Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 4.55%
2 NITE 3.36%
3 PEZ 2.66%
4 PEJ 2.38%
5 GRPM 2.31%
6 INFR 2.06%
7 BYRE 2.04%
8 BEDZ 2.01%
9 BILD 2.00%
10 GRID 1.98%
11 ECLN 1.51%
12 SXUS 1.29%
13 RFG 1.21%
14 LSAF 1.07%
15 DBLV 1.06%
16 FLYU 0.98%
17 SURE 0.97%
18 FLYD 0.94%
19 UIVM 0.92%
20 XMHQ 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.79M (14.43%) 238.17K
Increased by +4.11%
Mar 31, 25
2 BlackRock Inc 4.13M (10.29%) 53.52K
Increased by +1.30%
Mar 31, 25
3 Vanguard Group Inc 3.92M (9.77%) 21.19K
Increased by +0.54%
Mar 31, 25
4 Principal Financial Group Inc 3.14M (7.82%) 441.42K
Increased by +14.08%
Mar 31, 25
5 Massachusetts Financial Services Company 2.86M (7.12%) 6.37K
Increased by +0.22%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.03M (5.06%) 50.57K
Increased by +2.49%
Mar 31, 25
7 Franklin Resources Inc 1.94M (4.83%) 102.00
Increased by +0.01%
Dec 31, 24
8 Bank of Nova Scotia 1.88M (4.68%) 160.46K
Increased by +8.55%
Mar 31, 25
9 Wellington Management Company LLP 1.80M (4.49%) 116.81K
Increased by +6.49%
Mar 31, 25
10 Long Pond Capital, LP 1.57M (3.90%) 1.57M
Increased by +100.00%
Mar 31, 25
11 State Street Corporation 1.44M (3.60%) 5.38K
Increased by +0.37%
Mar 31, 24
12 State Street Corp 1.41M (3.52%) 3.65K
Increased by +0.26%
Mar 31, 25
13 Balyasny Asset Management LLC 1.06M (2.64%) 252.72K
Increased by +23.85%
Mar 31, 25
14 Citadel Advisors Llc 1.04M (2.59%) 274.59K
Increased by +26.43%
Mar 31, 25
15 Canada Pension Plan Investment Board 903.23K (2.25%) 0.00
Increased by 0.00%
Dec 31, 23
16 Southeastern Asset Management Inc 800.00K (1.99%) -255.18K
Decreased by -31.90%
Dec 31, 23
17 Geode Capital Management, LLC 758.99K (1.89%) 49.29K
Increased by +6.49%
Mar 31, 25
18 Bank of America Corp 665.78K (1.66%) 317.33K
Increased by +47.66%
Mar 31, 25
19 Amvescap Plc. 657.70K (1.64%) -21.86K
Decreased by -3.32%
Mar 31, 25
20 JPMorgan Chase & Co 631.31K (1.57%) 140.64K
Increased by +22.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 3.31M (8.25%) 0.00
Increased by 0.00%
Jun 30, 25
2 Principal Aligned MidCap Equity 2.18M (5.44%) 101.23K
Increased by +4.64%
Jun 30, 25
3 Principal MidCap R5 2.18M (5.44%) 7.06K
Increased by +0.32%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 1.37M (3.41%) 90.00
Increased by +0.01%
Jul 30, 25
5 Vanguard US Total Market Shares ETF 1.33M (3.31%) -38.49K
Decreased by -2.89%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.27M (3.17%) -29.81K
Decreased by -2.34%
Jun 30, 25
7 Vanguard Small Cap Index 973.33K (2.43%) -48.67K
Decreased by -5.00%
Jun 30, 25
8 MFS Mid Cap Value A 898.64K (2.24%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Value Equity 898.64K (2.24%) 159.39K
Increased by +17.74%
Jun 30, 25
10 Templeton Growth (Euro) I(acc)EUR 883.30K (2.20%) 0.00
Increased by 0.00%
Feb 28, 25
11 Templeton Growth A 869.20K (2.17%) 0.00
Increased by 0.00%
Dec 31, 24
12 Templeton Growth Inc A 869.20K (2.17%) 0.00
Increased by 0.00%
Feb 28, 25
13 Baron Focused Growth Retail 781.50K (1.95%) 60.00K
Increased by +7.68%
Jun 30, 25
14 Baron Focused Growth Strategy 781.50K (1.95%) 60.00K
Increased by +7.68%
Jun 30, 25
15 MFS Mid Cap Growth A 763.67K (1.90%) 113.60K
Increased by +14.88%
Jun 30, 25
16 MFS Mid Cap Growth Equity 763.67K (1.90%) -612.43K
Decreased by -80.19%
Jun 30, 25
17 Hartford MidCap Y 687.42K (1.71%) 45.10K
Increased by +6.56%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 645.98K (1.61%) -18.51K
Decreased by -2.87%
Jun 30, 25
19 Vanguard Small Cap Growth Index Inv 546.07K (1.36%) -16.88K
Decreased by -3.09%
Jun 30, 25
20 Baron Asset Retail 500.23K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25