Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 3.02%
2 TMFS 2.06%
3 SFLO 2.06%
4 XHE 1.83%
5 MDEV 1.57%
6 XOVR 1.50%
7 ENTR 1.50%
8 RFG 1.38%
9 LFSC 1.38%
10 HTEC 1.24%
11 GURU 1.19%
12 ROBO 1.12%
13 SHRT 1.11%
14 BUL 1.05%
15 LSAF 1.00%
16 DTEC 1.00%
17 XMMO 0.97%
18 FXH 0.90%
19 IHI 0.80%
20 FDLS 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.72M (9.60%) 87.07K
Increased by +0.81%
Mar 31, 25
2 Vanguard Group Inc 10.71M (9.58%) -200.19K
Decreased by -1.87%
Jun 30, 25
3 HHG PLC 8.21M (7.35%) 1.20M
Increased by +14.63%
Jun 30, 25
4 Mariner Value Strategies, LLC 3.62M (3.24%) 763.93K
Increased by +21.10%
Sep 30, 23
5 State Street Corp 3.62M (3.24%) 21.05K
Increased by +0.58%
Mar 31, 25
6 State Street Corporation 3.58M (3.20%) 38.60K
Increased by +1.08%
Mar 31, 24
7 Burgundy Asset Management Ltd 3.48M (3.12%) 679.69K
Increased by +19.52%
Jun 30, 25
8 JPMorgan Chase & Co 2.63M (2.35%) -175.95K
Decreased by -6.69%
Mar 31, 25
9 Citadel Advisors Llc 2.57M (2.30%) 985.04K
Increased by +38.30%
Dec 31, 24
10 William Blair Investment Management, LLC 2.41M (2.15%) 131.24K
Increased by +5.46%
Jun 30, 25
11 Hawk Ridge Management LLC 2.12M (1.90%) 443.14K
Increased by +20.87%
Jun 30, 25
12 OZ Management LLC 2.09M (1.87%) 15.00K
Increased by +0.72%
Mar 31, 25
13 Geneva Capital Management 2.08M (1.86%) 249.14K
Increased by +11.96%
Jun 30, 25
14 Geode Capital Management, LLC 2.03M (1.82%) 135.02K
Increased by +6.64%
Mar 31, 25
15 Amvescap Plc. 2.02M (1.81%) 1.55M
Increased by +76.84%
Mar 31, 25
16 Wellington Management Company LLP 1.97M (1.76%) 86.16K
Increased by +4.38%
Jun 30, 25
17 Champlain Investment Partners, LLC 1.79M (1.61%) -671.82K
Decreased by -37.43%
Sep 30, 24
18 GW&K Investment Management, LLC 1.72M (1.54%) -25.19K
Decreased by -1.46%
Mar 31, 25
19 Magnetar Financial LLC 1.72M (1.54%) 29.20K
Increased by +1.70%
Jun 30, 24
20 Millennium Management LLC 1.69M (1.52%) 1.05M
Increased by +61.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.68M (3.29%) -6.60K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.63M (3.25%) -57.43K
Decreased by -1.58%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.56M (3.19%) 2.64K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.76M (2.47%) -140.70K
Decreased by -5.10%
Jun 30, 25
5 Nuance Mid Cap Value Separate Account 2.39M (2.14%) 339.31K
Increased by +14.21%
Sep 30, 23
6 Vanguard Explorer Inv 2.09M (1.87%) 41.74K
Increased by +2.00%
Jun 30, 25
7 JPM US Mid Cap Value-Composite 2.02M (1.81%) 514.50K
Increased by +25.43%
Jun 30, 25
8 JPMorgan Mid Cap Value L 2.02M (1.81%) 11.88K
Increased by +0.59%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.56%) -34.93K
Decreased by -2.01%
Jun 30, 25
10 Janus Inst Mid Cap Growth CF 1.74M (1.55%) 1.01M
Increased by +58.06%
Jun 30, 25
11 Nuance Mid Cap Value Institutional 1.65M (1.48%) 174.03K
Increased by +10.55%
Oct 31, 23
12 Janus Henderson Enterprise D 1.58M (1.41%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 1.55M (1.39%) -49.14K
Decreased by -3.18%
Jun 30, 25
14 JPM US Mid Cap Value-MA 1.51M (1.35%) -157.52K
Decreased by -10.44%
Mar 31, 25
15 Van Berkom Sm-Cap Eq 1.45M (1.29%) -6.20K
Decreased by -0.43%
Jun 30, 24
16 Janus Henderson Contrarian D 1.42M (1.27%) 0.00
Increased by 0.00%
May 31, 25
17 Janus Henderson US Opportunistic Alpha 1.42M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
18 Janus Henderson Opportunistic Alpha MA 1.35M (1.21%) 1.35M
Increased by +99.99%
Jun 30, 24
19 Janus Henderson Triton D 1.24M (1.11%) 0.00
Increased by 0.00%
May 31, 25
20 Janus Henderson US SMID Cap Growth 1.22M (1.09%) -14.41K
Decreased by -1.18%
Jun 30, 25