Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 MVPA 4.08%
4 LOUP 3.05%
5 IPAY 2.56%
6 SMLL 2.41%
7 BRNY 2.23%
8 LMBO 1.98%
9 VCLO 1.97%
10 GIGE 1.75%
11 FFTY 1.75%
12 BPAY 1.65%
13 DECO 1.56%
14 HECO 1.52%
15 TEKX 1.50%
16 SMCO 1.28%
17 FDIG 1.25%
18 RFG 1.16%
19 FINX 1.08%
20 NBSM 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Durable Capital Partners LP 6.67M (12.03%) 745.65K
Increased by +11.19%
Jun 30, 25
2 Vanguard Group Inc 6.43M (11.60%) -28.31K
Decreased by -0.44%
Jun 30, 25
3 Wasatch Advisors LP 6.34M (11.44%) 890.99K
Increased by +14.06%
Jun 30, 25
4 BlackRock Inc 6.31M (11.39%) 104.45K
Increased by +1.65%
Jun 30, 25
5 Darlington Partners Capital Management, LP 4.97M (8.96%) 200.00K
Increased by +4.03%
Jun 30, 25
6 Wasatch Advisors Inc. 2.57M (4.64%) 616.45K
Increased by +23.99%
Dec 31, 23
7 UBS Group AG 2.37M (4.28%) 1.37M
Increased by +57.71%
Jun 30, 25
8 FMR Inc 2.28M (4.12%) 1.98M
Increased by +86.69%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.12M (3.83%) -232.28K
Decreased by -10.95%
Jun 30, 25
10 Wellington Management Company LLP 2.04M (3.67%) -2.10M
Decreased by -103.25%
Mar 31, 24
11 State Street Corp 2.03M (3.66%) -87.95K
Decreased by -4.34%
Jun 30, 25
12 ClearBridge Advisors, LLC 1.93M (3.49%) 217.73K
Increased by +11.27%
Jun 30, 25
13 HHG PLC 1.85M (3.34%) 120.84K
Increased by +6.52%
Jun 30, 25
14 Neuberger Berman Group LLC 1.81M (3.27%) 564.97K
Increased by +31.20%
Jun 30, 25
15 Manufacturers Life Insurance Co 1.71M (3.08%) -24.66K
Decreased by -1.45%
Sep 30, 24
16 Millennium Management LLC 1.67M (3.01%) -637.63K
Decreased by -38.28%
Dec 31, 23
17 Jennison Associates LLC 1.64M (2.95%) 41.55K
Increased by +2.54%
Jun 30, 25
18 AllianceBernstein L.P. 1.51M (2.72%) 214.63K
Increased by +14.25%
Jun 30, 25
19 Westfield Capital Management Company, LP 1.46M (2.63%) 12.80K
Increased by +0.88%
Sep 30, 24
20 Ameriprise Financial Inc 1.32M (2.38%) 67.65K
Increased by +5.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.20M (3.96%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (3.84%) -52.57K
Decreased by -2.47%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.07M (3.73%) 91.12K
Increased by +4.41%
Sep 30, 24
4 Wasatch Core Growth 1.74M (3.13%) 50.33K
Increased by +2.90%
Jun 30, 25
5 Vanguard Small Cap Index 1.64M (2.95%) -11.01K
Decreased by -0.67%
Jul 31, 25
6 Delaware Ivy Science and Technology C 1.09M (1.96%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Manulife Dividend Income F 1.04M (1.87%) 129.48K
Increased by +12.46%
Sep 30, 24
8 Janus Henderson Triton D 1.00M (1.81%) -11.85K
Decreased by -1.18%
Jun 30, 25
9 Janus Henderson US SMID Cap Growth 1.00M (1.81%) 84.94K
Increased by +8.45%
Jun 30, 25
10 Janus Henderson US SMID Cap Growth MA 1.00M (1.81%) 1.00M
Increased by +99.99%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 922.64K (1.66%) -2.01K
Decreased by -0.22%
Jul 31, 25
12 Fidelity Contrafund 900.20K (1.62%) 0.00
Increased by 0.00%
Feb 28, 25
13 Columbia Seligman Technology Growth 823.35K (1.49%) 71.70K
Increased by +8.71%
Jun 30, 25
14 Nomura Global AI Related Stock Fund MF 795.80K (1.44%) 0.00
Increased by 0.00%
May 14, 24
15 ClearBridge Small Cap Growth 775.66K (1.40%) -262.20K
Decreased by -33.80%
Dec 31, 24
16 Neuberger Berman Genesis Inv 728.84K (1.32%) -27.91K
Decreased by -3.83%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 725.61K (1.31%) -315.12K
Decreased by -43.43%
Jul 31, 25
18 Jennison Mid Cap Growth Equity 686.75K (1.24%) 22.12K
Increased by +3.22%
Jun 30, 25
19 PGIM Jennison Mid-Cap Growth Z 686.75K (1.24%) 0.00
Increased by 0.00%
Jul 31, 25
20 Hartford MidCap Y 685.43K (1.24%) -209.12K
Decreased by -30.51%
Mar 31, 24