Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 OCFS 2.17%
3 FFTY 1.91%
4 KIE 1.72%
5 PFI 1.67%
6 FRTY 1.56%
7 NBSM 1.52%
8 PJFM 1.51%
9 BOUT 1.02%
10 SMIZ 1.00%
11 RFG 0.87%
12 XMMO 0.73%
13 FPX 0.73%
14 MAGA 0.65%
15 FNY 0.60%
16 PDP 0.59%
17 NUSC 0.57%
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 (9.50%) 390.92K
Increased by +3.81%
Mar 31, 25
2 BlackRock Inc 9.86M (9.12%) 75.01K
Increased by +0.76%
Mar 31, 25
3 Capital World Investors 6.60M (6.11%) 8.98K
Increased by +0.14%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 4.03M (3.73%) -228.50K
Decreased by -5.67%
Mar 31, 25
5 State Street Corp 3.45M (3.19%) -28.10K
Decreased by -0.81%
Mar 31, 25
6 Principal Financial Group Inc 3.05M (2.82%) 1.22M
Increased by +39.92%
Mar 31, 25
7 Bessemer Group Inc 2.88M (2.66%) -406.13K
Decreased by -14.12%
Mar 31, 25
8 Blair William & Co 2.78M (2.58%) 18.95K
Increased by +0.68%
Mar 31, 25
9 HHG PLC 2.43M (2.25%) -717.72K
Decreased by -29.52%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 2.38M (2.20%) 12.57K
Increased by +0.53%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.16M (2.00%) 828.72K
Increased by +38.40%
Mar 31, 25
12 Champlain Investment Partners, LLC 2.13M (1.97%) -60.47K
Decreased by -2.84%
Mar 31, 25
13 State Street Corporation 1.96M (1.82%) 24.76K
Increased by +1.26%
Mar 31, 24
14 Zimmer Partners LP 1.96M (1.82%) -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 Geode Capital Management, LLC 1.94M (1.80%) 143.55K
Increased by +7.39%
Mar 31, 25
17 Barclays PLC 1.65M (1.52%) -45.07K
Decreased by -2.74%
Mar 31, 25
18 Stephens Inv Mgmt Group LLC 1.64M (1.52%) 34.93K
Increased by +2.13%
Mar 31, 25
19 Amvescap Plc. 1.59M (1.47%) 872.85K
Increased by +54.87%
Mar 31, 25
20 Polar Capital Holdings PLC 1.51M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.28M (5.81%) 43.02K
Increased by +0.68%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 6.28M (5.81%) 43.02K
Increased by +0.68%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.51M (3.25%) 1.84K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.43M (3.17%) 2.38K
Increased by +0.07%
May 31, 25
5 Vanguard Small Cap Index 2.70M (2.49%) 12.44K
Increased by +0.46%
May 31, 25
6 Principal Aligned MidCap Equity 2.59M (2.39%) 436.66K
Increased by +16.88%
Jun 30, 25
7 Principal MidCap R5 2.59M (2.39%) 83.98K
Increased by +3.25%
Jun 30, 25
8 Virtus KAR Small-Cap Growth I 1.84M (1.70%) -127.00K
Decreased by -6.90%
Mar 31, 25
9 Janus Henderson Enterprise D 1.80M (1.67%) 0.00
Increased by 0.00%
Jan 31, 25
10 Janus Inst Mid Cap Growth CF 1.80M (1.67%) -573.66K
Decreased by -31.82%
Dec 31, 24
11 Champlain Mid Cap Fund, LLC 1.71M (1.58%) -26.34K
Decreased by -1.54%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.54%) 13.00K
Increased by +0.78%
May 31, 25
13 Polar Capital Global Ins A Inc 1.51M (1.40%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Small Cap Growth Index Inv 1.48M (1.37%) -9.37K
Decreased by -0.63%
May 31, 25
15 NBI US Equity Priv Ptf F CAD 1.29M (1.19%) 59.73K
Increased by +4.63%
Jun 30, 25
16 Victory Small Cap Value CIT (Net 75) 1.25M (1.16%) -125.00K
Decreased by -10.00%
Mar 31, 24
17 Victory Sycamore Small Company Opp R 1.25M (1.16%) -125.00K
Decreased by -10.00%
Mar 31, 24
18 Eagle Mid-Cap Growth - Institutional 1.24M (1.14%) -21.78K
Decreased by -1.76%
Jun 30, 25
19 Columbia Acorn Inst 1.12M (1.04%) 0.00
Increased by 0.00%
May 31, 24
20 American Century Heritage Inv 1.12M (1.04%) 138.22K
Increased by +12.33%
Jun 30, 25