Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 LBAY 4.39%
4 SRHR 3.65%
5 EZA 3.35%
6 TPMN 2.96%
7 KLXY 2.28%
8 GURU 1.55%
9 RYJ 1.52%
10 PFUT 1.36%
11 FLYD 1.15%
12 FLYU 1.15%
13 HEJD 1.02%
14 ECOW 0.86%
15 JHAC 0.84%
16 AFK 0.83%
17 PAMC 0.81%
18 OOTO 0.79%
19 JRNY 0.70%
20 PAPI 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.19M (14.76%) 136.33K
Increased by +2.63%
Sep 30, 24
2 Vanguard Group Inc 3.69M (10.51%) -103.46K
Decreased by -2.80%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 3.63M (10.33%) -1.60K
Decreased by -0.04%
Sep 30, 24
4 BlackRock Inc 3.59M (10.21%) -1.20M
Decreased by -33.60%
Jun 30, 24
5 Principal Financial Group Inc 1.66M (4.71%) -37.54K
Decreased by -2.27%
Sep 30, 24
6 State Street Corporation 1.49M (4.25%) 33.27K
Increased by +2.23%
Mar 31, 24
7 Apg All Pensions Group 1.29M (3.68%) -686.41K
Decreased by -53.05%
Sep 30, 24
8 State Street Corp 1.16M (3.30%) -84.33K
Decreased by -7.27%
Sep 30, 24
9 Charles Schwab Investment Management Inc 1.15M (3.29%) 40.64K
Increased by +3.52%
Sep 30, 24
10 Citadel Advisors Llc 888.17K (2.53%) 548.62K
Increased by +61.77%
Sep 30, 23
11 Macquarie Group Ltd 882.73K (2.51%) -8.35K
Decreased by -0.95%
Sep 30, 24
12 TPG GP A, LLC 864.40K (2.46%) -35.04K
Decreased by -4.05%
Sep 30, 24
13 Groupama Asset Management 800.00K (2.28%) 800.00K
Increased by +100.00%
Sep 30, 24
14 Manufacturers Life Insurance Co 686.98K (1.96%) 51.44K
Increased by +7.49%
Sep 30, 24
15 Geode Capital Management, LLC 649.62K (1.85%) 8.42K
Increased by +1.30%
Sep 30, 24
16 Select Equity Group LP 616.36K (1.75%) -1.27M
Decreased by -205.74%
Sep 30, 24
17 Harris Associates L.P. 613.04K (1.74%) -126.81K
Decreased by -20.69%
Sep 30, 24
18 JPMorgan Chase & Co 595.28K (1.69%) 166.69K
Increased by +28.00%
Sep 30, 24
19 Southpoint Capital Advisors LP 500.00K (1.42%) -400.00K
Decreased by -80.00%
Jun 30, 24
20 First Pacific Advisors, LP 464.80K (1.32%) 118.02K
Increased by +25.39%
Sep 30, 24

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 iShares Core S&P Mid-Cap ETF 1.21M (3.44%) 0.00
Increased by 0.00%
Nov 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%
Oct 31, 24
9 Vanguard Total Stock Mkt Idx Inv 1.19M (3.40%) -4.43K
Decreased by -0.37%
Oct 31, 24
10 Schwab US Dividend Equity ETF™ 964.49K (2.75%) 2.00K
Increased by +0.21%
Nov 30, 24
11 Vanguard Small Cap Index 943.69K (2.69%) 1.85K
Increased by +0.20%
Oct 31, 24
12 American Funds Capital Income Bldr A 940.07K (2.68%) 0.00
Increased by 0.00%
Sep 30, 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 559.08K (1.59%) -2.59K
Decreased by -0.46%
Oct 31, 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 518.62K (1.48%) -748.00
Decreased by -0.14%
Oct 31, 24
20 Delaware Ivy Mid Cap Growth A 479.64K (1.37%) -31.40K
Decreased by -6.55%
Oct 31, 24