Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMHQ 4.01%
2 NEWZ 3.95%
3 XMMO 3.59%
4 MID 3.47%
5 RJMG 2.82%
6 FRTY 2.61%
7 PAMC 1.88%
8 PTF 1.82%
9 NTZG 1.63%
10 JMID 1.63%
11 EQWM 1.61%
12 QQQN 1.61%
13 FBOT 1.43%
14 QGRO 1.39%
15 QQJG 1.38%
16 ROBO 1.36%
17 GRPM 1.33%
18 PXMG 1.33%
19 FXL 1.16%
20 BOUT 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.37M (17.13%) 777.57K
Increased by +7.50%
Jun 30, 24
2 Vanguard Group Inc 6.65M (10.99%) 15.81K
Increased by +0.24%
Sep 30, 24
3 AllianceBernstein L.P. 3.59M (5.93%) 403.98K
Increased by +11.25%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 2.76M (4.55%) -194.85K
Decreased by -7.07%
Jun 30, 24
5 State Street Corporation 2.20M (3.63%) 68.66K
Increased by +3.12%
Mar 31, 24
6 State Street Corp 2.19M (3.62%) -7.26K
Decreased by -0.33%
Jun 30, 24
7 Amvescap Plc. 2.18M (3.60%) -353.71K
Decreased by -16.22%
Jun 30, 24
8 FMR Inc 1.92M (3.17%) 130.82K
Increased by +6.82%
Sep 30, 24
9 Neuberger Berman Group LLC 1.64M (2.71%) 3.92K
Increased by +0.24%
Jun 30, 24
10 Geode Capital Management, LLC 1.43M (2.37%) 91.92K
Increased by +6.42%
Jun 30, 24
11 Franklin Resources Inc 1.37M (2.26%) 122.52K
Increased by +8.95%
Jun 30, 24
12 Kayne Anderson Rudnick Investment Management LLC 1.30M (2.14%) -471.27K
Decreased by -36.30%
Jun 30, 24
13 Brown Capital Management, LLC 843.62K (1.39%) -161.76K
Decreased by -19.18%
Sep 30, 24
14 Massachusetts Financial Services Company 832.50K (1.38%) 832.50K
Increased by +100.00%
Sep 30, 24
15 American Century Companies Inc 831.28K (1.37%) -92.65K
Decreased by -11.14%
Sep 30, 24
16 Canada Pension Plan Investment Board 805.71K (1.33%) 0.00
Increased by 0.00%
Dec 31, 23
17 Goldman Sachs Group Inc 803.13K (1.33%) 463.59K
Increased by +57.72%
Dec 31, 23
18 Arrowstreet Capital Limited Partnership 764.67K (1.26%) 39.80K
Increased by +5.20%
Mar 31, 24
19 Bessemer Group Inc 748.44K (1.24%) 186.54K
Increased by +24.92%
Jun 30, 24
20 NORGES BANK 717.49K (1.19%) 34.86K
Increased by +4.86%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.94M (3.20%) -7.03K
Decreased by -0.36%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.93M (3.19%) 1.04K
Increased by +0.05%
Oct 31, 24
3 Vanguard Small Cap Index 1.54M (2.54%) 3.00K
Increased by +0.20%
Oct 31, 24
4 AllianceBernstein US L/C Growth Eqty MF 1.08M (1.78%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 914.53K (1.51%) -25.40K
Decreased by -2.78%
Sep 30, 24
6 Neuberger Berman Genesis Inv 880.59K (1.45%) -25.42K
Decreased by -2.89%
Sep 30, 24
7 AB Large Cap Growth A 876.47K (1.45%) -7.70K
Decreased by -0.88%
Sep 30, 24
8 Invesco S&P MidCap Quality ETF 869.09K (1.44%) 755.00
Increased by +0.09%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 843.82K (1.39%) -2.24K
Decreased by -0.27%
Oct 31, 24
10 BlackRock Mid-Cap Growth Equity Instl 752.77K (1.24%) -8.72K
Decreased by -1.16%
Sep 30, 24
11 Eaton Vance Atlanta Capital SMID-Cap I 704.60K (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Information Technology ETF 573.86K (0.95%) 2.62K
Increased by +0.46%
Oct 31, 24
13 American Century Heritage Inv 504.04K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
14 American Century US Opport. Mid Cap Gr 504.04K (0.83%) 0.00
Increased by 0.00%
Jun 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 481.73K (0.80%) -7.09K
Decreased by -1.47%
Oct 31, 24
16 T. Rowe Price Integrated US SmCapGrEq 469.90K (0.78%) 469.90K
Increased by +100.00%
Mar 31, 24
17 Invesco Discovery Mid Cap Growth Y 464.79K (0.77%) 0.00
Increased by 0.00%
Feb 29, 24
18 Virtus KAR Small-Cap Core I 458.72K (0.76%) -12.00K
Decreased by -2.62%
Dec 31, 23
19 Invesco Global Multi Cap Growth 424.32K (0.70%) -175.68K
Decreased by -41.40%
Mar 31, 24
20 Invesco Global Opportunities A 424.32K (0.70%) 0.00
Increased by 0.00%
Feb 29, 24