Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 WBIG 4.61%
3 WBIF 4.57%
4 XMMO 4.27%
5 LMBO 3.68%
6 KONG 3.65%
7 RUFF 3.58%
8 FOVL 3.41%
9 FFTY 3.00%
10 WLTG 2.57%
11 PAMC 2.35%
12 FCUS 2.34%
13 PFI 2.28%
14 IAI 2.20%
15 STCE 2.16%
16 GABF 2.01%
17 BIBL 1.97%
18 FTGS 1.90%
19 KCE 1.60%
20 IVOG 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.33M (10.07%) 761.38K
Increased by +7.37%
Dec 31, 24
2 Vanguard Group Inc 10.07M (9.82%) -127.62K
Decreased by -1.27%
Dec 31, 24
3 Orbis Allan Gray Ltd 5.29M (5.15%) -1.22M
Decreased by -23.04%
Dec 31, 24
4 JPMorgan Chase & Co 3.99M (3.89%) -4.05M
Decreased by -101.44%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.89M (3.79%) 4.59K
Increased by +0.12%
Dec 31, 24
6 Cantillon Capital Management LLC 3.40M (3.31%) 18.05K
Increased by +0.53%
Dec 31, 24
7 State Street Corp 3.35M (3.27%) 132.46K
Increased by +3.95%
Dec 31, 24
8 State Street Corporation 3.19M (3.11%) 95.43K
Increased by +2.99%
Mar 31, 24
9 Greenwich Wealth Management LLC 2.77M (2.71%) -204.64K
Decreased by -7.38%
Dec 31, 24
10 Bank of America Corp 2.34M (2.28%) 1.12M
Increased by +47.76%
Dec 31, 24
11 Geode Capital Management, LLC 2.26M (2.20%) 193.50K
Increased by +8.57%
Dec 31, 24
12 Goldman Sachs Group Inc 1.90M (1.85%) 1.48M
Increased by +77.57%
Dec 31, 23
13 Egerton Capital LLP 1.85M (1.80%) -1.53M
Decreased by -83.02%
Dec 31, 24
14 Select Equity Group LP 1.75M (1.70%) -492.01K
Decreased by -28.19%
Sep 30, 23
15 Wellington Management Company LLP 1.49M (1.46%) 1.48M
Increased by +98.80%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 1.39M (1.36%) -1.12M
Decreased by -80.22%
Sep 30, 24
17 NORGES BANK 1.30M (1.27%) -350.86K
Decreased by -27.03%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.30M (1.27%) -99.35K
Decreased by -7.65%
Dec 31, 24
19 FMR Inc 1.28M (1.25%) 187.28K
Increased by +14.61%
Dec 31, 24
20 Jarislowsky Fraser Ltd 1.24M (1.21%) -214.98K
Decreased by -17.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.54M (3.45%) 2.67K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.26M (3.18%) 1.78K
Increased by +0.05%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 2.23M (2.18%) 9.45K
Increased by +0.42%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.61%) 2.96K
Increased by +0.18%
Feb 28, 25
5 Orbis Global Equity Investor 1.44M (1.40%) -305.61K
Decreased by -21.23%
Dec 31, 24
6 JPMorgan Growth Advantage A 1.07M (1.05%) -206.61K
Decreased by -19.24%
Jan 31, 25
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 879.61K (0.86%) 8.37K
Increased by +0.95%
Feb 28, 25
9 JPM US Mid Cap Growth-Composite 810.88K (0.79%) -75.99K
Decreased by -9.37%
Dec 31, 24
10 Vanguard Mid-Cap Growth ETF 776.67K (0.76%) 6.24K
Increased by +0.80%
Feb 28, 25
11 JPM US Growth Advantage-MA 739.02K (0.72%) 0.00
Increased by 0.00%
Dec 31, 24
12 iShares S&P Mid-Cap 400 Growth ETF 670.41K (0.65%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Growth Index Investor 653.99K (0.64%) 575.00
Increased by +0.09%
Feb 28, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 640.39K (0.62%) 600.00
Increased by +0.09%
Feb 28, 25
15 Fidelity Extended Market Index 586.91K (0.57%) -16.58K
Decreased by -2.82%
Jan 31, 25
16 Fidelity® Extended Market Index 577.01K (0.56%) 8.13K
Increased by +1.41%
Nov 30, 23
17 JPMorgan Mid Cap Growth I 576.08K (0.56%) -234.80K
Decreased by -40.76%
Jan 31, 25
18 Virtus KAR Small-Mid Cap Core R6 575.73K (0.56%) 1.82K
Increased by +0.32%
Dec 31, 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