Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.33%
2 KCE 1.55%
3 SMLL 1.47%
4 HAPY 1.23%
5 XMLV 1.18%
6 IAI 1.07%
7 PAMC 0.99%
8 FSCS 0.95%
9 RNMC 0.95%
10 XMMO 0.89%
11 IVOG 0.60%
12 MDYG 0.59%
13 IJK 0.59%
14 ETHO 0.55%
15 TMSL 0.44%
16 SIXL 0.44%
17 TPLC 0.42%
18 TPLE 0.42%
19 SFYX 0.40%
20 RAYD 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 4.04M (16.31%) 166.51K
Increased by +4.12%
Jun 30, 24
2 Vanguard Group Inc 2.75M (11.11%) 13.84K
Increased by +0.50%
Sep 30, 24
3 BlackRock Inc 2.54M (10.24%) 89.44K
Increased by +3.53%
Jun 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 1.53M (6.16%) -172.56K
Decreased by -11.30%
Jun 30, 24
6 BAMCO Inc 1.31M (5.28%) -1.73K
Decreased by -0.13%
Jun 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 1.13M (4.56%) -97.72K
Decreased by -8.65%
Jun 30, 24
9 Wellington Management Company LLP 945.35K (3.82%) 155.31K
Increased by +16.43%
Jun 30, 24
10 State Street Corp 775.60K (3.13%) 4.15K
Increased by +0.54%
Jun 30, 24
11 State Street Corporation 771.44K (3.11%) 29.91K
Increased by +3.88%
Mar 31, 24
12 T. Rowe Price Associates, Inc. 684.74K (2.76%) -3.00
Decreased by -0.00%
Jun 30, 24
13 Wasatch Advisors LP 610.92K (2.47%) 48.83K
Increased by +7.99%
Jun 30, 24
14 Wasatch Advisors Inc. 533.93K (2.16%) 5.24K
Increased by +0.98%
Dec 31, 23
15 Geode Capital Management, LLC 486.97K (1.97%) 27.59K
Increased by +5.67%
Jun 30, 24
16 Liontrust Investment Partners LLP 402.77K (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
17 FMR Inc 400.52K (1.62%) 39.26K
Increased by +9.80%
Sep 30, 24
18 Bank of New York Mellon Corp 327.90K (1.32%) -31.25K
Decreased by -9.53%
Jun 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%) 36.29K
Increased by +2.33%
Sep 30, 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 849.80K (3.43%) 464.00
Increased by +0.05%
Oct 31, 24
6 MFS Mid Cap Growth A 794.14K (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
7 MFS Mid Cap Growth Equity 794.14K (3.21%) 69.17K
Increased by +8.71%
Sep 30, 24
8 Virtus KAR Small-Cap Growth I 751.69K (3.03%) -63.00K
Decreased by -8.38%
Jun 30, 24
9 Vanguard Small Cap Index 698.48K (2.82%) 1.35K
Increased by +0.19%
Oct 31, 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 403.40K (1.63%) 4.09K
Increased by +1.01%
Sep 30, 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 Mid-Cap Value 358.95K (1.45%) 0.00
Increased by 0.00%
Sep 30, 24
14 T. Rowe Price US Mid-Cap Value Equity 358.95K (1.45%) -271.00
Decreased by -0.08%
Sep 30, 24
15 Vanguard Explorer Inv 331.91K (1.34%) 7.97K
Increased by +2.40%
Sep 30, 24
16 Hartford MidCap Y 257.26K (1.04%) 2.96K
Increased by +1.15%
Sep 30, 24
17 Fidelity Series International Sm Cap 245.75K (0.99%) 0.00
Increased by 0.00%
Aug 31, 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