Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.61%
2 XMLV 1.40%
3 BKDV 1.28%
4 PAMC 1.04%
5 COWG 1.02%
6 PEXL 1.00%
7 FXL 0.97%
8 RNMC 0.92%
9 HIDV 0.79%
10 MUSQ 0.75%
11 XSW 0.70%
12 CACG 0.62%
13 PAPI 0.57%
14 GAMR 0.56%
15 SMDY 0.52%
16 SIXL 0.49%
17 HSMV 0.48%
18 FVD 0.45%
19 VUSE 0.42%
20 ROUS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.03M (11.63%) 68.77K
Increased by +0.98%
Dec 31, 24
2 Morgan Stanley - Brokerage Accounts 7.00M (11.58%) -111.86K
Decreased by -1.60%
Dec 31, 24
3 BlackRock Inc 5.85M (9.67%) 88.82K
Increased by +1.52%
Dec 31, 24
4 Bank of New York Mellon Corp 4.83M (7.98%) 1.89M
Increased by +39.11%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.09%) -1.56M
Decreased by -50.72%
Jun 30, 24
6 State Street Corp 2.02M (3.34%) 89.80K
Increased by +4.44%
Dec 31, 24
7 Mackenzie Investments 1.95M (3.22%) 961.10K
Increased by +49.37%
Dec 31, 24
8 State Street Corporation 1.89M (3.12%) 38.49K
Increased by +2.04%
Mar 31, 24
9 Disciplined Growth Investors Inc 1.53M (2.53%) 62.63K
Increased by +4.10%
Dec 31, 24
10 Geode Capital Management, LLC 1.44M (2.38%) -98.23K
Decreased by -6.82%
Dec 31, 24
11 ClearBridge Advisors, LLC 1.17M (1.93%) -510.61K
Decreased by -43.79%
Dec 31, 24
12 Schroder Investment Management Group 1.10M (1.82%) -74.26K
Decreased by -6.73%
Dec 31, 24
13 BTIM Corp 1.08M (1.79%) 9.62K
Increased by +0.89%
Dec 31, 24
14 Wells Fargo & Co 977.63K (1.62%) -95.89K
Decreased by -9.81%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 901.71K (1.49%) 31.16K
Increased by +3.46%
Dec 31, 24
16 First Trust Advisors L.P. 794.77K (1.31%) 7.26K
Increased by +0.91%
Dec 31, 24
17 Charles Schwab Investment Management Inc 742.64K (1.23%) 25.05K
Increased by +3.37%
Dec 31, 24
18 NORGES BANK 708.79K (1.17%) 74.86K
Increased by +10.56%
Dec 31, 24
19 AQR Capital Management LLC 699.26K (1.16%) -175.01K
Decreased by -25.03%
Dec 31, 24
20 Jackson Square Partners, LLC 684.15K (1.13%) -52.98K
Decreased by -7.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 5.09M (8.41%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 2.00M (3.31%) 3.78K
Increased by +0.19%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.11%) 996.00
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 1.53M (2.52%) 1.24K
Increased by +0.08%
Feb 28, 25
5 BNY Mellon Dynamic Value Fund A 1.24M (2.05%) 45.60K
Increased by +3.67%
Feb 28, 25
6 Vanguard Information Technology ETF 1.20M (1.99%) 3.46K
Increased by +0.29%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 905.97K (1.50%) 2.41K
Increased by +0.27%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 856.76K (1.42%) -5.04K
Decreased by -0.59%
Feb 28, 25
9 ClearBridge Aggressive Growth 762.62K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Aggressive Growth A 762.62K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
11 Canada Life US Small-Mid Cap Growth F 743.59K (1.23%) -24.80K
Decreased by -3.33%
Nov 30, 23
12 Virtus KAR Mid-Cap Core I 696.73K (1.15%) 66.20K
Increased by +9.50%
Dec 31, 23
13 Virtus KAR Small-Mid Cap Core R6 625.91K (1.03%) 45.21K
Increased by +7.22%
Mar 31, 24
14 Disciplined Growth - Mid Cap Growth 565.75K (0.94%) 29.39K
Increased by +5.20%
Dec 31, 24
15 JNL/Newton Equity Income A 561.15K (0.93%) 242.19K
Increased by +43.16%
Dec 31, 24
16 First Trust Value Line® Dividend ETF 500.06K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
17 Canada Life US Small-Mid Cap Growth A 494.19K (0.82%) 49.60K
Increased by +10.04%
Jan 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 482.12K (0.80%) 4.58K
Increased by +0.95%
Feb 28, 25
19 Disciplined Growth - Small Cap Growth 464.94K (0.77%) 464.94K
Increased by +100.00%
Jun 30, 24
20 Ninety One American Franchise A Acc£ 359.73K (0.59%) -6.37K
Decreased by -1.77%
Feb 28, 25