Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.47%
2 PSL 5.98%
3 MDCP 4.34%
4 SCAP 3.96%
5 PRAY 3.38%
6 FXG 3.12%
7 GLRY 2.89%
8 PXMG 2.50%
9 OSCV 2.50%
10 XMMO 2.22%
11 SMAP 2.10%
12 REGL 1.94%
13 TSME 1.82%
14 XVOL 1.76%
15 DVOL 1.63%
16 NBSM 1.55%
17 BOUT 1.53%
18 EQRR 1.47%
19 QMID 1.44%
20 XRT 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.79M (10.25%) -435.00
Decreased by -0.01%
Jun 30, 25
2 BlackRock Inc 3.32M (8.98%) -4.76K
Decreased by -0.14%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 1.61M (4.34%) -199.65K
Decreased by -12.44%
Jun 30, 25
4 State Street Corporation 1.38M (3.73%) 6.23K
Increased by +0.45%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.27M (3.42%) -488.76K
Decreased by -38.64%
Jun 30, 25
6 State Street Corp 1.26M (3.40%) -62.19K
Decreased by -4.95%
Jun 30, 25
7 FMR Inc 1.10M (2.97%) 25.59K
Increased by +2.33%
Jun 30, 25
8 Vontobel Asset Management Inc 981.61K (2.66%) -34.42K
Decreased by -3.51%
Mar 31, 24
9 JPMorgan Chase & Co 795.62K (2.15%) -240.80K
Decreased by -30.27%
Jun 30, 25
10 ClearBridge Advisors, LLC 724.37K (1.96%) -66.95K
Decreased by -9.24%
Jun 30, 25
11 Franklin Resources Inc 708.89K (1.92%) 2.47K
Increased by +0.35%
Jun 30, 25
12 Geode Capital Management, LLC 690.52K (1.87%) -704.00
Decreased by -0.10%
Jun 30, 25
13 HHG PLC 603.98K (1.63%) -24.65K
Decreased by -4.08%
Jun 30, 25
14 Victory Capital Management Inc. 584.64K (1.58%) 453.82K
Increased by +77.62%
Jun 30, 25
15 GAMMA Investing LLC 543.85K (1.47%) 542.86K
Increased by +99.82%
Mar 31, 25
16 Citadel Advisors Llc 527.18K (1.43%) 93.70K
Increased by +17.77%
Jun 30, 25
17 Amvescap Plc. 483.91K (1.31%) 202.03K
Increased by +41.75%
Jun 30, 25
18 Bank of New York Mellon Corp 471.17K (1.28%) -44.43K
Decreased by -9.43%
Jun 30, 25
19 Envestnet Asset Management Inc 448.92K (1.22%) 37.63K
Increased by +8.38%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 438.48K (1.19%) -54.69K
Decreased by -12.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.21M (3.27%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.17M (3.17%) 880.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.17M (3.16%) -26.20K
Decreased by -2.24%
Jul 31, 25
4 Vanguard Small Cap Index 901.25K (2.44%) -5.78K
Decreased by -0.64%
Jul 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 853.83K (2.31%) -66.20K
Decreased by -7.75%
Jul 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 569.60K (1.54%) -210.90K
Decreased by -37.03%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 528.60K (1.43%) -41.00K
Decreased by -7.76%
Jul 31, 25
8 Vanguard Small Cap Growth Index Inv 507.68K (1.37%) -963.00
Decreased by -0.19%
Jul 31, 25
9 Franklin Rising Dividends A 500.00K (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
10 Franklin Rising Dividends Fund A 500.00K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 398.95K (1.08%) -173.49K
Decreased by -43.49%
Jul 31, 25
12 American Funds Growth Fund of Amer A 395.86K (1.07%) 35.55K
Increased by +8.98%
Jun 30, 25
13 Capital Group Growth Fnd of Amer Comp 395.86K (1.07%) 35.55K
Increased by +8.98%
Jun 30, 25
14 Fidelity Contrafund 360.17K (0.97%) -2.47K
Decreased by -0.69%
Jul 31, 25
15 Victory Sycamore Established Value R 350.00K (0.95%) 350.00K
Increased by +100.00%
Jun 30, 25
16 Fidelity® Contrafund® 303.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 284.34K (0.77%) -7.11K
Decreased by -2.50%
Jul 31, 25
19 Eagle Mid-Cap Growth - Institutional 274.08K (0.74%) -4.83K
Decreased by -1.76%
Jun 30, 25
20 Thrivent Mid Cap Stock A 271.08K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23