Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.01%
2 BETZ 3.60%
3 PEJ 2.41%
4 PAMC 1.24%
5 AMID 1.16%
6 JRNY 0.96%
7 EQWM 0.91%
8 XMLV 0.87%
9 OOTO 0.75%
10 QMID 0.67%
11 FLYD 0.65%
12 RFG 0.64%
13 QQQJ 0.63%
14 PXMG 0.61%
15 HSMV 0.55%
16 FLYU 0.54%
17 BTAL 0.48%
18 IVOG 0.48%
19 MDYG 0.46%
20 IJK 0.46%

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 Citadel Advisors Llc 1.84M (2.82%) 624.47K
Increased by +33.92%
Dec 31, 24
8 Boston Partners Global Investors, Inc 1.75M (2.68%) -44.86K
Decreased by -2.56%
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 2.38M (3.65%) -7.68K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.12M (3.25%) 27.15K
Increased by +1.28%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.10M (3.22%) 1.64K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.66M (2.55%) 9.95K
Increased by +0.60%
Apr 30, 25
6 Touchstone Mid Cap Y 1.52M (2.34%) -71.80K
Decreased by -4.71%
Mar 31, 25
7 Fidelity® OTC 1.32M (2.02%) -20.90K
Decreased by -1.59%
Nov 30, 23
8 JHancock Disciplined Value Mid Cap I 1.24M (1.90%) -41.09K
Decreased by -3.32%
Mar 31, 25
9 American Funds Growth Fund of Amer A 1.23M (1.88%) -1.17M
Decreased by -94.93%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.74%) 5.07K
Increased by +0.45%
Apr 30, 25
11 Capital Group Core Equity Composite 1.12M (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Explorer Inv 989.66K (1.52%) -23.70K
Decreased by -2.39%
Mar 31, 25
13 American Funds IS® Growth-Income 1 939.33K (1.44%) -179.46K
Decreased by -19.11%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 925.06K (1.42%) -1.02K
Decreased by -0.11%
Apr 30, 25
15 VA CollegeAmerica Amcap 529A 782.14K (1.20%) -956.84K
Decreased by -122.34%
Dec 31, 24
16 American Funds AMCAP A 778.74K (1.19%) -3.40K
Decreased by -0.44%
Mar 31, 25
17 Capital Group AMCAP Composite 778.74K (1.19%) -3.40K
Decreased by -0.44%
Mar 31, 25
18 BlackRock Mid-Cap Growth Equity Instl 639.53K (0.98%) -151.79K
Decreased by -23.74%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 580.38K (0.89%) -6.45K
Decreased by -1.11%
Apr 30, 25
20 Fidelity® Mid-Cap Stock 568.11K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23