Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 4.13%
2 XOVR 2.10%
3 ENTR 2.10%
4 LFSC 2.09%
5 SFLO 2.06%
6 RFG 1.98%
7 XHE 1.91%
8 ROBO 1.40%
9 HTEC 1.38%
10 XMMO 1.35%
11 SHRT 1.33%
12 GURU 1.23%
13 DTEC 1.07%
14 FDLS 1.06%
15 IHI 1.05%
16 PAMC 1.00%
17 MMSC 0.76%
18 LIVR 0.66%
19 DSTL 0.66%
20 MDYV 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.86M (9.51%) 240.22K
Increased by +2.21%
Dec 31, 24
2 BlackRock Inc 10.64M (9.31%) 363.17K
Increased by +3.41%
Dec 31, 24
3 HHG PLC 6.61M (5.79%) -382.86K
Decreased by -5.79%
Dec 31, 24
4 Mariner Value Strategies, LLC 3.62M (3.17%) 763.93K
Increased by +21.10%
Sep 30, 23
5 State Street Corp 3.59M (3.15%) 23.74K
Increased by +0.66%
Dec 31, 24
6 State Street Corporation 3.58M (3.13%) 38.60K
Increased by +1.08%
Mar 31, 24
7 JPMorgan Chase & Co 2.80M (2.46%) -2.41M
Decreased by -85.77%
Dec 31, 24
8 Burgundy Asset Management Ltd 2.62M (2.29%) 43.33K
Increased by +1.66%
Dec 31, 24
9 Citadel Advisors Llc 2.57M (2.25%) 985.04K
Increased by +38.30%
Dec 31, 24
10 Wellington Management Company LLP 2.50M (2.19%) -81.89K
Decreased by -3.28%
Dec 31, 24
11 OZ Management LLC 2.08M (1.82%) -132.90K
Decreased by -6.40%
Dec 31, 24
12 Geode Capital Management, LLC 1.90M (1.66%) 12.15K
Increased by +0.64%
Dec 31, 24
13 Geneva Capital Management 1.82M (1.59%) 217.71K
Increased by +11.99%
Dec 31, 24
14 Champlain Investment Partners, LLC 1.79M (1.57%) -671.82K
Decreased by -37.43%
Sep 30, 24
15 GW&K Investment Management, LLC 1.75M (1.53%) -7.46K
Decreased by -0.43%
Dec 31, 24
16 Magnetar Financial LLC 1.72M (1.50%) 29.20K
Increased by +1.70%
Jun 30, 24
17 Millennium Management LLC 1.69M (1.48%) 1.05M
Increased by +61.69%
Dec 31, 24
18 Hawk Ridge Management LLC 1.68M (1.47%) -501.91K
Decreased by -29.96%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 1.63M (1.43%) 248.49K
Increased by +15.20%
Dec 31, 23
20 Van Berkom and Associates Inc 1.45M (1.27%) -28.40K
Decreased by -1.96%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.71M (3.25%) 6.50K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.59M (3.14%) 19.10K
Increased by +0.53%
Feb 28, 25
3 Vanguard Small Cap Index 2.90M (2.54%) 2.40K
Increased by +0.08%
Feb 28, 25
4 Nuance Mid Cap Value Separate Account 2.39M (2.09%) 339.31K
Increased by +14.21%
Sep 30, 23
5 Vanguard Explorer Inv 1.91M (1.68%) -91.89K
Decreased by -4.80%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.51%) 854.00
Increased by +0.05%
Feb 28, 25
7 JPM US Mid Cap Value-Composite 1.67M (1.46%) 380.06K
Increased by +22.81%
Jun 30, 24
8 JPM US Mid Cap Value-MA 1.67M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
9 Nuance Mid Cap Value Institutional 1.65M (1.44%) 174.03K
Increased by +10.55%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 1.63M (1.43%) -7.19K
Decreased by -0.44%
Feb 28, 25
11 Janus Henderson US SMID Cap Growth 1.54M (1.35%) -31.62K
Decreased by -2.05%
Dec 31, 24
12 Janus Henderson US SMID Cap Growth MA 1.54M (1.35%) 1.54M
Increased by +100.00%
Dec 31, 24
13 Janus Henderson Triton D 1.53M (1.34%) -8.34K
Decreased by -0.55%
Jan 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 1.50M (1.31%) 748.43K
Increased by +50.00%
Dec 31, 24
15 JPMorgan Mid Cap Value L 1.48M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
16 Van Berkom Sm-Cap Eq 1.45M (1.27%) -6.20K
Decreased by -0.43%
Jun 30, 24
17 Janus Henderson Contrarian D 1.42M (1.25%) 0.00
Increased by 0.00%
Jan 31, 25
18 Janus Henderson US Opportunistic Alpha 1.42M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
19 Janus Henderson Opportunistic Alpha MA 1.35M (1.18%) 1.35M
Increased by +99.99%
Jun 30, 24
20 Champlain Small Company Adv 1.00M (0.88%) -25.00K
Decreased by -2.50%
Jun 30, 24