Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.30%
2 TMFM 4.38%
3 FINX 4.30%
4 PTF 3.98%
5 OCFS 3.50%
6 FINQ 3.34%
7 BIGD 3.19%
8 XMMO 3.12%
9 FCUS 2.97%
10 RJMG 2.41%
11 QMOM 2.26%
12 FRTY 2.11%
13 FXL 2.00%
14 BOUT 1.80%
15 RFG 1.65%
16 HAPY 1.58%
17 PAMC 1.55%
18 SEIM 1.44%
19 GURU 1.43%
20 TMAT 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.57M (12.64%) 4.09M
Increased by +38.71%
Mar 31, 25
2 Vanguard Group Inc 8.71M (10.41%) 256.07K
Increased by +2.94%
Mar 31, 25
3 BAMCO Inc 5.67M (6.77%) -247.50K
Decreased by -4.37%
Mar 31, 25
4 Massachusetts Financial Services Company 5.16M (6.16%) 720.32K
Increased by +13.97%
Mar 31, 25
5 Linonia Partnership LP 3.40M (4.06%) 1.00M
Increased by +29.46%
Mar 31, 25
6 Wasatch Advisors Inc. 2.76M (3.30%) -113.95K
Decreased by -4.13%
Dec 31, 23
7 State Street Corp 2.56M (3.06%) 1.13M
Increased by +44.09%
Mar 31, 25
8 Darsana Capital Partners LP 2.30M (2.75%) 0.00
Increased by 0.00%
Mar 31, 25
9 Van Eck Associates Corporation 2.12M (2.53%) 294.63K
Increased by +13.92%
Sep 30, 23
10 Route One Investment Co, LP 2.05M (2.45%) -200.00K
Decreased by -9.75%
Mar 31, 25
11 Artisan Partners Limited Partnership 1.93M (2.31%) 526.94K
Increased by +27.24%
Mar 31, 25
12 Stockbridge Partners LLC 1.75M (2.09%) -927.79K
Decreased by -52.98%
Mar 31, 25
13 Wellington Management Company LLP 1.67M (2.00%) 24.99K
Increased by +1.49%
Mar 31, 25
14 Geode Capital Management, LLC 1.49M (1.79%) 151.52K
Increased by +10.14%
Mar 31, 25
15 JPMorgan Chase & Co 1.47M (1.76%) -21.50K
Decreased by -1.46%
Mar 31, 25
16 State Street Corporation 1.37M (1.64%) 5.44K
Increased by +0.40%
Mar 31, 24
17 Whale Rock Capital Management LLC 1.27M (1.52%) 240.62K
Increased by +18.93%
Mar 31, 24
18 Blair William & Co 1.18M (1.41%) -33.64K
Decreased by -2.85%
Mar 31, 25
19 Fidelity International Ltd 1.17M (1.40%) -110.01K
Decreased by -9.37%
Sep 30, 23
20 Wasatch Advisors LP 1.16M (1.39%) -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 2.71M (3.24%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.68M (3.20%) 33.76K
Increased by +1.26%
Apr 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 2.10M (2.51%) 12.79K
Increased by +0.61%
Apr 30, 25
5 MFS Mid Cap Growth A 2.00M (2.39%) 0.00
Increased by 0.00%
Apr 30, 25
6 MFS Mid Cap Growth Equity 2.00M (2.39%) -21.79K
Decreased by -1.09%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.55%) 6.77K
Increased by +0.52%
Apr 30, 25
8 Vanguard Explorer Inv 1.18M (1.40%) -36.81K
Decreased by -3.13%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 1.17M (1.40%) -1.06K
Decreased by -0.09%
Apr 30, 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 (1.24%) 0.00
Increased by 0.00%
Apr 30, 25
13 MFS Growth Equity 1.04M (1.24%) 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 (1.05%) 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 828.27K (0.99%) 6.63K
Increased by +0.80%
Apr 30, 25
20 Parnassus Mid-Cap 783.45K (0.94%) -13.13K
Decreased by -1.68%
Oct 31, 24