Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.92%
2 BFIT 2.83%
3 PEZ 2.77%
4 DTOX 2.51%
5 SMCO 2.20%
6 FFTY 1.98%
7 GURU 1.70%
8 RFG 1.59%
9 XMMO 1.13%
10 PAMC 1.06%
11 FITS 1.06%
12 LSAF 1.00%
13 FXD 0.86%
14 GBUY 0.81%
15 LSEQ 0.80%
16 TMSL 0.70%
17 WCEO 0.68%
18 MILN 0.63%
19 IJK 0.63%
20 MDYG 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.07M (12.70%) -184.46K
Decreased by -1.83%
Dec 31, 24
2 Vanguard Group Inc 8.04M (10.14%) 39.93K
Increased by +0.50%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 7.91M (9.98%) 2.57M
Increased by +32.50%
Dec 31, 24
4 SRS Investment Management, LLC 4.70M (5.93%) 0.00
Increased by 0.00%
Dec 31, 24
5 JPMorgan Chase & Co 3.61M (4.55%) -3.58M
Decreased by -99.30%
Dec 31, 24
6 Amundi 2.88M (3.64%) -1.19M
Decreased by -41.23%
Dec 31, 24
7 State Street Corp 2.58M (3.26%) 60.15K
Increased by +2.33%
Dec 31, 24
8 State Street Corporation 2.47M (3.11%) 83.56K
Increased by +3.39%
Mar 31, 24
9 Champlain Investment Partners, LLC 2.30M (2.90%) -1.09M
Decreased by -47.44%
Dec 31, 24
10 Samlyn Capital, LLC 2.16M (2.73%) 190.50K
Increased by +8.81%
Jun 30, 24
11 Eagle Asset Management, Inc. 2.04M (2.57%) -9.24K
Decreased by -0.45%
Dec 31, 23
12 Citadel Advisors Llc 2.03M (2.56%) 1.66M
Increased by +81.78%
Jun 30, 24
13 William Blair Investment Management, LLC 2.02M (2.55%) -220.76K
Decreased by -10.91%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.02M (2.55%) -365.14K
Decreased by -18.06%
Dec 31, 24
15 Dorsal Capital Management LLC 2.00M (2.52%) -950.00K
Decreased by -47.50%
Dec 31, 24
16 Greenvale Capital LLP 1.90M (2.40%) -2.70M
Decreased by -142.11%
Sep 30, 24
17 Anomaly Capital Management, LP 1.77M (2.24%) 299.15K
Increased by +16.88%
Dec 31, 24
18 Franklin Resources Inc 1.72M (2.16%) -82.52K
Decreased by -4.81%
Dec 31, 24
19 Steadfast Capital Management LLC 1.71M (2.16%) 0.00
Increased by 0.00%
Dec 31, 24
20 Bank of New York Mellon Corp 1.51M (1.90%) -402.70K
Decreased by -26.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 2.90M (3.66%) 161.80K
Increased by +5.58%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.75M (3.47%) 4.78K
Increased by +0.17%
Mar 31, 25
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 2.65M (3.35%) 10.78K
Increased by +0.41%
Feb 28, 25
5 Vanguard Small Cap Index 2.15M (2.71%) 1.74K
Increased by +0.08%
Feb 28, 25
6 Eagle Mid-Cap Growth - Institutional 1.61M (2.04%) 3.02K
Increased by +0.19%
Dec 31, 23
7 BlackRock Mid-Cap Growth Equity Instl 1.49M (1.88%) -143.98K
Decreased by -9.65%
Feb 28, 25
8 T. Rowe Price All-Cap Opportunities Fund 1.49M (1.88%) 162.95K
Increased by +10.95%
Feb 28, 25
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 US Large Core Equity 1.32M (1.67%) -726.76K
Decreased by -55.00%
Dec 31, 24
12 Victory Pioneer A 1.32M (1.67%) 12.60K
Increased by +0.95%
Feb 28, 25
13 Pioneer A 1.31M (1.65%) -13.66K
Decreased by -1.04%
Jan 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.61%) 2.69K
Increased by +0.21%
Feb 28, 25
15 Baron Opp. Small Cap Growth Strategy 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
16 Baron Small Cap Retail 1.25M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
17 Carillon Eagle Mid Cap Growth A 1.25M (1.57%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard Small Cap Growth Index Inv 1.21M (1.52%) -6.83K
Decreased by -0.57%
Feb 28, 25
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%) 0.00
Increased by 0.00%
Feb 28, 25