Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NITE 4.91%
2 HOTL 4.55%
3 INFR 2.90%
4 PEZ 2.66%
5 PEJ 2.38%
6 GRPM 2.21%
7 GRID 2.19%
8 BEDZ 2.08%
9 BILD 2.00%
10 ECLN 1.65%
11 JSTC 1.37%
12 SXUS 1.29%
13 RFG 1.22%
14 FXD 1.14%
15 DBLV 1.06%
16 LSAF 1.04%
17 FLYU 0.98%
18 SURE 0.97%
19 UIVM 0.92%
20 FLYD 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 (10.30%) 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 (4.84%) 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 (3.91%) 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 Canada Pension Plan Investment Board 903.23K (2.25%) 0.00
Increased by 0.00%
Dec 31, 23
15 Southeastern Asset Management Inc 800.00K (1.99%) -255.18K
Decreased by -31.90%
Dec 31, 23
16 Citadel Advisors Llc 764.49K (1.91%) 27.52K
Increased by +3.60%
Dec 31, 24
17 Geode Capital Management, LLC 758.99K (1.89%) 49.29K
Increased by +6.49%
Mar 31, 25
18 Amvescap Plc. 679.56K (1.69%) 480.52K
Increased by +70.71%
Dec 31, 24
19 Bank of America Corp 665.78K (1.66%) 317.33K
Increased by +47.66%
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%
Mar 31, 25
2 Principal MidCap R5 2.16M (5.39%) 81.58K
Increased by +3.77%
Apr 30, 25
3 Principal Aligned MidCap Equity 2.08M (5.19%) 372.75K
Increased by +17.90%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 1.38M (3.44%) -4.78K
Decreased by -0.35%
Apr 30, 25
5 MFS Mid Cap Growth A 1.38M (3.43%) 0.00
Increased by 0.00%
Mar 31, 25
6 MFS Mid Cap Growth Equity 1.38M (3.43%) -15.00K
Decreased by -1.09%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.33M (3.31%) -38.49K
Decreased by -2.89%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.30M (3.25%) 31.31K
Increased by +2.40%
Apr 30, 25
9 Vanguard Small Cap Index 1.02M (2.54%) 5.99K
Increased by +0.59%
Apr 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 MFS Mid Cap Value A 739.25K (1.84%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Value Equity 739.25K (1.84%) 0.00
Increased by 0.00%
Mar 31, 25
15 Baron Focused Growth Retail 721.50K (1.80%) 175.00K
Increased by +24.26%
Mar 31, 25
16 Baron Focused Growth Strategy 721.50K (1.80%) 175.00K
Increased by +24.26%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 659.39K (1.64%) 3.74K
Increased by +0.57%
Apr 30, 25
18 Hartford MidCap Y 595.94K (1.49%) -9.72K
Decreased by -1.63%
Mar 31, 25
19 Vanguard Small Cap Growth Index Inv 566.32K (1.41%) -769.00
Decreased by -0.14%
Apr 30, 25
20 Baron Asset Retail 500.23K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25