Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 2.11%
2 ATFV 1.94%
3 NUMG 1.72%
4 FRTY 1.72%
5 BOUT 1.52%
6 SMCO 1.48%
7 LCLG 1.40%
8 XRT 1.32%
9 PAMC 1.19%
10 JOET 1.12%
11 TSME 1.11%
12 FXD 1.04%
13 IVOG 0.97%
14 IJK 0.95%
15 MDYG 0.95%
16 FTC 0.81%
17 RETL 0.77%
18 LSEQ 0.77%
19 IQSM 0.71%
20 QDVO 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.60M (10.65%) 219.12K
Increased by +3.32%
Mar 31, 25
2 BlackRock Inc 6.48M (10.45%) -56.18K
Decreased by -0.87%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 5.71M (9.21%) 549.53K
Increased by +9.62%
Mar 31, 25
4 JPMorgan Chase & Co 4.75M (7.66%) 318.72K
Increased by +6.71%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 2.91M (4.69%) 256.60K
Increased by +8.82%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 2.38M (3.84%) -146.38K
Decreased by -6.15%
Mar 31, 25
7 State Street Corp 2.24M (3.62%) 25.31K
Increased by +1.13%
Mar 31, 25
8 State Street Corporation 2.19M (3.53%) 46.86K
Increased by +2.14%
Mar 31, 24
9 SRS Investment Management, LLC 1.27M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 1.15M (1.85%) 65.75K
Increased by +5.72%
Mar 31, 25
11 Goldman Sachs Group Inc 1.12M (1.81%) -204.56K
Decreased by -18.18%
Dec 31, 23
12 Holocene Advisors, LP 1.12M (1.81%) 506.79K
Increased by +45.11%
Mar 31, 25
13 FMR Inc 1.07M (1.73%) 121.72K
Increased by +11.36%
Mar 31, 25
14 Alyeska Investment Group, L.P. 1.03M (1.66%) -19.13K
Decreased by -1.85%
Mar 31, 25
15 Massachusetts Financial Services Company 961.56K (1.55%) 5.91K
Increased by +0.61%
Mar 31, 25
16 Anomaly Capital Management, LP 961.28K (1.55%) 172.43K
Increased by +17.94%
Dec 31, 24
17 Citadel Advisors Llc 865.32K (1.40%) 175.24K
Increased by +20.25%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 853.97K (1.38%) -368.14K
Decreased by -43.11%
Mar 31, 25
19 1832 Asset Management L.P 824.62K (1.33%) -4.60K
Decreased by -0.56%
Jun 30, 24
20 HHG PLC 815.16K (1.31%) -23.37K
Decreased by -2.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin US Small-Mid Cap Growth Equity 2.92M (4.71%) 2.68M
Increased by +91.85%
Mar 31, 25
2 American Funds Growth Fund of Amer A 2.81M (4.53%) 492.02K
Increased by +17.53%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 2.81M (4.53%) 492.02K
Increased by +17.53%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.04M (3.29%) 0.00
Increased by 0.00%
May 31, 25
5 VA CollegeAmerica Amcap 529A 2.04M (3.29%) -797.16K
Decreased by -39.10%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.04M (3.28%) 25.40K
Increased by +1.25%
Apr 30, 25
7 American Funds AMCAP A 2.03M (3.27%) -8.86K
Decreased by -0.44%
Mar 31, 25
8 Capital Group AMCAP Composite 2.03M (3.27%) -8.86K
Decreased by -0.44%
Mar 31, 25
9 Vanguard US Total Market Shares ETF 2.02M (3.26%) 1.50K
Increased by +0.07%
Sep 30, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 1.60M (2.57%) 0.00
Increased by 0.00%
Apr 30, 25
11 US Small-Cap Growth II Equity Comp 1.52M (2.46%) 1.52M
Increased by +100.00%
Jun 30, 23
12 Vanguard Mid Cap Index Institutional 1.38M (2.23%) 13.04K
Increased by +0.95%
Apr 30, 25
13 T. Rowe Price Mid-Cap Growth 1.05M (1.69%) 48.80K
Increased by +4.65%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Growth Equity 1.05M (1.69%) -66.70K
Decreased by -6.36%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 972.08K (1.57%) 5.30K
Increased by +0.55%
Apr 30, 25
16 JPMorgan Equity Premium Income ETF 948.26K (1.53%) -9.89K
Decreased by -1.04%
May 30, 25
17 Vanguard Growth Index Investor 883.72K (1.43%) 7.53K
Increased by +0.85%
Apr 30, 25
18 MFS Mid Cap Growth A 735.11K (1.19%) 57.61K
Increased by +7.84%
Apr 30, 25
19 MFS Mid Cap Growth Equity 677.50K (1.09%) -7.38K
Decreased by -1.09%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 582.60K (0.94%) -31.00K
Decreased by -5.32%
Sep 30, 23