Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 8.17%
2 TMFM 4.31%
3 FINX 3.67%
4 FINQ 3.34%
5 BIGD 3.19%
6 FCUS 2.97%
7 OCFS 2.96%
8 XMMO 2.58%
9 PTF 2.55%
10 RJMG 2.46%
11 FRTY 2.11%
12 BOUT 2.11%
13 QMOM 1.93%
14 FXL 1.49%
15 PAMC 1.45%
16 HAPY 1.40%
17 RFG 1.40%
18 IVOG 1.21%
19 SEIM 1.19%
20 PFUT 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 22.59M (26.99%) 22.59M
Increased by +100.00%
Mar 31, 25
2 BlackRock Inc 10.57M (12.64%) 4.09M
Increased by +38.71%
Mar 31, 25
3 Vanguard Group Inc 8.92M (10.66%) 211.05K
Increased by +2.37%
Jun 30, 25
4 BAMCO Inc 5.67M (6.77%) -247.50K
Decreased by -4.37%
Mar 31, 25
5 Massachusetts Financial Services Company 5.08M (6.08%) -73.30K
Decreased by -1.44%
Jun 30, 25
6 Linonia Partnership LP 3.40M (4.06%) 0.00
Increased by 0.00%
Jun 30, 25
7 Wasatch Advisors Inc. 2.76M (3.30%) -113.95K
Decreased by -4.13%
Dec 31, 23
8 State Street Corp 2.56M (3.06%) 1.13M
Increased by +44.09%
Mar 31, 25
9 Van Eck Associates Corporation 2.12M (2.53%) 294.63K
Increased by +13.92%
Sep 30, 23
10 Darsana Capital Partners LP 2.00M (2.39%) -300.00K
Decreased by -15.00%
Jun 30, 25
11 Route One Investment Co, LP 1.82M (2.17%) -233.42K
Decreased by -12.84%
Jun 30, 25
12 Artisan Partners Limited Partnership 1.51M (1.80%) -426.77K
Decreased by -28.30%
Jun 30, 25
13 Geode Capital Management, LLC 1.49M (1.79%) 151.52K
Increased by +10.14%
Mar 31, 25
14 JPMorgan Chase & Co 1.47M (1.76%) -21.50K
Decreased by -1.46%
Mar 31, 25
15 Amvescap Plc. 1.43M (1.71%) 589.42K
Increased by +41.30%
Mar 31, 25
16 State Street Corporation 1.37M (1.64%) 5.44K
Increased by +0.40%
Mar 31, 24
17 Wellington Management Company LLP 1.34M (1.60%) -332.56K
Decreased by -24.81%
Jun 30, 25
18 Whale Rock Capital Management LLC 1.27M (1.52%) 240.62K
Increased by +18.93%
Mar 31, 24
19 Stockbridge Partners LLC 1.25M (1.49%) -502.95K
Decreased by -40.30%
Jun 30, 25
20 Blair William & Co 1.17M (1.40%) -5.25K
Decreased by -0.45%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.73M (3.27%) -4.89K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.70M (3.23%) 19.01K
Increased by +0.70%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.63M (3.15%) 1.93K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.05M (2.45%) -56.77K
Decreased by -2.77%
Jun 30, 25
5 MFS Mid Cap Growth A 2.00M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
6 MFS Mid Cap Growth Equity 2.00M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.54%) -10.62K
Decreased by -0.82%
Jun 30, 25
8 Vanguard Explorer Inv 1.20M (1.44%) 29.59K
Increased by +2.46%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 1.15M (1.37%) -11.64K
Decreased by -1.01%
Jun 30, 25
10 MFS Growth B 1.14M (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
11 MFS Growth Equity 1.14M (1.37%) 102.09K
Increased by +8.93%
Jun 30, 25
12 Baron Asset Retail 1.13M (1.35%) -25.00K
Decreased by -2.22%
Jun 30, 25
13 Baron Mid Cap Growth Strategy 1.13M (1.35%) -25.00K
Decreased by -2.22%
Jun 30, 25
14 Baron Partners Retail 880.00K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
15 Baron Opp. Small Cap Growth Strategy 875.00K (1.05%) -125.00K
Decreased by -14.29%
Jun 30, 25
16 Baron Small Cap Retail 875.00K (1.05%) -125.00K
Decreased by -14.29%
Jun 30, 25
17 Baron Growth Retail 845.00K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 Baron Small Cap Growth Strategy 845.00K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Information Technology ETF 834.91K (1.00%) 3.99K
Increased by +0.48%
Jun 30, 25
20 Parnassus Mid-Cap 783.45K (0.94%) -13.13K
Decreased by -1.68%
Oct 31, 24