Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 4.56%
2 BJK 3.96%
3 PEJ 2.41%
4 AMID 1.42%
5 OOTO 1.03%
6 JRNY 0.96%
7 EQWM 0.91%
8 QMID 0.80%
9 RFG 0.79%
10 PAMC 0.72%
11 HSMV 0.71%
12 QQQJ 0.63%
13 PXMG 0.61%
14 IVOG 0.58%
15 MDYG 0.57%
16 IJK 0.57%
17 CZA 0.57%
18 FLYD 0.54%
19 FLYU 0.54%
20 BTAL 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.00M (12.02%) 482.76K
Increased by +6.04%
Sep 30, 24
2 Vanguard Group Inc 6.81M (10.24%) 107.74K
Increased by +1.58%
Dec 31, 24
3 FMR Inc 3.38M (5.08%) 8.16K
Increased by +0.24%
Sep 30, 24
4 London Company of Virginia 2.23M (3.36%) -15.15K
Decreased by -0.68%
Dec 31, 24
5 State Street Corp 2.08M (3.12%) 114.02K
Increased by +5.49%
Sep 30, 24
6 State Street Corporation 2.00M (3.01%) 71.70K
Increased by +3.58%
Mar 31, 24
7 Boston Partners Global Investors, Inc 1.79M (2.70%) 366.28K
Increased by +20.41%
Dec 31, 24
8 Schroder Investment Management Group 1.42M (2.14%) 129.12K
Increased by +9.08%
Sep 30, 24
9 Capital Research Global Investors 1.31M (1.97%) -1.81M
Decreased by -138.31%
Sep 30, 24
10 Geode Capital Management, LLC 1.30M (1.95%) 96.91K
Increased by +7.46%
Sep 30, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.28M (1.93%) -53.01K
Decreased by -4.13%
Sep 30, 24
12 Citadel Advisors Llc 1.22M (1.83%) 21.41K
Increased by +1.76%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 1.20M (1.80%) -713.89K
Decreased by -59.68%
Dec 31, 24
14 William Blair Investment Management, LLC 1.03M (1.55%) -33.63K
Decreased by -3.26%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.02M (1.53%) 276.21K
Increased by +27.14%
Jun 30, 24
16 Ameriprise Financial Inc 1.00M (1.51%) -138.55K
Decreased by -13.82%
Sep 30, 24
17 Jennison Associates LLC 1.00M (1.50%) 53.33K
Increased by +5.33%
Dec 31, 24
18 Hudson Way Capital Management LLC 912.88K (1.37%) -11.10K
Decreased by -1.22%
Dec 31, 24
19 Westfield Capital Management Company, L.P. 894.21K (1.34%) 130.65K
Increased by +14.61%
Dec 31, 24
20 Bank of America Corp 764.28K (1.15%) 427.68K
Increased by +55.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.40M (3.61%) -624.00
Decreased by -0.03%
Jan 31, 25
2 Capital Group Growth Fnd of Amer Comp 2.40M (3.60%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.08M (3.13%) 1.76K
Increased by +0.08%
Dec 31, 24
4 Vanguard Small Cap Index 1.68M (2.53%) 17.14K
Increased by +1.02%
Dec 31, 24
5 Touchstone Mid Cap Y 1.60M (2.40%) -10.89K
Decreased by -0.68%
Dec 31, 24
6 Fidelity® OTC 1.32M (1.98%) -20.90K
Decreased by -1.59%
Nov 30, 23
7 JHancock Disciplined Value Mid Cap I 1.28M (1.92%) -30.85K
Decreased by -2.42%
Dec 31, 24
8 American Funds Growth Fund of Amer A 1.23M (1.85%) -1.17M
Decreased by -94.93%
Jun 30, 24
9 Capital Group Core Equity Composite 1.12M (1.68%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.67%) 10.28K
Increased by +0.93%
Dec 31, 24
11 Vanguard Explorer Inv 1.01M (1.52%) 272.01K
Increased by +26.84%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 954.16K (1.43%) 36.64K
Increased by +3.84%
Dec 31, 24
13 American Funds IS® Growth-Income 1 939.33K (1.41%) -179.46K
Decreased by -19.11%
Jun 30, 24
14 BlackRock Mid-Cap Growth Equity Instl 835.70K (1.26%) -334.55K
Decreased by -40.03%
Dec 31, 24
15 American Funds AMCAP A 782.14K (1.18%) -956.84K
Decreased by -122.34%
Dec 31, 24
16 Capital Group AMCAP Composite 782.14K (1.18%) -956.84K
Decreased by -122.34%
Dec 31, 24
17 VA CollegeAmerica Amcap 529A 782.14K (1.18%) -956.84K
Decreased by -122.34%
Dec 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 588.12K (0.88%) -24.66K
Decreased by -4.19%
Jan 31, 25
19 Fidelity® Mid-Cap Stock 568.11K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Mid-Cap Stock 554.46K (0.83%) -5.14K
Decreased by -0.93%
Dec 31, 24