Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 LBAY 3.98%
4 TPMN 3.83%
5 EZA 3.53%
6 SRHR 3.51%
7 KLXY 2.52%
8 GURU 1.55%
9 RYJ 1.52%
10 PFUT 1.38%
11 FLYU 1.15%
12 FLYD 1.15%
13 JHAC 0.84%
14 ECOW 0.84%
15 AFK 0.82%
16 PAMC 0.81%
17 OOTO 0.73%
18 JRNY 0.70%
19 WCEO 0.59%
20 JMID 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.05M (14.37%) 253.52K
Increased by +5.02%
Jun 30, 24
2 Vanguard Group Inc 3.79M (10.80%) 417.00
Increased by +0.01%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 3.63M (10.34%) 2.75M
Increased by +75.70%
Jun 30, 24
4 BlackRock Inc 3.59M (10.21%) -1.20M
Decreased by -33.60%
Jun 30, 24
5 Apg All Pensions Group 1.98M (5.64%) -22.39K
Decreased by -1.13%
Jun 30, 24
6 Select Equity Group LP 1.88M (5.36%) -123.69K
Decreased by -6.56%
Jun 30, 24
7 Principal Financial Group Inc 1.66M (4.71%) -37.54K
Decreased by -2.27%
Sep 30, 24
8 State Street Corporation 1.49M (4.25%) 33.27K
Increased by +2.23%
Mar 31, 24
9 State Street Corp 1.24M (3.54%) -249.53K
Decreased by -20.06%
Jun 30, 24
10 Charles Schwab Investment Management Inc 1.11M (3.17%) 13.06K
Increased by +1.17%
Jun 30, 24
11 TPG GP A, LLC 899.45K (2.56%) 133.61K
Increased by +14.85%
Jun 30, 24
12 Macquarie Group Ltd 891.08K (2.54%) 31.93K
Increased by +3.58%
Jun 30, 24
13 Citadel Advisors Llc 888.17K (2.53%) 548.62K
Increased by +61.77%
Sep 30, 23
14 Harris Associates L.P. 739.86K (2.11%) 44.13K
Increased by +5.96%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 739.13K (2.10%) -71.47K
Decreased by -9.67%
Jun 30, 24
16 Geode Capital Management, LLC 641.20K (1.83%) 16.73K
Increased by +2.61%
Jun 30, 24
17 Manufacturers Life Insurance Co 635.55K (1.81%) 553.34K
Increased by +87.06%
Jun 30, 24
18 Southpoint Capital Advisors LP 500.00K (1.42%) -400.00K
Decreased by -80.00%
Jun 30, 24
19 First Pacific Advisors, LP 464.80K (1.32%) 118.02K
Increased by +25.39%
Sep 30, 24
20 Lazard Asset Management LLC 458.36K (1.30%) -257.77K
Decreased by -56.24%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 2.00M (5.69%) 0.00
Increased by 0.00%
Sep 30, 24
2 Baron Small Cap Growth Strategy 2.00M (5.69%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds Washington Mutual A 1.84M (5.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 Capital Group Wash Mutual Invtrs Comp 1.84M (5.23%) 0.00
Increased by 0.00%
Sep 30, 24
5 Baron Partners Retail 1.45M (4.13%) 101.79K
Increased by +7.02%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.20M (3.41%) 880.00
Increased by +0.07%
Sep 30, 24
7 Principal Aligned MidCap Equity 1.20M (3.41%) 14.04K
Increased by +1.17%
Sep 30, 24
8 Principal MidCap R5 1.20M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Core S&P Mid-Cap ETF 1.18M (3.37%) 640.00
Increased by +0.05%
Oct 31, 24
10 Vanguard Small Cap Index 941.84K (2.68%) -18.30K
Decreased by -1.94%
Sep 30, 24
11 American Funds Capital Income Bldr A 940.07K (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
12 Schwab US Dividend Equity ETF™ 936.68K (2.67%) 800.00
Increased by +0.09%
Oct 31, 24
13 American Funds Growth Fund of Amer A 869.24K (2.47%) 0.00
Increased by 0.00%
Mar 31, 24
14 Capital Group Growth Fnd of Amer Comp 869.24K (2.47%) 0.00
Increased by 0.00%
Mar 31, 24
15 American Funds American Balanced A 686.80K (1.95%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 561.67K (1.60%) -17.50K
Decreased by -3.12%
Sep 30, 24
17 Baron Asset Retail 545.54K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
18 Baron Mid Cap Growth Strategy 545.54K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Small Cap Growth Index Inv 519.36K (1.48%) -11.66K
Decreased by -2.25%
Sep 30, 24
20 Delaware Ivy Mid Cap Growth A 511.04K (1.45%) 0.00
Increased by 0.00%
Sep 30, 24