Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 KYLD 5.07%
3 AZTD 4.24%
4 STBQ 3.56%
5 LOUP 2.53%
6 BPAY 2.52%
7 BRNY 2.35%
8 BBHM 2.22%
9 LMBO 1.98%
10 VCLO 1.97%
11 GIGE 1.75%
12 FFTY 1.75%
13 SMLL 1.71%
14 MVPA 1.70%
15 DECO 1.56%
16 HECO 1.52%
17 TEKX 1.50%
18 SPIT 1.33%
19 SMCO 1.10%
20 GURU 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Darlington Partners Capital Management, LP 6.58M (15.19%) 1.00M
Increased by +15.28%
Mar 31, 26
2 BlackRock Inc 6.45M (14.90%) 62.20K
Increased by +0.96%
Mar 31, 26
3 Durable Capital Partners LP 6.17M (14.24%) -441.18K
Decreased by -7.16%
Mar 31, 26
4 Vanguard Group Inc 6.07M (14.02%) -50.59K
Decreased by -0.83%
Dec 31, 25
5 Wasatch Advisors LP 4.21M (9.71%) -2.57M
Decreased by -61.16%
Mar 31, 26
6 Ensign Peak Advisors Inc 3.11M (7.17%) 462.61K
Increased by +14.89%
Mar 31, 26
7 Wasatch Advisors Inc. 2.57M (5.93%) 616.45K
Increased by +23.99%
Dec 31, 23
8 Neuberger Berman Group LLC 2.52M (5.82%) -177.55K
Decreased by -7.05%
Mar 31, 26
9 Vanguard Capital Management, LLC 2.29M (5.28%) 2.29M
Increased by +100.00%
Mar 31, 26
10 UBS Group AG 2.15M (4.97%) 71.26K
Increased by +3.31%
Mar 31, 26
11 State Street Corp 2.07M (4.77%) 46.89K
Increased by +2.27%
Mar 31, 26
12 Wellington Management Company LLP 2.04M (4.70%) -2.10M
Decreased by -103.25%
Mar 31, 24
13 Vanguard Portfolio Management, LLC 2.02M (4.67%) 2.02M
Increased by +100.00%
Mar 31, 26
14 Marshall Wace Asset Management Ltd 1.92M (4.43%) 261.19K
Increased by +13.63%
Mar 31, 26
15 ClearBridge Advisors, LLC 1.82M (4.20%) -206.15K
Decreased by -11.33%
Mar 31, 26
16 HHG PLC 1.80M (4.17%) 57.90K
Increased by +3.21%
Mar 31, 26
17 Spyglass Capital Management LLC 1.75M (4.04%) 53.22K
Increased by +3.04%
Mar 31, 26
18 Manufacturers Life Insurance Co 1.71M (3.94%) -24.66K
Decreased by -1.45%
Sep 30, 24
19 Millennium Management LLC 1.67M (3.85%) -637.63K
Decreased by -38.28%
Dec 31, 23
20 Point72 Asset Management, L.P. 1.53M (3.53%) 426.01K
Increased by +27.89%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.29M (5.30%) 432.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.07M (4.77%) 91.12K
Increased by +4.41%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.31%) 4.59K
Increased by +0.32%
Apr 30, 26
4 Delaware Ivy Science and Technology C 1.09M (2.51%) -259.15K
Decreased by -23.87%
Jun 30, 23
5 FullerThaler Behavioral Small-Cap Value 1.05M (2.42%) 13.54K
Increased by +1.29%
Mar 31, 26
6 Manulife Dividend Income F 1.04M (2.40%) 129.48K
Increased by +12.46%
Sep 30, 24
7 Vanguard Small Cap Index 1.03M (2.38%) 13.66K
Increased by +1.33%
Apr 30, 26
8 Spyglass Growth Institutional 1.03M (2.38%) 43.72K
Increased by +4.25%
Mar 31, 26
9 Janus Henderson US SMID Cap Growth MA 1.00M (2.32%) 1.00M
Increased by +99.99%
Jun 30, 25
10 Neuberger Berman Glb Eq Mgtrnd USD IAcc 995.10K (2.30%) 0.00
Increased by 0.00%
Apr 30, 26
11 Undiscovered Managers Behavioral Val L 981.40K (2.27%) 0.00
Increased by 0.00%
Apr 30, 26
12 Fidelity Contrafund 900.20K (2.08%) 0.00
Increased by 0.00%
Feb 28, 25
13 Janus Henderson Triton D 899.38K (2.08%) 0.00
Increased by 0.00%
Mar 31, 26
14 Janus Henderson US SMID Cap Growth 899.38K (2.08%) -22.08K
Decreased by -2.45%
Mar 31, 26
15 Columbia Seligman Technology Growth 823.35K (1.90%) 71.70K
Increased by +8.71%
Jun 30, 25
16 Wasatch Core Growth 810.88K (1.87%) -983.66K
Decreased by -121.31%
Mar 31, 26
17 Nomura Global AI Related Stock Fund MF 795.80K (1.84%) 0.00
Increased by 0.00%
May 14, 24
18 ClearBridge Small Cap Growth 775.66K (1.79%) -262.20K
Decreased by -33.80%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 762.03K (1.76%) 6.76K
Increased by +0.89%
Apr 30, 26
20 Neuberger Berman Genesis Inv 728.84K (1.68%) -27.91K
Decreased by -3.83%
Jun 30, 25