Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 MDCP 3.77%
3 KMID 3.76%
4 MID 3.68%
5 FEVR 2.96%
6 PXMG 2.26%
7 EQWM 2.16%
8 RSPD 1.87%
9 RCD 1.87%
10 CSMD 1.74%
11 JMID 1.67%
12 QQQN 1.44%
13 QQJG 1.30%
14 SPGP 1.29%
15 QMID 1.20%
16 SMCO 1.17%
17 PSET 1.06%
18 HWAY 1.02%
19 RISN 1.02%
20 QOWZ 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.44M (12.41%) 21.87K
Increased by +0.49%
Dec 31, 24
2 BlackRock Inc 3.61M (10.07%) 158.59K
Increased by +4.40%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 2.20M (6.14%) -21.38K
Decreased by -0.97%
Dec 31, 24
4 State Street Corp 1.64M (4.57%) 49.14K
Increased by +3.00%
Dec 31, 24
5 State Street Corporation 1.57M (4.38%) -4.26K
Decreased by -0.27%
Mar 31, 24
6 JPMorgan Chase & Co 1.24M (3.46%) -1.28M
Decreased by -103.27%
Dec 31, 24
7 Wellington Management Company LLP 1.04M (2.91%) 224.67K
Increased by +21.55%
Dec 31, 24
8 Geode Capital Management, LLC 977.86K (2.73%) 13.52K
Increased by +1.38%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 976.82K (2.73%) -2.47K
Decreased by -0.25%
Dec 31, 24
10 Amvescap Plc. 763.82K (2.13%) 44.88K
Increased by +5.88%
Dec 31, 24
11 Blair William & Co 708.19K (1.98%) -56.00K
Decreased by -7.91%
Dec 31, 24
12 Goldman Sachs Group Inc 664.92K (1.86%) 422.61K
Increased by +63.56%
Dec 31, 23
13 Select Equity Group LP 647.25K (1.81%) -53.69K
Decreased by -8.29%
Mar 31, 24
14 Pictet Asset Manangement SA 636.01K (1.78%) 129.78K
Increased by +20.41%
Dec 31, 24
15 Berkshire Hathaway Inc 598.69K (1.67%) 194.63K
Increased by +32.51%
Dec 31, 24
16 Neuberger Berman Group LLC 597.90K (1.67%) -18.70K
Decreased by -3.13%
Dec 31, 24
17 Wasatch Advisors LP 555.90K (1.55%) -9.44K
Decreased by -1.70%
Dec 31, 24
18 William Blair Investment Management, LLC 553.46K (1.55%) -15.18K
Decreased by -2.74%
Dec 31, 24
19 Baillie Gifford & Co Limited. 549.13K (1.53%) -8.76K
Decreased by -1.60%
Jun 30, 24
20 London Company of Virginia 536.42K (1.50%) -3.23K
Decreased by -0.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.14M (3.19%) 7.94K
Increased by +0.70%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.06M (2.95%) 7.78K
Increased by +0.74%
Feb 28, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 563.76K (1.57%) 61.02K
Increased by +10.82%
Jan 31, 25
4 Touchstone Mid Cap Y 501.09K (1.40%) -3.42K
Decreased by -0.68%
Dec 31, 24
5 Fidelity 500 Index 474.51K (1.32%) 2.09K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 470.44K (1.31%) -3.43K
Decreased by -0.73%
Feb 28, 25
7 Vanguard Small Cap Index 461.54K (1.29%) 378.00
Increased by +0.08%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 457.38K (1.28%) 1.03K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 455.06K (1.27%) 2.90K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 446.51K (1.25%) -22.00
Decreased by -0.00%
Feb 28, 25
11 Invesco S&P 500® Equal Weight ETF 406.19K (1.13%) 470.00
Increased by +0.12%
Feb 28, 25
12 Vanguard Mid Cap Index Institutional 390.36K (1.09%) 1.34K
Increased by +0.34%
Feb 28, 25
13 Neuberger Berman Genesis Inv 379.83K (1.06%) -16.23K
Decreased by -4.27%
Dec 31, 24
14 Pictet Water Segregated Accounts 350.94K (0.98%) 350.94K
Increased by +100.00%
Mar 31, 24
15 Delaware Ivy Mid Cap Growth A 349.08K (0.97%) -35.33K
Decreased by -10.12%
Oct 31, 24
16 Macquarie Mid Cap Growth A 348.24K (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
17 American Century Heritage Inv 344.33K (0.96%) 135.15K
Increased by +39.25%
Sep 30, 24
18 American Century US Opport. Mid Cap Gr 344.33K (0.96%) 135.15K
Increased by +39.25%
Sep 30, 24
19 iShares MSCI USA Quality Factor ETF 330.78K (0.92%) 2.20K
Increased by +0.67%
Feb 28, 25
20 JPM US Mid Cap Growth-Composite 319.32K (0.89%) -1.73K
Decreased by -0.54%
Dec 31, 24