Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 10.00%
2 LSAT 3.58%
3 PBJ 2.86%
4 VICE 2.78%
5 BAD 2.66%
6 ENTR 1.19%
7 SMLL 1.15%
8 JMID 1.11%
9 EQWM 1.05%
10 LSAF 1.02%
11 PXMG 0.85%
12 FXG 0.84%
13 NIXT 0.69%
14 FTXG 0.55%
15 SIXL 0.45%
16 QSML 0.44%
17 EQOP 0.42%
18 XMHQ 0.35%
19 GVLU 0.34%
20 PAMC 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 849.69K (10.22%) -31.69K
Decreased by -3.73%
Dec 31, 24
2 BlackRock Inc 772.61K (9.29%) 5.87K
Increased by +0.76%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 703.48K (8.46%) 29.41K
Increased by +4.18%
Dec 31, 24
4 FMR Inc 448.41K (5.39%) -52.41K
Decreased by -11.69%
Dec 31, 24
5 AQR Capital Management LLC 422.22K (5.08%) 69.78K
Increased by +16.53%
Dec 31, 24
6 State Street Corp 298.64K (3.59%) 5.99K
Increased by +2.01%
Dec 31, 24
7 State Street Corporation 276.26K (3.32%) 5.95K
Increased by +2.16%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 225.76K (2.72%) 19.06K
Increased by +8.44%
Dec 31, 24
9 UBS Group AG 179.62K (2.16%) 125.17K
Increased by +69.69%
Dec 31, 24
10 Baird Financial Group, Inc. 168.03K (2.02%) -1.16K
Decreased by -0.69%
Mar 31, 24
11 Fisher Asset Management, LLC 160.42K (1.93%) 34.18K
Increased by +21.30%
Dec 31, 24
12 Geode Capital Management, LLC 144.58K (1.74%) -3.81K
Decreased by -2.64%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 131.42K (1.58%) -1.56K
Decreased by -1.19%
Jun 30, 24
14 SouthernSun Asset Management, LLC 121.97K (1.47%) 1.86K
Increased by +1.53%
Dec 31, 24
15 Armistice Capital, LLC 121.93K (1.47%) 26.12K
Increased by +21.42%
Dec 31, 24
16 J. Goldman & Co LP 119.69K (1.44%) 85.67K
Increased by +71.58%
Dec 31, 24
17 Bank of New York Mellon Corp 119.07K (1.43%) -3.15K
Decreased by -2.64%
Dec 31, 24
18 D. E. Shaw & Co LP 116.47K (1.40%) -10.61K
Decreased by -9.11%
Dec 31, 24
19 Southeastern Asset Management Inc 106.32K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
20 NORGES BANK 102.48K (1.23%) -2.75K
Decreased by -2.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 279.77K (3.37%) 207.00
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 260.34K (3.13%) 262.00
Increased by +0.10%
Feb 28, 25
3 Vanguard Small Cap Index 216.35K (2.60%) 168.00
Increased by +0.08%
Feb 28, 25
4 Fidelity® Blue Chip Growth 173.38K (2.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 T. Rowe Price Mid-Cap Growth 169.60K (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
6 T. Rowe Price US Mid-Cap Growth Equity 169.60K (2.04%) -29.90K
Decreased by -17.63%
Dec 31, 24
7 Fidelity Select Consumer Staples Port 153.10K (1.84%) 200.00
Increased by +0.13%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 131.70K (1.58%) 176.00
Increased by +0.13%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 121.36K (1.46%) -930.00
Decreased by -0.77%
Feb 28, 25
10 T. Rowe Price US Smlr Cm Eq A USD 119.36K (1.44%) 0.00
Increased by 0.00%
Jan 31, 25
11 Longleaf Partners Small-Cap 106.20K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Mid-Cap Stock 101.57K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
13 VIP Mid Cap Initial 99.80K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
14 Baird Mid Cap Growth Institutional 97.08K (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Blue Chip Growth 93.85K (1.13%) -79.53K
Decreased by -84.73%
Dec 31, 23
16 T. Rowe Price US Small-Cap Core Equity 91.56K (1.10%) -15.73K
Decreased by -17.18%
Dec 31, 24
17 SouthernSun Small Cap 90.72K (1.09%) -763.00
Decreased by -0.84%
Dec 31, 24
18 T. Rowe Price Small-Cap Stock 84.69K (1.02%) -6.87K
Decreased by -8.11%
Jan 31, 25
19 Fidelity Mid-Cap Stock 79.87K (0.96%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity VIP Mid Cap Initial 77.20K (0.93%) 0.00
Increased by 0.00%
Feb 29, 24