Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.53%
2 OUSM 2.09%
3 MVFD 1.96%
4 IPDP 1.87%
5 INVN 1.87%
6 HAPY 1.61%
7 XMLV 1.40%
8 VFMV 1.34%
9 THMZ 1.29%
10 BKDV 1.13%
11 USMF 1.12%
12 PAMC 1.04%
13 RNMC 0.92%
14 PEXL 0.92%
15 SMMV 0.89%
16 COWG 0.78%
17 MUSQ 0.75%
18 XSW 0.72%
19 HSMV 0.68%
20 FXL 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.55M (12.50%) 17.79K
Increased by +0.24%
Jun 30, 25
2 Morgan Stanley - Brokerage Accounts 7.13M (11.80%) 124.02K
Increased by +1.74%
Mar 31, 25
3 BlackRock Inc 6.03M (9.99%) 180.11K
Increased by +2.99%
Mar 31, 25
4 Bank of New York Mellon Corp 5.71M (9.45%) 882.72K
Increased by +15.46%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.10%) -1.56M
Decreased by -50.72%
Jun 30, 24
6 State Street Corp 2.08M (3.44%) 59.60K
Increased by +2.86%
Mar 31, 25
7 State Street Corporation 1.89M (3.13%) 38.49K
Increased by +2.04%
Mar 31, 24
8 Disciplined Growth Investors Inc 1.54M (2.55%) -8.14K
Decreased by -0.53%
Jun 30, 25
9 Geode Capital Management, LLC 1.53M (2.53%) 86.16K
Increased by +5.64%
Mar 31, 25
10 Frontier Capital Management CO Inc 1.24M (2.05%) 28.24K
Increased by +2.28%
Jun 30, 25
11 ClearBridge Advisors, LLC 1.17M (1.93%) -510.61K
Decreased by -43.79%
Dec 31, 24
12 Mackenzie Investments 1.15M (1.90%) -799.05K
Decreased by -69.62%
Mar 31, 25
13 AQR Capital Management LLC 1.14M (1.89%) 444.72K
Increased by +38.87%
Mar 31, 25
14 Acadian Asset Management LLC 1.14M (1.89%) 1.10M
Increased by +96.41%
Mar 31, 25
15 BTIM Corp 1.10M (1.82%) 22.40K
Increased by +2.04%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.06M (1.76%) 52.48K
Increased by +4.94%
Jun 30, 25
17 Snyder Capital Management LP 1.03M (1.71%) 574.55K
Increased by +55.78%
Jun 30, 25
18 Wells Fargo & Co 977.63K (1.62%) -95.89K
Decreased by -9.81%
Jun 30, 24
19 First Trust Advisors L.P. 915.38K (1.52%) 120.61K
Increased by +13.18%
Mar 31, 25
20 Schroder Investment Management Group 806.86K (1.34%) -234.01K
Decreased by -29.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 5.06M (8.37%) -30.48K
Decreased by -0.60%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.00M (3.31%) -3.58K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.16%) -61.08K
Decreased by -3.20%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.89M (3.12%) 1.05K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 1.49M (2.46%) -9.53K
Decreased by -0.64%
Jul 31, 25
6 BNY Mellon Dynamic Value Fund A 1.32M (2.19%) 7.38K
Increased by +0.56%
Jun 30, 25
7 Vanguard Information Technology ETF 1.24M (2.05%) 12.63K
Increased by +1.02%
Jul 31, 25
8 Vanguard Small Cap Growth Index Inv 835.44K (1.38%) -3.03K
Decreased by -0.36%
Jul 31, 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 Virtus KAR Mid-Cap Core I 696.73K (1.15%) 66.20K
Increased by +9.50%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 658.06K (1.09%) -284.22K
Decreased by -43.19%
Jul 31, 25
13 Virtus KAR Small-Mid Cap Core R6 625.91K (1.04%) 45.21K
Increased by +7.22%
Mar 31, 24
14 JNL/Newton Equity Income A 584.31K (0.97%) -74.70K
Decreased by -12.78%
Jun 30, 25
15 Disciplined Growth - Mid Cap Growth 565.75K (0.94%) 29.39K
Increased by +5.20%
Dec 31, 24
16 First Trust Value Line® Dividend ETF 516.69K (0.86%) -645.00
Decreased by -0.12%
Jul 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 Canada Life US Small-Mid Cap Growth F 494.19K (0.82%) 0.00
Increased by 0.00%
May 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 470.37K (0.78%) -11.77K
Decreased by -2.50%
Jul 31, 25
20 Disciplined Growth - Small Cap Growth 464.94K (0.77%) 464.94K
Increased by +100.00%
Jun 30, 24