Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 4.15%
2 MDCP 3.98%
3 SCAP 3.87%
4 EATZ 3.30%
5 GLRY 3.09%
6 PRAY 3.06%
7 FXG 2.71%
8 EQRR 2.61%
9 PXMG 2.50%
10 SMAP 2.28%
11 XMMO 2.12%
12 XRT 1.48%
13 QMID 1.44%
14 WBIF 1.32%
15 LSEQ 1.29%
16 RNSC 1.26%
17 FSGS 1.26%
18 TSME 1.26%
19 XMLV 1.25%
20 RNMC 1.17%

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 Dimensional Fund Advisors, Inc. 502.98K (1.36%) 17.54K
Increased by +3.49%
Dec 31, 24
15 NORGES BANK 443.19K (1.20%) -4.40K
Decreased by -0.99%
Dec 31, 24
16 Wellington Management Company LLP 428.20K (1.16%) 263.55K
Increased by +61.55%
Dec 31, 24
17 Envestnet Asset Management Inc 419.07K (1.14%) -15.40K
Decreased by -3.68%
Dec 31, 24
18 Vontobel Holding Ltd. 418.35K (1.13%) -98.27K
Decreased by -23.49%
Dec 31, 24
19 Eagle Asset Management, Inc. 407.38K (1.10%) -27.08K
Decreased by -6.65%
Mar 31, 24
20 Macquarie Group Ltd 407.05K (1.10%) -5.81K
Decreased by -1.43%
Dec 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%) 897.00
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.17M (3.17%) 4.11K
Increased by +0.35%
Feb 28, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 989.09K (2.68%) 0.00
Increased by 0.00%
Jan 31, 25
4 Vanguard Small Cap Index 947.65K (2.57%) 777.00
Increased by +0.08%
Feb 28, 25
5 T. Rowe Price US Mid-Cap Growth Equity 781.70K (2.12%) -3.30K
Decreased by -0.42%
Dec 31, 24
6 T. Rowe Price Mid-Cap Growth 781.40K (2.12%) -300.00
Decreased by -0.04%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 564.25K (1.53%) 2.08K
Increased by +0.37%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 532.23K (1.44%) -2.49K
Decreased by -0.47%
Feb 28, 25
9 Franklin Rising Dividends Fund A 500.00K (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
10 Franklin Rising Dividends A 392.50K (1.06%) 40.00K
Increased by +10.19%
Oct 31, 24
11 Fidelity Contrafund 380.04K (1.03%) 0.00
Increased by 0.00%
Jan 31, 25
12 JPMorgan Mid Cap Growth I 319.04K (0.87%) 31.16K
Increased by +9.77%
Jan 31, 25
13 Fidelity® Contrafund® 303.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 299.85K (0.81%) 2.85K
Increased by +0.95%
Feb 28, 25
15 JPM US Mid Cap Growth-Composite 287.88K (0.78%) -1.56K
Decreased by -0.54%
Dec 31, 24
16 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
17 Thrivent Mid Cap Stock A 271.08K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
18 JPMorgan Small Cap Equity A 269.88K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vontobel Quality Growth US Equity 268.60K (0.73%) -23.68K
Decreased by -8.81%
Mar 31, 24
20 Carillon Eagle Mid Cap Growth A 257.81K (0.70%) -5.14K
Decreased by -1.99%
Mar 31, 24