Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLOF 0.05%
2 FMCX 0.05%
3 GLDM 0.05%
4 ACWF 0.04%
5 IYC 0.03%
6 IMCG 0.03%
7 JKH 0.03%
8 IWP 0.02%
9 JKG 0.02%
10 IMCB 0.02%
11 IWR 0.02%
12 IWS 0.02%
13 ILCG 0.01%
14 JKE 0.01%
15 IWD 0.01%
16 ILCB 0.00%
17 JKD 0.00%
18 IWV 0.00%
19 IYY 0.00%
20 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Linonia Partnership LP 2.35M (1.00%) 110.53K
Increased by +4.69%
Dec 31, 24
2 Vanguard Group Inc 2.29M (0.97%) -64.08K
Decreased by -2.79%
Dec 31, 24
3 State Of Wisconsin Investment Board 1.37M (0.58%) -70.08K
Decreased by -5.11%
Dec 31, 24
4 Ashe Capital Management, LLC 1.18M (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 1.06M (0.45%) 19.61K
Increased by +1.85%
Dec 31, 24
6 NORGES BANK 974.53K (0.41%) 10.43K
Increased by +1.07%
Dec 31, 24
7 HHG PLC 948.91K (0.40%) 4.64K
Increased by +0.49%
Dec 31, 24
8 Fort Baker Capital Management LP 901.34K (0.38%) 901.34K
Increased by +100.00%
Sep 30, 23
9 Principal Financial Group Inc 881.15K (0.37%) -5.74K
Decreased by -0.65%
Mar 31, 25
10 Ruane, Cunniff & Goldfarb L.P. 748.92K (0.32%) -41.74K
Decreased by -5.57%
Dec 31, 24
11 OZ Management LLC 737.21K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
12 TPG GP A, LLC 512.04K (0.22%) -57.25K
Decreased by -11.18%
Dec 31, 24
13 Geode Capital Management, LLC 479.28K (0.20%) 7.50K
Increased by +1.56%
Dec 31, 24
14 Madison Asset Management, LLC 454.86K (0.19%) 0.00
Increased by 0.00%
Dec 31, 24
15 Madison Investment Advisors, LLC 454.86K (0.19%) 454.86K
Increased by +100.00%
Dec 31, 24
16 FMR Inc 393.71K (0.17%) -572.55K
Decreased by -145.43%
Dec 31, 24
17 State Street Corporation 385.96K (0.16%) 5.78K
Increased by +1.50%
Mar 31, 24
18 State Street Corp 363.31K (0.15%) -31.78K
Decreased by -8.75%
Dec 31, 24
19 Davis Selected Advisers 357.86K (0.15%) -10.98K
Decreased by -3.07%
Jun 30, 24
20 BAMCO Inc 343.49K (0.15%) 77.31K
Increased by +22.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 1.10M (0.47%) 2.25K
Increased by +0.20%
Mar 31, 25
2 AMOne Global High Quality Growth Eq MF 856.84K (0.36%) 856.84K
Increased by +100.00%
Sep 6, 24
3 Vanguard Total Stock Mkt Idx Inv 807.42K (0.34%) -53.00
Decreased by -0.01%
Mar 31, 25
4 Janus Henderson Enterprise D 731.60K (0.31%) 0.00
Increased by 0.00%
Feb 28, 25
5 Janus Inst Mid Cap Growth CF 731.60K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Index 539.14K (0.23%) -42.16K
Decreased by -7.82%
Mar 31, 25
7 Principal Aligned MidCap Equity 505.65K (0.21%) -12.56K
Decreased by -2.48%
Mar 31, 25
8 Principal MidCap R5 505.65K (0.21%) -12.56K
Decreased by -2.48%
Mar 31, 25
9 Fidelity Select Communication Services 505.46K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
10 Madison Mid Cap Y 454.86K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Select Communication Services 340.06K (0.14%) 29.30K
Increased by +8.62%
Nov 30, 23
12 Fidelity® Mid-Cap Stock 316.65K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Mid-Cap Stock 309.05K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 291.88K (0.12%) -42.45K
Decreased by -14.55%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 288.71K (0.12%) -37.79K
Decreased by -13.09%
Mar 31, 25
16 Fidelity Extended Market Index 217.23K (0.09%) 28.31K
Increased by +13.03%
Mar 31, 25
17 Spiltan Globalfond Investmentbolag 185.21K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
18 Baron Discovery Institutional 185.00K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 Baron Discovery Strategy 185.00K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
20 AMOne Dev Countrs Hi Qual Gr Eq MF 161.48K (0.07%) 161.48K
Increased by +100.00%
Jan 14, 25