Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 8.17%
2 RONB 4.71%
3 BBHM 4.19%
4 BOUT 4.02%
5 TMFM 3.42%
6 FINQ 3.34%
7 BCSM 3.20%
8 BIGD 3.19%
9 OCFS 3.17%
10 FCUS 2.97%
11 PTF 2.48%
12 RULE 2.13%
13 FINX 2.11%
14 QMOM 2.06%
15 BCFN 2.04%
16 RJMG 2.02%
17 XMMO 1.65%
18 HAPY 1.62%
19 BCTK 1.44%
20 GURU 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tudor Investment Corp Et AL 54.75M (69.56%) 54.75M
Increased by +100.00%
Sep 30, 25
2 Nuveen, LLC 22.59M (28.70%) 22.59M
Increased by +100.00%
Mar 31, 25
3 BlackRock Inc 10.72M (13.62%) -172.60K
Decreased by -1.61%
Sep 30, 25
4 Vanguard Group Inc 8.95M (11.37%) -86.14K
Decreased by -0.96%
Dec 31, 25
5 Linonia Partnership LP 5.36M (6.81%) 1.05M
Increased by +19.59%
Dec 31, 25
6 BAMCO Inc 5.15M (6.54%) -21.30K
Decreased by -0.41%
Dec 31, 25
7 Massachusetts Financial Services Company 4.26M (5.41%) -557.62K
Decreased by -13.09%
Dec 31, 25
8 Wasatch Advisors Inc. 2.76M (3.51%) -113.95K
Decreased by -4.13%
Dec 31, 23
9 Darsana Capital Partners LP 2.50M (3.18%) 500.00K
Increased by +20.00%
Dec 31, 25
10 State Street Corp 2.50M (3.18%) -20.60K
Decreased by -0.82%
Sep 30, 25
11 Van Eck Associates Corporation 2.12M (2.69%) 294.63K
Increased by +13.92%
Sep 30, 23
12 Geode Capital Management, LLC 1.78M (2.26%) 145.92K
Increased by +8.21%
Dec 31, 25
13 Route One Investment Co, LP 1.67M (2.12%) -147.59K
Decreased by -8.84%
Dec 31, 25
14 Stockbridge Partners LLC 1.45M (1.84%) 405.85K
Increased by +28.08%
Dec 31, 25
15 State Street Corporation 1.37M (1.74%) 5.44K
Increased by +0.40%
Mar 31, 24
16 AQR Capital Management LLC 1.32M (1.67%) 45.29K
Increased by +3.44%
Dec 31, 25
17 Whale Rock Capital Management LLC 1.27M (1.61%) 240.62K
Increased by +18.93%
Mar 31, 24
18 Amvescap Plc. 1.24M (1.58%) -145.72K
Decreased by -11.73%
Sep 30, 25
19 Fidelity International Ltd 1.17M (1.49%) -110.01K
Decreased by -9.37%
Sep 30, 23
20 Wasatch Advisors LP 1.16M (1.47%) -216.51K
Decreased by -18.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.82M (3.58%) 4.35K
Increased by +0.15%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 2.71M (3.44%) 23.61K
Increased by +0.87%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.63M (3.35%) 1.93K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.96M (2.49%) 32.53K
Increased by +1.66%
Mar 31, 26
5 Baron Partners Retail 1.69M (2.15%) 814.55K
Increased by +48.07%
Mar 31, 26
6 MFS Mid Cap Growth Equity 1.69M (2.14%) -211.40K
Decreased by -12.54%
Dec 31, 25
7 Baron Mid Cap Growth Strategy 1.13M (1.43%) -25.00K
Decreased by -2.22%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 1.10M (1.40%) 26.59K
Increased by +2.42%
Mar 31, 26
9 MFS Growth Equity 1.06M (1.35%) -35.92K
Decreased by -3.38%
Dec 31, 25
10 MFS Growth B 1.05M (1.34%) -8.26K
Decreased by -0.79%
Feb 28, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 950.38K (1.21%) 23.84K
Increased by +2.51%
Mar 31, 26
12 Vanguard Explorer Inv 933.68K (1.19%) 12.08K
Increased by +1.29%
Dec 31, 25
13 Vanguard Information Technology ETF 929.46K (1.18%) -968.00
Decreased by -0.10%
Mar 31, 26
14 Baron Focused Growth Retail 895.50K (1.14%) 322.70K
Increased by +36.04%
Mar 31, 26
15 Baron Focused Growth Strategy 895.50K (1.14%) 322.70K
Increased by +36.04%
Mar 31, 26
16 MFS Mid Cap Growth A 875.52K (1.11%) -614.88K
Decreased by -70.23%
Feb 28, 26
17 Baron Opp. Small Cap Growth Strategy 875.00K (1.11%) -125.00K
Decreased by -14.29%
Jun 30, 25
18 Baron Asset Retail 862.50K (1.10%) 0.00
Increased by 0.00%
Mar 31, 26
19 Baron Asset Strategy 862.50K (1.10%) 0.00
Increased by 0.00%
Mar 31, 26
20 Baron Small Cap Growth Strategy 845.00K (1.07%) 0.00
Increased by 0.00%
Jun 30, 25