Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGRT 5.48%
2 AZTD 3.83%
3 NXG 3.76%
4 AIRR 3.74%
5 FFTY 3.72%
6 EPAI 3.24%
7 PKB 3.11%
8 FMTM 3.01%
9 NRSH 2.98%
10 PRN 2.94%
11 CSIO 2.92%
12 HVAC 2.87%
13 RFV 2.62%
14 CCSO 2.58%
15 NUKZ 2.52%
16 GRNJ 2.45%
17 PUW 2.41%
18 FCUS 2.40%
19 TCAI 2.34%
20 CNAV 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.31M (12.05%) 198.35K
Increased by +2.71%
Mar 31, 26
2 Vanguard Group Inc 5.93M (9.78%) -74.44K
Decreased by -1.25%
Dec 31, 25
3 Peconic Partners LLC 3.58M (5.90%) 1.98M
Increased by +55.29%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.80M (4.62%) 2.80M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.77M (4.57%) 2.77M
Increased by +100.00%
Mar 31, 26
6 Hill City Capital, LP 2.15M (3.55%) 0.00
Increased by 0.00%
Mar 31, 26
7 State Street Corp 1.87M (3.08%) 43.37K
Increased by +2.32%
Mar 31, 26
8 State Street Corporation 1.80M (2.97%) 35.29K
Increased by +1.96%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 1.76M (2.91%) -235.67K
Decreased by -13.36%
Jun 30, 24
10 Pacer Advisors, INC. 1.68M (2.77%) -577.76K
Decreased by -34.33%
Dec 31, 24
11 Victory Capital Management Inc. 1.59M (2.63%) -1.04M
Decreased by -65.61%
Mar 31, 26
12 Lone Pine Capital LLC 1.53M (2.52%) 1.53M
Increased by +100.00%
Mar 31, 26
13 First Trust Advisors L.P. 1.41M (2.33%) 100.15K
Increased by +7.09%
Mar 31, 26
14 Geode Capital Management, LLC 1.37M (2.26%) 151.21K
Increased by +11.02%
Mar 31, 26
15 Bank of America Corp 1.33M (2.19%) 75.10K
Increased by +5.65%
Mar 31, 26
16 Hood River Capital Management LLC 1.30M (2.14%) -188.28K
Decreased by -14.53%
Mar 31, 26
17 Amvescap Plc. 1.23M (2.02%) -294.27K
Decreased by -24.01%
Mar 31, 26
18 JPMorgan Chase & Co 1.21M (2.00%) 68.28K
Increased by +5.62%
Sep 30, 24
19 Frontier Capital Management CO Inc 1.04M (1.72%) 312.99K
Increased by +30.04%
Dec 31, 23
20 Vontobel Holding Ltd. 1.04M (1.71%) 144.18K
Increased by +13.92%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.08M (3.43%) 390.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.01M (3.31%) 6.95K
Increased by +0.35%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.99M (3.28%) -42.56K
Decreased by -2.14%
Sep 30, 24
4 Pacer US Cash Cows 100 ETF 1.66M (2.73%) 2.44K
Increased by +0.15%
Feb 28, 25
5 Allspring Mid Value SMA 1.46M (2.41%) 1.46M
Increased by +99.99%
Jun 30, 24
6 Vanguard Small Cap Index 1.45M (2.40%) -2.83K
Decreased by -0.19%
Apr 30, 26
7 First Trust RBA Amer Indl RenaisTM ETF 1.10M (1.82%) 670.00
Increased by +0.06%
May 31, 26
8 Vanguard Small Cap Growth Index Inv 815.78K (1.34%) 98.00
Increased by +0.01%
Apr 30, 26
9 Hood River Small-Cap Growth Instl 721.11K (1.19%) -90.07K
Decreased by -12.49%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 692.27K (1.14%) 6.88K
Increased by +0.99%
Apr 30, 26
11 Global X US Infrastructure Dev ETF 578.78K (0.95%) -840.00
Decreased by -0.15%
May 29, 26
12 Delaware Small Cap Value A 578.33K (0.95%) -129.60K
Decreased by -22.41%
Oct 31, 24
13 Pioneer SMA 569.50K (0.94%) 552.33K
Increased by +96.99%
Mar 31, 26
14 Pioneer US Large Core Equity 569.50K (0.94%) -55.04K
Decreased by -9.66%
Mar 31, 26
15 Victory Pioneer A 569.50K (0.94%) -2.89K
Decreased by -0.51%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 540.59K (0.89%) 3.68K
Increased by +0.68%
Nov 30, 24
17 Allspring Special Mid Cap Value Inst 517.33K (0.85%) -681.77K
Decreased by -131.79%
Sep 30, 24
18 Allspring Special US Mid Cap Value Eq 517.33K (0.85%) -943.17K
Decreased by -182.31%
Sep 30, 24
19 Pacer US Small Cap Cash Cows 100 ETF 482.86K (0.80%) -1.95K
Decreased by -0.40%
May 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 469.62K (0.77%) -11.76K
Decreased by -2.50%
Jul 31, 25