Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.03%
2 UTRN 3.99%
3 KMID 3.91%
4 MID 3.68%
5 FEVR 2.96%
6 PXMG 2.26%
7 EQWM 2.16%
8 RSPD 1.85%
9 RCD 1.85%
10 CSMD 1.77%
11 JMID 1.61%
12 QQQN 1.44%
13 SPGP 1.29%
14 QQJG 1.24%
15 QMID 1.21%
16 SMCO 1.14%
17 PSET 1.06%
18 RISN 1.02%
19 HWAY 0.97%
20 SURE 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.44M (12.25%) 21.87K
Increased by +0.49%
Dec 31, 24
2 BlackRock Inc 3.45M (9.51%) 143.28K
Increased by +4.16%
Sep 30, 24
3 JPMorgan Chase & Co 2.52M (6.95%) 465.83K
Increased by +18.48%
Sep 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.22M (6.12%) 118.31K
Increased by +5.33%
Sep 30, 24
5 State Street Corp 1.59M (4.38%) -50.00
Decreased by -0.00%
Sep 30, 24
6 State Street Corporation 1.57M (4.33%) -4.26K
Decreased by -0.27%
Mar 31, 24
7 Wellington Management Company LLP 1.04M (2.87%) 224.67K
Increased by +21.55%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 979.30K (2.70%) -924.10K
Decreased by -94.36%
Sep 30, 24
9 Geode Capital Management, LLC 964.34K (2.66%) 6.23K
Increased by +0.65%
Sep 30, 24
10 Blair William & Co 764.19K (2.11%) -90.52K
Decreased by -11.85%
Sep 30, 24
11 Amvescap Plc. 718.93K (1.98%) 39.70K
Increased by +5.52%
Sep 30, 24
12 Goldman Sachs Group Inc 664.92K (1.83%) 422.61K
Increased by +63.56%
Dec 31, 23
13 Select Equity Group LP 647.25K (1.78%) -53.69K
Decreased by -8.29%
Mar 31, 24
14 Neuberger Berman Group LLC 616.61K (1.70%) -5.90K
Decreased by -0.96%
Sep 30, 24
15 Wasatch Advisors LP 565.34K (1.56%) 3.43K
Increased by +0.61%
Sep 30, 24
16 William Blair Investment Management, LLC 553.46K (1.53%) -15.18K
Decreased by -2.74%
Dec 31, 24
17 Baillie Gifford & Co Limited. 549.13K (1.51%) -8.76K
Decreased by -1.60%
Jun 30, 24
18 Macquarie Group Ltd 541.11K (1.49%) -21.64K
Decreased by -4.00%
Sep 30, 24
19 London Company of Virginia 536.42K (1.48%) -3.23K
Decreased by -0.60%
Dec 31, 24
20 Pictet Asset Manangement SA 506.23K (1.40%) -32.83K
Decreased by -6.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.13M (3.11%) -10.94K
Decreased by -0.97%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.03M (2.84%) 1.51K
Increased by +0.15%
Dec 31, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 502.74K (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
4 Touchstone Mid Cap Y 501.09K (1.38%) -3.42K
Decreased by -0.68%
Dec 31, 24
5 Fidelity 500 Index 472.41K (1.30%) -338.00
Decreased by -0.07%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 464.01K (1.28%) -4.49K
Decreased by -0.97%
Jan 31, 25
7 Vanguard Small Cap Index 460.33K (1.27%) 1.83K
Increased by +0.40%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 457.38K (1.26%) 1.03K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 455.06K (1.25%) 2.90K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 445.83K (1.23%) 88.00
Increased by +0.02%
Jan 31, 25
11 Invesco S&P 500® Equal Weight ETF 403.16K (1.11%) 1.34K
Increased by +0.33%
Jan 31, 25
12 Vanguard Mid Cap Index Institutional 388.92K (1.07%) 1.11K
Increased by +0.29%
Dec 31, 24
13 Neuberger Berman Genesis Inv 379.83K (1.05%) -16.23K
Decreased by -4.27%
Dec 31, 24
14 Pictet Water Segregated Accounts 350.94K (0.97%) 350.94K
Increased by +100.00%
Mar 31, 24
15 Delaware Ivy Mid Cap Growth A 349.08K (0.96%) -35.33K
Decreased by -10.12%
Oct 31, 24
16 Macquarie Mid Cap Growth A 348.24K (0.96%) -4.63K
Decreased by -1.33%
Dec 31, 24
17 American Century Heritage Inv 344.33K (0.95%) 135.15K
Increased by +39.25%
Sep 30, 24
18 American Century US Opport. Mid Cap Gr 344.33K (0.95%) 135.15K
Increased by +39.25%
Sep 30, 24
19 iShares MSCI USA Quality Factor ETF 323.01K (0.89%) -1.10K
Decreased by -0.34%
Jan 31, 25
20 JPM US Mid Cap Growth-Composite 319.32K (0.88%) -1.73K
Decreased by -0.54%
Dec 31, 24