Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 WBIG 4.62%
3 WBIF 4.57%
4 KONG 3.98%
5 LMBO 3.94%
6 RUFF 3.58%
7 FOVL 3.41%
8 STCE 3.21%
9 GABF 2.68%
10 PFI 2.35%
11 IAI 2.33%
12 PAMC 2.29%
13 XMMO 2.22%
14 WLTG 2.16%
15 BIBL 2.12%
16 FTGS 2.00%
17 FFTY 1.94%
18 FLCV 1.93%
19 KCE 1.87%
20 BITQ 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.20M (10.00%) 281.90K
Increased by +2.76%
Sep 30, 24
2 BlackRock Inc 9.57M (9.38%) 270.54K
Increased by +2.83%
Sep 30, 24
3 Orbis Allan Gray Ltd 6.50M (6.37%) -458.59K
Decreased by -7.05%
Sep 30, 24
4 JPMorgan Chase & Co 4.02M (3.94%) 11.38K
Increased by +0.28%
Sep 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.88M (3.81%) 98.09K
Increased by +2.53%
Sep 30, 24
6 Egerton Capital LLP 3.38M (3.32%) 249.14K
Increased by +7.37%
Sep 30, 24
7 Cantillon Capital Management LLC 3.38M (3.31%) -100.93K
Decreased by -2.99%
Sep 30, 24
8 State Street Corp 3.22M (3.16%) 52.91K
Increased by +1.64%
Sep 30, 24
9 State Street Corporation 3.19M (3.13%) 95.43K
Increased by +2.99%
Mar 31, 24
10 Greenwich Wealth Management LLC 2.98M (2.92%) -149.00
Decreased by -0.01%
Sep 30, 24
11 Geode Capital Management, LLC 2.07M (2.02%) 106.39K
Increased by +5.15%
Sep 30, 24
12 Goldman Sachs Group Inc 1.90M (1.86%) 1.48M
Increased by +77.57%
Dec 31, 23
13 Select Equity Group LP 1.75M (1.71%) -492.01K
Decreased by -28.19%
Sep 30, 23
14 NORGES BANK 1.65M (1.62%) 473.03K
Increased by +28.69%
Jun 30, 24
15 Jarislowsky Fraser Ltd 1.45M (1.43%) -74.28K
Decreased by -5.11%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.40M (1.37%) -1.44M
Decreased by -102.94%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 1.39M (1.36%) -1.12M
Decreased by -80.22%
Sep 30, 24
18 Bank of America Corp 1.22M (1.20%) 36.92K
Increased by +3.02%
Sep 30, 24
19 Neuberger Berman Group LLC 1.16M (1.14%) -68.20K
Decreased by -5.86%
Sep 30, 24
20 Bares Capital Management Inc 1.12M (1.09%) -1.42M
Decreased by -126.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.55M (3.48%) 11.72K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.25M (3.19%) 2.79K
Increased by +0.09%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.22M (2.18%) 18.79K
Increased by +0.84%
Dec 31, 24
4 Orbis Global Equity Investor 1.74M (1.71%) -120.17K
Decreased by -6.89%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.61%) 10.70K
Increased by +0.65%
Dec 31, 24
6 JPMorgan Growth Advantage A 1.30M (1.28%) -9.98K
Decreased by -0.77%
Nov 30, 24
7 Virtus KAR Small-Cap Growth I 908.94K (0.89%) -892.92K
Decreased by -98.24%
Mar 31, 24
8 SPDR® S&P MIDCAP 400 ETF Trust 907.78K (0.89%) 25.34K
Increased by +2.79%
Dec 31, 24
9 JPMorgan Mid Cap Growth I 886.87K (0.87%) 0.00
Increased by 0.00%
Nov 30, 24
10 JPM US Mid Cap Growth-Composite 810.88K (0.79%) -75.99K
Decreased by -9.37%
Dec 31, 24
11 Vanguard Mid-Cap Growth ETF 766.38K (0.75%) 32.36K
Increased by +4.22%
Dec 31, 24
12 JPM US Growth Advantage-MA 739.02K (0.72%) 0.00
Increased by 0.00%
Dec 31, 24
13 iShares S&P Mid-Cap 400 Growth ETF 678.69K (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Growth Index Investor 651.39K (0.64%) -232.68K
Decreased by -35.72%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 635.99K (0.62%) -4.88K
Decreased by -0.77%
Dec 31, 24
16 Fidelity Extended Market Index 603.63K (0.59%) -205.00
Decreased by -0.03%
Nov 30, 24
17 Fidelity® Extended Market Index 577.01K (0.57%) 8.13K
Increased by +1.41%
Nov 30, 23
18 Virtus KAR Small-Mid Cap Core R6 573.91K (0.56%) 30.92K
Increased by +5.39%
Sep 30, 24
19 Baron Focused Growth Retail 540.00K (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
20 Baron Focused Growth Strategy 540.00K (0.53%) 0.00
Increased by 0.00%
Dec 31, 24