Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 XMMO 5.57%
3 CEPI 4.92%
4 LMBO 4.18%
5 KONG 3.86%
6 RISN 3.68%
7 RUFF 3.58%
8 FOVL 3.41%
9 FFTY 3.00%
10 FMKT 2.97%
11 PFI 2.95%
12 PAMC 2.91%
13 BIBL 2.89%
14 IAI 2.72%
15 WLTG 2.57%
16 XOVR 2.49%
17 ENTR 2.49%
18 FCUS 2.39%
19 QMOM 2.27%
20 WBIF 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.41M (2.53%) 79.20K
Increased by +0.76%
Mar 31, 25
2 Vanguard Group Inc 10.35M (2.51%) 280.00K
Increased by +2.70%
Mar 31, 25
3 Jarislowsky Fraser Ltd 4.22M (1.02%) -57.99K
Decreased by -1.38%
Jun 30, 25
4 State Street Corp 3.77M (0.92%) 416.18K
Increased by +11.04%
Mar 31, 25
5 Orbis Allan Gray Ltd 3.49M (0.85%) -1.79M
Decreased by -51.30%
Mar 31, 25
6 Cantillon Capital Management LLC 3.29M (0.80%) -101.86K
Decreased by -3.09%
Mar 31, 25
7 State Street Corporation 3.19M (0.77%) 95.43K
Increased by +2.99%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 3.17M (0.77%) -717.03K
Decreased by -22.61%
Mar 31, 25
9 JPMorgan Chase & Co 3.10M (0.75%) -891.65K
Decreased by -28.79%
Mar 31, 25
10 Greenwich Wealth Management LLC 2.71M (0.66%) -69.22K
Decreased by -2.56%
Mar 31, 25
11 Bank of America Corp 2.33M (0.57%) -6.49K
Decreased by -0.28%
Mar 31, 25
12 Geode Capital Management, LLC 2.30M (0.56%) 37.99K
Increased by +1.65%
Mar 31, 25
13 Goldman Sachs Group Inc 1.90M (0.46%) 1.48M
Increased by +77.57%
Dec 31, 23
14 Egerton Capital LLP 1.83M (0.45%) -14.20K
Decreased by -0.77%
Mar 31, 25
15 Select Equity Group LP 1.75M (0.42%) -492.01K
Decreased by -28.19%
Sep 30, 23
16 American Century Companies Inc 1.43M (0.35%) 1.34M
Increased by +93.66%
Mar 31, 25
17 NORGES BANK 1.30M (0.32%) -350.86K
Decreased by -27.03%
Dec 31, 24
18 FMR Inc 1.25M (0.30%) -28.53K
Decreased by -2.28%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 1.23M (0.30%) 145.87K
Increased by +11.86%
Mar 31, 25
20 Neuberger Berman Group LLC 1.22M (0.30%) 76.50K
Increased by +6.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 14.20M (3.45%) 7.42K
Increased by +0.05%
Jun 30, 25
2 American Century US Premier Lg Cp Gr 3.74M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Century Ultra® Inv 3.74M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
4 Invesco S&P MidCap Momentum ETF 3.58M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
5 SPDR® S&P MIDCAP 400 ETF Trust 3.42M (0.83%) 59.45K
Increased by +1.74%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 3.32M (0.81%) 2.05K
Increased by +0.06%
May 31, 25
7 Vanguard US Total Market Shares ETF 3.27M (0.79%) 53.98K
Increased by +1.65%
Sep 30, 24
8 iShares S&P Mid-Cap 400 Growth ETF 2.52M (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 2.40M (0.58%) -89.70K
Decreased by -3.74%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 2.27M (0.55%) 21.44K
Increased by +0.94%
May 31, 25
11 Baron Focused Growth Retail 2.16M (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
12 Baron Focused Growth Strategy 2.16M (0.52%) 0.00
Increased by 0.00%
Jun 30, 25
13 State St S&P Midcap® Indx SL Cl II 1.98M (0.48%) -4.80K
Decreased by -0.24%
Jun 30, 25
14 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.97M (0.48%) 0.00
Increased by 0.00%
Jun 30, 25
15 Neuberger Berman Sustainable Equity Inv 1.81M (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
16 JPM US Growth Advantage-MA 1.74M (0.42%) -484.06K
Decreased by -27.80%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (0.41%) 11.93K
Increased by +0.70%
May 31, 25
18 JPM US Mid Cap Growth-Composite 1.52M (0.37%) -552.48K
Decreased by -36.44%
Jun 30, 25
19 Russell 1000 Index Fund 1.34M (0.33%) 0.00
Increased by 0.00%
Jun 30, 25
20 Schwab US Mid-Cap ETF™ 1.15M (0.28%) -139.00
Decreased by -0.01%
Jun 28, 25