Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 4.91%
2 MDCP 4.34%
3 PSL 3.95%
4 PRAY 3.31%
5 EATZ 3.30%
6 GLRY 3.17%
7 SCAP 2.79%
8 PXMG 2.50%
9 OSCV 2.43%
10 EQRR 2.28%
11 XMMO 2.21%
12 SMAP 2.08%
13 REGL 2.03%
14 TSME 1.76%
15 XVOL 1.71%
16 NBSM 1.51%
17 QMID 1.44%
18 XRT 1.41%
19 WBIF 1.32%
20 XMLV 1.25%

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 (3.26%) 0.00
Increased by 0.00%
May 31, 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%
Apr 30, 25
5 Vanguard Small Cap Index 936.21K (2.53%) 4.34K
Increased by +0.46%
May 31, 25
6 T. Rowe Price Mid-Cap Growth 780.50K (2.11%) -900.00
Decreased by -0.12%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 780.50K (2.11%) -1.20K
Decreased by -0.15%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 579.12K (1.57%) 4.76K
Increased by +0.82%
May 31, 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%
May 31, 25
11 Franklin Rising Dividends Fund A 500.00K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Contrafund 380.04K (1.03%) 0.00
Increased by 0.00%
Apr 30, 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 (0.86%) 31.16K
Increased by +9.77%
Mar 31, 25
16 Fidelity® Contrafund® 303.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 JPMorgan Mid Cap Growth I 294.47K (0.80%) -24.57K
Decreased by -8.34%
Apr 30, 25
18 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 286.59K (0.78%) -6.52K
Decreased by -2.27%
May 31, 25
20 Eagle Mid-Cap Growth - Institutional 278.91K (0.75%) 32.11K
Increased by +11.51%
Mar 31, 25