Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 GABF 3.80%
3 KONG 3.68%
4 RUFF 3.58%
5 LMBO 3.51%
6 FOVL 3.41%
7 STCE 2.96%
8 IAI 2.39%
9 FLCV 2.24%
10 PFI 2.20%
11 FFTY 2.11%
12 WLTG 2.10%
13 KCE 2.05%
14 XMMO 2.04%
15 BIBL 1.98%
16 WBIG 1.40%
17 FDLS 1.32%
18 FLCC 1.23%
19 BITQ 1.23%
20 FSCS 1.20%

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 9.30M (9.12%) 210.61K
Increased by +2.26%
Jun 30, 24
3 Orbis Allan Gray Ltd 6.96M (6.82%) -168.02K
Decreased by -2.41%
Jun 30, 24
4 JPMorgan Chase & Co 4.01M (3.93%) 302.94K
Increased by +7.56%
Jun 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.79M (3.71%) -1.35M
Decreased by -35.73%
Jun 30, 24
6 Cantillon Capital Management LLC 3.38M (3.31%) -100.93K
Decreased by -2.99%
Sep 30, 24
7 State Street Corporation 3.19M (3.13%) 95.43K
Increased by +2.99%
Mar 31, 24
8 State Street Corp 3.17M (3.11%) -21.16K
Decreased by -0.67%
Jun 30, 24
9 Egerton Capital LLP 3.13M (3.07%) 309.67K
Increased by +9.88%
Jun 30, 24
10 Greenwich Wealth Management LLC 2.98M (2.92%) -149.00
Decreased by -0.01%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.84M (2.78%) -824.38K
Decreased by -29.07%
Jun 30, 24
12 Bares Capital Management Inc 2.53M (2.48%) -277.47K
Decreased by -10.96%
Jun 30, 24
13 Marshall Wace Asset Management Ltd 2.51M (2.46%) 481.83K
Increased by +19.22%
Jun 30, 24
14 Geode Capital Management, LLC 1.96M (1.92%) 84.70K
Increased by +4.32%
Jun 30, 24
15 Goldman Sachs Group Inc 1.90M (1.86%) 1.48M
Increased by +77.57%
Dec 31, 23
16 Select Equity Group LP 1.75M (1.71%) -492.01K
Decreased by -28.19%
Sep 30, 23
17 NORGES BANK 1.65M (1.62%) 473.03K
Increased by +28.69%
Jun 30, 24
18 Jarislowsky Fraser Ltd 1.45M (1.43%) -74.28K
Decreased by -5.11%
Sep 30, 24
19 ING Investment Management LLC 1.42M (1.39%) -59.26K
Decreased by -4.17%
Jun 30, 24
20 Neuberger Berman Group LLC 1.23M (1.21%) -18.64K
Decreased by -1.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.43M (3.36%) 1.86K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.26M (3.19%) -11.46K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.19M (2.15%) 3.88K
Increased by +0.18%
Oct 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 1.63M (1.59%) -10.43K
Decreased by -0.64%
Sep 30, 24
6 JPMorgan Growth Advantage A 1.31M (1.29%) 0.00
Increased by 0.00%
Sep 30, 24
7 Virtus KAR Small-Cap Growth I 908.94K (0.89%) -892.92K
Decreased by -98.24%
Mar 31, 24
8 JPM US Mid Cap Growth-Composite 886.87K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
9 JPMorgan Mid Cap Growth I 886.87K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Growth Index Investor 879.27K (0.86%) 5.65K
Increased by +0.64%
Oct 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 856.03K (0.84%) -12.60K
Decreased by -1.47%
Oct 31, 24
12 JPM US Growth Advantage-MA 739.02K (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Mid-Cap Growth ETF 730.04K (0.72%) 1.92K
Increased by +0.26%
Oct 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 640.58K (0.63%) -19.40K
Decreased by -3.03%
Oct 31, 24
15 Fidelity Extended Market Index 632.67K (0.62%) -10.18K
Decreased by -1.61%
Sep 30, 24
16 Fidelity® Extended Market Index 577.01K (0.57%) 8.13K
Increased by +1.41%
Nov 30, 23
17 Virtus KAR Small-Mid Cap Core R6 543.00K (0.53%) 15.59K
Increased by +2.87%
Jun 30, 24
18 Baron Focused Growth Retail 540.00K (0.53%) 65.00K
Increased by +12.04%
Sep 30, 24
19 Baron Focused Growth Strategy 540.00K (0.53%) 65.00K
Increased by +12.04%
Sep 30, 24
20 Scotia Wealth US Dividend Pool K 499.10K (0.49%) 0.00
Increased by 0.00%
Sep 30, 24