Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 MDCP 3.65%
3 MID 3.65%
4 KMID 3.34%
5 FEVR 2.96%
6 SMLL 2.59%
7 DFRA 2.43%
8 PXMG 2.26%
9 EQWM 2.16%
10 RCD 1.95%
11 RSPD 1.95%
12 JMID 1.67%
13 CSMD 1.44%
14 QQQN 1.44%
15 SPGP 1.29%
16 QQJG 1.14%
17 QMID 1.11%
18 STNC 1.09%
19 PSET 1.06%
20 SMCO 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.46M (12.76%) 12.79K
Increased by +0.29%
Mar 31, 25
2 BlackRock Inc 3.65M (10.46%) 44.79K
Increased by +1.23%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.25M (6.44%) 50.57K
Increased by +2.25%
Mar 31, 25
4 State Street Corp 1.58M (4.52%) -57.83K
Decreased by -3.66%
Mar 31, 25
5 State Street Corporation 1.57M (4.49%) -4.26K
Decreased by -0.27%
Mar 31, 24
6 Berkshire Hathaway Inc 1.46M (4.19%) 865.31K
Increased by +59.11%
Mar 31, 25
7 JPMorgan Chase & Co 1.28M (3.68%) 44.90K
Increased by +3.49%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.14M (3.25%) 158.27K
Increased by +13.94%
Mar 31, 25
9 Wellington Management Company LLP 1.05M (3.02%) 11.55K
Increased by +1.10%
Mar 31, 25
10 Geode Capital Management, LLC 1.03M (2.94%) 48.78K
Increased by +4.75%
Mar 31, 25
11 Pictet Asset Manangement SA 796.43K (2.28%) 160.42K
Increased by +20.14%
Mar 31, 25
12 Goldman Sachs Group Inc 664.92K (1.90%) 422.61K
Increased by +63.56%
Dec 31, 23
13 Select Equity Group LP 647.25K (1.85%) -53.69K
Decreased by -8.29%
Mar 31, 24
14 Amvescap Plc. 629.55K (1.80%) -134.26K
Decreased by -21.33%
Mar 31, 25
15 Wasatch Advisors LP 596.62K (1.71%) 40.73K
Increased by +6.83%
Mar 31, 25
16 Baillie Gifford & Co Limited. 549.13K (1.57%) -8.76K
Decreased by -1.60%
Jun 30, 24
17 Mawer Investment Management Ltd 530.03K (1.52%) 530.03K
Increased by +100.00%
Mar 31, 25
18 Blair William & Co 517.45K (1.48%) -190.74K
Decreased by -36.86%
Mar 31, 25
19 William Blair Investment Management, LLC 514.94K (1.47%) -38.52K
Decreased by -7.48%
Mar 31, 25
20 London Company of Virginia 514.61K (1.47%) -21.81K
Decreased by -4.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.16M (3.32%) 13.27K
Increased by +1.15%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.16M (3.31%) 836.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.07M (3.08%) 16.72K
Increased by +1.56%
Apr 30, 25
4 Vanguard Small Cap Index 907.64K (2.60%) 5.46K
Increased by +0.60%
Apr 30, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 563.76K (1.61%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Growth Index Inv 505.34K (1.45%) -658.00
Decreased by -0.13%
Apr 30, 25
7 Touchstone Mid Cap Y 478.55K (1.37%) -22.54K
Decreased by -4.71%
Mar 31, 25
8 Fidelity 500 Index 478.04K (1.37%) 590.00
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 473.43K (1.36%) -6.82K
Decreased by -1.44%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 461.09K (1.32%) -2.38K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 457.38K (1.31%) 1.03K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF 455.76K (1.30%) -2.00K
Decreased by -0.44%
May 31, 25
13 Fidelity® 500 Index 455.06K (1.30%) 2.90K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 440.93K (1.26%) 0.00
Increased by 0.00%
May 31, 25
15 Invesco S&P 500® Equal Weight ETF 413.71K (1.18%) 1.36K
Increased by +0.33%
May 30, 25
16 Vanguard Mid Cap Index Institutional 390.36K (1.12%) 1.34K
Increased by +0.34%
Feb 28, 25
17 iShares MSCI USA Quality Factor ETF 361.39K (1.03%) 0.00
Increased by 0.00%
May 31, 25
18 Pictet Water Segregated Accounts 350.94K (1.00%) 350.94K
Increased by +100.00%
Mar 31, 24
19 Delaware Ivy Mid Cap Growth A 349.08K (1.00%) -35.33K
Decreased by -10.12%
Oct 31, 24
20 American Century US Opport. Mid Cap Gr 344.33K (0.99%) 135.15K
Increased by +39.25%
Sep 30, 24