Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 7.83%
2 FINX 4.10%
3 PTF 3.57%
4 FINQ 3.34%
5 BIGD 3.19%
6 OCFS 3.09%
7 FCUS 2.97%
8 XMMO 2.68%
9 RJMG 2.65%
10 FRTY 2.11%
11 FXL 1.84%
12 RFG 1.48%
13 HAPY 1.37%
14 GURU 1.23%
15 PFUT 1.20%
16 IJK 1.18%
17 MDYG 1.18%
18 IVOG 1.14%
19 AIEQ 1.12%
20 DTEC 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.46M (10.14%) 90.62K
Increased by +1.07%
Dec 31, 24
2 BlackRock Inc 6.48M (7.77%) 600.00K
Increased by +9.26%
Dec 31, 24
3 BAMCO Inc 5.92M (7.10%) -92.95K
Decreased by -1.57%
Dec 31, 24
4 Massachusetts Financial Services Company 4.44M (5.32%) 1.01M
Increased by +22.76%
Dec 31, 24
5 Wasatch Advisors Inc. 2.76M (3.31%) -113.95K
Decreased by -4.13%
Dec 31, 23
6 Stockbridge Partners LLC 2.68M (3.21%) 205.38K
Increased by +7.67%
Dec 31, 24
7 Linonia Partnership LP 2.40M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
8 Darsana Capital Partners LP 2.30M (2.76%) 0.00
Increased by 0.00%
Dec 31, 24
9 Route One Investment Co, LP 2.25M (2.70%) -614.15K
Decreased by -27.28%
Dec 31, 24
10 Van Eck Associates Corporation 2.12M (2.54%) 294.63K
Increased by +13.92%
Sep 30, 23
11 Amvescap Plc. 2.04M (2.45%) -39.24K
Decreased by -1.92%
Sep 30, 24
12 Wellington Management Company LLP 1.65M (1.98%) 143.12K
Increased by +8.69%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.54M (1.85%) 133.07K
Increased by +8.63%
Jun 30, 24
14 JPMorgan Chase & Co 1.49M (1.79%) -2.65M
Decreased by -177.47%
Dec 31, 24
15 State Street Corp 1.43M (1.71%) 27.62K
Increased by +1.93%
Dec 31, 24
16 Artisan Partners Limited Partnership 1.41M (1.69%) 291.77K
Increased by +20.73%
Dec 31, 24
17 Wasatch Advisors LP 1.38M (1.65%) -576.19K
Decreased by -41.84%
Dec 31, 24
18 State Street Corporation 1.37M (1.65%) 5.44K
Increased by +0.40%
Mar 31, 24
19 Geode Capital Management, LLC 1.34M (1.61%) 12.70K
Increased by +0.95%
Dec 31, 24
20 Whale Rock Capital Management LLC 1.27M (1.52%) 240.62K
Increased by +18.93%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.71M (3.25%) 2.02K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.63M (3.16%) 12.04K
Increased by +0.46%
Feb 28, 25
3 Vanguard Small Cap Index 2.13M (2.56%) 1.74K
Increased by +0.08%
Feb 28, 25
4 MFS Mid Cap Growth Equity 2.02M (2.42%) 19.60K
Increased by +0.97%
Dec 31, 24
5 MFS Mid Cap Growth A 2.00M (2.40%) -12.97K
Decreased by -0.65%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.52%) 1.77K
Increased by +0.14%
Feb 28, 25
7 Baron Asset Retail 1.22M (1.46%) -49.00K
Decreased by -4.03%
Dec 31, 24
8 Baron Mid Cap Growth Strategy 1.22M (1.46%) -49.00K
Decreased by -4.03%
Dec 31, 24
9 Vanguard Explorer Inv 1.21M (1.45%) -50.57K
Decreased by -4.17%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 1.20M (1.44%) -5.81K
Decreased by -0.48%
Feb 28, 25
11 Baron Opp. Small Cap Growth Strategy 1.18M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
12 Baron Small Cap Retail 1.18M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
13 Baron Partners Retail 880.00K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
14 Baron Growth Retail 845.00K (1.01%) -10.00K
Decreased by -1.18%
Dec 31, 24
15 Baron Small Cap Growth Strategy 845.00K (1.01%) -10.00K
Decreased by -1.18%
Dec 31, 24
16 Vanguard Information Technology ETF 818.82K (0.98%) 2.14K
Increased by +0.26%
Feb 28, 25
17 MFS Growth B 813.16K (0.98%) 216.45K
Increased by +26.62%
Feb 28, 25
18 Parnassus Mid-Cap 783.45K (0.94%) -13.13K
Decreased by -1.68%
Oct 31, 24
19 Brown Capital Mgmt Small Co Inv 710.21K (0.85%) -189.98K
Decreased by -26.75%
Jun 30, 24
20 BlackRock Mid-Cap Growth Equity Instl 705.19K (0.85%) 197.28K
Increased by +27.97%
Feb 28, 25