Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 AMID 3.50%
3 KMID 3.48%
4 GABF 3.22%
5 IAI 3.04%
6 OCFS 3.02%
7 GK 2.83%
8 BOUT 2.77%
9 FCUS 2.63%
10 FTGS 2.36%
11 FFLS 2.36%
12 IWFG 2.30%
13 FTCS 2.28%
14 GURU 1.76%
15 KCE 1.72%
16 FXO 1.71%
17 CZA 1.58%
18 BMVP 1.53%
19 EQRR 1.44%
20 AMOM 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.22M (9.76%) -60.94K
Decreased by -0.84%
Dec 31, 24
2 BlackRock Inc 4.77M (6.44%) 12.14K
Increased by +0.25%
Dec 31, 24
3 Boston Partners Global Investors, Inc 3.91M (5.28%) 805.64K
Increased by +20.63%
Dec 31, 24
4 HHG PLC 3.05M (4.12%) 522.03K
Increased by +17.11%
Dec 31, 24
5 FMR Inc 2.96M (4.00%) -363.85K
Decreased by -12.30%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 2.66M (3.60%) 57.48K
Increased by +2.16%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 2.10M (2.84%) -274.88K
Decreased by -13.09%
Jun 30, 24
8 Lone Pine Capital LLC 1.92M (2.60%) -257.39K
Decreased by -13.39%
Dec 31, 24
9 State Street Corporation 1.71M (2.31%) -57.74K
Decreased by -3.38%
Mar 31, 24
10 State Street Corp 1.67M (2.26%) -6.56K
Decreased by -0.39%
Dec 31, 24
11 WCM Investment Management 1.64M (2.22%) -8.05K
Decreased by -0.49%
Dec 31, 24
12 Capital Research Global Investors 1.58M (2.13%) -20.03K
Decreased by -1.27%
Jun 30, 24
13 Samlyn Capital, LLC 1.57M (2.13%) -72.62K
Decreased by -4.62%
Dec 31, 24
14 Geode Capital Management, LLC 1.46M (1.97%) 23.11K
Increased by +1.58%
Dec 31, 24
15 JPMorgan Chase & Co 1.20M (1.62%) -1.35M
Decreased by -112.68%
Dec 31, 24
16 Massachusetts Financial Services Company 1.12M (1.51%) 405.34K
Increased by +36.33%
Dec 31, 24
17 Eminence Capital LLC 1.08M (1.46%) 408.86K
Increased by +37.92%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.03M (1.39%) 157.00K
Increased by +15.27%
Dec 31, 24
19 First Trust Advisors L.P. 991.03K (1.34%) 901.51K
Increased by +90.97%
Sep 30, 24
20 D. E. Shaw & Co LP 946.04K (1.28%) 114.91K
Increased by +12.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.36M (3.19%) 4.43K
Increased by +0.19%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 1.62M (2.19%) 6.91K
Increased by +0.43%
Feb 28, 25
3 Janus Henderson Enterprise D 1.52M (2.06%) 0.00
Increased by 0.00%
Jan 31, 25
4 Janus Inst Mid Cap Growth CF 1.52M (2.06%) 414.61K
Increased by +27.24%
Dec 31, 24
5 JHancock Disciplined Value Mid Cap I 1.20M (1.62%) 0.00
Increased by 0.00%
Jan 31, 25
6 Capital Group AMCAP Composite 1.15M (1.56%) -456.75K
Decreased by -39.61%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.54%) 2.66K
Increased by +0.23%
Feb 28, 25
8 VA CollegeAmerica Amcap 529A 1.13M (1.53%) -21.11K
Decreased by -1.86%
Jun 30, 24
9 MFS Mid Cap Growth A 867.27K (1.17%) 34.96K
Increased by +4.03%
Feb 28, 25
10 JHancock Disciplined Value I 844.48K (1.14%) 0.00
Increased by 0.00%
Jan 31, 25
11 MFS Mid Cap Growth Equity 835.97K (1.13%) 310.86K
Increased by +37.19%
Dec 31, 24
12 Vanguard Growth Index Investor 832.25K (1.12%) 750.00
Increased by +0.09%
Feb 28, 25
13 First Trust Capital Strength ETF 799.54K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Principal MidCap R5 740.44K (1.00%) 184.81K
Increased by +24.96%
Feb 28, 25
15 Clarkston Capital SMID Composite 627.78K (0.85%) -97.40K
Decreased by -15.51%
Dec 31, 24
16 T. Rowe Price U.S. Large-Cap Core Tr-B 625.27K (0.85%) -60.06K
Decreased by -9.61%
Jun 30, 24
17 T. Rowe Price US Large-Cap Core 603.06K (0.82%) -73.39K
Decreased by -12.17%
Jun 30, 24
18 T. Rowe Price US Large-Cap Core Eq Comp 603.06K (0.82%) -73.39K
Decreased by -12.17%
Jun 30, 24
19 T. Rowe Price US Large-Cap Core Eq SMA 603.06K (0.82%) -73.39K
Decreased by -12.17%
Jun 30, 24
20 Fidelity Advisor® Growth Opps M 570.20K (0.77%) 53.40K
Increased by +9.37%
Nov 30, 23