Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 KMID 3.93%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.34%
6 XMMO 2.80%
7 UPGR 2.50%
8 CCSO 2.28%
9 UPGD 2.28%
10 PRN 2.23%
11 NAIL 2.01%
12 CZA 1.48%
13 CLAW 1.38%
14 PAMC 1.37%
15 MDYG 1.33%
16 IVOG 1.33%
17 IJK 1.33%
18 RSPN 1.30%
19 RGI 1.28%
20 RFG 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.88M (12.10%) 643.99K
Increased by +16.58%
Dec 31, 24
2 BlackRock Inc 2.86M (8.92%) -775.56K
Decreased by -27.09%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 1.71M (5.33%) 7.75K
Increased by +0.45%
Dec 31, 24
4 State Street Corp 1.39M (4.32%) 149.70K
Increased by +10.80%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 1.33M (4.13%) 12.01K
Increased by +0.91%
Dec 31, 24
6 MATHER GROUP, INC. 1.26M (3.92%) 1.26M
Increased by +100.00%
Jun 30, 24
7 State Street Corporation 1.25M (3.90%) -10.82K
Decreased by -0.87%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 1.04M (3.24%) 268.69K
Increased by +25.89%
Dec 31, 24
9 Geode Capital Management, LLC 889.03K (2.77%) 317.94K
Increased by +35.76%
Dec 31, 24
10 NORGES BANK 613.83K (1.91%) 39.70K
Increased by +6.47%
Dec 31, 24
11 Citadel Advisors Llc 546.45K (1.70%) 147.54K
Increased by +27.00%
Sep 30, 23
12 Fisher Asset Management, LLC 537.48K (1.68%) 2.31K
Increased by +0.43%
Dec 31, 24
13 Amvescap Plc. 496.22K (1.55%) 236.02K
Increased by +47.56%
Dec 31, 24
14 Balyasny Asset Management LLC 480.21K (1.50%) -53.69K
Decreased by -11.18%
Sep 30, 23
15 Beacon Pointe Advisors, LLC 435.55K (1.36%) 435.55K
Increased by +100.00%
Dec 31, 24
16 Point72 Asset Management, L.P. 391.06K (1.22%) 232.04K
Increased by +59.34%
Sep 30, 23
17 London Company of Virginia 385.36K (1.20%) -2.19K
Decreased by -0.57%
Dec 31, 24
18 Wellington Management Company LLP 369.09K (1.15%) -117.97K
Decreased by -31.96%
Dec 31, 24
19 Northern Trust Corp 317.89K (0.99%) 71.19K
Increased by +22.40%
Dec 31, 24
20 Goldman Sachs Group Inc 308.08K (0.96%) 141.29K
Increased by +45.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.03M (3.21%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.01M (3.15%) 4.52K
Increased by +0.45%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 890.84K (2.78%) 5.58K
Increased by +0.63%
Feb 28, 25
4 Vanguard Small Cap Index 818.60K (2.55%) 672.00
Increased by +0.08%
Feb 28, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 659.41K (2.06%) 0.00
Increased by 0.00%
Jan 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.50%) 5.86K
Increased by +1.22%
Nov 30, 24
7 Vanguard Small Cap Growth Index Inv 459.73K (1.43%) -2.27K
Decreased by -0.49%
Feb 28, 25
8 Fidelity 500 Index 399.75K (1.25%) 1.76K
Increased by +0.44%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 396.54K (1.24%) -2.96K
Decreased by -0.75%
Feb 28, 25
10 iShares Core S&P 500 ETF 376.59K (1.17%) -19.00
Decreased by -0.01%
Feb 28, 25
11 Touchstone Mid Cap Y 359.74K (1.12%) -2.45K
Decreased by -0.68%
Dec 31, 24
12 American Funds American Balanced A 358.68K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fisher All World Equity 338.37K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 260.03K (0.81%) 7.79K
Increased by +3.00%
Nov 30, 24
15 iShares MSCI USA Quality Factor ETF 252.96K (0.79%) 49.00
Increased by +0.02%
Mar 28, 24
16 Amundi Fds Glb Ecology ESG A EUR C 242.44K (0.76%) 121.22K
Increased by +50.00%
Dec 31, 23
17 Invesco S&P 500® Equal Weight ETF 232.16K (0.72%) 282.00
Increased by +0.12%
Feb 28, 25
18 Hartford MidCap Y 229.54K (0.72%) -6.52K
Decreased by -2.84%
May 31, 24
19 Virtus KAR Mid-Cap Core I 227.29K (0.71%) 5.87K
Increased by +2.58%
Dec 31, 24
20 iShares S&P Mid-Cap 400 Growth ETF 199.43K (0.62%) 0.00
Increased by 0.00%
Nov 30, 24