Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 NBSM 2.34%
3 FFTY 1.91%
4 KIE 1.90%
5 OCFS 1.80%
6 PFI 1.67%
7 FXO 1.60%
8 FRTY 1.56%
9 FPX 1.47%
10 PAMC 1.14%
11 RFG 1.14%
12 BOUT 1.02%
13 SMIZ 1.00%
14 XMMO 0.94%
15 FNY 0.67%
16 PDP 0.64%
17 MMSC 0.58%
18 QLV 0.57%
19 RAYD 0.56%
20 LGLV 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.27M (9.62%) 390.92K
Increased by +3.81%
Mar 31, 25
2 BlackRock Inc 9.86M (9.23%) 75.01K
Increased by +0.76%
Mar 31, 25
3 Capital World Investors 6.60M (6.18%) 8.98K
Increased by +0.14%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 4.03M (3.78%) -228.50K
Decreased by -5.67%
Mar 31, 25
5 Zimmer Partners LP 3.70M (3.47%) -377.99K
Decreased by -10.22%
Dec 31, 24
6 State Street Corp 3.45M (3.24%) -28.10K
Decreased by -0.81%
Mar 31, 25
7 Principal Financial Group Inc 3.05M (2.86%) 1.22M
Increased by +39.92%
Mar 31, 25
8 Bessemer Group Inc 2.88M (2.70%) -406.13K
Decreased by -14.12%
Mar 31, 25
9 Blair William & Co 2.78M (2.61%) 18.95K
Increased by +0.68%
Mar 31, 25
10 HHG PLC 2.43M (2.28%) -717.72K
Decreased by -29.52%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 2.38M (2.23%) 12.57K
Increased by +0.53%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.16M (2.02%) 828.72K
Increased by +38.40%
Mar 31, 25
13 Champlain Investment Partners, LLC 2.13M (2.00%) -60.47K
Decreased by -2.84%
Mar 31, 25
14 State Street Corporation 1.96M (1.84%) 24.76K
Increased by +1.26%
Mar 31, 24
15 Artisan Partners Limited Partnership 1.96M (1.84%) -12.82K
Decreased by -0.65%
Mar 31, 24
16 Geode Capital Management, LLC 1.94M (1.82%) 143.55K
Increased by +7.39%
Mar 31, 25
17 Barclays PLC 1.65M (1.54%) -45.07K
Decreased by -2.74%
Mar 31, 25
18 Stephens Inv Mgmt Group LLC 1.64M (1.54%) 34.93K
Increased by +2.13%
Mar 31, 25
19 Polar Capital Holdings PLC 1.51M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
20 Sumitomo Mitsui Trust Holdings Inc 1.47M (1.37%) -46.91K
Decreased by -3.20%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.24M (5.84%) 611.58K
Increased by +9.80%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 6.24M (5.84%) 611.58K
Increased by +9.80%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 3.44M (3.23%) -11.11K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.42M (3.21%) 47.62K
Increased by +1.39%
Apr 30, 25
5 Vanguard Small Cap Index 2.68M (2.51%) 16.00K
Increased by +0.60%
Apr 30, 25
6 Principal MidCap R5 2.34M (2.19%) 192.37K
Increased by +8.21%
Apr 30, 25
7 Principal Aligned MidCap Equity 2.15M (2.01%) 953.94K
Increased by +44.36%
Mar 31, 25
8 Virtus KAR Small-Cap Growth I 1.97M (1.84%) -2.05M
Decreased by -104.37%
Dec 31, 24
9 Janus Henderson Enterprise D 1.80M (1.69%) 0.00
Increased by 0.00%
Jan 31, 25
10 Janus Inst Mid Cap Growth CF 1.80M (1.69%) -573.66K
Decreased by -31.82%
Dec 31, 24
11 Champlain Mid Cap Fund, LLC 1.76M (1.65%) -337.09K
Decreased by -19.17%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.54%) 3.37K
Increased by +0.20%
Apr 30, 25
13 Polar Capital Global Ins A Inc 1.51M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 1.49M (1.40%) -921.00
Decreased by -0.06%
Apr 30, 25
15 Eagle Mid-Cap Growth - Institutional 1.26M (1.18%) -98.06K
Decreased by -7.79%
Mar 31, 25
16 Victory Small Cap Value CIT (Net 75) 1.25M (1.17%) -125.00K
Decreased by -10.00%
Mar 31, 24
17 Victory Sycamore Small Company Opp R 1.25M (1.17%) -125.00K
Decreased by -10.00%
Mar 31, 24
18 Columbia Acorn Inst 1.12M (1.05%) 0.00
Increased by 0.00%
May 31, 24
19 Artisan U.S. Mid-Cap Growth 1.07M (1.00%) -25.06K
Decreased by -2.35%
Sep 30, 23
20 Calvert US Small-Cap Strategy 1.04M (0.98%) 0.00
Increased by 0.00%
Sep 30, 23