Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.38%
2 BETZ 3.37%
3 PEJ 2.41%
4 PJFM 1.93%
5 OOTO 1.29%
6 AMID 1.25%
7 PAMC 1.24%
8 TSME 0.97%
9 JRNY 0.96%
10 EQWM 0.91%
11 XMLV 0.87%
12 SURE 0.82%
13 FLYD 0.65%
14 QQQJ 0.63%
15 TMAT 0.61%
16 PXMG 0.61%
17 QMID 0.61%
18 RFG 0.57%
19 FLYU 0.54%
20 SHRT 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.78M (10.22%) -878.83K
Decreased by -12.96%
Jun 30, 25
2 Vanguard Group Inc 6.65M (10.02%) -125.39K
Decreased by -1.89%
Jun 30, 25
3 London Company of Virginia 2.99M (4.51%) 835.29K
Increased by +27.90%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 2.66M (4.01%) 1.71M
Increased by +64.38%
Jun 30, 25
5 FMR Inc 2.53M (3.81%) -540.81K
Decreased by -21.37%
Jun 30, 25
6 State Street Corp 2.05M (3.09%) -141.70K
Decreased by -6.91%
Jun 30, 25
7 State Street Corporation 2.00M (3.02%) 71.70K
Increased by +3.58%
Mar 31, 24
8 Citadel Advisors Llc 1.64M (2.48%) -198.47K
Decreased by -12.08%
Mar 31, 25
9 Geode Capital Management, LLC 1.37M (2.06%) -26.23K
Decreased by -1.92%
Jun 30, 25
10 Capital Research Global Investors 1.31M (1.98%) -1.81M
Decreased by -138.31%
Sep 30, 24
11 Boston Partners Global Investors, Inc 1.25M (1.88%) -503.69K
Decreased by -40.42%
Jun 30, 25
12 Hudson Way Capital Management LLC 997.60K (1.50%) -80.70K
Decreased by -8.09%
Jun 30, 25
13 Jennison Associates LLC 956.94K (1.44%) -73.91K
Decreased by -7.72%
Jun 30, 25
14 William Blair Investment Management, LLC 931.80K (1.40%) -17.91K
Decreased by -1.92%
Jun 30, 25
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 930.48K (1.40%) -288.04K
Decreased by -30.96%
Jun 30, 25
16 Arrowstreet Capital Limited Partnership 923.69K (1.39%) 256.02K
Increased by +27.72%
Jun 30, 25
17 Westfield Capital Management Company, L.P. 894.21K (1.35%) 130.65K
Increased by +14.61%
Dec 31, 24
18 Ameriprise Financial Inc 793.26K (1.20%) 40.65K
Increased by +5.12%
Jun 30, 25
19 AQR Capital Management LLC 788.01K (1.19%) 784.59K
Increased by +99.57%
Jun 30, 25
20 Westfield Capital Management Company, LP 763.56K (1.15%) 381.75K
Increased by +50.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Growth Fnd of Amer Comp 2.40M (3.61%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.35M (3.54%) 0.00
Increased by 0.00%
Aug 31, 25
3 Touchstone Mid Cap Y 2.29M (3.45%) 766.63K
Increased by +33.46%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.10M (3.17%) 1.64K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.04M (3.07%) -50.05K
Decreased by -2.45%
Jul 31, 25
6 American Funds AMCAP A 1.61M (2.42%) 829.89K
Increased by +51.59%
Jun 30, 25
7 Capital Group AMCAP Composite 1.61M (2.42%) 829.89K
Increased by +51.59%
Jun 30, 25
8 Vanguard Small Cap Index 1.58M (2.38%) -10.57K
Decreased by -0.67%
Jul 31, 25
9 Fidelity® OTC 1.32M (1.99%) -20.90K
Decreased by -1.59%
Nov 30, 23
10 American Funds Growth Fund of Amer A 1.23M (1.85%) -1.17M
Decreased by -94.93%
Jun 30, 24
11 Capital Group Core Equity Composite 1.12M (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
12 American Funds IS® Growth-Income 1 939.33K (1.42%) -179.46K
Decreased by -19.11%
Jun 30, 24
13 Vanguard Small Cap Growth Index Inv 889.58K (1.34%) -965.00
Decreased by -0.11%
Jul 31, 25
14 JHancock Disciplined Value Mid Cap I 884.48K (1.33%) 0.00
Increased by 0.00%
Jul 31, 25
15 VA CollegeAmerica Amcap 529A 782.14K (1.18%) -956.84K
Decreased by -122.34%
Dec 31, 24
16 Vanguard Explorer Inv 779.37K (1.17%) -210.29K
Decreased by -26.98%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 775.91K (1.17%) -337.70K
Decreased by -43.52%
Jul 31, 25
18 American Funds SMALLCAP World A 700.93K (1.06%) 700.93K
Increased by +100.00%
Jun 30, 25
19 BlackRock Mid-Cap Growth Equity Instl 639.53K (0.96%) -151.79K
Decreased by -23.74%
Mar 31, 25
20 Fidelity® Mid-Cap Stock 568.11K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23