Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.35%
2 KCE 1.63%
3 SMLL 1.50%
4 XMLV 1.26%
5 HAPY 1.23%
6 IAI 1.13%
7 RNMC 1.00%
8 FSCS 1.00%
9 XMMO 0.96%
10 MDYG 0.61%
11 IJK 0.61%
12 IVOG 0.59%
13 ETHO 0.55%
14 PAMC 0.48%
15 TMSL 0.46%
16 SIXL 0.46%
17 TPLC 0.44%
18 TPLE 0.44%
19 SFYX 0.42%
20 RAYD 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.75M (11.11%) 13.84K
Increased by +0.50%
Sep 30, 24
2 BlackRock Inc 2.54M (10.24%) 89.44K
Increased by +3.53%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 2.08M (8.38%) -1.96M
Decreased by -94.58%
Sep 30, 24
4 Select Equity Group LP 1.76M (7.10%) -675.02K
Decreased by -38.37%
Sep 30, 24
5 Bank of America Corp 1.56M (6.28%) 30.00K
Increased by +1.93%
Sep 30, 24
6 BAMCO Inc 1.31M (5.27%) -1.35K
Decreased by -0.10%
Sep 30, 24
7 Massachusetts Financial Services Company 1.20M (4.85%) 102.21K
Increased by +8.51%
Sep 30, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.04M (4.21%) -86.02K
Decreased by -8.25%
Sep 30, 24
9 Wellington Management Company LLP 950.51K (3.84%) 5.16K
Increased by +0.54%
Sep 30, 24
10 State Street Corp 804.29K (3.25%) 28.70K
Increased by +3.57%
Sep 30, 24
11 State Street Corporation 771.44K (3.11%) 29.91K
Increased by +3.88%
Mar 31, 24
12 Wasatch Advisors LP 696.02K (2.81%) 85.10K
Increased by +12.23%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 685.19K (2.77%) 452.00
Increased by +0.07%
Sep 30, 24
14 Wasatch Advisors Inc. 533.93K (2.16%) 5.24K
Increased by +0.98%
Dec 31, 23
15 Geode Capital Management, LLC 497.41K (2.01%) 10.44K
Increased by +2.10%
Sep 30, 24
16 Millennium Management LLC 495.11K (2.00%) 174.92K
Increased by +35.33%
Sep 30, 24
17 Liontrust Investment Partners LLP 402.77K (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
18 FMR Inc 400.52K (1.62%) 39.26K
Increased by +9.80%
Sep 30, 24
19 Goldman Sachs Group Inc 326.62K (1.32%) 51.76K
Increased by +15.85%
Dec 31, 23
20 NORGES BANK 324.44K (1.31%) 24.65K
Increased by +7.60%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.56M (6.30%) 0.00
Increased by 0.00%
Oct 31, 24
2 Baron Growth Retail 925.00K (3.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 Baron Small Cap Growth Strategy 925.00K (3.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 874.17K (3.53%) -3.33K
Decreased by -0.38%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 867.04K (3.50%) 0.00
Increased by 0.00%
Nov 30, 24
6 MFS Mid Cap Growth A 804.19K (3.25%) 10.05K
Increased by +1.25%
Oct 31, 24
7 MFS Mid Cap Growth Equity 794.14K (3.21%) 69.17K
Increased by +8.71%
Sep 30, 24
8 Vanguard Small Cap Index 698.48K (2.82%) 1.35K
Increased by +0.19%
Oct 31, 24
9 Virtus KAR Small-Cap Growth I 682.79K (2.76%) -68.90K
Decreased by -10.09%
Sep 30, 24
10 Wasatch Core Growth 410.48K (1.66%) 52.88K
Increased by +12.88%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 400.55K (1.62%) -2.86K
Decreased by -0.71%
Oct 31, 24
12 Vanguard Small Cap Growth Index Inv 383.42K (1.55%) -941.00
Decreased by -0.25%
Oct 31, 24
13 T. Rowe Price US Mid-Cap Value Equity 358.95K (1.45%) -271.00
Decreased by -0.08%
Sep 30, 24
14 T. Rowe Price Mid-Cap Value 358.32K (1.45%) -625.00
Decreased by -0.17%
Oct 31, 24
15 Hartford MidCap Y 348.76K (1.41%) 91.49K
Increased by +26.23%
Oct 31, 24
16 Vanguard Explorer Inv 331.91K (1.34%) 7.97K
Increased by +2.40%
Sep 30, 24
17 Fidelity Series International Sm Cap 245.75K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity® Series International Sm Cap 231.10K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 212.28K (0.86%) -3.12K
Decreased by -1.47%
Oct 31, 24
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 192.32K (0.78%) 271.00
Increased by +0.14%
Sep 30, 24