Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 4.00%
2 UTRN 3.99%
3 KMID 3.83%
4 MDCP 3.62%
5 FEVR 2.96%
6 PXMG 2.26%
7 EQWM 2.16%
8 RSPD 1.93%
9 CSMD 1.86%
10 RCD 1.86%
11 JMID 1.61%
12 QQQN 1.44%
13 QQJG 1.31%
14 SPGP 1.29%
15 SMCO 1.22%
16 PSET 1.06%
17 RISN 1.01%
18 HWAY 0.95%
19 QOWZ 0.94%
20 ALTL 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.42M (11.99%) -25.79K
Decreased by -0.58%
Jun 30, 24
2 BlackRock Inc 3.30M (8.97%) 16.10K
Increased by +0.49%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 2.10M (5.71%) 33.95K
Increased by +1.61%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 1.90M (5.16%) 128.88K
Increased by +6.77%
Jun 30, 24
5 State Street Corp 1.59M (4.31%) 18.09K
Increased by +1.14%
Jun 30, 24
6 State Street Corporation 1.57M (4.26%) -4.26K
Decreased by -0.27%
Mar 31, 24
7 Wellington Management Company LLP 1.10M (2.99%) 1.10M
Increased by +100.00%
Jun 30, 24
8 JPMorgan Chase & Co 1.03M (2.79%) 63.23K
Increased by +6.15%
Jun 30, 24
9 Geode Capital Management, LLC 958.11K (2.60%) 17.84K
Increased by +1.86%
Jun 30, 24
10 Blair William & Co 854.71K (2.32%) 11.06K
Increased by +1.29%
Jun 30, 24
11 Amvescap Plc. 679.23K (1.84%) -57.34K
Decreased by -8.44%
Jun 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 622.50K (1.69%) -168.21K
Decreased by -27.02%
Jun 30, 24
15 William Blair Investment Management, LLC 576.65K (1.56%) -71.40K
Decreased by -12.38%
Jun 30, 24
16 Macquarie Group Ltd 562.75K (1.53%) 13.25K
Increased by +2.35%
Jun 30, 24
17 Wasatch Advisors LP 561.91K (1.52%) 36.91K
Increased by +6.57%
Jun 30, 24
18 Baillie Gifford & Co Limited. 549.13K (1.49%) -8.76K
Decreased by -1.60%
Jun 30, 24
19 Pictet Asset Manangement SA 539.06K (1.46%) -33.12K
Decreased by -6.14%
Jun 30, 24
20 London Company of Virginia 527.48K (1.43%) 5.77K
Increased by +1.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.16M (3.14%) 836.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 1.00M (2.72%) -1.14K
Decreased by -0.11%
Sep 30, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 510.99K (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
4 Touchstone Mid Cap Y 504.50K (1.37%) 10.40K
Increased by +2.06%
Sep 30, 24
5 Fidelity 500 Index 470.31K (1.28%) -1.90K
Decreased by -0.40%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 466.80K (1.27%) 2.48K
Increased by +0.53%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 457.38K (1.24%) 1.03K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 455.06K (1.23%) 2.90K
Increased by +0.64%
Nov 30, 23
9 Vanguard Small Cap Index 454.90K (1.23%) -5.75K
Decreased by -1.27%
Sep 30, 24
10 iShares Core S&P 500 ETF 426.41K (1.16%) 667.00
Increased by +0.16%
Oct 31, 24
11 Neuberger Berman Genesis Inv 396.06K (1.07%) -1.88K
Decreased by -0.48%
Sep 30, 24
12 Vanguard Mid Cap Index Institutional 384.87K (1.04%) -4.57K
Decreased by -1.19%
Sep 30, 24
13 Delaware Ivy Mid Cap Growth A 384.41K (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
14 Invesco S&P 500® Equal Weight ETF 364.51K (0.99%) 1.70K
Increased by +0.47%
Oct 31, 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 American Century Heritage Inv 344.33K (0.93%) 135.15K
Increased by +39.25%
Sep 30, 24
18 American Century US Opport. Mid Cap Gr 344.33K (0.93%) 135.15K
Increased by +39.25%
Sep 30, 24
19 JPM US Mid Cap Growth-Composite 321.06K (0.87%) 72.30K
Increased by +22.52%
Sep 30, 24
20 JPMorgan Mid Cap Growth I 321.06K (0.87%) 0.00
Increased by 0.00%
Sep 30, 24