Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.34%
2 FXG 4.29%
3 PSL 3.37%
4 EATZ 3.30%
5 SCAP 3.30%
6 PRAY 2.96%
7 GLRY 2.76%
8 PXMG 2.50%
9 EQRR 2.04%
10 XMMO 1.97%
11 SMAP 1.87%
12 QMID 1.44%
13 NBSM 1.35%
14 XRT 1.35%
15 TSME 1.34%
16 WBIF 1.32%
17 XMLV 1.25%
18 RFG 1.11%
19 DVLU 1.02%
20 QQQJ 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.79M (10.27%) -13.36K
Decreased by -0.35%
Mar 31, 25
2 BlackRock Inc 3.32M (9.01%) -8.22K
Decreased by -0.25%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.80M (4.89%) 134.87K
Increased by +7.47%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 1.75M (4.76%) -22.55K
Decreased by -1.29%
Mar 31, 25
5 State Street Corporation 1.38M (3.73%) 6.23K
Increased by +0.45%
Mar 31, 24
6 State Street Corp 1.32M (3.58%) -40.21K
Decreased by -3.05%
Mar 31, 25
7 Wellington Management Company LLP 1.24M (3.37%) 816.11K
Increased by +65.59%
Mar 31, 25
8 FMR Inc 1.07M (2.91%) 31.23K
Increased by +2.91%
Mar 31, 25
9 JPMorgan Chase & Co 1.04M (2.81%) 306.63K
Increased by +29.59%
Mar 31, 25
10 Vontobel Asset Management Inc 981.61K (2.66%) -34.42K
Decreased by -3.51%
Mar 31, 24
11 ClearBridge Advisors, LLC 791.32K (2.15%) -46.71K
Decreased by -5.90%
Mar 31, 25
12 Franklin Resources Inc 706.43K (1.92%) 27.65K
Increased by +3.91%
Mar 31, 25
13 Geode Capital Management, LLC 691.23K (1.87%) 36.38K
Increased by +5.26%
Mar 31, 25
14 HHG PLC 628.63K (1.70%) -12.58K
Decreased by -2.00%
Mar 31, 25
15 GAMMA Investing LLC 543.85K (1.47%) 542.86K
Increased by +99.82%
Mar 31, 25
16 Bank of New York Mellon Corp 515.60K (1.40%) 175.37K
Increased by +34.01%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 493.17K (1.34%) -9.80K
Decreased by -1.99%
Mar 31, 25
18 NORGES BANK 443.19K (1.20%) -4.40K
Decreased by -0.99%
Dec 31, 24
19 Envestnet Asset Management Inc 419.07K (1.14%) -15.40K
Decreased by -3.68%
Dec 31, 24
20 Vontobel Holding Ltd. 410.95K (1.11%) -7.39K
Decreased by -1.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.20M (3.26%) -3.87K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.23%) 17.06K
Increased by +1.43%
Apr 30, 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%
Mar 31, 25
5 Vanguard Small Cap Index 931.87K (2.53%) 5.56K
Increased by +0.60%
Apr 30, 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 574.36K (1.56%) 2.78K
Increased by +0.48%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 518.78K (1.41%) -568.00
Decreased by -0.11%
Apr 30, 25
10 Franklin Rising Dividends A 500.00K (1.36%) 0.00
Increased by 0.00%
Apr 30, 25
11 Franklin Rising Dividends Fund A 500.00K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
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 293.11K (0.79%) -3.26K
Decreased by -1.11%
Apr 30, 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