Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 8.57%
2 FINX 4.26%
3 PTF 3.67%
4 OCFS 3.38%
5 FINQ 3.34%
6 BIGD 3.19%
7 FCUS 2.97%
8 XMMO 2.80%
9 RJMG 2.77%
10 FRTY 2.11%
11 FXL 1.85%
12 RFG 1.55%
13 HAPY 1.46%
14 PAMC 1.42%
15 BOUT 1.37%
16 GURU 1.32%
17 MDYG 1.24%
18 IJK 1.24%
19 AIEQ 1.15%
20 DTEC 1.14%

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 (7.09%) -92.95K
Decreased by -1.57%
Dec 31, 24
4 Massachusetts Financial Services Company 5.16M (6.19%) 720.32K
Increased by +13.97%
Mar 31, 25
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 2.70M (3.24%) -8.72K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.65M (3.17%) 13.69K
Increased by +0.52%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.63M (3.16%) 1.93K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.08M (2.50%) -48.36K
Decreased by -2.32%
Mar 31, 25
5 MFS Mid Cap Growth A 2.00M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
6 MFS Mid Cap Growth Equity 2.00M (2.40%) -21.79K
Decreased by -1.09%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.54%) 19.01K
Increased by +1.48%
Mar 31, 25
8 Vanguard Explorer Inv 1.18M (1.41%) -36.81K
Decreased by -3.13%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 1.17M (1.40%) -29.24K
Decreased by -2.50%
Mar 31, 25
10 Baron Asset Retail 1.15M (1.38%) -65.00K
Decreased by -5.64%
Mar 31, 25
11 Baron Mid Cap Growth Strategy 1.15M (1.38%) -65.00K
Decreased by -5.64%
Mar 31, 25
12 MFS Growth B 1.04M (1.25%) 228.22K
Increased by +21.91%
Mar 31, 25
13 MFS Growth Equity 1.04M (1.25%) 555.81K
Increased by +53.37%
Mar 31, 25
14 Baron Opp. Small Cap Growth Strategy 1.00M (1.20%) -175.00K
Decreased by -17.50%
Mar 31, 25
15 Baron Small Cap Retail 1.00M (1.20%) -175.00K
Decreased by -17.50%
Mar 31, 25
16 Baron Partners Retail 880.00K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
17 Baron Growth Retail 845.00K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
18 Baron Small Cap Growth Strategy 845.00K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Information Technology ETF 821.65K (0.99%) 2.82K
Increased by +0.34%
Mar 31, 25
20 Parnassus Mid-Cap 783.45K (0.94%) -13.13K
Decreased by -1.68%
Oct 31, 24