Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 4.22%
2 OCFS 4.09%
3 UTRN 4.00%
4 LSAT 3.24%
5 MDCP 2.54%
6 MDEV 2.13%
7 XHE 1.89%
8 QQQN 1.84%
9 JHAC 1.79%
10 SAGP 1.79%
11 EPSB 1.78%
12 FORH 1.76%
13 IHI 1.72%
14 RSPH 1.72%
15 BSMC 1.69%
16 FTCS 1.68%
17 RYH 1.64%
18 FDWM 1.57%
19 USRD 1.49%
20 HTEC 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.80M (12.16%) -13.84K
Decreased by -0.05%
Jun 30, 25
2 T. Rowe Price Investment Management,Inc. 24.08M (10.93%) 6.39M
Increased by +26.55%
Jun 30, 25
3 BlackRock Inc 21.36M (9.69%) -861.24K
Decreased by -4.03%
Mar 31, 25
4 Manufacturers Life Insurance Co 11.02M (5.00%) 8.23M
Increased by +74.64%
Jun 30, 25
5 State Street Corporation 10.47M (4.75%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 10.21M (4.63%) -289.75K
Decreased by -2.84%
Mar 31, 25
7 State Street Corp 10.11M (4.59%) -235.58K
Decreased by -2.33%
Mar 31, 25
8 Victory Capital Management Inc. 6.61M (3.00%) 1.69M
Increased by +25.60%
Mar 31, 25
9 Citadel Advisors Llc 6.25M (2.84%) 5.02M
Increased by +80.23%
Sep 30, 23
10 Wellington Management Company LLP 5.77M (2.62%) -3.83M
Decreased by -66.32%
Sep 30, 23
11 Geode Capital Management, LLC 5.73M (2.60%) -948.00
Decreased by -0.02%
Mar 31, 25
12 FMR Inc 5.58M (2.53%) 2.85K
Increased by +0.05%
Dec 31, 24
13 Amvescap Plc. 4.83M (2.19%) 764.57K
Increased by +15.81%
Mar 31, 25
14 Mitsubishi UFJ Asset Management Co.,Ltd 4.47M (2.03%) 69.88K
Increased by +1.56%
Mar 31, 25
15 Black Creek Investment Management Inc 4.03M (1.83%) 832.44K
Increased by +20.67%
Jun 30, 25
16 Pacer Advisors, INC. 3.66M (1.66%) 3.57M
Increased by +97.49%
Dec 31, 24
17 Boston Partners Global Investors, Inc 3.58M (1.62%) 1.60M
Increased by +44.76%
Dec 31, 24
18 Ameriprise Financial Inc 3.51M (1.59%) 29.13K
Increased by +0.83%
Mar 31, 25
19 Bank of America Corp 3.02M (1.37%) 248.08K
Increased by +8.20%
Mar 31, 25
20 Northern Trust Corp 2.96M (1.34%) -187.30K
Decreased by -6.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 8.99M (4.08%) -6.80K
Decreased by -0.08%
Jun 30, 25
2 T. Rowe Price US Mid-Cap Growth Equity 8.99M (4.08%) 505.70K
Increased by +5.62%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 7.39M (3.35%) 4.97K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.01M (3.18%) -163.29K
Decreased by -2.33%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 6.39M (2.90%) 49.19K
Increased by +0.77%
May 31, 25
6 Vanguard 500 Index Investor 5.52M (2.50%) -808.52K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 5.41M (2.45%) -34.90K
Decreased by -0.65%
Jul 31, 25
8 Sycamore Mid Cap Value Comp 4.72M (2.14%) 4.61M
Increased by +97.69%
Mar 31, 25
9 Victory Sycamore Established Value R 3.96M (1.80%) -760.00K
Decreased by -19.19%
Jun 30, 25
10 MS INVF Global Brands A 3.76M (1.71%) -28.70K
Decreased by -0.76%
Mar 31, 25
11 Morgan Stanley Glbl Franchise 3.76M (1.71%) -130.27K
Decreased by -3.46%
Mar 31, 25
12 Pacer US Cash Cows 100 ETF 3.56M (1.61%) 5.25K
Increased by +0.15%
Feb 28, 25
13 Vanguard Small Cap Value Index Inv 3.48M (1.58%) 8.17K
Increased by +0.23%
Jul 31, 25
14 T. Rowe Price Capital Appreciation 3.32M (1.51%) 3.32M
Increased by +100.00%
Jun 30, 25
15 CI Global Leaders Fund D 2.97M (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity® 500 Index 2.85M (1.30%) 18.16K
Increased by +0.64%
Nov 30, 23
17 Fidelity 500 Index 2.82M (1.28%) -7.48K
Decreased by -0.26%
Jun 30, 25
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 2.81M (1.28%) 314.60K
Increased by +11.18%
Jun 30, 25
19 SPDR® S&P 500 ETF 2.79M (1.27%) -132.99K
Decreased by -4.76%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 2.78M (1.26%) 6.25K
Increased by +0.23%
Apr 30, 24