Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.32%
2 MDCP 3.84%
3 KONG 3.01%
4 DWEQ 2.87%
5 NBSM 2.73%
6 GLRY 2.70%
7 EQWM 2.18%
8 XHS 1.85%
9 PXMG 1.84%
10 PRAY 1.78%
11 IHF 1.41%
12 XMHQ 1.39%
13 DVOL 1.31%
14 FXH 1.25%
15 XMLV 1.17%
16 VNSE 1.00%
17 SURE 0.98%
18 RISN 0.97%
19 FSCS 0.95%
20 RNMC 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.67M (11.64%) 2.57K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 1.38M (9.65%) -38.49K
Decreased by -2.78%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 582.13K (4.06%) -10.82K
Decreased by -1.86%
Dec 31, 24
4 Durable Capital Partners LP 550.20K (3.84%) -20.02K
Decreased by -3.64%
Jun 30, 24
5 Neuberger Berman Group LLC 501.56K (3.50%) 5.81K
Increased by +1.16%
Dec 31, 24
6 State Street Corp 480.48K (3.35%) 16.12K
Increased by +3.36%
Dec 31, 24
7 William Blair Investment Management, LLC 473.52K (3.30%) -12.26K
Decreased by -2.59%
Dec 31, 24
8 State Street Corporation 467.25K (3.26%) 8.70K
Increased by +1.86%
Mar 31, 24
9 Geode Capital Management, LLC 340.41K (2.37%) 4.97K
Increased by +1.46%
Dec 31, 24
10 Impax Asset Management Group PLC 332.76K (2.32%) 14.81K
Increased by +4.45%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 308.11K (2.15%) -112.40K
Decreased by -36.48%
Dec 31, 24
12 FMR Inc 283.79K (1.98%) 45.17K
Increased by +15.92%
Dec 31, 24
13 TD Asset Management Inc 271.62K (1.90%) -21.04K
Decreased by -7.75%
Dec 31, 24
14 JPMorgan Chase & Co 266.79K (1.86%) -226.17K
Decreased by -84.77%
Dec 31, 24
15 TD Global Investment Solutions – TD Epoch 252.24K (1.76%) 12.17K
Increased by +4.82%
Dec 31, 24
16 BTIM Corp 246.35K (1.72%) 4.18K
Increased by +1.70%
Mar 31, 25
17 Ameriprise Financial Inc 233.65K (1.63%) -1.45K
Decreased by -0.62%
Dec 31, 24
18 Vaughan Nelson Scarbrgh & Mccullough LP 228.04K (1.59%) 4.80K
Increased by +2.11%
Sep 30, 23
19 Northern Trust Corp 208.53K (1.45%) 33.71K
Increased by +16.17%
Dec 31, 24
20 Massachusetts Financial Services Company 200.69K (1.40%) -41.00
Decreased by -0.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global Balanced (AFRIS) 2.11M (14.69%) 2.11M
Increased by +100.00%
Feb 29, 24
2 AF Global Equity (AFRIS) 602.14K (4.20%) 602.14K
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 485.12K (3.38%) -1.56K
Decreased by -0.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 479.05K (3.34%) 352.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 475.15K (3.31%) 1.38K
Increased by +0.29%
Mar 31, 25
6 Vanguard Small Cap Index 373.95K (2.61%) -8.60K
Decreased by -2.30%
Mar 31, 25
7 Impax Water Strategy Composite 323.12K (2.25%) 0.00
Increased by 0.00%
Feb 28, 25
8 Neuberger Berman Genesis Inv 300.98K (2.10%) -3.00K
Decreased by -1.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 230.35K (1.61%) 2.77K
Increased by +1.20%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 209.67K (1.46%) -5.17K
Decreased by -2.47%
Mar 31, 25
11 MFS Mid Cap Growth A 155.25K (1.08%) -440.00
Decreased by -0.28%
Nov 30, 24
12 MFS Mid Cap Growth Equity 153.75K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
13 BNP Paribas Aqua I 152.00K (1.06%) -10.31K
Decreased by -6.78%
Mar 31, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 150.41K (1.05%) 20.43K
Increased by +13.59%
Mar 31, 24
15 FullerThaler Behavioral Small-Cap Equity 150.41K (1.05%) 20.43K
Increased by +13.59%
May 31, 24
16 BNP Paribas Aqua C C 143.86K (1.00%) -16.97K
Decreased by -11.80%
Mar 31, 25
17 Alexander Forbes Bal Combined (AFRIS) 142.21K (0.99%) 142.21K
Increased by +100.00%
Feb 29, 24
18 TimesSquare CIT Mid Cap Growth A 140.48K (0.98%) 124.28K
Increased by +88.47%
Dec 31, 23
19 Van Berkom Sm-Cap Eq 127.06K (0.89%) -121.09K
Decreased by -95.30%
Jun 30, 24
20 Invesco S&P MidCap Quality ETF 120.38K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25