Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 8.17%
2 TMFM 4.93%
3 FINX 3.59%
4 FINQ 3.34%
5 BIGD 3.19%
6 OCFS 3.08%
7 FCUS 2.97%
8 PTF 2.48%
9 RULE 2.41%
10 XMMO 2.33%
11 RJMG 2.30%
12 FRTY 2.11%
13 BOUT 2.11%
14 QMOM 2.06%
15 HAPY 1.62%
16 FXL 1.50%
17 RFG 1.47%
18 PAMC 1.45%
19 GURU 1.27%
20 SEIM 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 22.59M (28.33%) 22.59M
Increased by +100.00%
Mar 31, 25
2 BlackRock Inc 10.89M (13.66%) 316.72K
Increased by +2.91%
Jun 30, 25
3 Vanguard Group Inc 8.92M (11.19%) 211.05K
Increased by +2.37%
Jun 30, 25
4 BAMCO Inc 5.59M (7.01%) -78.16K
Decreased by -1.40%
Jun 30, 25
5 Massachusetts Financial Services Company 5.08M (6.38%) -73.30K
Decreased by -1.44%
Jun 30, 25
6 Linonia Partnership LP 3.40M (4.26%) 0.00
Increased by 0.00%
Jun 30, 25
7 Wasatch Advisors Inc. 2.76M (3.46%) -113.95K
Decreased by -4.13%
Dec 31, 23
8 State Street Corp 2.52M (3.16%) -36.22K
Decreased by -1.44%
Jun 30, 25
9 Van Eck Associates Corporation 2.12M (2.65%) 294.63K
Increased by +13.92%
Sep 30, 23
10 Darsana Capital Partners LP 2.00M (2.51%) -300.00K
Decreased by -15.00%
Jun 30, 25
11 Route One Investment Co, LP 1.82M (2.28%) -233.42K
Decreased by -12.84%
Jun 30, 25
12 Geode Capital Management, LLC 1.58M (1.98%) 84.15K
Increased by +5.33%
Jun 30, 25
13 Artisan Partners Limited Partnership 1.51M (1.89%) -426.77K
Decreased by -28.30%
Jun 30, 25
14 JPMorgan Chase & Co 1.47M (1.84%) -21.50K
Decreased by -1.46%
Mar 31, 25
15 Amvescap Plc. 1.39M (1.74%) -39.61K
Decreased by -2.85%
Jun 30, 25
16 State Street Corporation 1.37M (1.72%) 5.44K
Increased by +0.40%
Mar 31, 24
17 Wellington Management Company LLP 1.34M (1.68%) -332.56K
Decreased by -24.81%
Jun 30, 25
18 Whale Rock Capital Management LLC 1.27M (1.59%) 240.62K
Increased by +18.93%
Mar 31, 24
19 Stockbridge Partners LLC 1.25M (1.57%) -502.95K
Decreased by -40.30%
Jun 30, 25
20 Blair William & Co 1.17M (1.47%) -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 (3.42%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.64M (3.31%) -61.49K
Decreased by -2.33%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.63M (3.30%) 1.93K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.04M (2.55%) -13.08K
Decreased by -0.64%
Jul 31, 25
5 MFS Mid Cap Growth Equity 2.00M (2.51%) 0.00
Increased by 0.00%
Jun 30, 25
6 MFS Mid Cap Growth A 1.95M (2.44%) -52.24K
Decreased by -2.68%
Jul 31, 25
7 Vanguard Explorer Inv 1.20M (1.51%) 29.59K
Increased by +2.46%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 1.15M (1.44%) -2.06K
Decreased by -0.18%
Jul 31, 25
9 MFS Growth Equity 1.14M (1.43%) 102.09K
Increased by +8.93%
Jun 30, 25
10 Baron Asset Retail 1.13M (1.41%) -25.00K
Decreased by -2.22%
Jun 30, 25
11 Baron Mid Cap Growth Strategy 1.13M (1.41%) -25.00K
Decreased by -2.22%
Jun 30, 25
12 MFS Growth B 1.12M (1.40%) -26.29K
Decreased by -2.35%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 900.93K (1.13%) -391.40K
Decreased by -43.44%
Jul 31, 25
14 Baron Partners Retail 880.00K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
15 Baron Opp. Small Cap Growth Strategy 875.00K (1.10%) -125.00K
Decreased by -14.29%
Jun 30, 25
16 Baron Small Cap Retail 875.00K (1.10%) -125.00K
Decreased by -14.29%
Jun 30, 25
17 Baron Growth Retail 845.00K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
18 Baron Small Cap Growth Strategy 845.00K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Information Technology ETF 843.51K (1.06%) 8.60K
Increased by +1.02%
Jul 31, 25
20 Parnassus Mid-Cap 783.45K (0.98%) -13.13K
Decreased by -1.68%
Oct 31, 24