Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 IPAY 3.30%
4 LMBO 3.05%
5 LOUP 2.73%
6 SMLL 2.57%
7 BPAY 2.27%
8 MVPA 2.22%
9 VCLO 1.97%
10 GIGE 1.75%
11 FFTY 1.75%
12 RFG 1.68%
13 FDIG 1.48%
14 FINX 1.41%
15 SMCO 1.20%
16 STCE 1.20%
17 NBSM 1.03%
18 QSML 0.98%
19 FRTY 0.94%
20 FDFF 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.54M (11.35%) 562.77K
Increased by +8.61%
Dec 31, 24
2 BlackRock Inc 6.21M (10.78%) 3.29M
Increased by +53.04%
Dec 31, 24
3 Wasatch Advisors LP 5.81M (10.09%) -71.43K
Decreased by -1.23%
Dec 31, 24
4 Durable Capital Partners LP 5.13M (8.91%) -970.12K
Decreased by -18.91%
Dec 31, 24
5 Wasatch Advisors Inc. 2.57M (4.46%) 616.45K
Increased by +23.99%
Dec 31, 23
6 Darlington Partners Capital Management, LP 2.51M (4.36%) 367.50K
Increased by +14.64%
Dec 31, 24
7 Jennison Associates LLC 2.34M (4.05%) -498.80K
Decreased by -21.36%
Dec 31, 24
8 FMR Inc 2.28M (3.96%) 1.98M
Increased by +86.69%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.24M (3.89%) 452.50K
Increased by +20.17%
Dec 31, 24
10 State Street Corp 2.08M (3.61%) 977.10K
Increased by +46.99%
Dec 31, 24
11 Wellington Management Company LLP 2.04M (3.53%) -2.10M
Decreased by -103.25%
Mar 31, 24
12 ClearBridge Advisors, LLC 1.75M (3.03%) -444.59K
Decreased by -25.48%
Dec 31, 24
13 Manufacturers Life Insurance Co 1.71M (2.96%) -24.66K
Decreased by -1.45%
Sep 30, 24
14 Millennium Management LLC 1.67M (2.89%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 AllianceBernstein L.P. 1.66M (2.88%) -29.30K
Decreased by -1.77%
Dec 31, 24
16 Westfield Capital Management Company, L.P. 1.55M (2.69%) 96.46K
Increased by +6.22%
Dec 31, 24
17 HHG PLC 1.46M (2.53%) 2.20K
Increased by +0.15%
Dec 31, 24
18 Westfield Capital Management Company, LP 1.46M (2.53%) 12.80K
Increased by +0.88%
Sep 30, 24
19 Neuberger Berman Group LLC 1.25M (2.16%) 83.21K
Increased by +6.68%
Dec 31, 24
20 Atlantic Trust Group, LLC 1.20M (2.08%) 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 (3.87%) -1.09K
Decreased by -0.05%
Apr 29, 25
2 Vanguard Total Stock Mkt Idx Inv 2.14M (3.71%) -28.43K
Decreased by -1.33%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.07M (3.59%) 91.12K
Increased by +4.41%
Sep 30, 24
4 Vanguard Small Cap Index 1.69M (2.94%) -61.60K
Decreased by -3.64%
Mar 31, 25
5 Wasatch Core Growth 1.69M (2.93%) -223.50K
Decreased by -13.25%
Mar 31, 25
6 Delaware Ivy Science and Technology C 1.09M (1.88%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.83%) 12.45K
Increased by +1.18%
Mar 31, 25
8 Manulife Dividend Income F 1.04M (1.80%) 129.48K
Increased by +12.46%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 948.46K (1.65%) -35.96K
Decreased by -3.79%
Mar 31, 25
10 Fidelity Contrafund 900.20K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
11 Nomura Global AI Related Stock Fund MF 795.80K (1.38%) 0.00
Increased by 0.00%
May 14, 24
12 ClearBridge Small Cap Growth 775.66K (1.35%) -262.20K
Decreased by -33.80%
Dec 31, 24
13 Neuberger Berman Genesis Inv 756.74K (1.31%) -7.55K
Decreased by -1.00%
Mar 31, 25
14 Columbia Seligman Tech & Info A 751.65K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
15 Columbia Seligman Technology Growth 751.65K (1.30%) 118.90K
Increased by +15.82%
Mar 31, 25
16 Janus Henderson US SMID Cap Growth 743.75K (1.29%) -15.28K
Decreased by -2.05%
Dec 31, 24
17 Janus Henderson US SMID Cap Growth MA 743.75K (1.29%) 743.71K
Increased by +99.99%
Dec 31, 24
18 Janus Henderson Triton D 739.72K (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
19 Wasatch Small Cap Growth Investor 692.49K (1.20%) 54.81K
Increased by +7.92%
Mar 31, 25
20 Hartford MidCap Y 685.43K (1.19%) -209.12K
Decreased by -30.51%
Mar 31, 24