Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 4.55%
2 NITE 3.43%
3 PEZ 2.66%
4 PEJ 2.38%
5 GRPM 2.29%
6 BYRE 2.11%
7 INFR 2.08%
8 GRID 2.00%
9 BILD 2.00%
10 BEDZ 1.95%
11 ECLN 1.55%
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 0.96%
19 UIVM 0.92%
20 XMHQ 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.79M (14.27%) 238.17K
Increased by +4.11%
Mar 31, 25
2 BlackRock Inc 4.13M (10.18%) 53.52K
Increased by +1.30%
Mar 31, 25
3 Principal Financial Group Inc 3.87M (9.54%) 736.19K
Increased by +19.01%
Jun 30, 25
4 Vanguard Group Inc 3.85M (9.48%) -75.17K
Decreased by -1.95%
Jun 30, 25
5 Wellington Management Company LLP 2.95M (7.27%) 1.15M
Increased by +38.93%
Jun 30, 25
6 Massachusetts Financial Services Company 2.22M (5.47%) -635.48K
Decreased by -28.62%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 2.03M (5.01%) 50.57K
Increased by +2.49%
Mar 31, 25
8 Franklin Resources Inc 1.94M (4.78%) 102.00
Increased by +0.01%
Dec 31, 24
9 Bank of Nova Scotia 1.88M (4.63%) 160.46K
Increased by +8.55%
Mar 31, 25
10 State Street Corporation 1.44M (3.56%) 5.38K
Increased by +0.37%
Mar 31, 24
11 State Street Corp 1.41M (3.48%) 3.65K
Increased by +0.26%
Mar 31, 25
12 Balyasny Asset Management LLC 1.06M (2.61%) 252.72K
Increased by +23.85%
Mar 31, 25
13 Citadel Advisors Llc 1.04M (2.56%) 274.59K
Increased by +26.43%
Mar 31, 25
14 Long Pond Capital, LP 921.22K (2.27%) -645.49K
Decreased by -70.07%
Jun 30, 25
15 Canada Pension Plan Investment Board 903.23K (2.23%) 0.00
Increased by 0.00%
Dec 31, 23
16 Southeastern Asset Management Inc 800.00K (1.97%) -255.18K
Decreased by -31.90%
Dec 31, 23
17 Geode Capital Management, LLC 758.99K (1.87%) 49.29K
Increased by +6.49%
Mar 31, 25
18 Bank of America Corp 665.78K (1.64%) 317.33K
Increased by +47.66%
Mar 31, 25
19 Amvescap Plc. 657.70K (1.62%) -21.86K
Decreased by -3.32%
Mar 31, 25
20 JPMorgan Chase & Co 631.31K (1.56%) 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 (8.16%) 0.00
Increased by 0.00%
Jun 30, 25
2 Principal Aligned MidCap Equity 2.18M (5.38%) 101.23K
Increased by +4.64%
Jun 30, 25
3 Principal MidCap R5 2.18M (5.38%) 7.06K
Increased by +0.32%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 1.37M (3.37%) -2.48K
Decreased by -0.18%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.33M (3.28%) -38.49K
Decreased by -2.89%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.25M (3.07%) -26.39K
Decreased by -2.12%
Jul 31, 25
7 Vanguard Small Cap Index 967.54K (2.38%) -5.79K
Decreased by -0.60%
Jul 31, 25
8 MFS Mid Cap Value A 898.64K (2.22%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Value Equity 898.64K (2.22%) 159.39K
Increased by +17.74%
Jun 30, 25
10 Templeton Growth (Euro) I(acc)EUR 883.30K (2.18%) 0.00
Increased by 0.00%
Feb 28, 25
11 Templeton Growth A 869.20K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
12 Templeton Growth Inc A 869.20K (2.14%) 0.00
Increased by 0.00%
Feb 28, 25
13 Baron Focused Growth Retail 781.50K (1.93%) 60.00K
Increased by +7.68%
Jun 30, 25
14 Baron Focused Growth Strategy 781.50K (1.93%) 60.00K
Increased by +7.68%
Jun 30, 25
15 MFS Mid Cap Growth A 763.67K (1.88%) 113.60K
Increased by +14.88%
Jun 30, 25
16 MFS Mid Cap Growth Equity 763.67K (1.88%) -612.43K
Decreased by -80.19%
Jun 30, 25
17 Hartford MidCap Y 687.42K (1.69%) 45.10K
Increased by +6.56%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 545.25K (1.34%) -823.00
Decreased by -0.15%
Jul 31, 25
19 Baron Asset Retail 500.23K (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
20 Baron Mid Cap Growth Strategy 500.23K (1.23%) 0.00
Increased by 0.00%
Jun 30, 25