Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 IPAY 3.46%
4 LMBO 3.27%
5 LOUP 3.04%
6 SMLL 2.81%
7 BPAY 2.37%
8 MVPA 2.31%
9 VCLO 1.97%
10 GIGE 1.75%
11 FFTY 1.75%
12 RFG 1.72%
13 FDIG 1.49%
14 FINX 1.45%
15 SMCO 1.24%
16 STCE 1.24%
17 NBSM 1.14%
18 QSML 0.98%
19 FRTY 0.94%
20 FXR 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.46M (11.62%) -84.24K
Decreased by -1.31%
Mar 31, 25
2 BlackRock Inc 6.21M (11.18%) -184.00
Decreased by -0.00%
Mar 31, 25
3 Durable Capital Partners LP 5.92M (10.66%) 788.95K
Increased by +13.33%
Mar 31, 25
4 Wasatch Advisors LP 5.45M (9.81%) -364.18K
Decreased by -6.69%
Mar 31, 25
5 Darlington Partners Capital Management, LP 4.77M (8.58%) 2.26M
Increased by +47.34%
Mar 31, 25
6 Wasatch Advisors Inc. 2.57M (4.63%) 616.45K
Increased by +23.99%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 2.35M (4.24%) 111.04K
Increased by +4.72%
Mar 31, 25
8 FMR Inc 2.28M (4.11%) 1.98M
Increased by +86.69%
Dec 31, 24
9 State Street Corp 2.11M (3.81%) 34.42K
Increased by +1.63%
Mar 31, 25
10 Wellington Management Company LLP 2.04M (3.67%) -2.10M
Decreased by -103.25%
Mar 31, 24
11 HHG PLC 1.73M (3.12%) 275.36K
Increased by +15.90%
Mar 31, 25
12 ClearBridge Advisors, LLC 1.71M (3.09%) -30.76K
Decreased by -1.79%
Mar 31, 25
13 Manufacturers Life Insurance Co 1.71M (3.07%) -24.66K
Decreased by -1.45%
Sep 30, 24
14 Millennium Management LLC 1.67M (3.00%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 AllianceBernstein L.P. 1.66M (2.98%) -29.30K
Decreased by -1.77%
Dec 31, 24
16 Jennison Associates LLC 1.60M (2.87%) -739.88K
Decreased by -46.38%
Mar 31, 25
17 Westfield Capital Management Company, LP 1.46M (2.62%) 12.80K
Increased by +0.88%
Sep 30, 24
18 Ameriprise Financial Inc 1.25M (2.26%) 144.11K
Increased by +11.50%
Mar 31, 25
19 Neuberger Berman Group LLC 1.25M (2.24%) -65.00
Decreased by -0.01%
Mar 31, 25
20 Geode Capital Management, LLC 1.23M (2.22%) 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 2.22M (4.00%) -3.94K
Decreased by -0.18%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.18M (3.93%) 46.07K
Increased by +2.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.07M (3.72%) 91.12K
Increased by +4.41%
Sep 30, 24
4 Vanguard Small Cap Index 1.70M (3.06%) 10.02K
Increased by +0.59%
Apr 30, 25
5 Wasatch Core Growth 1.69M (3.04%) -223.50K
Decreased by -13.25%
Mar 31, 25
6 Delaware Ivy Science and Technology C 1.09M (1.95%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.91%) 5.55K
Increased by +0.52%
Apr 30, 25
8 Manulife Dividend Income F 1.04M (1.87%) 129.48K
Increased by +12.46%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 947.29K (1.71%) -1.17K
Decreased by -0.12%
Apr 30, 25
10 Janus Henderson Triton D 919.87K (1.66%) 180.15K
Increased by +19.58%
Mar 31, 25
11 Fidelity Contrafund 900.20K (1.62%) 0.00
Increased by 0.00%
Feb 28, 25
12 Nomura Global AI Related Stock Fund MF 795.80K (1.43%) 0.00
Increased by 0.00%
May 14, 24
13 ClearBridge Small Cap Growth 775.66K (1.40%) -262.20K
Decreased by -33.80%
Dec 31, 24
14 Neuberger Berman Genesis Inv 756.74K (1.36%) -7.55K
Decreased by -1.00%
Mar 31, 25
15 Columbia Seligman Tech & Info A 751.65K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
16 Columbia Seligman Technology Growth 751.65K (1.35%) 118.90K
Increased by +15.82%
Mar 31, 25
17 Janus Henderson US SMID Cap Growth 743.75K (1.34%) -15.28K
Decreased by -2.05%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 743.75K (1.34%) 743.71K
Increased by +99.99%
Dec 31, 24
19 Wasatch Small Cap Growth Investor 692.49K (1.25%) 54.81K
Increased by +7.92%
Mar 31, 25
20 PGIM Jennison Mid-Cap Growth Z 686.75K (1.24%) 22.12K
Increased by +3.22%
Apr 30, 25