Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.23%
2 KCE 1.74%
3 SMLL 1.41%
4 HAPY 1.23%
5 XMLV 1.07%
6 SURE 1.00%
7 IAI 0.96%
8 RNMC 0.95%
9 FSCS 0.95%
10 XMMO 0.93%
11 HSMV 0.89%
12 JSMD 0.64%
13 FXO 0.61%
14 IVOG 0.59%
15 MDYG 0.58%
16 IJK 0.57%
17 ETHO 0.55%
18 PAMC 0.55%
19 VUSE 0.48%
20 TMSL 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.80M (11.16%) 51.60K
Increased by +1.84%
Dec 31, 24
2 BlackRock Inc 2.67M (10.61%) 90.89K
Increased by +3.41%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 2.06M (8.18%) -19.62K
Decreased by -0.95%
Dec 31, 24
4 Select Equity Group LP 1.37M (5.47%) -384.89K
Decreased by -28.00%
Dec 31, 24
5 BAMCO Inc 1.31M (5.19%) -433.00
Decreased by -0.03%
Dec 31, 24
6 Bank of America Corp 1.30M (5.19%) -253.26K
Decreased by -19.43%
Dec 31, 24
7 Wellington Management Company LLP 1.08M (4.30%) 130.09K
Increased by +12.04%
Dec 31, 24
8 Massachusetts Financial Services Company 1.02M (4.04%) -185.40K
Decreased by -18.24%
Dec 31, 24
9 Kayne Anderson Rudnick Investment Management LLC 975.19K (3.88%) -67.89K
Decreased by -6.96%
Dec 31, 24
10 State Street Corp 841.63K (3.35%) 37.34K
Increased by +4.44%
Dec 31, 24
11 State Street Corporation 771.44K (3.07%) 29.91K
Increased by +3.88%
Mar 31, 24
12 Wasatch Advisors LP 690.15K (2.75%) -5.87K
Decreased by -0.85%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 668.89K (2.66%) -16.30K
Decreased by -2.44%
Dec 31, 24
14 Geode Capital Management, LLC 561.43K (2.23%) 64.02K
Increased by +11.40%
Dec 31, 24
15 Wasatch Advisors Inc. 533.93K (2.12%) 5.24K
Increased by +0.98%
Dec 31, 23
16 JPMorgan Chase & Co 404.28K (1.61%) -83.75K
Decreased by -20.72%
Sep 30, 24
17 FMR Inc 399.58K (1.59%) -935.00
Decreased by -0.23%
Dec 31, 24
18 Liontrust Investment Partners LLP 333.63K (1.33%) -69.14K
Decreased by -20.72%
Dec 31, 24
19 NORGES BANK 331.67K (1.32%) 7.23K
Increased by +2.18%
Dec 31, 24
20 Goldman Sachs Group Inc 326.62K (1.30%) 51.76K
Increased by +15.85%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.53M (6.11%) 0.00
Increased by 0.00%
Jan 31, 25
2 Baron Growth Retail 925.00K (3.68%) 0.00
Increased by 0.00%
Dec 31, 24
3 Baron Small Cap Growth Strategy 925.00K (3.68%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 882.45K (3.51%) 1.53K
Increased by +0.17%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 878.24K (3.49%) 4.47K
Increased by +0.51%
Feb 28, 25
6 MFS Mid Cap Growth Equity 757.55K (3.01%) -36.59K
Decreased by -4.83%
Dec 31, 24
7 MFS Mid Cap Growth A 725.45K (2.89%) -22.27K
Decreased by -3.07%
Feb 28, 25
8 Vanguard Small Cap Index 711.71K (2.83%) 588.00
Increased by +0.08%
Feb 28, 25
9 Virtus KAR Small-Cap Growth I 631.29K (2.51%) -51.50K
Decreased by -8.16%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 410.12K (1.63%) 324.00
Increased by +0.08%
Feb 28, 25
11 Wasatch Core Growth 404.26K (1.61%) -6.22K
Decreased by -1.54%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 399.67K (1.59%) -2.24K
Decreased by -0.56%
Feb 28, 25
13 T. Rowe Price US Mid-Cap Value Equity 357.85K (1.42%) -1.10K
Decreased by -0.31%
Dec 31, 24
14 Vanguard Explorer Inv 342.02K (1.36%) 10.11K
Increased by +2.96%
Dec 31, 24
15 Hartford MidCap Y 324.50K (1.29%) -3.12K
Decreased by -0.96%
Feb 28, 25
16 T. Rowe Price Mid-Cap Value 245.96K (0.98%) -111.90K
Decreased by -45.49%
Jan 31, 25
17 Fidelity Series International Sm Cap 242.75K (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity® Series International Sm Cap 231.10K (0.92%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 218.26K (0.87%) 2.07K
Increased by +0.95%
Feb 28, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 193.42K (0.77%) 1.10K
Increased by +0.57%
Dec 31, 24