Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 4.36%
2 MDCP 4.34%
3 PSL 3.54%
4 SCAP 3.38%
5 EATZ 3.30%
6 PRAY 3.14%
7 GLRY 3.01%
8 PXMG 2.50%
9 EQRR 2.12%
10 XMMO 2.10%
11 SMAP 1.94%
12 XRT 1.50%
13 QMID 1.44%
14 NBSM 1.39%
15 TSME 1.34%
16 WBIF 1.32%
17 XMLV 1.25%
18 RFG 1.11%
19 QQQJ 1.09%
20 RETL 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.80M (10.30%) 44.30K
Increased by +1.17%
Dec 31, 24
2 BlackRock Inc 3.33M (9.03%) 86.90K
Increased by +2.61%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 1.78M (4.82%) 31.13K
Increased by +1.75%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 1.67M (4.53%) -13.39K
Decreased by -0.80%
Dec 31, 24
5 State Street Corporation 1.38M (3.73%) 6.23K
Increased by +0.45%
Mar 31, 24
6 State Street Corp 1.36M (3.69%) 61.92K
Increased by +4.55%
Dec 31, 24
7 FMR Inc 1.04M (2.82%) -5.17K
Decreased by -0.50%
Dec 31, 24
8 Vontobel Asset Management Inc 981.61K (2.66%) -34.42K
Decreased by -3.51%
Mar 31, 24
9 ClearBridge Advisors, LLC 838.02K (2.27%) -107.36K
Decreased by -12.81%
Dec 31, 24
10 JPMorgan Chase & Co 729.80K (1.98%) -787.81K
Decreased by -107.95%
Dec 31, 24
11 Franklin Resources Inc 678.78K (1.84%) 154.54K
Increased by +22.77%
Dec 31, 24
12 Geode Capital Management, LLC 654.84K (1.78%) -646.00
Decreased by -0.10%
Dec 31, 24
13 HHG PLC 641.21K (1.74%) -35.31K
Decreased by -5.51%
Dec 31, 24
14 GAMMA Investing LLC 543.85K (1.47%) 542.86K
Increased by +99.82%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 502.98K (1.36%) 17.54K
Increased by +3.49%
Dec 31, 24
16 NORGES BANK 443.19K (1.20%) -4.40K
Decreased by -0.99%
Dec 31, 24
17 Wellington Management Company LLP 428.20K (1.16%) 263.55K
Increased by +61.55%
Dec 31, 24
18 Envestnet Asset Management Inc 419.07K (1.14%) -15.40K
Decreased by -3.68%
Dec 31, 24
19 Vontobel Holding Ltd. 410.95K (1.11%) -7.39K
Decreased by -1.80%
Mar 31, 25
20 Eagle Asset Management, Inc. 407.38K (1.10%) -27.08K
Decreased by -6.65%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.21M (3.27%) -600.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard Total Stock Mkt Idx Inv 1.17M (3.18%) 3.45K
Increased by +0.29%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.17M (3.17%) 880.00
Increased by +0.08%
Sep 30, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 989.09K (2.68%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Small Cap Index 926.31K (2.51%) -21.35K
Decreased by -2.30%
Mar 31, 25
6 T. Rowe Price Mid-Cap Growth 780.50K (2.12%) -900.00
Decreased by -0.12%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 780.50K (2.12%) -1.20K
Decreased by -0.15%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 571.58K (1.55%) 7.33K
Increased by +1.28%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 519.34K (1.41%) -12.88K
Decreased by -2.48%
Mar 31, 25
10 Franklin Rising Dividends Fund A 500.00K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
11 Franklin Rising Dividends A 392.50K (1.06%) 40.00K
Increased by +10.19%
Oct 31, 24
12 Fidelity Contrafund 380.04K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Funds Growth Fund of Amer A 360.31K (0.98%) 360.31K
Increased by +100.00%
Mar 31, 25
14 Capital Group Growth Fnd of Amer Comp 360.31K (0.98%) 360.31K
Increased by +100.00%
Mar 31, 25
15 JPM US Mid Cap Growth-Composite 319.04K (0.87%) 31.16K
Increased by +9.77%
Mar 31, 25
16 JPMorgan Mid Cap Growth I 319.04K (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Contrafund® 303.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 296.37K (0.80%) -3.49K
Decreased by -1.18%
Mar 31, 25
19 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
20 Eagle Mid-Cap Growth - Institutional 278.91K (0.76%) 32.11K
Increased by +11.51%
Mar 31, 25