Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.84%
2 BETZ 3.80%
3 PEJ 2.41%
4 PJFM 2.18%
5 AMID 1.25%
6 PAMC 1.24%
7 OOTO 1.16%
8 JRNY 0.96%
9 EQWM 0.91%
10 XMLV 0.87%
11 QMID 0.68%
12 RFG 0.68%
13 FLYD 0.65%
14 QQQJ 0.63%
15 TMAT 0.61%
16 PXMG 0.61%
17 HSMV 0.55%
18 FLYU 0.54%
19 IJK 0.50%
20 MDYG 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.66M (11.74%) 5.25K
Increased by +0.07%
Mar 31, 25
2 Vanguard Group Inc 6.77M (10.39%) -33.75K
Decreased by -0.50%
Mar 31, 25
3 FMR Inc 3.07M (4.71%) -520.60K
Decreased by -16.95%
Mar 31, 25
4 State Street Corp 2.19M (3.36%) 20.27K
Increased by +0.92%
Mar 31, 25
5 London Company of Virginia 2.16M (3.31%) -74.55K
Decreased by -3.45%
Mar 31, 25
6 State Street Corporation 2.00M (3.07%) 71.70K
Increased by +3.58%
Mar 31, 24
7 Boston Partners Global Investors, Inc 1.75M (2.68%) -44.86K
Decreased by -2.56%
Mar 31, 25
8 Citadel Advisors Llc 1.64M (2.52%) -198.47K
Decreased by -12.08%
Mar 31, 25
9 Schroder Investment Management Group 1.58M (2.43%) 84.48K
Increased by +5.33%
Mar 31, 25
10 Geode Capital Management, LLC 1.39M (2.14%) 83.01K
Increased by +5.96%
Mar 31, 25
11 Capital Research Global Investors 1.31M (2.01%) -1.81M
Decreased by -138.31%
Sep 30, 24
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.22M (1.87%) -126.08K
Decreased by -10.35%
Mar 31, 25
13 Hudson Way Capital Management LLC 1.08M (1.65%) 165.42K
Increased by +15.34%
Mar 31, 25
14 Jennison Associates LLC 1.03M (1.58%) 30.44K
Increased by +2.95%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.02M (1.56%) 276.21K
Increased by +27.14%
Jun 30, 24
16 William Blair Investment Management, LLC 949.72K (1.46%) -83.20K
Decreased by -8.76%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 948.94K (1.45%) -247.31K
Decreased by -26.06%
Mar 31, 25
18 Westfield Capital Management Company, L.P. 894.21K (1.37%) 130.65K
Increased by +14.61%
Dec 31, 24
19 Bank of America Corp 764.28K (1.17%) 427.68K
Increased by +55.96%
Jun 30, 24
20 Westfield Capital Management Company, LP 763.56K (1.17%) 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 (3.67%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.35M (3.61%) 1.23K
Increased by +0.05%
Jun 30, 25
3 Touchstone Mid Cap Y 2.29M (3.51%) 766.63K
Increased by +33.46%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.12M (3.25%) 1.30K
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 2.10M (3.22%) 1.64K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 1.67M (2.56%) 7.78K
Increased by +0.47%
May 31, 25
7 American Funds AMCAP A 1.61M (2.47%) 829.89K
Increased by +51.59%
Jun 30, 25
8 Capital Group AMCAP Composite 1.61M (2.47%) 829.89K
Increased by +51.59%
Jun 30, 25
9 Fidelity® OTC 1.32M (2.02%) -20.90K
Decreased by -1.59%
Nov 30, 23
10 American Funds Growth Fund of Amer A 1.23M (1.88%) -1.17M
Decreased by -94.93%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.76%) 11.18K
Increased by +0.97%
May 31, 25
12 Capital Group Core Equity Composite 1.12M (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Explorer Inv 989.66K (1.52%) -23.70K
Decreased by -2.39%
Mar 31, 25
14 American Funds IS® Growth-Income 1 939.33K (1.44%) -179.46K
Decreased by -19.11%
Jun 30, 24
15 Vanguard Small Cap Growth Index Inv 920.20K (1.41%) -4.86K
Decreased by -0.53%
May 31, 25
16 JHancock Disciplined Value Mid Cap I 884.48K (1.36%) -24.33K
Decreased by -2.75%
May 31, 25
17 VA CollegeAmerica Amcap 529A 782.14K (1.20%) -956.84K
Decreased by -122.34%
Dec 31, 24
18 American Funds SMALLCAP World A 700.93K (1.07%) 700.93K
Increased by +100.00%
Jun 30, 25
19 BlackRock Mid-Cap Growth Equity Instl 639.53K (0.98%) -151.79K
Decreased by -23.74%
Mar 31, 25
20 Columbia Acorn Inst 583.92K (0.90%) 0.00
Increased by 0.00%
May 31, 25