Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.95%
2 XMMO 3.59%
3 MID 3.57%
4 RJMG 2.82%
5 XMHQ 2.60%
6 PAMC 1.88%
7 PTF 1.74%
8 NTZG 1.63%
9 EQWM 1.61%
10 QQQN 1.61%
11 PXMG 1.33%
12 JMID 1.16%
13 FSCS 0.93%
14 RNMC 0.92%
15 FBOT 0.90%
16 NBSM 0.89%
17 QGRO 0.89%
18 MPAY 0.88%
19 QQJG 0.86%
20 JKK 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.79M (16.19%) -582.39K
Decreased by -5.95%
Sep 30, 24
2 Vanguard Group Inc 6.65M (11.00%) 15.81K
Increased by +0.24%
Sep 30, 24
3 AllianceBernstein L.P. 3.63M (5.99%) 34.04K
Increased by +0.94%
Sep 30, 24
4 State Street Corp 2.20M (3.64%) 12.79K
Increased by +0.58%
Sep 30, 24
5 State Street Corporation 2.20M (3.63%) 68.66K
Increased by +3.12%
Mar 31, 24
6 FMR Inc 1.92M (3.17%) 130.82K
Increased by +6.82%
Sep 30, 24
7 Amvescap Plc. 1.81M (2.99%) -374.67K
Decreased by -20.75%
Sep 30, 24
8 Neuberger Berman Group LLC 1.56M (2.59%) -78.11K
Decreased by -4.99%
Sep 30, 24
9 Geode Capital Management, LLC 1.51M (2.50%) 83.00K
Increased by +5.48%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.38M (2.29%) -1.37M
Decreased by -99.17%
Sep 30, 24
11 Franklin Resources Inc 1.34M (2.21%) -30.95K
Decreased by -2.31%
Sep 30, 24
12 Kayne Anderson Rudnick Investment Management LLC 1.31M (2.17%) 12.25K
Increased by +0.93%
Sep 30, 24
13 JPMorgan Chase & Co 1.01M (1.67%) 687.93K
Increased by +68.12%
Sep 30, 24
14 Brown Capital Management, LLC 843.62K (1.39%) -161.76K
Decreased by -19.18%
Sep 30, 24
15 Massachusetts Financial Services Company 832.50K (1.38%) 832.50K
Increased by +100.00%
Sep 30, 24
16 American Century Companies Inc 831.28K (1.37%) -92.65K
Decreased by -11.14%
Sep 30, 24
17 Canada Pension Plan Investment Board 805.71K (1.33%) 0.00
Increased by 0.00%
Dec 31, 23
18 Goldman Sachs Group Inc 803.13K (1.33%) 463.59K
Increased by +57.72%
Dec 31, 23
19 Bessemer Group Inc 773.00K (1.28%) 24.56K
Increased by +3.18%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 764.67K (1.26%) 39.80K
Increased by +5.20%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.99M (3.29%) 6.57K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.91M (3.16%) -17.12K
Decreased by -0.90%
Dec 31, 24
3 Vanguard Small Cap Index 1.56M (2.57%) 10.02K
Increased by +0.64%
Dec 31, 24
4 AllianceBernstein US L/C Growth Eqty MF 1.08M (1.78%) 0.00
Increased by 0.00%
Nov 29, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 921.91K (1.52%) 4.44K
Increased by +0.48%
Dec 31, 24
6 Vanguard Small Cap Growth Index Inv 881.38K (1.46%) 31.20K
Increased by +3.54%
Dec 31, 24
7 AB Large Cap Growth A 864.31K (1.43%) -12.16K
Decreased by -1.41%
Nov 30, 24
8 Invesco S&P MidCap Quality ETF 828.99K (1.37%) -3.97K
Decreased by -0.48%
Dec 31, 24
9 Neuberger Berman Genesis Inv 738.98K (1.22%) -141.61K
Decreased by -19.16%
Dec 31, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 693.23K (1.15%) -11.38K
Decreased by -1.64%
Nov 30, 24
11 MFS Growth B 635.63K (1.05%) -14.60K
Decreased by -2.30%
Dec 31, 24
12 MFS Growth Equity 635.63K (1.05%) 384.92K
Increased by +60.56%
Dec 31, 24
13 MFS Mid Cap Growth A 596.99K (0.99%) 53.15K
Increased by +8.90%
Nov 30, 24
14 Vanguard Information Technology ETF 590.80K (0.98%) 8.61K
Increased by +1.46%
Dec 31, 24
15 BlackRock Mid-Cap Growth Equity Instl 558.37K (0.92%) -50.44K
Decreased by -9.03%
Nov 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 509.21K (0.84%) 12.63K
Increased by +2.48%
Dec 31, 24
17 American Century Heritage Inv 504.04K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
18 American Century US Opport. Mid Cap Gr 504.04K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
19 iShares MSCI USA Quality Factor ETF 476.21K (0.79%) 3.48K
Increased by +0.73%
Dec 31, 24
20 T. Rowe Price Integrated US SmCapGrEq 469.90K (0.78%) 469.90K
Increased by +100.00%
Mar 31, 24