Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NITE 4.98%
2 HOTL 4.55%
3 INFR 2.93%
4 PEZ 2.66%
5 PEJ 2.38%
6 GRID 2.29%
7 GRPM 2.20%
8 BEDZ 2.10%
9 BILD 2.00%
10 ECLN 1.64%
11 JSTC 1.34%
12 SXUS 1.29%
13 RFG 1.28%
14 FXD 1.16%
15 DBLV 1.06%
16 LSAF 1.05%
17 FLYU 0.98%
18 SURE 0.97%
19 FLYD 0.93%
20 UIVM 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.55M (15.11%) 67.39K
Increased by +1.21%
Dec 31, 24
2 BlackRock Inc 4.08M (11.10%) -98.66K
Decreased by -2.42%
Dec 31, 24
3 Vanguard Group Inc 3.90M (10.61%) -175.87K
Decreased by -4.51%
Dec 31, 24
4 Principal Financial Group Inc 3.14M (8.53%) 441.42K
Increased by +14.08%
Mar 31, 25
5 Massachusetts Financial Services Company 2.86M (7.77%) 6.37K
Increased by +0.22%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.98M (5.39%) -92.44K
Decreased by -4.67%
Dec 31, 24
7 Franklin Resources Inc 1.94M (5.28%) 102.00
Increased by +0.01%
Dec 31, 24
8 Bank of Nova Scotia 1.72M (4.67%) 37.06K
Increased by +2.16%
Dec 31, 24
9 Wellington Management Company LLP 1.68M (4.58%) -71.71K
Decreased by -4.26%
Dec 31, 24
10 State Street Corporation 1.44M (3.93%) 5.38K
Increased by +0.37%
Mar 31, 24
11 State Street Corp 1.41M (3.83%) -32.94K
Decreased by -2.34%
Dec 31, 24
12 Canada Pension Plan Investment Board 903.23K (2.46%) 0.00
Increased by 0.00%
Dec 31, 23
13 Balyasny Asset Management LLC 806.74K (2.20%) 327.18K
Increased by +40.56%
Dec 31, 24
14 Southeastern Asset Management Inc 800.00K (2.18%) -255.18K
Decreased by -31.90%
Dec 31, 23
15 Citadel Advisors Llc 764.49K (2.08%) 27.52K
Increased by +3.60%
Dec 31, 24
16 Geode Capital Management, LLC 709.69K (1.93%) -42.41K
Decreased by -5.98%
Dec 31, 24
17 Amvescap Plc. 679.56K (1.85%) 480.52K
Increased by +70.71%
Dec 31, 24
18 JPMorgan Chase & Co 631.31K (1.72%) 140.64K
Increased by +22.28%
Sep 30, 24
19 Bain Capital Public Equity Management II, LLC 611.95K (1.67%) 8.25K
Increased by +1.35%
Dec 31, 24
20 Cadian Capital Management LP 581.80K (1.58%) -40.00K
Decreased by -6.88%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 3.31M (9.01%) 0.00
Increased by 0.00%
Mar 31, 25
2 Principal Aligned MidCap Equity 2.08M (5.67%) 372.75K
Increased by +17.90%
Mar 31, 25
3 Principal MidCap R5 2.08M (5.67%) 354.81K
Increased by +17.04%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 1.39M (3.77%) -675.00
Decreased by -0.05%
Apr 29, 25
5 MFS Mid Cap Growth A 1.38M (3.74%) 0.00
Increased by 0.00%
Mar 31, 25
6 MFS Mid Cap Growth Equity 1.38M (3.74%) -15.00K
Decreased by -1.09%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.33M (3.62%) -38.49K
Decreased by -2.89%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.27M (3.46%) 8.32K
Increased by +0.65%
Mar 31, 25
9 Vanguard Small Cap Index 1.01M (2.75%) -14.74K
Decreased by -1.46%
Mar 31, 25
10 Templeton Growth (Euro) I(acc)EUR 883.30K (2.40%) 0.00
Increased by 0.00%
Feb 28, 25
11 Templeton Growth A 869.20K (2.37%) 0.00
Increased by 0.00%
Dec 31, 24
12 Templeton Growth Inc A 869.20K (2.37%) 0.00
Increased by 0.00%
Feb 28, 25
13 MFS Mid Cap Value A 739.25K (2.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Value Equity 739.25K (2.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 Baron Focused Growth Retail 721.50K (1.96%) 175.00K
Increased by +24.26%
Mar 31, 25
16 Baron Focused Growth Strategy 721.50K (1.96%) 175.00K
Increased by +24.26%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 655.65K (1.78%) 13.74K
Increased by +2.10%
Mar 31, 25
18 Hartford MidCap Y 595.94K (1.62%) -9.72K
Decreased by -1.63%
Mar 31, 25
19 Vanguard Small Cap Growth Index Inv 567.09K (1.54%) -9.05K
Decreased by -1.60%
Mar 31, 25
20 Baron Asset Retail 500.23K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25