Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.32%
2 MDCP 4.04%
3 KONG 3.47%
4 GLRY 3.14%
5 NBSM 3.09%
6 DWEQ 2.87%
7 EQWM 2.18%
8 PRAY 2.02%
9 XHS 1.93%
10 PXMG 1.84%
11 XMHQ 1.60%
12 IHF 1.35%
13 FXH 1.35%
14 DVOL 1.31%
15 XMLV 1.26%
16 SURE 1.23%
17 FSCS 1.20%
18 RNMC 1.20%
19 VNSE 1.00%
20 QMID 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.67M (11.61%) 2.57K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 1.38M (9.61%) -38.49K
Decreased by -2.78%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 582.13K (4.05%) -10.82K
Decreased by -1.86%
Dec 31, 24
4 Durable Capital Partners LP 550.20K (3.83%) -20.02K
Decreased by -3.64%
Jun 30, 24
5 Neuberger Berman Group LLC 501.56K (3.49%) 5.81K
Increased by +1.16%
Dec 31, 24
6 State Street Corp 480.48K (3.34%) 16.12K
Increased by +3.36%
Dec 31, 24
7 William Blair Investment Management, LLC 473.52K (3.29%) -12.26K
Decreased by -2.59%
Dec 31, 24
8 State Street Corporation 467.25K (3.25%) 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 (2.31%) 14.81K
Increased by +4.45%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 308.11K (2.14%) -112.40K
Decreased by -36.48%
Dec 31, 24
12 FMR Inc 283.79K (1.97%) 45.17K
Increased by +15.92%
Dec 31, 24
13 TD Asset Management Inc 271.62K (1.89%) -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 (1.75%) 12.17K
Increased by +4.82%
Dec 31, 24
16 BTIM Corp 242.17K (1.68%) 22.11K
Increased by +9.13%
Dec 31, 24
17 Ameriprise Financial Inc 233.65K (1.62%) -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 (14.64%) 2.11M
Increased by +100.00%
Feb 29, 24
2 AF Global Equity (AFRIS) 602.14K (4.19%) 602.14K
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 487.16K (3.39%) 368.00
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 473.77K (3.29%) 264.00
Increased by +0.06%
Feb 28, 25
5 Vanguard Small Cap Index 382.55K (2.66%) 315.00
Increased by +0.08%
Feb 28, 25
6 Impax Water Strategy Composite 323.12K (2.25%) -2.37K
Decreased by -0.73%
Jan 31, 25
7 Neuberger Berman Genesis Inv 303.98K (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 227.59K (1.58%) 1.14K
Increased by +0.50%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 214.84K (1.49%) -882.00
Decreased by -0.41%
Feb 28, 25
10 BNP Paribas Aqua I 162.33K (1.13%) 25.00
Increased by +0.02%
Jan 31, 25
11 BNP Paribas Aqua C C 160.81K (1.12%) -2.45K
Decreased by -1.52%
Jan 31, 25
12 MFS Mid Cap Growth A 155.25K (1.08%) -440.00
Decreased by -0.28%
Nov 30, 24
13 MFS Mid Cap Growth Equity 153.75K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
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 Alexander Forbes Bal Combined (AFRIS) 142.21K (0.99%) 142.21K
Increased by +100.00%
Feb 29, 24
17 TimesSquare CIT Mid Cap Growth A 140.48K (0.98%) 124.28K
Increased by +88.47%
Dec 31, 23
18 Invesco S&P MidCap Quality ETF 135.57K (0.94%) -22.00
Decreased by -0.02%
Feb 28, 25
19 Van Berkom Sm-Cap Eq 127.06K (0.88%) -121.09K
Decreased by -95.30%
Jun 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 121.05K (0.84%) 1.16K
Increased by +0.96%
Feb 28, 25