Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.03%
2 BFIT 2.83%
3 DTOX 2.51%
4 GURU 1.70%
5 SMCO 1.68%
6 RFG 1.41%
7 FITS 1.06%
8 LSAF 0.95%
9 PAMC 0.95%
10 FXD 0.81%
11 LSEQ 0.74%
12 GBUY 0.73%
13 WCEO 0.68%
14 JHSC 0.63%
15 IVOG 0.58%
16 FNY 0.57%
17 RYJ 0.55%
18 MILN 0.55%
19 MDYG 0.54%
20 IJK 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.25M (12.95%) -32.34K
Decreased by -0.32%
Sep 30, 24
2 Vanguard Group Inc 8.04M (10.15%) 39.93K
Increased by +0.50%
Dec 31, 24
3 JPMorgan Chase & Co 7.19M (9.09%) 2.49M
Increased by +34.61%
Sep 30, 24
4 T. Rowe Price Investment Management,Inc. 5.34M (6.75%) 5.34M
Increased by +100.00%
Sep 30, 24
5 SRS Investment Management, LLC 4.70M (5.94%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dorsal Capital Management LLC 2.95M (3.73%) 42.81K
Increased by +1.45%
Sep 30, 24
7 Amundi 2.88M (3.64%) -1.19M
Decreased by -41.23%
Dec 31, 24
8 Goldman Sachs Group Inc 2.63M (3.32%) 364.89K
Increased by +13.89%
Dec 31, 23
9 State Street Corp 2.52M (3.19%) 37.24K
Increased by +1.47%
Sep 30, 24
10 State Street Corporation 2.47M (3.12%) 83.56K
Increased by +3.39%
Mar 31, 24
11 T. Rowe Price Associates, Inc. 2.39M (3.01%) 219.11K
Increased by +9.18%
Sep 30, 24
12 Champlain Investment Partners, LLC 2.30M (2.90%) -1.09M
Decreased by -47.44%
Dec 31, 24
13 Samlyn Capital, LLC 2.16M (2.73%) 190.50K
Increased by +8.81%
Jun 30, 24
14 Eagle Asset Management, Inc. 2.04M (2.58%) -9.24K
Decreased by -0.45%
Dec 31, 23
15 Citadel Advisors Llc 2.03M (2.56%) 1.66M
Increased by +81.78%
Jun 30, 24
16 William Blair Investment Management, LLC 2.02M (2.56%) -220.76K
Decreased by -10.91%
Dec 31, 24
17 Greenvale Capital LLP 1.90M (2.40%) -2.70M
Decreased by -142.11%
Sep 30, 24
18 Franklin Resources Inc 1.80M (2.27%) -245.28K
Decreased by -13.64%
Sep 30, 24
19 Anomaly Capital Management, LP 1.77M (2.24%) 299.15K
Increased by +16.88%
Dec 31, 24
20 Steadfast Capital Management LLC 1.71M (2.16%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.75M (3.47%) -712.00
Decreased by -0.03%
Jan 31, 25
2 T. Rowe Price Mid-Cap Growth 2.74M (3.46%) 0.00
Increased by 0.00%
Dec 31, 24
3 T. Rowe Price US Mid-Cap Growth Equity 2.74M (3.46%) 764.30K
Increased by +27.90%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.63M (3.32%) -33.97K
Decreased by -1.29%
Dec 31, 24
5 Vanguard Small Cap Index 2.14M (2.71%) 9.75K
Increased by +0.45%
Dec 31, 24
6 BlackRock Mid-Cap Growth Equity Instl 1.67M (2.11%) 115.61K
Increased by +6.92%
Dec 31, 24
7 Eagle Mid-Cap Growth - Institutional 1.61M (2.04%) 3.02K
Increased by +0.19%
Dec 31, 23
8 T. Rowe Price All-Cap Opportunities Fund 1.32M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
9 T. Rowe Price US All-Cap Opp Eq Comp 1.32M (1.67%) -268.20K
Decreased by -20.24%
Dec 31, 24
10 T. Rowe Price US All-Cap Opp Eq SMA 1.32M (1.67%) -268.20K
Decreased by -20.24%
Dec 31, 24
11 Pioneer A 1.32M (1.67%) -40.14K
Decreased by -3.04%
Dec 31, 24
12 Pioneer US Large Core Equity 1.32M (1.67%) -726.76K
Decreased by -55.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.61%) 7.63K
Increased by +0.60%
Dec 31, 24
14 Baron Opp. Small Cap Growth Strategy 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
15 Baron Small Cap Retail 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
16 Carillon Eagle Mid Cap Growth A 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Small Cap Growth Index Inv 1.21M (1.53%) 39.96K
Increased by +3.29%
Dec 31, 24
18 Amundi Fds US Pioneer A USD C 1.14M (1.44%) -5.14K
Decreased by -0.45%
Oct 31, 24
19 JPM US Mid Cap Growth-Composite 1.04M (1.32%) 117.99K
Increased by +11.30%
Dec 31, 24
20 JPMorgan Mid Cap Growth I 1.04M (1.32%) -5.67K
Decreased by -0.54%
Dec 31, 24