Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.92%
2 BFIT 2.83%
3 DTOX 2.51%
4 PEZ 2.39%
5 SMCO 2.12%
6 GURU 1.70%
7 RFG 1.48%
8 XMMO 1.07%
9 FITS 1.06%
10 LSAF 1.00%
11 LSEQ 0.93%
12 FXD 0.86%
13 QMID 0.83%
14 GBUY 0.76%
15 TMSL 0.72%
16 IVOG 0.60%
17 FNY 0.60%
18 BRNY 0.59%
19 MDYG 0.58%
20 WCEO 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.31M (11.82%) -756.42K
Decreased by -8.13%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 8.41M (10.67%) 496.05K
Increased by +5.90%
Mar 31, 25
3 Vanguard Group Inc 8.10M (10.28%) 62.72K
Increased by +0.77%
Mar 31, 25
4 SRS Investment Management, LLC 4.70M (5.97%) 0.00
Increased by 0.00%
Mar 31, 25
5 JPMorgan Chase & Co 3.37M (4.27%) -243.82K
Decreased by -7.25%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 3.29M (4.18%) 1.27M
Increased by +38.55%
Mar 31, 25
7 Ninety One UK Limited 2.88M (3.66%) 759.23K
Increased by +26.33%
Jun 30, 25
8 Amundi 2.62M (3.32%) -265.41K
Decreased by -10.13%
Mar 31, 25
9 State Street Corp 2.60M (3.31%) 19.27K
Increased by +0.74%
Mar 31, 25
10 State Street Corporation 2.47M (3.13%) 83.56K
Increased by +3.39%
Mar 31, 24
11 Dorsal Capital Management LLC 2.30M (2.92%) 300.00K
Increased by +13.04%
Mar 31, 25
12 Champlain Investment Partners, LLC 2.30M (2.92%) -1.09M
Decreased by -47.44%
Dec 31, 24
13 Amvescap Plc. 2.21M (2.81%) 1.73M
Increased by +78.17%
Mar 31, 25
14 Eagle Asset Management, Inc. 2.04M (2.59%) -9.24K
Decreased by -0.45%
Dec 31, 23
15 Citadel Advisors Llc 2.03M (2.58%) 1.66M
Increased by +81.78%
Jun 30, 24
16 Greenvale Capital LLP 1.90M (2.41%) -2.70M
Decreased by -142.11%
Sep 30, 24
17 William Blair Investment Management, LLC 1.84M (2.34%) -179.53K
Decreased by -9.74%
Mar 31, 25
18 Anomaly Capital Management, LP 1.77M (2.25%) 299.15K
Increased by +16.88%
Dec 31, 24
19 Steadfast Capital Management LLC 1.71M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
20 Geode Capital Management, LLC 1.52M (1.94%) 84.60K
Increased by +5.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 3.15M (4.00%) 104.60K
Increased by +3.32%
Jun 30, 25
2 T. Rowe Price US Mid-Cap Growth Equity 3.15M (4.00%) 253.50K
Increased by +8.05%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 2.73M (3.47%) 1.42K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.70M (3.43%) 1.71K
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 2.69M (3.42%) -106.38K
Decreased by -3.95%
Sep 30, 24
6 Vanguard Small Cap Index 2.13M (2.70%) 9.68K
Increased by +0.45%
May 31, 25
7 T. Rowe Price All-Cap Opportunities Fund 1.62M (2.06%) 31.80K
Increased by +1.96%
Jun 30, 25
8 T. Rowe Price US All-Cap Opp Eq Comp 1.62M (2.06%) 31.80K
Increased by +1.96%
Jun 30, 25
9 Eagle Mid-Cap Growth - Institutional 1.61M (2.05%) 3.02K
Increased by +0.19%
Dec 31, 23
10 T. Rowe Price US All-Cap Opp Eq SMA 1.32M (1.68%) -268.20K
Decreased by -20.24%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.67%) 10.69K
Increased by +0.81%
May 31, 25
12 Pioneer A 1.31M (1.66%) -13.66K
Decreased by -1.04%
Jan 31, 25
13 Carillon Eagle Mid Cap Growth A 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 23
14 Pioneer US Large Core Equity 1.24M (1.57%) -84.22K
Decreased by -6.81%
Mar 31, 25
15 BlackRock Mid-Cap Growth Equity Instl 1.19M (1.51%) -47.25K
Decreased by -3.97%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 1.17M (1.49%) -6.69K
Decreased by -0.57%
May 31, 25
17 Baron Opp. Small Cap Growth Strategy 1.15M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
18 Baron Small Cap Retail 1.15M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
19 Victory Pioneer A 1.11M (1.41%) -86.42K
Decreased by -7.76%
May 31, 25
20 JPMorgan Mid Cap Growth I 1.04M (1.33%) 0.00
Increased by 0.00%
May 31, 25