Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.61%
2 BETZ 4.27%
3 PEJ 2.41%
4 AMID 1.34%
5 PAMC 1.24%
6 OOTO 1.22%
7 XMLV 0.98%
8 JRNY 0.96%
9 EQWM 0.91%
10 QMID 0.80%
11 RFG 0.79%
12 FLYD 0.66%
13 QQQJ 0.63%
14 HSMV 0.62%
15 PXMG 0.61%
16 IVOG 0.59%
17 IJK 0.58%
18 MDYG 0.57%
19 FLYU 0.54%
20 CZA 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.65M (11.50%) -343.32K
Decreased by -4.49%
Dec 31, 24
2 Vanguard Group Inc 6.81M (10.23%) 107.74K
Increased by +1.58%
Dec 31, 24
3 FMR Inc 3.59M (5.40%) 214.69K
Increased by +5.98%
Dec 31, 24
4 London Company of Virginia 2.23M (3.36%) -15.15K
Decreased by -0.68%
Dec 31, 24
5 State Street Corp 2.17M (3.27%) 95.00K
Increased by +4.37%
Dec 31, 24
6 State Street Corporation 2.00M (3.01%) 71.70K
Increased by +3.58%
Mar 31, 24
7 Citadel Advisors Llc 1.84M (2.77%) 624.47K
Increased by +33.92%
Dec 31, 24
8 Boston Partners Global Investors, Inc 1.79M (2.70%) 366.28K
Increased by +20.41%
Dec 31, 24
9 Schroder Investment Management Group 1.50M (2.25%) 77.21K
Increased by +5.15%
Dec 31, 24
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.34M (2.02%) 59.66K
Increased by +4.44%
Dec 31, 24
11 Capital Research Global Investors 1.31M (1.97%) -1.81M
Decreased by -138.31%
Sep 30, 24
12 Geode Capital Management, LLC 1.31M (1.97%) 10.02K
Increased by +0.77%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 1.20M (1.80%) -713.89K
Decreased by -59.68%
Dec 31, 24
14 Ameriprise Financial Inc 1.06M (1.59%) 58.51K
Increased by +5.52%
Dec 31, 24
15 William Blair Investment Management, LLC 1.03M (1.55%) -33.63K
Decreased by -3.26%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.02M (1.53%) 276.21K
Increased by +27.14%
Jun 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%) 4.21K
Increased by +0.18%
Mar 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 2.09M (3.14%) 1.09K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 1.69M (2.54%) 1.41K
Increased by +0.08%
Feb 28, 25
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%) 0.00
Increased by 0.00%
Jan 31, 25
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 1.12M (1.68%) 907.00
Increased by +0.08%
Feb 28, 25
11 Vanguard Explorer Inv 1.01M (1.52%) 272.01K
Increased by +26.84%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 948.48K (1.43%) -5.37K
Decreased by -0.57%
Feb 28, 25
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 791.32K (1.19%) -23.28K
Decreased by -2.94%
Feb 28, 25
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 593.75K (0.89%) 5.63K
Increased by +0.95%
Feb 28, 25
19 Fidelity® Mid-Cap Stock 568.11K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
20 Columbia Acorn Inst 557.74K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25