holdings Inc 1.84M (1.78%) 86.62K
Increased by +4.71%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.54M (1.49%) 40.51K
Increased by +2.64%
Jun 30, 24
17 Alyeska Investment Group, L.P. 1.49M (1.44%) 321.41K
Increased by +21.60%
Sep 30, 24
18 Goldman Sachs Group Inc 1.46M (1.42%) 423.38K
Increased by +28.97%
Jun 30, 24
19 Ameriprise Financial Inc 1.46M (1.42%) 1.35M
Increased by +92.74%
Sep 30, 24
20 TD Asset Management Inc 1.45M (1.41%) -269.25K
Decreased by -18.53%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 4.49M (4.35%) -976.30K
Decreased by -21.75%
Sep 30, 24
2 T. Rowe Price Mid-Cap Growth 4.48M (4.34%) -4.40K
Decreased by -0.10%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 3.55M (3.44%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.33M (3.23%) -13.63K
Decreased by -0.41%
Oct 31, 24
5 MFS International Intrinsic Value A 2.71M (2.62%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Small Cap Index 2.66M (2.58%) 5.20K
Increased by +0.20%
Oct 31, 24
7 Fidelity® OTC 2.39M (2.31%) -41.90K
Decreased by -1.76%
Nov 30, 23
8 Fidelity OTC 2.20M (2.13%) 0.00
Increased by 0.00%
Oct 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.11M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 2.11M (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
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 Touchstone Mid Cap Y 1.75M (1.70%) 36.14K
Increased by +2.06%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.58%) -5.90K
Decreased by -0.36%
Oct 31, 24
15 Fidelity Select Medical Tech and Devcs 1.60M (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Small Cap Growth Index Inv 1.46M (1.42%) -1.89K
Decreased by -0.13%
Oct 31, 24
17 Select Medical Tech and Devcs 1.45M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
18 T. Rowe Price Small-Cap Stock 1.41M (1.37%) 162.58K
Increased by +11.49%
Oct 31, 24
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