Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 MDCP 3.65%
3 KMID 3.61%
4 SMLL 3.06%
5 FEVR 2.96%
6 MID 2.71%
7 DFRA 2.36%
8 PXMG 2.26%
9 EQWM 2.16%
10 RSPD 1.86%
11 RCD 1.86%
12 JMID 1.67%
13 CSMD 1.50%
14 QQQN 1.44%
15 SMCO 1.29%
16 SPGP 1.29%
17 QQJG 1.13%
18 QMID 1.11%
19 STNC 1.10%
20 SURE 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.38M (13.43%) -71.95K
Decreased by -1.64%
Jun 30, 25
2 BlackRock Inc 3.65M (11.18%) 44.79K
Increased by +1.23%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.25M (6.89%) 50.57K
Increased by +2.25%
Mar 31, 25
4 Wellington Management Company LLP 2.21M (6.76%) 1.15M
Increased by +52.21%
Jun 30, 25
5 State Street Corp 1.58M (4.83%) -57.83K
Decreased by -3.66%
Mar 31, 25
6 State Street Corporation 1.57M (4.81%) -4.26K
Decreased by -0.27%
Mar 31, 24
7 Berkshire Hathaway Inc 1.46M (4.48%) 865.31K
Increased by +59.11%
Mar 31, 25
8 JPMorgan Chase & Co 1.28M (3.94%) 44.90K
Increased by +3.49%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.14M (3.48%) 158.27K
Increased by +13.94%
Mar 31, 25
10 Geode Capital Management, LLC 1.03M (3.14%) 48.78K
Increased by +4.75%
Mar 31, 25
11 Pictet Asset Manangement SA 796.43K (2.44%) 160.42K
Increased by +20.14%
Mar 31, 25
12 Goldman Sachs Group Inc 664.92K (2.04%) 422.61K
Increased by +63.56%
Dec 31, 23
13 Select Equity Group LP 647.25K (1.98%) -53.69K
Decreased by -8.29%
Mar 31, 24
14 Amvescap Plc. 629.55K (1.93%) -134.26K
Decreased by -21.33%
Mar 31, 25
15 Massachusetts Financial Services Company 616.04K (1.89%) 160.88K
Increased by +26.11%
Jun 30, 25
16 Wasatch Advisors LP 596.62K (1.83%) 40.73K
Increased by +6.83%
Mar 31, 25
17 William Blair Investment Management, LLC 586.31K (1.80%) 71.37K
Increased by +12.17%
Jun 30, 25
18 Baillie Gifford & Co Limited. 549.13K (1.68%) -8.76K
Decreased by -1.60%
Jun 30, 24
19 Mawer Investment Management Ltd 530.03K (1.62%) 530.03K
Increased by +100.00%
Mar 31, 25
20 Blair William & Co 517.45K (1.58%) -190.74K
Decreased by -36.86%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.16M (3.55%) 836.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.12M (3.45%) -26.30K
Decreased by -2.34%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.08M (3.32%) 8.23K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 930.95K (2.85%) -136.50K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Small Cap Index 867.11K (2.66%) -5.64K
Decreased by -0.65%
Jul 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 560.38K (1.72%) -3.38K
Decreased by -0.60%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 488.43K (1.50%) -1.10K
Decreased by -0.22%
Jul 31, 25
8 Fidelity 500 Index 476.35K (1.46%) -3.70K
Decreased by -0.78%
Jun 30, 25
9 SPDR® S&P 500 ETF 473.43K (1.45%) -6.82K
Decreased by -1.44%
Mar 31, 25
10 Invesco S&P 500® Equal Weight ETF 471.01K (1.44%) 132.00
Increased by +0.03%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 461.09K (1.41%) -2.38K
Decreased by -0.52%
Mar 31, 25
12 Touchstone Mid Cap Y 458.24K (1.40%) -20.31K
Decreased by -4.43%
Jun 30, 25
13 SPDR® S&P 500 ETF Trust 457.38K (1.40%) 1.03K
Increased by +0.23%
Apr 30, 24
14 SPDR® S&P 500® ETF 456.35K (1.40%) 1.96K
Increased by +0.43%
Jul 31, 25
15 Fidelity® 500 Index 455.06K (1.39%) 2.90K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 448.86K (1.37%) 2.02K
Increased by +0.45%
Jul 31, 25
17 Vanguard Mid Cap Index Institutional 390.36K (1.20%) 1.34K
Increased by +0.34%
Feb 28, 25
18 iShares MSCI USA Quality Factor ETF 360.14K (1.10%) -378.00
Decreased by -0.10%
Jul 31, 25
19 Pictet Water Segregated Accounts 350.94K (1.07%) 350.94K
Increased by +100.00%
Mar 31, 24
20 Delaware Ivy Mid Cap Growth A 349.08K (1.07%) -35.33K
Decreased by -10.12%
Oct 31, 24