Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.43%
2 XMLV 1.29%
3 PAMC 1.04%
4 BKDV 0.98%
5 HSMV 0.95%
6 FXL 0.92%
7 RNMC 0.92%
8 MUSQ 0.91%
9 HIDV 0.79%
10 HLGE 0.71%
11 CACG 0.62%
12 XSW 0.60%
13 GAMR 0.57%
14 PAPI 0.57%
15 SMDY 0.52%
16 LOWV 0.51%
17 FVD 0.47%
18 SIXL 0.46%
19 FLRG 0.45%
20 USVM 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 7.12M (12.06%) -4.62M
Decreased by -64.95%
Sep 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 2.94M (4.98%) 702.16K
Increased by +23.89%
Sep 30, 24
6 Ninety One UK Limited 2.20M (3.73%) -145.22K
Decreased by -6.60%
Sep 30, 24
7 State Street Corp 1.93M (3.27%) 29.29K
Increased by +1.52%
Sep 30, 24
8 State Street Corporation 1.89M (3.20%) 38.49K
Increased by +2.04%
Mar 31, 24
9 ClearBridge Advisors, LLC 1.68M (2.84%) -325.38K
Decreased by -19.41%
Sep 30, 24
10 Geode Capital Management, LLC 1.54M (2.61%) 63.29K
Increased by +4.11%
Sep 30, 24
11 Disciplined Growth Investors Inc 1.47M (2.49%) 63.59K
Increased by +4.34%
Sep 30, 24
12 Schroder Investment Management Group 1.18M (2.00%) 414.85K
Increased by +35.22%
Sep 30, 24
13 BTIM Corp 1.08M (1.82%) 698.28K
Increased by +64.95%
Sep 30, 24
14 Mackenzie Investments 985.75K (1.67%) -24.48K
Decreased by -2.48%
Sep 30, 24
15 Wells Fargo & Co 977.63K (1.66%) -95.89K
Decreased by -9.81%
Jun 30, 24
16 AQR Capital Management LLC 874.27K (1.48%) 247.11K
Increased by +28.26%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 870.54K (1.48%) 77.72K
Increased by +8.93%
Sep 30, 24
18 First Trust Advisors L.P. 787.51K (1.33%) 89.92K
Increased by +11.42%
Sep 30, 24
19 Charles Schwab Investment Management Inc 717.59K (1.22%) -3.68K
Decreased by -0.51%
Sep 30, 24
20 Jackson Square Partners, LLC 684.15K (1.16%) -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 5.17M (8.77%) 93.60K
Increased by +1.81%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.92M (3.25%) 3.78K
Increased by +0.20%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.19%) -6.08K
Decreased by -0.32%
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 884.22K (1.50%) -7.14K
Decreased by -0.81%
Oct 31, 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 574.89K (0.97%) -68.85K
Decreased by -11.98%
Nov 28, 24
15 ClearBridge Growth 536.72K (0.91%) 0.00
Increased by 0.00%
Oct 31, 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