Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 2.96%
2 CSMD 1.74%
3 BEDZ 1.32%
4 SURE 1.09%
5 XMLV 1.02%
6 CRUZ 0.86%
7 OOTO 0.74%
8 FLYU 0.67%
9 FLYD 0.67%
10 QMID 0.67%
11 WTV 0.65%
12 HSMV 0.56%
13 PPTY 0.51%
14 BTAL 0.50%
15 SIXL 0.39%
16 JHSC 0.32%
17 RNMC 0.28%
18 PKW 0.22%
19 PAMC 0.21%
20 STXK 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 8.17M (21.60%) 1.62M
Increased by +19.85%
Jun 30, 24
2 BAMCO Inc 4.77M (12.61%) 15.73K
Increased by +0.33%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.11M (10.85%) 1.79M
Increased by +43.56%
Jun 30, 24
4 Vanguard Group Inc 2.42M (6.38%) -58.93K
Decreased by -2.44%
Sep 30, 24
5 BlackRock Inc 2.30M (6.08%) -49.40K
Decreased by -2.15%
Jun 30, 24
6 Wellington Management Company LLP 1.27M (3.37%) -78.86K
Decreased by -6.19%
Jun 30, 24
7 Rock Creek Group, LP 1.05M (2.77%) 0.00
Increased by 0.00%
Jun 30, 24
8 BTIM Corp 940.10K (2.48%) -1.46K
Decreased by -0.16%
Sep 30, 24
9 Balyasny Asset Management LLC 939.11K (2.48%) 554.48K
Increased by +59.04%
Dec 31, 23
10 Congress Asset Management Company, LLP 878.91K (2.32%) 11.37K
Increased by +1.29%
Sep 30, 23
11 State Street Corporation 807.80K (2.14%) 18.45K
Increased by +2.28%
Mar 31, 24
12 State Street Corp 787.48K (2.08%) -20.32K
Decreased by -2.58%
Jun 30, 24
13 Fundsmith LLP 733.89K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 667.51K (1.76%) -7.63K
Decreased by -1.14%
Sep 30, 24
15 Echo Street Capital Management LLC 654.80K (1.73%) -32.35K
Decreased by -4.94%
Sep 30, 23
16 Federated Hermes Inc 612.07K (1.62%) -60.95K
Decreased by -9.96%
Sep 30, 23
17 Two Sigma Investments LLC 550.00K (1.45%) 10.13K
Increased by +1.84%
Mar 31, 24
18 Wells Fargo & Co 535.82K (1.42%) 71.10K
Increased by +13.27%
Jun 30, 24
19 Victory Capital Management Inc. 532.56K (1.41%) -292.78K
Decreased by -54.98%
Sep 30, 24
20 Brown Advisory Holdings Inc 530.06K (1.40%) -2.73K
Decreased by -0.52%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 3.00M (7.93%) 0.00
Increased by 0.00%
Sep 30, 24
2 Baron Small Cap Growth Strategy 3.00M (7.93%) 0.00
Increased by 0.00%
Sep 30, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 2.58M (6.81%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 831.74K (2.20%) -3.59K
Decreased by -0.43%
Oct 31, 24
5 Smithson Investment Trust Ord 733.89K (1.94%) 0.00
Increased by 0.00%
Jul 31, 24
6 iShares Core S&P Mid-Cap ETF 713.18K (1.88%) 384.00
Increased by +0.05%
Oct 31, 24
7 Vanguard Small Cap Index 651.08K (1.72%) 1.25K
Increased by +0.19%
Oct 31, 24
8 Virtus KAR Small-Mid Cap Core R6 509.41K (1.35%) 181.02K
Increased by +35.53%
Jun 30, 24
9 Baron Asset Retail 503.44K (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
10 Baron Mid Cap Growth Strategy 503.44K (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
11 Hartford MidCap Y 448.30K (1.18%) -5.34K
Decreased by -1.19%
Sep 30, 24
12 Baron Focused Growth Retail 400.00K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
13 Baron Focused Growth Strategy 400.00K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
14 Victory Small Cap Value CIT (Net 75) 390.00K (1.03%) -228.00K
Decreased by -58.46%
Sep 30, 24
15 Victory Sycamore Small Company Opp R 390.00K (1.03%) -228.00K
Decreased by -58.46%
Sep 30, 24
16 T. Rowe Price Integrated US SmCapGrEq 369.00K (0.98%) 369.00K
Increased by +100.00%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 357.95K (0.95%) -533.00
Decreased by -0.15%
Oct 31, 24
18 T. Rowe Price Integrated US Sm Gr Eq 355.90K (0.94%) -13.10K
Decreased by -3.68%
Sep 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 338.64K (0.90%) -25.47K
Decreased by -7.52%
Sep 30, 24
20 Fort Washington Focused Equity Composite 333.22K (0.88%) -139.00
Decreased by -0.04%
Sep 30, 24