Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 IPAY 3.27%
4 LMBO 3.14%
5 LOUP 2.80%
6 SMLL 2.43%
7 BPAY 2.33%
8 MVPA 2.14%
9 VCLO 1.97%
10 GIGE 1.75%
11 FFTY 1.75%
12 RFG 1.70%
13 FDIG 1.61%
14 FINX 1.43%
15 STCE 1.38%
16 FXR 1.08%
17 SMCO 1.03%
18 NBSM 1.03%
19 QSML 0.98%
20 FRTY 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.54M (11.29%) 562.77K
Increased by +8.61%
Dec 31, 24
2 BlackRock Inc 6.21M (10.72%) 3.29M
Increased by +53.04%
Dec 31, 24
3 Wasatch Advisors LP 5.81M (10.03%) -71.43K
Decreased by -1.23%
Dec 31, 24
4 Durable Capital Partners LP 5.13M (8.86%) -970.12K
Decreased by -18.91%
Dec 31, 24
5 Wasatch Advisors Inc. 2.57M (4.44%) 616.45K
Increased by +23.99%
Dec 31, 23
6 Darlington Partners Capital Management, LP 2.51M (4.33%) 367.50K
Increased by +14.64%
Dec 31, 24
7 Jennison Associates LLC 2.34M (4.03%) -498.80K
Decreased by -21.36%
Dec 31, 24
8 FMR Inc 2.28M (3.94%) 1.98M
Increased by +86.69%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.24M (3.87%) 452.50K
Increased by +20.17%
Dec 31, 24
10 State Street Corp 2.08M (3.59%) 977.10K
Increased by +46.99%
Dec 31, 24
11 Wellington Management Company LLP 2.04M (3.51%) -2.10M
Decreased by -103.25%
Mar 31, 24
12 ClearBridge Advisors, LLC 1.75M (3.01%) -444.59K
Decreased by -25.48%
Dec 31, 24
13 Manufacturers Life Insurance Co 1.71M (2.95%) -24.66K
Decreased by -1.45%
Sep 30, 24
14 Millennium Management LLC 1.67M (2.88%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 AllianceBernstein L.P. 1.66M (2.86%) -29.30K
Decreased by -1.77%
Dec 31, 24
16 Westfield Capital Management Company, L.P. 1.55M (2.68%) 96.46K
Increased by +6.22%
Dec 31, 24
17 HHG PLC 1.46M (2.51%) 2.20K
Increased by +0.15%
Dec 31, 24
18 Westfield Capital Management Company, LP 1.46M (2.51%) 12.80K
Increased by +0.88%
Sep 30, 24
19 Neuberger Berman Group LLC 1.25M (2.15%) 83.21K
Increased by +6.68%
Dec 31, 24
20 Atlantic Trust Group, LLC 1.20M (2.07%) 350.70K
Increased by +29.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.23M (3.85%) 1.68K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.16M (3.74%) 1.22K
Increased by +0.06%
Feb 28, 25
3 Wasatch Core Growth 1.91M (3.30%) -29.38K
Decreased by -1.54%
Dec 31, 24
4 Vanguard Small Cap Index 1.75M (3.03%) 1.43K
Increased by +0.08%
Feb 28, 25
5 Delaware Ivy Science and Technology C 1.09M (1.87%) -259.15K
Decreased by -23.87%
Jun 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.80%) 3.71K
Increased by +0.36%
Feb 28, 25
7 Manulife Dividend Income F 1.04M (1.79%) 129.48K
Increased by +12.46%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 984.42K (1.70%) -5.82K
Decreased by -0.59%
Feb 28, 25
9 Fidelity Contrafund 900.20K (1.55%) 136.40K
Increased by +15.15%
Jan 31, 25
10 Nomura Global AI Related Stock Fund MF 795.80K (1.37%) 0.00
Increased by 0.00%
May 14, 24
11 ClearBridge Small Cap Growth 775.66K (1.34%) -262.20K
Decreased by -33.80%
Dec 31, 24
12 Neuberger Berman Genesis Inv 764.29K (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
13 Columbia Seligman Tech & Info A 751.65K (1.30%) 118.90K
Increased by +15.82%
Feb 28, 25
14 Janus Henderson US SMID Cap Growth 743.75K (1.28%) -15.28K
Decreased by -2.05%
Dec 31, 24
15 Janus Henderson US SMID Cap Growth MA 743.75K (1.28%) 743.71K
Increased by +99.99%
Dec 31, 24
16 Janus Henderson Triton D 739.72K (1.28%) -4.03K
Decreased by -0.54%
Jan 31, 25
17 Jennison Mid Cap Growth Equity 717.70K (1.24%) -45.95K
Decreased by -6.40%
Dec 31, 24
18 Eagle Mid-Cap Growth - Institutional 704.05K (1.22%) -32.66K
Decreased by -4.64%
Dec 31, 24
19 Jennison SMid Cap Core Equity 700.01K (1.21%) -152.09K
Decreased by -21.73%
Dec 31, 24
20 Hartford MidCap Y 685.43K (1.18%) -209.12K
Decreased by -30.51%
Mar 31, 24