Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.51%
2 MDCP 4.34%
3 FXG 4.27%
4 PSL 4.04%
5 PRAY 3.40%
6 GLRY 3.22%
7 SCAP 2.81%
8 PXMG 2.50%
9 OSCV 2.50%
10 XMMO 2.22%
11 SMAP 2.14%
12 REGL 2.08%
13 EQRR 2.00%
14 TSME 1.89%
15 XVOL 1.78%
16 BOUT 1.53%
17 NBSM 1.52%
18 QMID 1.44%
19 XRT 1.42%
20 WBIF 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.79M (10.25%) -13.36K
Decreased by -0.35%
Mar 31, 25
2 BlackRock Inc 3.32M (8.99%) -8.22K
Decreased by -0.25%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.80M (4.88%) 134.87K
Increased by +7.47%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 1.75M (4.75%) -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 (3.57%) -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 (2.90%) 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 (2.14%) -46.71K
Decreased by -5.90%
Mar 31, 25
12 Franklin Resources Inc 706.43K (1.91%) 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 (1.33%) -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 Citadel Advisors Llc 433.48K (1.17%) 45.79K
Increased by +10.56%
Mar 31, 25
20 Envestnet Asset Management Inc 411.29K (1.11%) -7.78K
Decreased by -1.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.21M (3.27%) 640.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.22%) 760.00
Increased by +0.06%
May 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%
May 31, 25
5 Vanguard Small Cap Index 936.21K (2.53%) 4.34K
Increased by +0.46%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 579.12K (1.57%) 4.76K
Increased by +0.82%
May 31, 25
7 T. Rowe Price Mid-Cap Growth 569.60K (1.54%) -30.30K
Decreased by -5.32%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Growth Equity 569.60K (1.54%) -210.90K
Decreased by -37.03%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 515.65K (1.40%) -3.13K
Decreased by -0.61%
May 31, 25
10 Franklin Rising Dividends A 500.00K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
11 Franklin Rising Dividends Fund A 500.00K (1.35%) 0.00
Increased by 0.00%
Mar 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 362.59K (0.98%) -17.45K
Decreased by -4.81%
May 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 SPDR® S&P MIDCAP 400 ETF Trust 291.45K (0.79%) 4.86K
Increased by +1.67%
Jun 30, 25
18 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
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