Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 2.99%
2 SFLO 2.06%
3 LFSC 1.53%
4 XHE 1.49%
5 ENTR 1.49%
6 XOVR 1.49%
7 RFG 1.41%
8 SHRT 1.33%
9 GURU 1.19%
10 HTEC 1.07%
11 XMMO 0.97%
12 ROBO 0.95%
13 IHI 0.78%
14 DTEC 0.78%
15 FDLS 0.76%
16 MDYV 0.66%
17 IJJ 0.65%
18 LSEQ 0.65%
19 HSMV 0.64%
20 IVOV 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.91M (9.74%) 45.25K
Increased by +0.41%
Mar 31, 25
2 BlackRock Inc 10.72M (9.57%) 87.07K
Increased by +0.81%
Mar 31, 25
3 HHG PLC 7.01M (6.25%) 391.41K
Increased by +5.59%
Mar 31, 25
4 Mariner Value Strategies, LLC 3.62M (3.23%) 763.93K
Increased by +21.10%
Sep 30, 23
5 State Street Corp 3.62M (3.23%) 21.05K
Increased by +0.58%
Mar 31, 25
6 State Street Corporation 3.58M (3.19%) 38.60K
Increased by +1.08%
Mar 31, 24
7 Burgundy Asset Management Ltd 2.80M (2.50%) 183.64K
Increased by +6.55%
Mar 31, 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 2.27M (2.03%) 1.04M
Increased by +45.79%
Mar 31, 25
11 OZ Management LLC 2.09M (1.87%) 15.00K
Increased by +0.72%
Mar 31, 25
12 Geode Capital Management, LLC 2.03M (1.81%) 135.02K
Increased by +6.64%
Mar 31, 25
13 Wellington Management Company LLP 1.88M (1.68%) -614.18K
Decreased by -32.63%
Mar 31, 25
14 Geneva Capital Management 1.83M (1.64%) 17.81K
Increased by +0.97%
Mar 31, 25
15 Champlain Investment Partners, LLC 1.79M (1.60%) -671.82K
Decreased by -37.43%
Sep 30, 24
16 GW&K Investment Management, LLC 1.72M (1.53%) -25.19K
Decreased by -1.46%
Mar 31, 25
17 Magnetar Financial LLC 1.72M (1.53%) 29.20K
Increased by +1.70%
Jun 30, 24
18 Millennium Management LLC 1.69M (1.51%) 1.05M
Increased by +61.69%
Dec 31, 24
19 Hawk Ridge Management LLC 1.68M (1.50%) 4.56K
Increased by +0.27%
Mar 31, 25
20 Marshall Wace Asset Management Ltd 1.63M (1.46%) 248.49K
Increased by +15.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.68M (3.29%) 63.05K
Increased by +1.71%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 3.68M (3.29%) -11.88K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.56M (3.18%) 2.64K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.89M (2.58%) 17.43K
Increased by +0.60%
Apr 30, 25
5 Nuance Mid Cap Value Separate Account 2.39M (2.13%) 339.31K
Increased by +14.21%
Sep 30, 23
6 Vanguard Explorer Inv 2.04M (1.82%) 130.05K
Increased by +6.36%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.57%) 8.48K
Increased by +0.48%
Apr 30, 25
8 JPM US Mid Cap Value-Composite 1.67M (1.49%) 380.06K
Increased by +22.81%
Jun 30, 24
9 Nuance Mid Cap Value Institutional 1.65M (1.47%) 174.03K
Increased by +10.55%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 1.61M (1.43%) -1.05K
Decreased by -0.07%
Apr 30, 25
11 Janus Henderson US SMID Cap Growth 1.54M (1.37%) -31.62K
Decreased by -2.05%
Dec 31, 24
12 Janus Henderson US SMID Cap Growth MA 1.54M (1.37%) 1.54M
Increased by +100.00%
Dec 31, 24
13 JPM US Mid Cap Value-MA 1.51M (1.35%) -157.52K
Decreased by -10.44%
Mar 31, 25
14 JPMorgan Mid Cap Value L 1.51M (1.35%) 28.45K
Increased by +1.89%
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%
Mar 31, 25
17 Janus Henderson US Opportunistic Alpha 1.42M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
18 Janus Henderson Opportunistic Alpha MA 1.35M (1.20%) 1.35M
Increased by +99.99%
Jun 30, 24
19 Janus Henderson Triton D 1.24M (1.10%) -12.87K
Decreased by -1.04%
Mar 31, 25
20 Champlain Small Company Adv 1.00M (0.89%) -25.00K
Decreased by -2.50%
Jun 30, 24