Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.54%
2 MDCP 3.46%
3 PSL 3.38%
4 SCAP 3.29%
5 GLRY 3.21%
6 FXG 2.77%
7 PRAY 2.75%
8 PXMG 2.50%
9 LSEQ 1.97%
10 XMMO 1.78%
11 XRT 1.44%
12 QMID 1.43%
13 WBIF 1.32%
14 XMLV 1.25%
15 RFG 1.09%
16 FSCS 1.03%
17 QQQJ 1.03%
18 RNMC 1.03%
19 DVLU 1.01%
20 IVOG 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.75M (10.19%) -16.94K
Decreased by -0.45%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 3.26M (8.85%) 420.23K
Increased by +12.89%
Jun 30, 24
3 BlackRock Inc 3.25M (8.83%) -89.96K
Decreased by -2.76%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 1.75M (4.73%) -85.40K
Decreased by -4.89%
Sep 30, 24
5 State Street Corporation 1.38M (3.73%) 6.23K
Increased by +0.45%
Mar 31, 24
6 State Street Corp 1.32M (3.59%) -54.72K
Decreased by -4.14%
Jun 30, 24
7 FMR Inc 1.05M (2.84%) 38.23K
Increased by +3.65%
Sep 30, 24
8 Vontobel Asset Management Inc 981.61K (2.66%) -34.42K
Decreased by -3.51%
Mar 31, 24
9 ClearBridge Advisors, LLC 945.39K (2.56%) -88.25K
Decreased by -9.33%
Sep 30, 24
10 HHG PLC 716.73K (1.94%) -51.33K
Decreased by -7.16%
Jun 30, 24
11 Geode Capital Management, LLC 655.49K (1.78%) 8.43K
Increased by +1.29%
Sep 30, 24
12 JPMorgan Chase & Co 640.65K (1.74%) 206.72K
Increased by +32.27%
Jun 30, 24
13 Vontobel Holding Ltd. 604.89K (1.64%) 597.38K
Increased by +98.76%
Jun 30, 24
14 Franklin Resources Inc 524.24K (1.42%) 174.59K
Increased by +33.30%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 485.44K (1.32%) 16.79K
Increased by +3.46%
Sep 30, 24
16 NORGES BANK 447.59K (1.21%) 26.10K
Increased by +5.83%
Jun 30, 24
17 Macquarie Group Ltd 440.73K (1.20%) 7.55K
Increased by +1.71%
Jun 30, 24
18 Envestnet Asset Management Inc 434.47K (1.18%) -23.57K
Decreased by -5.43%
Sep 30, 24
19 Eagle Asset Management, Inc. 407.38K (1.11%) -27.08K
Decreased by -6.65%
Mar 31, 24
20 Brown Advisory Holdings Inc 400.89K (1.09%) -13.64K
Decreased by -3.40%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.17M (3.17%) 640.00
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.17M (3.16%) -4.70K
Decreased by -0.40%
Oct 31, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 1.01M (2.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 930.82K (2.53%) 1.80K
Increased by +0.19%
Oct 31, 24
5 T. Rowe Price Mid-Cap Growth 785.00K (2.13%) -39.70K
Decreased by -5.06%
Sep 30, 24
6 T. Rowe Price US Mid-Cap Growth Equity 785.00K (2.13%) -63.80K
Decreased by -8.13%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 552.16K (1.50%) -3.02K
Decreased by -0.55%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 511.17K (1.39%) -1.57K
Decreased by -0.31%
Oct 31, 24
9 Fidelity Contrafund 378.83K (1.03%) 1.31K
Increased by +0.35%
Sep 30, 24
10 Franklin Rising Dividends A 352.50K (0.96%) 110.00K
Increased by +31.21%
Sep 30, 24
11 Franklin Rising Dividends Fund A 352.50K (0.96%) 110.00K
Increased by +31.21%
Sep 30, 24
12 Fidelity® Contrafund® 303.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 291.89K (0.79%) -4.30K
Decreased by -1.47%
Oct 31, 24
14 JPM US Mid Cap Growth-Composite 289.44K (0.79%) 114.77K
Increased by +39.65%
Sep 30, 24
15 JPMorgan Mid Cap Growth I 289.44K (0.79%) 28.95K
Increased by +10.00%
Sep 30, 24
16 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
17 Janus Henderson Triton D 271.55K (0.74%) 0.00
Increased by 0.00%
Aug 31, 24
18 Janus Henderson US SMID Cap Growth 271.55K (0.74%) 0.00
Increased by 0.00%
Sep 30, 24
19 Thrivent Mid Cap Stock A 271.08K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
20 JPMorgan Small Cap Equity A 269.88K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23