Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.83%
2 GRPM 2.61%
3 FCUS 2.53%
4 PTH 2.34%
5 MEDI 2.20%
6 QVAL 2.12%
7 XHE 1.87%
8 QWST 1.37%
9 MID 1.30%
10 FCPI 1.27%
11 SSPX 1.18%
12 SFLO 1.18%
13 DSMC 1.13%
14 RFG 1.12%
15 SMCP 1.10%
16 FDLS 1.04%
17 BOUT 1.01%
18 PAMC 0.85%
19 AIEQ 0.77%
20 ROE 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.75M (14.16%) 139.54K
Increased by +1.59%
Mar 31, 25
2 Vanguard Group Inc 7.00M (11.32%) -242.57K
Decreased by -3.46%
Mar 31, 25
3 HHG PLC 6.51M (10.54%) 315.76K
Increased by +4.85%
Mar 31, 25
4 Farallon Capital Management, L.L.C. 6.02M (9.74%) 707.00K
Increased by +11.74%
Mar 31, 25
5 FMR Inc 2.64M (4.27%) 136.45K
Increased by +5.17%
Mar 31, 25
6 State Street Corp 2.64M (4.26%) -4.26K
Decreased by -0.16%
Mar 31, 25
7 State Street Corporation 2.49M (4.03%) 90.86K
Increased by +3.65%
Mar 31, 24
8 Amvescap Plc. 1.97M (3.19%) 95.48K
Increased by +4.85%
Mar 31, 25
9 AllianceBernstein L.P. 1.97M (3.19%) -300.62K
Decreased by -15.26%
Dec 31, 23
10 Geode Capital Management, LLC 1.78M (2.88%) 94.57K
Increased by +5.32%
Mar 31, 25
11 Westfield Capital Management Company, L.P. 1.59M (2.57%) 34.05K
Increased by +2.14%
Mar 31, 25
12 Westfield Capital Management Company, LP 1.52M (2.46%) -122.69K
Decreased by -8.08%
Sep 30, 24
13 American Century Companies Inc 1.45M (2.35%) 150.72K
Increased by +10.38%
Dec 31, 23
14 T. Rowe Price Investment Management,Inc. 1.41M (2.28%) -96.91K
Decreased by -6.86%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.38M (2.23%) 31.45K
Increased by +2.28%
Mar 31, 25
16 Hood River Capital Management LLC 1.21M (1.96%) 140.97K
Increased by +11.63%
Sep 30, 24
17 Reinhart Mahoney Capital Management Inc 1.21M (1.95%) -160.93K
Decreased by -13.35%
Mar 31, 25
18 Swedbank AB 1.11M (1.79%) 385.00K
Increased by +34.77%
Dec 31, 24
19 Lazard Asset Management LLC 1.08M (1.75%) 688.69K
Increased by +63.60%
Sep 30, 24
20 Silvercrest Asset Management Group LLC 1.06M (1.72%) 89.15K
Increased by +8.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.25M (3.65%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.22M (3.58%) 1.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.20M (3.55%) 35.13K
Increased by +1.60%
Apr 30, 25
4 iShares Russell 2000 ETF 1.73M (2.79%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 1.72M (2.78%) 10.22K
Increased by +0.59%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.74%) 4.47K
Increased by +0.42%
Apr 30, 25
7 Janus Henderson Enterprise D 1.03M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
8 Janus Inst Mid Cap Growth CF 1.03M (1.67%) 221.63K
Increased by +21.48%
Mar 31, 25
9 Janus Henderson US SMID Cap Growth MA 1.03M (1.67%) 1.03M
Increased by +100.00%
Dec 31, 24
10 Janus Henderson Triton D 1.01M (1.64%) -10.56K
Decreased by -1.04%
Mar 31, 25
11 Janus Henderson US SMID Cap Growth 1.01M (1.64%) -16.15K
Decreased by -1.59%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 957.07K (1.55%) -1.00K
Decreased by -0.10%
Apr 30, 25
13 Delaware US Small Cap Core Equity (SMA) 951.80K (1.54%) -11.14K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 951.80K (1.54%) -11.14K
Decreased by -1.17%
Mar 31, 24
15 Janus Henderson Contrarian D 876.53K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
16 Janus Henderson US Opportunistic Alpha 876.53K (1.42%) 61.20K
Increased by +6.98%
Mar 31, 25
17 Macquarie Small Cap Core I 713.93K (1.15%) 9.91K
Increased by +1.39%
Apr 30, 25
18 Hood River Small-Cap Growth Instl 690.70K (1.12%) 118.97K
Increased by +17.22%
Sep 30, 24
19 Fidelity Small Cap Index 688.19K (1.11%) 4.60K
Increased by +0.67%
Mar 31, 25
20 American Century Heritage Inv 681.64K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23