Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.03%
2 BFIT 2.83%
3 DTOX 2.51%
4 SMCO 1.71%
5 GURU 1.70%
6 LSAF 1.22%
7 PAMC 1.09%
8 FITS 1.06%
9 FXD 0.99%
10 RFG 0.93%
11 LSEQ 0.75%
12 WCEO 0.68%
13 HART 0.66%
14 JHSC 0.65%
15 MILN 0.56%
16 IJK 0.55%
17 RYJ 0.55%
18 MDYG 0.53%
19 IVOG 0.52%
20 FNY 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.28M (13.23%) -1.14M
Decreased by -11.06%
Jun 30, 24
2 Vanguard Group Inc 8.00M (10.29%) -330.81K
Decreased by -4.14%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 5.34M (6.87%) 5.34M
Increased by +100.00%
Sep 30, 24
4 SRS Investment Management, LLC 4.70M (6.05%) -1.41M
Decreased by -29.97%
Sep 30, 24
5 Amundi 4.07M (5.24%) -141.56K
Decreased by -3.48%
Sep 30, 24
6 JPMorgan Chase & Co 3.60M (4.63%) 1.24M
Increased by +34.61%
Sep 30, 24
7 Champlain Investment Partners, LLC 3.39M (4.36%) -138.05K
Decreased by -4.08%
Sep 30, 24
8 Dorsal Capital Management LLC 2.95M (3.80%) 42.81K
Increased by +1.45%
Sep 30, 24
9 Goldman Sachs Group Inc 2.63M (3.38%) 364.89K
Increased by +13.89%
Dec 31, 23
10 State Street Corp 2.52M (3.25%) 37.24K
Increased by +1.47%
Sep 30, 24
11 State Street Corporation 2.47M (3.18%) 83.56K
Increased by +3.39%
Mar 31, 24
12 T. Rowe Price Associates, Inc. 2.39M (3.07%) 219.11K
Increased by +9.18%
Sep 30, 24
13 William Blair Investment Management, LLC 2.24M (2.89%) -25.04K
Decreased by -1.12%
Sep 30, 24
14 Samlyn Capital, LLC 2.16M (2.78%) 190.50K
Increased by +8.81%
Jun 30, 24
15 Eagle Asset Management, Inc. 2.04M (2.63%) -9.24K
Decreased by -0.45%
Dec 31, 23
16 Citadel Advisors Llc 2.03M (2.61%) 1.66M
Increased by +81.78%
Jun 30, 24
17 Bank of New York Mellon Corp 1.91M (2.46%) -148.78K
Decreased by -7.79%
Sep 30, 24
18 Greenvale Capital LLP 1.90M (2.44%) -2.70M
Decreased by -142.11%
Sep 30, 24
19 Franklin Resources Inc 1.80M (2.31%) -245.28K
Decreased by -13.64%
Sep 30, 24
20 Steadfast Capital Management LLC 1.71M (2.21%) -219.93K
Decreased by -12.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.72M (3.49%) 5.31K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 2.68M (3.45%) -10.28K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Small Cap Index 2.12M (2.73%) 4.15K
Increased by +0.20%
Oct 31, 24
4 Champlain Mid Cap Fund, LLC 2.05M (2.64%) -74.36K
Decreased by -3.62%
Oct 31, 24
5 Pioneer A 2.05M (2.64%) -23.29K
Decreased by -1.14%
Sep 30, 24
6 Pioneer US Large Core Equity 2.05M (2.64%) -94.62K
Decreased by -4.62%
Sep 30, 24
7 T. Rowe Price Mid-Cap Growth 1.98M (2.54%) 75.80K
Increased by +3.84%
Sep 30, 24
8 T. Rowe Price US Mid-Cap Growth Equity 1.98M (2.54%) 1.98M
Increased by +100.00%
Sep 30, 24
9 Eagle Mid-Cap Growth - Institutional 1.61M (2.08%) 3.02K
Increased by +0.19%
Dec 31, 23
10 T. Rowe Price All-Cap Opportunities Fund 1.59M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
11 T. Rowe Price US All-Cap Opp Eq Comp 1.59M (2.05%) 88.40K
Increased by +5.55%
Sep 30, 24
12 T. Rowe Price US All-Cap Opp Eq SMA 1.59M (2.05%) 88.40K
Increased by +5.55%
Sep 30, 24
13 BlackRock Mid-Cap Growth Equity Instl 1.58M (2.04%) -285.49K
Decreased by -18.02%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.62%) -6.98K
Decreased by -0.55%
Oct 31, 24
15 Baron Opp. Small Cap Growth Strategy 1.25M (1.61%) -75.00K
Decreased by -6.00%
Sep 30, 24
16 Baron Small Cap Retail 1.25M (1.61%) -75.00K
Decreased by -6.00%
Sep 30, 24
17 Carillon Eagle Mid Cap Growth A 1.25M (1.60%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard Small Cap Growth Index Inv 1.17M (1.50%) -1.31K
Decreased by -0.11%
Oct 31, 24
19 Amundi Fds US Pioneer A USD C 1.14M (1.46%) -5.14K
Decreased by -0.45%
Oct 31, 24
20 Van Berkom Sm-Cap Eq 1.04M (1.34%) 1.04M
Increased by +100.00%
Jun 30, 24