Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRW 5.49%
2 FCTE 5.14%
3 UTRN 4.02%
4 AQGX 3.69%
5 PXMG 3.62%
6 FINQ 3.30%
7 ZIG 3.27%
8 BIGD 3.15%
9 PTF 3.15%
10 KMID 2.73%
11 CWS 2.53%
12 RJMG 2.49%
13 NUMG 2.44%
14 USSE 2.42%
15 OPPX 2.41%
16 EQWM 2.37%
17 FCUS 2.34%
18 TMFX 2.15%
19 GGRW 2.10%
20 UPGD 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.00M (12.86%) 35.09K
Increased by +1.17%
Jun 30, 25
2 BlackRock Inc 2.34M (10.03%) -134.31K
Decreased by -5.74%
Mar 31, 25
3 State Street Corp 1.07M (4.59%) 5.12K
Increased by +0.48%
Mar 31, 25
4 State Street Corporation 1.01M (4.32%) -10.86K
Decreased by -1.08%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 920.72K (3.95%) 97.14K
Increased by +10.55%
Jun 30, 25
6 Valley Forge Capital Management, LP 768.42K (3.30%) 0.00
Increased by 0.00%
Jun 30, 25
7 Geode Capital Management, LLC 698.79K (3.00%) 35.76K
Increased by +5.12%
Mar 31, 25
8 JPMorgan Chase & Co 580.20K (2.49%) -98.41K
Decreased by -16.96%
Mar 31, 25
9 International Assets Investment Management, LLC 538.36K (2.31%) 538.07K
Increased by +99.95%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 453.01K (1.94%) 66.21K
Increased by +14.62%
Mar 31, 25
11 American Century Companies Inc 397.39K (1.71%) 10.77K
Increased by +2.71%
Jun 30, 25
12 Principal Financial Group Inc 373.85K (1.60%) -17.97K
Decreased by -4.81%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 336.60K (1.44%) 19.82K
Increased by +5.89%
Jun 30, 25
14 Edgewood Management LLC 335.23K (1.44%) 335.23K
Increased by +100.00%
Jun 30, 25
15 AllianceBernstein L.P. 318.95K (1.37%) -56.38K
Decreased by -17.68%
Dec 31, 24
16 Ako Capital Llp 317.73K (1.36%) 68.37K
Increased by +21.52%
Jun 30, 24
17 AF Advisors, Inc. 280.60K (1.20%) -76.74K
Decreased by -27.35%
Mar 31, 25
18 Neuberger Berman Group LLC 267.74K (1.15%) -53.99K
Decreased by -20.17%
Jun 30, 24
19 Winslow Capital Management, LLC 266.41K (1.14%) 106.75K
Increased by +40.07%
Mar 31, 25
20 GAMMA Investing LLC 258.18K (1.11%) 258.09K
Increased by +99.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 2.29M (9.85%) 2.29M
Increased by +100.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 736.83K (3.16%) -5.06K
Decreased by -0.69%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 726.92K (3.12%) -16.61K
Decreased by -2.29%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 694.47K (2.98%) 4.82K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 602.38K (2.58%) -87.99K
Decreased by -14.61%
Jul 31, 25
6 Loomis Sayles US High Yield 530.00K (2.27%) 530.00K
Increased by +100.00%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 515.85K (2.21%) 5.55K
Increased by +1.08%
Jul 31, 25
8 Fidelity 500 Index 308.43K (1.32%) 370.00
Increased by +0.12%
Jun 30, 25
9 Vanguard Small Cap Index 305.67K (1.31%) 1.18K
Increased by +0.39%
Nov 30, 23
10 SPDR® S&P 500 ETF 302.89K (1.30%) -4.34K
Decreased by -1.43%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 298.29K (1.28%) -2.37K
Decreased by -0.79%
Mar 31, 24
12 SPDR® S&P 500® ETF 298.13K (1.28%) 1.25K
Increased by +0.42%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 295.04K (1.27%) -1.51K
Decreased by -0.51%
Mar 31, 25
14 iShares Core S&P 500 ETF 290.32K (1.25%) 1.29K
Increased by +0.44%
Jul 31, 25
15 Fidelity® 500 Index 289.65K (1.24%) 1.84K
Increased by +0.64%
Nov 30, 23
16 Vanguard Growth Index Investor 263.76K (1.13%) 1.04K
Increased by +0.39%
Jul 31, 25
17 JPMorgan Large Cap Growth I 234.72K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 Principal Aligned MidCap Equity 227.15K (0.97%) 3.54K
Increased by +1.56%
Jun 30, 25
19 Principal MidCap R5 227.15K (0.97%) -520.00
Decreased by -0.23%
Jun 30, 25
20 American Century US Premier Lg Cp Gr 225.00K (0.97%) 2.00K
Increased by +0.89%
Jun 30, 25