Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.05%
2 NBSM 3.16%
3 IPO 3.05%
4 OCFS 2.04%
5 FFTY 2.02%
6 KIE 2.01%
7 FPX 1.87%
8 FXO 1.82%
9 FRTY 1.81%
10 PFI 1.67%
11 RFG 1.32%
12 RAYD 1.17%
13 PAMC 1.14%
14 XMMO 1.10%
15 SMIZ 1.00%
16 MMSC 0.93%
17 FNY 0.76%
18 PDP 0.71%
19 MDYG 0.60%
20 IJK 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.88M (9.34%) 529.63K
Increased by +5.36%
Dec 31, 24
2 BlackRock Inc 9.78M (9.24%) 486.41K
Increased by +4.97%
Dec 31, 24
3 Capital World Investors 6.59M (6.23%) 2.94K
Increased by +0.04%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 4.26M (4.03%) -2.86M
Decreased by -67.10%
Dec 31, 24
5 Zimmer Partners LP 3.70M (3.50%) -377.99K
Decreased by -10.22%
Dec 31, 24
6 State Street Corp 3.48M (3.29%) 209.01K
Increased by +6.00%
Dec 31, 24
7 Bessemer Group Inc 3.28M (3.10%) 79.98K
Increased by +2.44%
Dec 31, 24
8 Blair William & Co 2.77M (2.61%) 16.54K
Increased by +0.60%
Dec 31, 24
9 HHG PLC 2.43M (2.30%) -717.72K
Decreased by -29.52%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 2.37M (2.24%) -104.57K
Decreased by -4.42%
Dec 31, 24
11 Champlain Investment Partners, LLC 2.19M (2.07%) -1.45M
Decreased by -66.28%
Dec 31, 24
12 State Street Corporation 1.96M (1.86%) 24.76K
Increased by +1.26%
Mar 31, 24
13 Artisan Partners Limited Partnership 1.96M (1.85%) -12.82K
Decreased by -0.65%
Mar 31, 24
14 Principal Financial Group Inc 1.83M (1.73%) 981.50K
Increased by +53.54%
Dec 31, 24
15 Geode Capital Management, LLC 1.80M (1.70%) 46.96K
Increased by +2.61%
Dec 31, 24
16 Barclays PLC 1.69M (1.60%) 48.54K
Increased by +2.87%
Dec 31, 24
17 Stephens Inv Mgmt Group LLC 1.61M (1.52%) -9.80K
Decreased by -0.61%
Dec 31, 24
18 Polar Capital Holdings PLC 1.51M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
19 Sumitomo Mitsui Trust Holdings Inc 1.47M (1.38%) -46.91K
Decreased by -3.20%
Mar 31, 24
20 Jackson Square Partners, LLC 1.40M (1.32%) -175.38K
Decreased by -12.52%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.63M (5.32%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 5.63M (5.32%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 3.48M (3.28%) 6.09K
Increased by +0.18%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.16M (2.99%) 1.98K
Increased by +0.06%
Feb 28, 25
5 Champlain Mid Cap Fund, LLC 2.60M (2.45%) -11.90K
Decreased by -0.46%
Feb 28, 25
6 Vanguard Small Cap Index 2.56M (2.42%) 2.08K
Increased by +0.08%
Feb 28, 25
7 Principal MidCap R5 2.15M (2.03%) 167.48K
Increased by +7.79%
Feb 28, 25
8 Virtus KAR Small-Cap Growth I 1.97M (1.86%) -2.05M
Decreased by -104.37%
Dec 31, 24
9 Janus Henderson Enterprise D 1.80M (1.70%) 0.00
Increased by 0.00%
Jan 31, 25
10 Janus Inst Mid Cap Growth CF 1.80M (1.70%) -573.66K
Decreased by -31.82%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.53%) 2.26K
Increased by +0.14%
Feb 28, 25
12 Polar Capital Global Ins A Inc 1.51M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Small Cap Growth Index Inv 1.44M (1.36%) -8.34K
Decreased by -0.58%
Feb 28, 25
14 Eagle Mid-Cap Growth - Institutional 1.36M (1.28%) 354.29K
Increased by +26.10%
Dec 31, 24
15 Victory Small Cap Value CIT (Net 75) 1.25M (1.18%) -125.00K
Decreased by -10.00%
Mar 31, 24
16 Victory Sycamore Small Company Opp R 1.25M (1.18%) -125.00K
Decreased by -10.00%
Mar 31, 24
17 Principal Aligned MidCap Equity 1.20M (1.13%) 689.63K
Increased by +57.63%
Dec 31, 24
18 Columbia Acorn Inst 1.12M (1.06%) 0.00
Increased by 0.00%
May 31, 24
19 Carillon Eagle Mid Cap Growth A 1.09M (1.03%) 292.72K
Increased by +26.78%
Dec 31, 24
20 Artisan U.S. Mid-Cap Growth 1.07M (1.01%) -25.06K
Decreased by -2.35%
Sep 30, 23