Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 3.01%
2 HAPY 1.31%
3 XMLV 1.18%
4 RNMC 0.92%
5 FXL 0.88%
6 HSMV 0.85%
7 HLGE 0.65%
8 LOWV 0.64%
9 XSW 0.62%
10 CACG 0.62%
11 PAMC 0.59%
12 GAMR 0.56%
13 SMDY 0.52%
14 PAPI 0.51%
15 FLRG 0.45%
16 FVD 0.45%
17 BTAL 0.43%
18 USVM 0.42%
19 SIXL 0.42%
20 JHSC 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 11.74M (19.90%) 15.18K
Increased by +0.13%
Jun 30, 24
2 Vanguard Group Inc 6.96M (11.81%) 360.05K
Increased by +5.17%
Sep 30, 24
3 BlackRock Inc 5.79M (9.81%) -30.33K
Decreased by -0.52%
Jun 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.22%) -1.56M
Decreased by -50.72%
Jun 30, 24
5 Bank of New York Mellon Corp 2.24M (3.79%) -87.45K
Decreased by -3.91%
Jun 30, 24
6 Ninety One UK Limited 2.20M (3.73%) -145.22K
Decreased by -6.60%
Sep 30, 24
7 ClearBridge Advisors, LLC 2.00M (3.39%) -336.40K
Decreased by -16.80%
Jun 30, 24
8 State Street Corp 1.90M (3.22%) 11.92K
Increased by +0.63%
Jun 30, 24
9 State Street Corporation 1.89M (3.20%) 38.49K
Increased by +2.04%
Mar 31, 24
10 Geode Capital Management, LLC 1.48M (2.50%) 105.19K
Increased by +7.13%
Jun 30, 24
11 Disciplined Growth Investors Inc 1.47M (2.49%) 63.59K
Increased by +4.34%
Sep 30, 24
12 BTIM Corp 1.08M (1.82%) 698.28K
Increased by +64.95%
Sep 30, 24
13 Mackenzie Investments 985.75K (1.67%) -24.48K
Decreased by -2.48%
Sep 30, 24
14 Wells Fargo & Co 977.63K (1.66%) -95.89K
Decreased by -9.81%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 870.54K (1.48%) 77.72K
Increased by +8.93%
Sep 30, 24
16 Schroder Investment Management Group 763.10K (1.29%) 83.42K
Increased by +10.93%
Jun 30, 24
17 Charles Schwab Investment Management Inc 717.59K (1.22%) -3.68K
Decreased by -0.51%
Sep 30, 24
18 First Trust Advisors L.P. 697.59K (1.18%) -84.19K
Decreased by -12.07%
Jun 30, 24
19 Jackson Square Partners, LLC 684.15K (1.16%) -52.98K
Decreased by -7.74%
Sep 30, 23
20 Acadian Asset Management LLC 676.32K (1.15%) -354.78K
Decreased by -52.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 5.17M (8.77%) 93.60K
Increased by +1.81%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.19%) -6.08K
Decreased by -0.32%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 1.88M (3.19%) 1.02K
Increased by +0.05%
Oct 31, 24
4 Vanguard Small Cap Index 1.50M (2.54%) 2.95K
Increased by +0.20%
Oct 31, 24
5 Vanguard Information Technology ETF 1.15M (1.94%) 5.26K
Increased by +0.46%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 891.36K (1.51%) -18.25K
Decreased by -2.05%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 822.87K (1.39%) -888.00
Decreased by -0.11%
Oct 31, 24
8 ClearBridge Aggressive Growth 762.62K (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
9 ClearBridge Aggressive Growth A 762.62K (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
10 Canada Life US Small-Mid Cap Growth F 743.59K (1.26%) -24.80K
Decreased by -3.33%
Nov 30, 23
11 Virtus KAR Mid-Cap Core I 696.73K (1.18%) 66.20K
Increased by +9.50%
Dec 31, 23
12 BNY Mellon Dynamic Value Fund A 674.55K (1.14%) 9.26K
Increased by +1.37%
Sep 30, 24
13 Virtus KAR Small-Mid Cap Core R6 625.91K (1.06%) 45.21K
Increased by +7.22%
Mar 31, 24
14 First Trust Value Line® Dividend ETF 610.51K (1.03%) -284.00
Decreased by -0.05%
Oct 31, 24
15 ClearBridge Growth 536.72K (0.91%) -60.04K
Decreased by -11.19%
Sep 30, 24
16 ClearBridge Growth A 536.72K (0.91%) -225.90K
Decreased by -42.09%
Sep 30, 24
17 Disciplined Growth - Mid Cap Growth 536.36K (0.91%) -163.86K
Decreased by -30.55%
Sep 30, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 469.38K (0.80%) -6.91K
Decreased by -1.47%
Oct 31, 24
19 Disciplined Growth - Small Cap Growth 464.94K (0.79%) 464.94K
Increased by +100.00%
Jun 30, 24
20 Canada Life US Small-Mid Cap Growth A 444.59K (0.75%) 0.00
Increased by 0.00%
Aug 31, 24