Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 5.82%
2 BJK 3.85%
3 PEJ 2.41%
4 AMID 1.49%
5 RFG 1.10%
6 OOTO 0.97%
7 JRNY 0.96%
8 EQWM 0.91%
9 JKK 0.86%
10 QMID 0.85%
11 PAMC 0.79%
12 AIEQ 0.67%
13 CZA 0.67%
14 IVOG 0.65%
15 QQQJ 0.64%
16 MDYG 0.63%
17 IJK 0.62%
18 PXMG 0.61%
19 FLYD 0.54%
20 FLYU 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.51M (11.29%) 1.33M
Increased by +17.72%
Jun 30, 24
2 Vanguard Group Inc 6.70M (10.07%) 81.70K
Increased by +1.22%
Sep 30, 24
3 FMR Inc 3.38M (5.08%) 8.16K
Increased by +0.24%
Sep 30, 24
4 London Company of Virginia 2.25M (3.38%) 82.91K
Increased by +3.69%
Sep 30, 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 Capital Research & Mgmt Co - Division 3 1.91M (2.87%) 1.40K
Increased by +0.07%
Sep 30, 24
8 Boston Partners Global Investors, Inc 1.43M (2.15%) 55.81K
Increased by +3.91%
Sep 30, 24
9 Schroder Investment Management Group 1.42M (2.14%) 129.12K
Increased by +9.08%
Sep 30, 24
10 Capital Research Global Investors 1.31M (1.97%) -1.81M
Decreased by -138.31%
Sep 30, 24
11 Geode Capital Management, LLC 1.30M (1.95%) 96.91K
Increased by +7.46%
Sep 30, 24
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.28M (1.93%) -53.01K
Decreased by -4.13%
Sep 30, 24
13 Citadel Advisors Llc 1.22M (1.83%) 21.41K
Increased by +1.76%
Sep 30, 24
14 William Blair Investment Management, LLC 1.07M (1.60%) 168.14K
Increased by +15.76%
Sep 30, 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 947.07K (1.42%) -31.11K
Decreased by -3.28%
Sep 30, 24
18 Hudson Way Capital Management LLC 923.98K (1.39%) 58.62K
Increased by +6.34%
Sep 30, 24
19 Bank of America Corp 764.28K (1.15%) 427.68K
Increased by +55.96%
Jun 30, 24
20 Westfield Capital Management Company, L.P. 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 (3.60%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.36M (3.54%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.10M (3.15%) -7.10K
Decreased by -0.34%
Oct 31, 24
4 Capital Group AMCAP Composite 1.74M (2.61%) -313.39K
Decreased by -18.02%
Sep 30, 24
5 VA CollegeAmerica Amcap 529A 1.74M (2.61%) -313.39K
Decreased by -18.02%
Sep 30, 24
6 Vanguard Small Cap Index 1.66M (2.49%) 3.25K
Increased by +0.20%
Oct 31, 24
7 Touchstone Mid Cap Y 1.61M (2.42%) 33.15K
Increased by +2.06%
Sep 30, 24
8 Fidelity® OTC 1.32M (1.98%) -20.90K
Decreased by -1.59%
Nov 30, 23
9 JHancock Disciplined Value Mid Cap I 1.29M (1.93%) 257.15K
Increased by +20.00%
Oct 31, 24
10 American Funds Growth Fund of Amer A 1.23M (1.85%) -1.17M
Decreased by -94.93%
Jun 30, 24
11 BlackRock Mid-Cap Growth Equity Instl 1.19M (1.79%) -9.49K
Decreased by -0.80%
Oct 31, 24
12 Capital Group Core Equity Composite 1.12M (1.68%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.61%) -3.88K
Decreased by -0.36%
Oct 31, 24
14 American Funds IS® Growth-Income 1 939.33K (1.41%) -179.46K
Decreased by -19.11%
Jun 30, 24
15 Vanguard Small Cap Growth Index Inv 909.87K (1.37%) -2.26K
Decreased by -0.25%
Oct 31, 24
16 Vanguard Explorer Inv 741.35K (1.11%) 92.83K
Increased by +12.52%
Sep 30, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 577.45K (0.87%) -8.50K
Decreased by -1.47%
Oct 31, 24
18 Fidelity® Mid-Cap Stock 568.11K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Mid-Cap Stock 559.61K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
20 Columbia Acorn Inst 535.37K (0.80%) 0.00
Increased by 0.00%
Oct 31, 24