Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 LMBO 3.76%
4 IPAY 3.61%
5 LOUP 2.92%
6 MVPA 2.65%
7 SMLL 2.51%
8 PJFM 2.29%
9 BPAY 2.00%
10 VCLO 1.97%
11 GIGE 1.75%
12 FFTY 1.75%
13 SMCO 1.52%
14 RFG 1.47%
15 FDIG 1.45%
16 FINX 1.43%
17 NBSM 1.17%
18 STCE 1.05%
19 FXR 1.00%
20 QSML 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.46M (12.08%) -84.24K
Decreased by -1.31%
Mar 31, 25
2 BlackRock Inc 6.21M (11.62%) -184.00
Decreased by -0.00%
Mar 31, 25
3 Durable Capital Partners LP 5.92M (11.08%) 788.95K
Increased by +13.33%
Mar 31, 25
4 Wasatch Advisors LP 5.45M (10.19%) -364.18K
Decreased by -6.69%
Mar 31, 25
5 Darlington Partners Capital Management, LP 4.77M (8.92%) 2.26M
Increased by +47.34%
Mar 31, 25
6 Wasatch Advisors Inc. 2.57M (4.81%) 616.45K
Increased by +23.99%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 2.35M (4.41%) 111.04K
Increased by +4.72%
Mar 31, 25
8 FMR Inc 2.28M (4.27%) 1.98M
Increased by +86.69%
Dec 31, 24
9 State Street Corp 2.11M (3.96%) 34.42K
Increased by +1.63%
Mar 31, 25
10 Wellington Management Company LLP 2.04M (3.81%) -2.10M
Decreased by -103.25%
Mar 31, 24
11 HHG PLC 1.73M (3.24%) 275.36K
Increased by +15.90%
Mar 31, 25
12 ClearBridge Advisors, LLC 1.71M (3.21%) -30.76K
Decreased by -1.79%
Mar 31, 25
13 Manufacturers Life Insurance Co 1.71M (3.19%) -24.66K
Decreased by -1.45%
Sep 30, 24
14 Millennium Management LLC 1.67M (3.12%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 Jennison Associates LLC 1.60M (2.99%) -739.88K
Decreased by -46.38%
Mar 31, 25
16 Westfield Capital Management Company, LP 1.46M (2.72%) 12.80K
Increased by +0.88%
Sep 30, 24
17 AllianceBernstein L.P. 1.29M (2.42%) -365.61K
Decreased by -28.31%
Mar 31, 25
18 Ameriprise Financial Inc 1.25M (2.35%) 144.11K
Increased by +11.50%
Mar 31, 25
19 Neuberger Berman Group LLC 1.25M (2.33%) -65.00
Decreased by -0.01%
Mar 31, 25
20 Geode Capital Management, LLC 1.23M (2.30%) 67.20K
Increased by +5.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.20M (4.12%) 144.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.18M (4.08%) -3.30K
Decreased by -0.15%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.07M (3.87%) 91.12K
Increased by +4.41%
Sep 30, 24
4 Wasatch Core Growth 1.74M (3.25%) 50.33K
Increased by +2.90%
Jun 30, 25
5 Vanguard Small Cap Index 1.65M (3.08%) -60.99K
Decreased by -3.70%
Jun 30, 25
6 Delaware Ivy Science and Technology C 1.09M (2.03%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.95%) -29.11K
Decreased by -2.80%
Jun 30, 25
8 Manulife Dividend Income F 1.04M (1.94%) 129.48K
Increased by +12.46%
Sep 30, 24
9 Janus Henderson Triton D 1.02M (1.90%) 0.00
Increased by 0.00%
May 31, 25
10 Janus Henderson US SMID Cap Growth 1.00M (1.88%) 84.94K
Increased by +8.45%
Jun 30, 25
11 Janus Henderson US SMID Cap Growth MA 1.00M (1.88%) 1.00M
Increased by +99.99%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 924.64K (1.73%) -17.39K
Decreased by -1.88%
Jun 30, 25
13 Fidelity Contrafund 900.20K (1.68%) 0.00
Increased by 0.00%
Feb 28, 25
14 Columbia Seligman Tech & Info A 823.35K (1.54%) 71.70K
Increased by +8.71%
Jun 30, 25
15 Columbia Seligman Technology Growth 823.35K (1.54%) 71.70K
Increased by +8.71%
Jun 30, 25
16 Nomura Global AI Related Stock Fund MF 795.80K (1.49%) 0.00
Increased by 0.00%
May 14, 24
17 ClearBridge Small Cap Growth 775.66K (1.45%) -262.20K
Decreased by -33.80%
Dec 31, 24
18 Neuberger Berman Genesis Inv 728.84K (1.36%) -27.91K
Decreased by -3.83%
Jun 30, 25
19 Jennison Mid Cap Growth Equity 686.75K (1.29%) 22.12K
Increased by +3.22%
Jun 30, 25
20 PGIM Jennison Mid-Cap Growth Z 686.75K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25