Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 3.47%
2 NEWZ 3.42%
3 AMID 2.74%
4 RISN 2.58%
5 JSMD 2.29%
6 CSMD 2.20%
7 ENTR 2.07%
8 XOVR 2.07%
9 EWMC 1.87%
10 BOUT 1.82%
11 AZTD 1.81%
12 GRPM 1.80%
13 IBBJ 1.76%
14 FTXH 1.74%
15 XMHQ 1.66%
16 HTEC 1.56%
17 JMID 1.52%
18 PDP 1.48%
19 TSME 1.26%
20 BUL 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.73M (11.11%) 40.70K
Increased by +1.49%
Dec 31, 24
2 Vanguard Group Inc 2.57M (10.47%) 25.70K
Increased by +1.00%
Dec 31, 24
3 Wasatch Advisors Inc. 1.19M (4.83%) -85.66K
Decreased by -7.22%
Dec 31, 23
4 Amvescap Plc. 1.08M (4.42%) 519.19K
Increased by +47.86%
Dec 31, 24
5 Wasatch Advisors LP 936.84K (3.82%) 28.16K
Increased by +3.01%
Dec 31, 24
6 State Street Corp 779.81K (3.18%) 26.86K
Increased by +3.44%
Dec 31, 24
7 State Street Corporation 696.96K (2.84%) 25.81K
Increased by +3.70%
Mar 31, 24
8 Geode Capital Management, LLC 656.13K (2.67%) 28.08K
Increased by +4.28%
Dec 31, 24
9 Bessemer Group Inc 576.04K (2.35%) 75.28K
Increased by +13.07%
Dec 31, 24
10 Renaissance Technologies Corp 553.59K (2.26%) 61.10K
Increased by +11.04%
Dec 31, 24
11 Riverbridge Partners LLC 517.53K (2.11%) -34.11K
Decreased by -6.59%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 510.18K (2.08%) -252.55K
Decreased by -49.50%
Jun 30, 24
13 AQR Capital Management LLC 480.19K (1.96%) 114.44K
Increased by +23.83%
Dec 31, 24
14 Findlay Park Partners LLP 473.10K (1.93%) 2.20K
Increased by +0.47%
Dec 31, 24
15 TD Asset Management Inc 463.96K (1.89%) -39.11K
Decreased by -8.43%
Dec 31, 24
16 Goldman Sachs Group Inc 441.23K (1.80%) -45.21K
Decreased by -10.25%
Dec 31, 24
17 Capital World Investors 438.35K (1.79%) -14.00
Decreased by -0.00%
Dec 31, 24
18 TD Global Investment Solutions – TD Epoch 438.10K (1.78%) 21.88K
Increased by +4.99%
Dec 31, 24
19 Wellington Management Company LLP 415.25K (1.69%) 109.89K
Increased by +26.46%
Sep 30, 24
20 ClearBridge Advisors, LLC 409.71K (1.67%) -8.19K
Decreased by -2.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 828.70K (3.38%) 621.00
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 783.54K (3.19%) 429.00
Increased by +0.05%
Feb 28, 25
3 Vanguard Small Cap Index 634.87K (2.59%) 525.00
Increased by +0.08%
Feb 28, 25
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 601.91K (2.45%) -213.16K
Decreased by -35.41%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 601.91K (2.45%) 0.00
Increased by 0.00%
Nov 30, 23
6 Findlay Park American I USD Dist 473.10K (1.93%) 10.40K
Increased by +2.20%
Dec 31, 24
7 Invesco World Dev Countries Eq Mother 456.14K (1.86%) 456.14K
Increased by +100.00%
Dec 23, 24
8 American Funds Fundamental Invs A 432.37K (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 432.37K (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 387.63K (1.58%) 1.78K
Increased by +0.46%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 356.53K (1.45%) -1.46K
Decreased by -0.41%
Feb 28, 25
12 Invesco S&P MidCap Quality ETF 298.33K (1.22%) -49.00
Decreased by -0.02%
Feb 28, 25
13 Vanguard Explorer Inv 294.79K (1.20%) -126.31K
Decreased by -42.85%
Dec 31, 24
14 Invesco Discovery A 274.93K (1.12%) 5.48K
Increased by +1.99%
May 31, 24
15 Invesco OFI Small Cap Growth 274.93K (1.12%) -8.61K
Decreased by -3.13%
Jun 30, 24
16 T. Rowe Price Integrated US SmCapGrEq 230.90K (0.94%) 230.90K
Increased by +100.00%
Mar 31, 24
17 Wasatch Core Growth 228.30K (0.93%) -6.39K
Decreased by -2.80%
Dec 31, 24
18 FullerThaler Behavioral Sm-Cp Eq R6 215.27K (0.88%) -80.50K
Decreased by -37.40%
Sep 30, 24
19 FullerThaler Behavioral Small-Cap Equity 215.27K (0.88%) -80.50K
Decreased by -37.40%
Sep 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 205.91K (0.84%) 1.97K
Increased by +0.96%
Feb 28, 25