Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.97%
2 XTN 2.98%
3 TXSS 2.68%
4 AIRR 2.67%
5 NBSM 2.27%
6 EHLS 1.95%
7 NSCS 1.46%
8 XMVM 1.15%
9 RFG 1.14%
10 XMLV 1.12%
11 FTXR 1.04%
12 FXR 1.02%
13 DVLU 0.96%
14 LSAF 0.94%
15 XMMO 0.87%
16 TPOR 0.78%
17 BUL 0.74%
18 LSEQ 0.69%
19 CZA 0.53%
20 DFSV 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.07M (10.19%) -3.83K
Decreased by -0.06%
Dec 31, 24
2 BlackRock Inc 5.14M (8.64%) 112.35K
Increased by +2.18%
Dec 31, 24
3 Neuberger Berman Group LLC 3.19M (5.36%) 43.79K
Increased by +1.37%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 2.80M (4.70%) 5.05K
Increased by +0.18%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 2.38M (3.99%) -96.61K
Decreased by -4.07%
Dec 31, 24
6 Wellington Management Company LLP 1.76M (2.96%) 28.26K
Increased by +1.60%
Dec 31, 24
7 State Street Corp 1.71M (2.87%) 40.16K
Increased by +2.35%
Dec 31, 24
8 State Street Corporation 1.69M (2.84%) 26.40K
Increased by +1.56%
Mar 31, 24
9 Select Equity Group LP 1.57M (2.63%) 581.22K
Increased by +37.12%
Dec 31, 24
10 King Luther Capital Management Corp 1.55M (2.60%) -36.27K
Decreased by -2.34%
Dec 31, 24
11 AllianceBernstein L.P. 1.34M (2.25%) -8.50K
Decreased by -0.64%
Dec 31, 24
12 Jennison Associates LLC 1.19M (2.00%) -6.93K
Decreased by -0.58%
Dec 31, 24
13 FMR Inc 1.05M (1.76%) -83.52K
Decreased by -7.95%
Dec 31, 24
14 Citadel Advisors Llc 959.91K (1.61%) -331.52K
Decreased by -34.54%
Sep 30, 23
15 Geode Capital Management, LLC 954.79K (1.60%) -6.51K
Decreased by -0.68%
Dec 31, 24
16 Hood River Capital Management LLC 925.54K (1.55%) 113.25K
Increased by +12.24%
Sep 30, 24
17 Vaughan Nelson Scarbrgh & Mccullough LP 896.26K (1.50%) 157.88K
Increased by +17.62%
Mar 31, 24
18 First Trust Advisors L.P. 876.29K (1.47%) 359.77K
Increased by +41.06%
Dec 31, 24
19 Macquarie Group Ltd 838.12K (1.41%) -5.69K
Decreased by -0.68%
Dec 31, 24
20 Fidelity International Ltd 824.30K (1.38%) -821.30K
Decreased by -99.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.09M (3.50%) 438.56K
Increased by +21.02%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.87M (3.15%) 3.28K
Increased by +0.18%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.85M (3.10%) 3.16K
Increased by +0.17%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.04%) 4.50K
Increased by +0.25%
Mar 31, 25
5 Vanguard Explorer Inv 1.62M (2.71%) 79.15K
Increased by +4.90%
Dec 31, 24
6 Neuberger Berman Genesis Inv 1.45M (2.44%) -429.66K
Decreased by -29.60%
Mar 31, 25
7 Vanguard Small Cap Index 1.43M (2.39%) -40.11K
Decreased by -2.81%
Mar 31, 25
8 First Trust RBA Amer Indl RenaisTM ETF 1.03M (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 924.18K (1.55%) -40.89K
Decreased by -4.42%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 883.78K (1.48%) 15.49K
Increased by +1.75%
Mar 31, 25
11 DFA US Small Cap Value I 683.52K (1.15%) 4.52K
Increased by +0.66%
Feb 28, 25
12 Hood River Small-Cap Growth Instl 527.34K (0.89%) 95.68K
Increased by +18.14%
Sep 30, 24
13 Janus Henderson Small Cap Value L 491.28K (0.82%) -13.55K
Decreased by -2.76%
May 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 458.30K (0.77%) -5.41K
Decreased by -1.18%
Mar 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 456.87K (0.77%) 313.07K
Increased by +68.52%
Dec 31, 24
16 Fidelity® Mid-Cap Stock 441.04K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Mid-Cap Stock 439.07K (0.74%) -1.97K
Decreased by -0.45%
Jan 31, 24
18 Jennison SMid Cap Core Equity 437.35K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
19 PGIM Jennison Small Company A 437.35K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco Discovery A 391.96K (0.66%) 0.00
Increased by 0.00%
Nov 30, 24