Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 2.72%
2 TMFS 2.06%
3 SFLO 2.06%
4 XHE 1.67%
5 XOVR 1.50%
6 ENTR 1.50%
7 MDEV 1.40%
8 LFSC 1.31%
9 SHRT 1.23%
10 RFG 1.21%
11 HTEC 1.14%
12 GURU 1.03%
13 ROBO 0.98%
14 BUL 0.92%
15 LSAF 0.91%
16 DTEC 0.87%
17 FXH 0.84%
18 XMMO 0.83%
19 FDLS 0.73%
20 IHI 0.71%

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 2.41M (2.15%) 131.24K
Increased by +5.46%
Jun 30, 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 Amvescap Plc. 2.02M (1.80%) 1.55M
Increased by +76.84%
Mar 31, 25
14 Wellington Management Company LLP 1.88M (1.68%) -614.18K
Decreased by -32.63%
Mar 31, 25
15 Geneva Capital Management 1.83M (1.64%) 17.81K
Increased by +0.97%
Mar 31, 25
16 Champlain Investment Partners, LLC 1.79M (1.60%) -671.82K
Decreased by -37.43%
Sep 30, 24
17 GW&K Investment Management, LLC 1.72M (1.53%) -25.19K
Decreased by -1.46%
Mar 31, 25
18 Magnetar Financial LLC 1.72M (1.53%) 29.20K
Increased by +1.70%
Jun 30, 24
19 Millennium Management LLC 1.69M (1.51%) 1.05M
Increased by +61.69%
Dec 31, 24
20 Hawk Ridge Management LLC 1.68M (1.50%) 4.56K
Increased by +0.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.69M (3.29%) 240.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.63M (3.24%) -57.43K
Decreased by -1.58%
Jun 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 2.76M (2.46%) -140.70K
Decreased by -5.10%
Jun 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 2.09M (1.86%) 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 (1.55%) -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 (1.47%) 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 (1.38%) -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 (1.20%) 1.35M
Increased by +99.99%
Jun 30, 24
19 Janus Henderson Triton D 1.24M (1.10%) 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