Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 KIE 2.09%
3 FFTY 1.91%
4 OCFS 1.77%
5 NBSM 1.76%
6 PFI 1.67%
7 FRTY 1.56%
8 BOUT 1.02%
9 EQTY 1.01%
10 SMIZ 1.00%
11 NBCR 0.76%
12 RFG 0.74%
13 MAGA 0.67%
14 XMMO 0.66%
15 PJFM 0.62%
16 FPX 0.62%
17 FNY 0.60%
18 PDP 0.59%
19 QLV 0.57%
20 RAYD 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.32M (9.52%) 48.66K
Increased by +0.47%
Jun 30, 25
2 BlackRock Inc 10.05M (9.28%) 198.40K
Increased by +1.97%
Jun 30, 25
3 Capital World Investors 6.61M (6.10%) 9.44K
Increased by +0.14%
Jun 30, 25
4 Principal Financial Group Inc 3.63M (3.35%) 575.93K
Increased by +15.88%
Jun 30, 25
5 State Street Corp 3.42M (3.16%) -30.28K
Decreased by -0.88%
Jun 30, 25
6 Kayne Anderson Rudnick Investment Management LLC 3.40M (3.14%) -632.43K
Decreased by -18.60%
Jun 30, 25
7 Montrusco Bolton Investments Inc 3.21M (2.96%) 3.21M
Increased by +100.00%
Jun 30, 25
8 Bessemer Group Inc 2.87M (2.65%) -3.01K
Decreased by -0.10%
Jun 30, 25
9 Blair William & Co 2.81M (2.60%) 29.28K
Increased by +1.04%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.43M (2.25%) 275.87K
Increased by +11.33%
Jun 30, 25
11 HHG PLC 2.43M (2.24%) -717.72K
Decreased by -29.52%
Dec 31, 24
12 Geode Capital Management, LLC 2.02M (1.86%) 75.60K
Increased by +3.75%
Jun 30, 25
13 State Street Corporation 1.96M (1.81%) 24.76K
Increased by +1.26%
Mar 31, 24
14 Zimmer Partners LP 1.96M (1.81%) -1.74M
Decreased by -88.54%
Mar 31, 25
15 Artisan Partners Limited Partnership 1.96M (1.81%) -12.82K
Decreased by -0.65%
Mar 31, 24
16 Amvescap Plc. 1.87M (1.72%) 274.46K
Increased by +14.71%
Jun 30, 25
17 T. Rowe Price Investment Management,Inc. 1.86M (1.71%) -520.18K
Decreased by -27.99%
Jun 30, 25
18 ClearBridge Advisors, LLC 1.78M (1.65%) 506.63K
Increased by +28.42%
Jun 30, 25
19 Champlain Investment Partners, LLC 1.73M (1.60%) -397.87K
Decreased by -22.96%
Jun 30, 25
20 Polar Capital Holdings PLC 1.51M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.28M (5.80%) 43.02K
Increased by +0.68%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 6.28M (5.80%) 43.02K
Increased by +0.68%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.50M (3.23%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.37M (3.11%) -70.83K
Decreased by -2.10%
Jul 31, 25
5 Principal MidCap R5 2.89M (2.67%) 304.71K
Increased by +10.54%
Jul 31, 25
6 Champlain Mid Cap Fund, LLC 2.82M (2.61%) 858.03K
Increased by +30.39%
Aug 31, 25
7 Vanguard Small Cap Index 2.61M (2.41%) -15.57K
Decreased by -0.60%
Jul 31, 25
8 Principal Aligned MidCap Equity 2.59M (2.39%) 436.66K
Increased by +16.88%
Jun 30, 25
9 Virtus KAR Small-Cap Growth I 1.84M (1.70%) -127.00K
Decreased by -6.90%
Mar 31, 25
10 Janus Henderson Enterprise D 1.80M (1.66%) 0.00
Increased by 0.00%
Jan 31, 25
11 Janus Inst Mid Cap Growth CF 1.80M (1.66%) -573.66K
Decreased by -31.82%
Dec 31, 24
12 Polar Capital Global Ins A Inc 1.51M (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 1.47M (1.36%) -1.95K
Decreased by -0.13%
Jul 31, 25
14 NBI US Equity Priv Ptf F CAD 1.29M (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
15 Victory Small Cap Value CIT (Net 75) 1.25M (1.15%) -125.00K
Decreased by -10.00%
Mar 31, 24
16 Victory Sycamore Small Company Opp R 1.25M (1.15%) -125.00K
Decreased by -10.00%
Mar 31, 24
17 Eagle Mid-Cap Growth - Institutional 1.24M (1.14%) -21.78K
Decreased by -1.76%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.07%) -504.45K
Decreased by -43.60%
Jul 31, 25
19 Vanguard Explorer Inv 1.15M (1.06%) 458.95K
Increased by +39.82%
Jun 30, 25
20 Columbia Acorn Inst 1.12M (1.04%) 0.00
Increased by 0.00%
May 31, 24