Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 2.83%
2 DTOX 2.51%
3 GURU 1.61%
4 SMCO 1.57%
5 LSAF 1.10%
6 FITS 1.06%
7 FXD 0.94%
8 PAMC 0.91%
9 RFG 0.90%
10 WCEO 0.65%
11 HART 0.61%
12 JHSC 0.58%
13 MILN 0.56%
14 RYJ 0.55%
15 IJK 0.51%
16 MDYG 0.51%
17 ETHO 0.49%
18 FNY 0.48%
19 IVOG 0.46%
20 TMFX 0.41%

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 8.33M (10.71%) 152.03K
Increased by +1.83%
Jun 30, 24
3 SRS Investment Management, LLC 6.11M (7.86%) 0.00
Increased by 0.00%
Jun 30, 24
4 Greenvale Capital LLP 4.60M (5.92%) 2.06M
Increased by +44.88%
Jun 30, 24
5 Amundi 4.22M (5.42%) -350.19K
Decreased by -8.31%
Jun 30, 24
6 Champlain Investment Partners, LLC 3.52M (4.53%) 89.45K
Increased by +2.54%
Jun 30, 24
7 Dorsal Capital Management LLC 2.91M (3.74%) 207.19K
Increased by +7.13%
Jun 30, 24
8 Goldman Sachs Group Inc 2.63M (3.38%) 364.89K
Increased by +13.89%
Dec 31, 23
9 State Street Corp 2.49M (3.20%) 19.76K
Increased by +0.79%
Jun 30, 24
10 State Street Corporation 2.47M (3.18%) 83.56K
Increased by +3.39%
Mar 31, 24
11 JPMorgan Chase & Co 2.35M (3.03%) 180.29K
Increased by +7.67%
Jun 30, 24
12 Cadian Capital Management LP 2.32M (2.99%) -3.34M
Decreased by -144.04%
Jun 30, 24
13 William Blair Investment Management, LLC 2.27M (2.92%) 2.27M
Increased by +100.00%
Jun 30, 24
14 T. Rowe Price Associates, Inc. 2.17M (2.79%) 308.00K
Increased by +14.21%
Jun 30, 24
15 Samlyn Capital, LLC 2.16M (2.78%) 190.50K
Increased by +8.81%
Jun 30, 24
16 Bank of New York Mellon Corp 2.06M (2.65%) -532.96K
Decreased by -25.88%
Jun 30, 24
17 Franklin Resources Inc 2.04M (2.63%) -49.38K
Decreased by -2.42%
Jun 30, 24
18 Eagle Asset Management, Inc. 2.04M (2.63%) -9.24K
Decreased by -0.45%
Dec 31, 23
19 Citadel Advisors Llc 2.03M (2.61%) 1.66M
Increased by +81.78%
Jun 30, 24
20 Steadfast Capital Management LLC 1.93M (2.49%) 551.94K
Increased by +28.54%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.69M (3.46%) -106.38K
Decreased by -3.95%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.66M (3.43%) 1.44K
Increased by +0.05%
Oct 31, 24
3 Champlain Mid Cap Fund, LLC 2.13M (2.74%) -19.31K
Decreased by -0.91%
Sep 30, 24
4 Vanguard Small Cap Index 2.12M (2.72%) -96.09K
Decreased by -4.54%
Sep 30, 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 BlackRock Mid-Cap Growth Equity Instl 1.87M (2.41%) -21.67K
Decreased by -1.16%
Sep 30, 24
10 Eagle Mid-Cap Growth - Institutional 1.61M (2.08%) 3.02K
Increased by +0.19%
Dec 31, 23
11 T. Rowe Price All-Cap Opportunities Fund 1.59M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price US All-Cap Opp Eq Comp 1.59M (2.05%) 88.40K
Increased by +5.55%
Sep 30, 24
13 T. Rowe Price US All-Cap Opp Eq SMA 1.59M (2.05%) 88.40K
Increased by +5.55%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.63%) -70.57K
Decreased by -5.58%
Sep 30, 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%) -57.13K
Decreased by -4.89%
Sep 30, 24
19 Amundi Fds US Pioneer A USD C 1.14M (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
20 Champlain Mid Cap Adv 1.09M (1.40%) -10.00K
Decreased by -0.92%
Jun 30, 24