Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 AZTD 4.24%
3 LOUP 3.37%
4 IPAY 3.09%
5 LMBO 3.02%
6 MVPA 2.89%
7 SMLL 2.50%
8 HECO 2.37%
9 DECO 2.35%
10 PJFM 2.02%
11 VCLO 1.97%
12 GIGE 1.75%
13 FFTY 1.75%
14 BPAY 1.75%
15 RFG 1.52%
16 SMCO 1.32%
17 FINX 1.27%
18 FDIG 1.18%
19 FXR 1.02%
20 NBSM 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Durable Capital Partners LP 6.67M (12.30%) 745.65K
Increased by +11.19%
Jun 30, 25
2 Vanguard Group Inc 6.43M (11.86%) -28.31K
Decreased by -0.44%
Jun 30, 25
3 BlackRock Inc 6.21M (11.46%) -184.00
Decreased by -0.00%
Mar 31, 25
4 Wasatch Advisors LP 5.45M (10.05%) -364.18K
Decreased by -6.69%
Mar 31, 25
5 Darlington Partners Capital Management, LP 4.97M (9.16%) 200.00K
Increased by +4.03%
Jun 30, 25
6 Wasatch Advisors Inc. 2.57M (4.74%) 616.45K
Increased by +23.99%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 2.35M (4.34%) 111.04K
Increased by +4.72%
Mar 31, 25
8 FMR Inc 2.28M (4.21%) 1.98M
Increased by +86.69%
Dec 31, 24
9 State Street Corp 2.11M (3.90%) 34.42K
Increased by +1.63%
Mar 31, 25
10 Wellington Management Company LLP 2.04M (3.76%) -2.10M
Decreased by -103.25%
Mar 31, 24
11 HHG PLC 1.85M (3.42%) 120.84K
Increased by +6.52%
Jun 30, 25
12 ClearBridge Advisors, LLC 1.71M (3.16%) -30.76K
Decreased by -1.79%
Mar 31, 25
13 Manufacturers Life Insurance Co 1.71M (3.15%) -24.66K
Decreased by -1.45%
Sep 30, 24
14 Millennium Management LLC 1.67M (3.07%) -637.63K
Decreased by -38.28%
Dec 31, 23
15 Jennison Associates LLC 1.64M (3.02%) 41.55K
Increased by +2.54%
Jun 30, 25
16 Westfield Capital Management Company, LP 1.46M (2.68%) 12.80K
Increased by +0.88%
Sep 30, 24
17 AllianceBernstein L.P. 1.29M (2.38%) -365.61K
Decreased by -28.31%
Mar 31, 25
18 Ameriprise Financial Inc 1.25M (2.31%) 144.11K
Increased by +11.50%
Mar 31, 25
19 Neuberger Berman Group LLC 1.25M (2.30%) -65.00
Decreased by -0.01%
Mar 31, 25
20 Geode Capital Management, LLC 1.23M (2.27%) 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 (4.06%) -3.96K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (3.92%) -52.57K
Decreased by -2.47%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.07M (3.81%) 91.12K
Increased by +4.41%
Sep 30, 24
4 Wasatch Core Growth 1.74M (3.20%) 50.33K
Increased by +2.90%
Jun 30, 25
5 Vanguard Small Cap Index 1.64M (3.02%) -11.01K
Decreased by -0.67%
Jul 31, 25
6 Delaware Ivy Science and Technology C 1.09M (2.00%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Manulife Dividend Income F 1.04M (1.92%) 129.48K
Increased by +12.46%
Sep 30, 24
8 Janus Henderson Triton D 1.00M (1.85%) -11.85K
Decreased by -1.18%
Jun 30, 25
9 Janus Henderson US SMID Cap Growth 1.00M (1.85%) 84.94K
Increased by +8.45%
Jun 30, 25
10 Janus Henderson US SMID Cap Growth MA 1.00M (1.85%) 1.00M
Increased by +99.99%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 922.64K (1.70%) -2.01K
Decreased by -0.22%
Jul 31, 25
12 Fidelity Contrafund 900.20K (1.66%) 0.00
Increased by 0.00%
Feb 28, 25
13 Columbia Seligman Technology Growth 823.35K (1.52%) 71.70K
Increased by +8.71%
Jun 30, 25
14 Nomura Global AI Related Stock Fund MF 795.80K (1.47%) 0.00
Increased by 0.00%
May 14, 24
15 ClearBridge Small Cap Growth 775.66K (1.43%) -262.20K
Decreased by -33.80%
Dec 31, 24
16 Neuberger Berman Genesis Inv 728.84K (1.34%) -27.91K
Decreased by -3.83%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 725.61K (1.34%) -315.12K
Decreased by -43.43%
Jul 31, 25
18 Jennison Mid Cap Growth Equity 686.75K (1.27%) 22.12K
Increased by +3.22%
Jun 30, 25
19 PGIM Jennison Mid-Cap Growth Z 686.75K (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
20 Hartford MidCap Y 685.43K (1.26%) -209.12K
Decreased by -30.51%
Mar 31, 24