Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.65%
2 UTRN 4.04%
3 AMID 3.61%
4 KMID 3.31%
5 GABF 3.22%
6 GK 3.16%
7 IAI 2.96%
8 BOUT 2.77%
9 IWFG 2.64%
10 PJFM 2.63%
11 FCUS 2.63%
12 NUMG 2.60%
13 CNAV 2.44%
14 FFLS 2.40%
15 FTGS 2.36%
16 FTCS 2.28%
17 BMVP 2.07%
18 IWLG 2.02%
19 XVOL 1.82%
20 CZA 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.37M (9.29%) 154.20K
Increased by +2.09%
Mar 31, 25
2 BlackRock Inc 4.75M (5.98%) -16.47K
Decreased by -0.35%
Mar 31, 25
3 Boston Partners Global Investors, Inc 3.51M (4.43%) -391.26K
Decreased by -11.13%
Mar 31, 25
4 FMR Inc 3.17M (3.99%) 206.74K
Increased by +6.53%
Mar 31, 25
5 HHG PLC 3.07M (3.86%) 15.82K
Increased by +0.52%
Mar 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 2.68M (3.38%) 20.88K
Increased by +0.78%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 2.10M (2.64%) -274.88K
Decreased by -13.09%
Jun 30, 24
8 Lone Pine Capital LLC 1.76M (2.22%) -158.73K
Decreased by -9.00%
Mar 31, 25
9 State Street Corporation 1.71M (2.15%) -57.74K
Decreased by -3.38%
Mar 31, 24
10 State Street Corp 1.68M (2.12%) 9.05K
Increased by +0.54%
Mar 31, 25
11 WCM Investment Management 1.64M (2.06%) -6.26K
Decreased by -0.38%
Mar 31, 25
12 Capital Research Global Investors 1.58M (1.99%) -20.03K
Decreased by -1.27%
Jun 30, 24
13 Geode Capital Management, LLC 1.56M (1.97%) 100.54K
Increased by +6.44%
Mar 31, 25
14 Dodge & Cox 1.52M (1.92%) 1.05M
Increased by +69.14%
Mar 31, 25
15 Massachusetts Financial Services Company 1.52M (1.91%) 400.35K
Increased by +26.41%
Mar 31, 25
16 Winslow Capital Management, LLC 1.46M (1.84%) 1.46M
Increased by +100.00%
Mar 31, 25
17 Samlyn Capital, LLC 1.40M (1.76%) -171.82K
Decreased by -12.26%
Mar 31, 25
18 JPMorgan Chase & Co 1.30M (1.64%) 105.67K
Increased by +8.10%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 1.21M (1.52%) 177.88K
Increased by +14.75%
Mar 31, 25
20 Eminence Capital LLC 1.08M (1.36%) 408.86K
Increased by +37.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.54M (3.20%) 1.54K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.37M (2.98%) 1.75K
Increased by +0.07%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.74M (2.19%) 16.41K
Increased by +0.94%
May 31, 25
4 Janus Henderson Enterprise D 1.52M (1.92%) 0.00
Increased by 0.00%
Apr 30, 25
5 Janus Inst Mid Cap Growth CF 1.52M (1.92%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.56%) 9.33K
Increased by +0.76%
May 31, 25
7 Fidelity Magellan 1.19M (1.49%) 1.19M
Increased by +100.00%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 1.16M (1.47%) 63.18K
Increased by +5.43%
Apr 30, 25
9 Capital Group AMCAP Composite 1.15M (1.45%) -456.75K
Decreased by -39.61%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 1.13M (1.43%) -21.11K
Decreased by -1.86%
Jun 30, 24
11 Principal MidCap R5 1.04M (1.31%) 56.24K
Increased by +5.39%
May 31, 25
12 Vanguard Growth Index Investor 991.29K (1.25%) 1.47K
Increased by +0.15%
May 31, 25
13 MFS Mid Cap Growth A 867.27K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
14 MFS Mid Cap Growth Equity 867.27K (1.09%) 31.31K
Increased by +3.61%
Mar 31, 25
15 JHancock Disciplined Value I 824.25K (1.04%) 58.45K
Increased by +7.09%
Apr 30, 25
16 First Trust Capital Strength ETF 799.54K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Principal Aligned MidCap Equity 778.75K (0.98%) 756.86K
Increased by +97.19%
Mar 31, 25
18 NYLI Winslow Large Cap Growth Class A 721.70K (0.91%) 93.50K
Increased by +12.96%
Apr 30, 25
19 T. Rowe Price U.S. Large-Cap Core Tr-B 625.27K (0.79%) -60.06K
Decreased by -9.61%
Jun 30, 24
20 Vanguard Mid-Cap Growth ETF 615.61K (0.78%) 1.63K
Increased by +0.26%
May 31, 25