Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.61%
2 XMLV 1.43%
3 BKDV 1.33%
4 PAMC 1.04%
5 RNMC 0.92%
6 HIDV 0.81%
7 XSW 0.77%
8 HLGE 0.75%
9 MUSQ 0.75%
10 FXL 0.67%
11 CACG 0.62%
12 PAPI 0.59%
13 GAMR 0.56%
14 HSMV 0.52%
15 SMDY 0.52%
16 SIXL 0.49%
17 FLRG 0.47%
18 FVD 0.47%
19 COWG 0.47%
20 BTAL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 7.12M (11.77%) -4.62M
Decreased by -64.95%
Sep 30, 24
2 Vanguard Group Inc 6.96M (11.52%) 360.05K
Increased by +5.17%
Sep 30, 24
3 BlackRock Inc 5.76M (9.53%) -24.14K
Decreased by -0.42%
Sep 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.09%) -1.56M
Decreased by -50.72%
Jun 30, 24
5 Bank of New York Mellon Corp 2.94M (4.86%) 702.16K
Increased by +23.89%
Sep 30, 24
6 Ninety One UK Limited 2.20M (3.64%) -145.22K
Decreased by -6.60%
Sep 30, 24
7 State Street Corp 1.93M (3.19%) 29.29K
Increased by +1.52%
Sep 30, 24
8 State Street Corporation 1.89M (3.13%) 38.49K
Increased by +2.04%
Mar 31, 24
9 ClearBridge Advisors, LLC 1.68M (2.77%) -325.38K
Decreased by -19.41%
Sep 30, 24
10 Geode Capital Management, LLC 1.54M (2.54%) 63.29K
Increased by +4.11%
Sep 30, 24
11 Disciplined Growth Investors Inc 1.47M (2.42%) 63.59K
Increased by +4.34%
Sep 30, 24
12 Schroder Investment Management Group 1.18M (1.95%) 414.85K
Increased by +35.22%
Sep 30, 24
13 BTIM Corp 1.08M (1.79%) 9.62K
Increased by +0.89%
Dec 31, 24
14 Mackenzie Investments 985.75K (1.63%) -24.48K
Decreased by -2.48%
Sep 30, 24
15 Wells Fargo & Co 977.63K (1.62%) -95.89K
Decreased by -9.81%
Jun 30, 24
16 AQR Capital Management LLC 874.27K (1.45%) 247.11K
Increased by +28.26%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 870.54K (1.44%) 77.72K
Increased by +8.93%
Sep 30, 24
18 First Trust Advisors L.P. 787.51K (1.30%) 89.92K
Increased by +11.42%
Sep 30, 24
19 Charles Schwab Investment Management Inc 717.59K (1.19%) -3.68K
Decreased by -0.51%
Sep 30, 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%) -83.50K
Decreased by -1.64%
Nov 30, 24
2 iShares Core S&P Mid-Cap ETF 1.94M (3.21%) 6.46K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.10%) 1.62K
Increased by +0.09%
Dec 31, 24
4 Vanguard Small Cap Index 1.52M (2.52%) 16.10K
Increased by +1.06%
Dec 31, 24
5 Vanguard Information Technology ETF 1.18M (1.95%) 16.97K
Increased by +1.44%
Dec 31, 24
6 BNY Mellon Dynamic Value Fund A 1.16M (1.92%) 239.52K
Increased by +20.67%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 901.18K (1.49%) 10.54K
Increased by +1.17%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 863.35K (1.43%) 34.96K
Increased by +4.05%
Dec 31, 24
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 First Trust Value Line® Dividend ETF 541.85K (0.90%) -254.00
Decreased by -0.05%
Dec 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 497.56K (0.82%) 13.70K
Increased by +2.75%
Dec 31, 24
17 Disciplined Growth - Small Cap Growth 464.94K (0.77%) 464.94K
Increased by +100.00%
Jun 30, 24
18 Canada Life US Small-Mid Cap Growth A 444.59K (0.74%) 0.00
Increased by 0.00%
Oct 31, 24
19 Ninety One American Franchise A Acc£ 394.00K (0.65%) -6.39K
Decreased by -1.62%
Nov 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 358.91K (0.59%) -4.83K
Decreased by -1.35%
Dec 31, 24