Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 4.00%
2 UTRN 3.99%
3 KMID 3.80%
4 MDCP 3.55%
5 FEVR 2.96%
6 PXMG 2.26%
7 EQWM 2.16%
8 RCD 1.86%
9 RSPD 1.86%
10 CSMD 1.72%
11 JMID 1.63%
12 QQQN 1.44%
13 SPGP 1.29%
14 QQJG 1.21%
15 QMID 1.16%
16 SMCO 1.14%
17 PSET 1.06%
18 RISN 1.02%
19 SURE 0.96%
20 ALTL 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.42M (12.00%) 2.54K
Increased by +0.06%
Sep 30, 24
2 BlackRock Inc 3.45M (9.36%) 143.28K
Increased by +4.16%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 2.22M (6.03%) 118.31K
Increased by +5.33%
Sep 30, 24
4 State Street Corp 1.59M (4.31%) -50.00
Decreased by -0.00%
Sep 30, 24
5 State Street Corporation 1.57M (4.26%) -4.26K
Decreased by -0.27%
Mar 31, 24
6 JPMorgan Chase & Co 1.26M (3.42%) 232.91K
Increased by +18.48%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 979.30K (2.66%) -924.10K
Decreased by -94.36%
Sep 30, 24
8 Geode Capital Management, LLC 964.34K (2.62%) 6.23K
Increased by +0.65%
Sep 30, 24
9 Wellington Management Company LLP 817.84K (2.22%) -282.56K
Decreased by -34.55%
Sep 30, 24
10 Blair William & Co 764.19K (2.07%) -90.52K
Decreased by -11.85%
Sep 30, 24
11 Amvescap Plc. 718.93K (1.95%) 39.70K
Increased by +5.52%
Sep 30, 24
12 Goldman Sachs Group Inc 664.92K (1.80%) 422.61K
Increased by +63.56%
Dec 31, 23
13 Select Equity Group LP 647.25K (1.76%) -53.69K
Decreased by -8.29%
Mar 31, 24
14 Neuberger Berman Group LLC 616.61K (1.67%) -5.90K
Decreased by -0.96%
Sep 30, 24
15 American Century Companies Inc 591.67K (1.61%) 161.37K
Increased by +27.27%
Sep 30, 24
16 William Blair Investment Management, LLC 568.64K (1.54%) -8.01K
Decreased by -1.41%
Sep 30, 24
17 Wasatch Advisors LP 565.34K (1.53%) 3.43K
Increased by +0.61%
Sep 30, 24
18 Baillie Gifford & Co Limited. 549.13K (1.49%) -8.76K
Decreased by -1.60%
Jun 30, 24
19 Macquarie Group Ltd 541.11K (1.47%) -21.64K
Decreased by -4.00%
Sep 30, 24
20 London Company of Virginia 539.64K (1.46%) 12.16K
Increased by +2.25%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.14M (3.09%) -13.43K
Decreased by -1.18%
Nov 30, 24
2 Vanguard Institutional 500 Index Trust 1.03M (2.79%) 13.70K
Increased by +1.33%
Nov 30, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 510.99K (1.39%) 0.00
Increased by 0.00%
Oct 31, 24
4 Touchstone Mid Cap Y 504.50K (1.37%) 10.40K
Increased by +2.06%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 476.27K (1.29%) 3.52K
Increased by +0.74%
Dec 31, 24
6 Fidelity 500 Index 472.75K (1.28%) 3.21K
Increased by +0.68%
Nov 30, 24
7 Vanguard Small Cap Index 458.50K (1.24%) 2.70K
Increased by +0.59%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 457.38K (1.24%) 1.03K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 455.06K (1.23%) 2.90K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 446.91K (1.21%) 308.00
Increased by +0.07%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 399.82K (1.08%) 450.00
Increased by +0.11%
Dec 31, 24
12 Neuberger Berman Genesis Inv 396.06K (1.07%) -1.88K
Decreased by -0.48%
Sep 30, 24
13 Vanguard Mid Cap Index Institutional 387.81K (1.05%) 2.31K
Increased by +0.59%
Nov 30, 24
14 Macquarie Mid Cap Growth A 352.87K (0.96%) 3.78K
Increased by +1.07%
Nov 30, 24
15 Pictet-Water I EUR 351.01K (0.95%) -2.41K
Decreased by -0.69%
Mar 31, 24
16 Pictet Water Segregated Accounts 350.94K (0.95%) 350.94K
Increased by +100.00%
Mar 31, 24
17 Delaware Ivy Mid Cap Growth A 349.08K (0.95%) -35.33K
Decreased by -10.12%
Oct 31, 24
18 American Century Heritage Inv 344.33K (0.93%) 135.15K
Increased by +39.25%
Sep 30, 24
19 American Century US Opport. Mid Cap Gr 344.33K (0.93%) 135.15K
Increased by +39.25%
Sep 30, 24
20 iShares MSCI USA Quality Factor ETF 323.77K (0.88%) 2.38K
Increased by +0.73%
Dec 31, 24