Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 WBIF 4.77%
3 KONG 3.74%
4 RUFF 3.58%
5 LMBO 3.43%
6 FOVL 3.41%
7 PAMC 3.02%
8 GABF 2.68%
9 STCE 2.62%
10 IAI 2.33%
11 PFI 2.20%
12 XMMO 2.04%
13 KCE 2.03%
14 WLTG 2.00%
15 FLCV 1.94%
16 BIBL 1.93%
17 WBIG 1.79%
18 XMLV 1.43%
19 FDLS 1.29%
20 RNMC 1.18%

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 6.50M (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 3.50M (3.43%) 0.00
Increased by 0.00%
Nov 30, 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 1.62M (1.58%) -9.34K
Decreased by -0.58%
Oct 31, 24
6 JPMorgan Growth Advantage A 1.31M (1.29%) 0.00
Increased by 0.00%
Oct 31, 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%
Oct 31, 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 640.88K (0.63%) 300.00
Increased by +0.05%
Nov 30, 24
15 Fidelity Extended Market Index 603.83K (0.59%) -28.84K
Decreased by -4.78%
Oct 31, 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 573.91K (0.56%) 30.92K
Increased by +5.39%
Sep 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