Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.21%
2 OUSM 2.12%
3 MVFD 1.97%
4 IPDP 1.93%
5 HAPY 1.61%
6 VFMV 1.44%
7 XMLV 1.40%
8 BKDV 1.16%
9 USMF 1.09%
10 PAMC 1.04%
11 PEXL 0.97%
12 RNMC 0.92%
13 MUSQ 0.91%
14 SMMV 0.88%
15 FXL 0.79%
16 COWG 0.78%
17 XSW 0.72%
18 HSMV 0.70%
19 CACG 0.62%
20 GAMR 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.54M (12.44%) 502.11K
Increased by +6.66%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 7.13M (11.77%) 124.02K
Increased by +1.74%
Mar 31, 25
3 BlackRock Inc 6.03M (9.96%) 180.11K
Increased by +2.99%
Mar 31, 25
4 Bank of New York Mellon Corp 5.71M (9.43%) 882.72K
Increased by +15.46%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.09%) -1.56M
Decreased by -50.72%
Jun 30, 24
6 State Street Corp 2.08M (3.44%) 59.60K
Increased by +2.86%
Mar 31, 25
7 State Street Corporation 1.89M (3.12%) 38.49K
Increased by +2.04%
Mar 31, 24
8 Disciplined Growth Investors Inc 1.55M (2.55%) 18.12K
Increased by +1.17%
Mar 31, 25
9 Geode Capital Management, LLC 1.53M (2.52%) 86.16K
Increased by +5.64%
Mar 31, 25
10 Frontier Capital Management CO Inc 1.21M (2.00%) 898.00K
Increased by +74.25%
Mar 31, 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 BTIM Corp 1.08M (1.78%) -8.89K
Decreased by -0.83%
Mar 31, 25
15 Schroder Investment Management Group 1.04M (1.72%) -62.82K
Decreased by -6.04%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.01M (1.67%) 108.54K
Increased by +10.74%
Mar 31, 25
17 Wells Fargo & Co 977.63K (1.61%) -95.89K
Decreased by -9.81%
Jun 30, 24
18 First Trust Advisors L.P. 794.77K (1.31%) 7.26K
Increased by +0.91%
Dec 31, 24
19 Charles Schwab Investment Management Inc 757.99K (1.25%) 15.36K
Increased by +2.03%
Mar 31, 25
20 NORGES BANK 708.79K (1.17%) 74.86K
Increased by +10.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 5.09M (8.40%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 1.98M (3.28%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.96M (3.24%) 14.74K
Increased by +0.75%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.89M (3.11%) 1.05K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 1.54M (2.54%) 9.21K
Increased by +0.60%
Apr 30, 25
6 BNY Mellon Dynamic Value Fund A 1.29M (2.13%) 27.78K
Increased by +2.15%
Apr 30, 25
7 Vanguard Information Technology ETF 1.22M (2.01%) 12.97K
Increased by +1.07%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 948.39K (1.57%) 6.03K
Increased by +0.64%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 855.35K (1.41%) -994.00
Decreased by -0.12%
Apr 30, 25
10 ClearBridge Aggressive Growth 762.62K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
11 ClearBridge Aggressive Growth A 762.62K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
12 Virtus KAR Mid-Cap Core I 696.73K (1.15%) 66.20K
Increased by +9.50%
Dec 31, 23
13 JNL/Newton Equity Income A 659.01K (1.09%) 97.86K
Increased by +14.85%
Mar 31, 25
14 Virtus KAR Small-Mid Cap Core R6 625.91K (1.03%) 45.21K
Increased by +7.22%
Mar 31, 24
15 Disciplined Growth - Mid Cap Growth 565.75K (0.93%) 29.39K
Increased by +5.20%
Dec 31, 24
16 First Trust Value Line® Dividend ETF 536.49K (0.89%) -14.18K
Decreased by -2.64%
May 29, 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%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 483.31K (0.80%) -5.38K
Decreased by -1.11%
Apr 30, 25
20 Disciplined Growth - Small Cap Growth 464.94K (0.77%) 464.94K
Increased by +100.00%
Jun 30, 24