Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 EZA 4.42%
4 LBAY 3.71%
5 SRHR 3.11%
6 TPMN 2.96%
7 KLXY 1.78%
8 GURU 1.55%
9 PFUT 1.54%
10 RYJ 1.52%
11 FLYU 1.15%
12 FLYD 1.08%
13 AFK 0.89%
14 JHAC 0.84%
15 ECOW 0.84%
16 HEJD 0.82%
17 PAMC 0.81%
18 OOTO 0.77%
19 HIDV 0.76%
20 JRNY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.29M (14.36%) 105.41K
Increased by +1.99%
Dec 31, 24
2 Vanguard Group Inc 3.72M (10.09%) 25.92K
Increased by +0.70%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 3.63M (9.85%) 292.00
Increased by +0.01%
Dec 31, 24
4 BlackRock Inc 3.54M (9.60%) 52.03K
Increased by +1.47%
Dec 31, 24
5 Principal Financial Group Inc 1.65M (4.47%) -7.14K
Decreased by -0.43%
Dec 31, 24
6 State Street Corporation 1.49M (4.05%) 33.27K
Increased by +2.23%
Mar 31, 24
7 Apg All Pensions Group 1.29M (3.51%) -686.41K
Decreased by -53.05%
Sep 30, 24
8 Charles Schwab Investment Management Inc 1.20M (3.26%) 47.42K
Increased by +3.94%
Dec 31, 24
9 State Street Corp 1.19M (3.23%) 30.17K
Increased by +2.54%
Dec 31, 24
10 TPG GP A, LLC 1.04M (2.81%) 172.08K
Increased by +16.60%
Dec 31, 24
11 Manufacturers Life Insurance Co 976.47K (2.65%) 289.48K
Increased by +29.65%
Dec 31, 24
12 Harris Associates L.P. 923.14K (2.51%) 310.09K
Increased by +33.59%
Dec 31, 24
13 Macquarie Group Ltd 834.53K (2.26%) -48.20K
Decreased by -5.78%
Dec 31, 24
14 Groupama Asset Management 800.00K (2.17%) 800.00K
Increased by +100.00%
Sep 30, 24
15 Geode Capital Management, LLC 646.37K (1.75%) -3.25K
Decreased by -0.50%
Dec 31, 24
16 Select Equity Group LP 616.36K (1.67%) -1.27M
Decreased by -205.74%
Sep 30, 24
17 Citadel Advisors Llc 559.75K (1.52%) 331.53K
Increased by +59.23%
Dec 31, 24
18 Point72 Asset Management, L.P. 546.42K (1.48%) 344.10K
Increased by +62.97%
Dec 31, 24
19 First Pacific Advisors, LP 522.28K (1.42%) 57.48K
Increased by +11.01%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 521.60K (1.42%) 145.08K
Increased by +27.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 2.00M (5.43%) 0.00
Increased by 0.00%
Dec 31, 24
2 Baron Small Cap Growth Strategy 2.00M (5.43%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Washington Mutual A 1.84M (4.98%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 1.84M (4.98%) 0.00
Increased by 0.00%
Dec 31, 24
5 Baron Partners Retail 1.45M (3.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 1.22M (3.32%) 2.13K
Increased by +0.17%
Mar 31, 25
7 Principal Aligned MidCap Equity 1.20M (3.25%) 0.00
Increased by 0.00%
Dec 31, 24
8 Principal MidCap R5 1.20M (3.25%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Total Stock Mkt Idx Inv 1.19M (3.22%) 688.00
Increased by +0.06%
Feb 28, 25
10 Schwab US Dividend Equity ETF™ 1.03M (2.81%) 800.00
Increased by +0.08%
Mar 29, 25
11 Vanguard Small Cap Index 956.46K (2.60%) 777.00
Increased by +0.08%
Feb 28, 25
12 American Funds Capital Income Bldr A 940.07K (2.55%) 0.00
Increased by 0.00%
Dec 31, 24
13 American Funds Growth Fund of Amer A 869.24K (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
14 Capital Group Growth Fnd of Amer Comp 869.24K (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
15 American Funds American Balanced A 686.80K (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 569.68K (1.55%) 1.84K
Increased by +0.32%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 537.26K (1.46%) -2.99K
Decreased by -0.56%
Feb 28, 25
18 Baron Asset Retail 520.54K (1.41%) -25.00K
Decreased by -4.80%
Dec 31, 24
19 Baron Mid Cap Growth Strategy 520.54K (1.41%) -25.00K
Decreased by -4.80%
Dec 31, 24
20 Baron Focused Growth Retail 513.84K (1.39%) 115.00K
Increased by +22.38%
Dec 31, 24