Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 10.00%
2 LSAT 3.43%
3 PBJ 2.86%
4 VICE 2.78%
5 BAD 2.66%
6 ENTR 1.19%
7 JMID 1.11%
8 EQWM 1.05%
9 LSAF 1.02%
10 SMLL 0.95%
11 PXMG 0.85%
12 FXG 0.78%
13 NIXT 0.58%
14 FTXG 0.55%
15 SIXL 0.43%
16 EQOP 0.42%
17 QSML 0.40%
18 GVLU 0.34%
19 PAMC 0.34%
20 XMHQ 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 949.58K (11.64%) 176.97K
Increased by +18.64%
Mar 31, 25
2 Vanguard Group Inc 865.25K (10.61%) 15.56K
Increased by +1.80%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 703.48K (8.63%) 29.41K
Increased by +4.18%
Dec 31, 24
4 FMR Inc 457.78K (5.61%) 9.38K
Increased by +2.05%
Mar 31, 25
5 State Street Corp 293.30K (3.60%) -5.34K
Decreased by -1.82%
Mar 31, 25
6 Cooper Creek Partners Management LLC 290.78K (3.57%) 207.26K
Increased by +71.28%
Mar 31, 25
7 State Street Corporation 276.26K (3.39%) 5.95K
Increased by +2.16%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 261.16K (3.20%) 35.39K
Increased by +13.55%
Mar 31, 25
9 Fisher Asset Management, LLC 232.08K (2.85%) 71.66K
Increased by +30.88%
Mar 31, 25
10 Point72 Asset Management, L.P. 217.71K (2.67%) 160.94K
Increased by +73.92%
Mar 31, 25
11 Armistice Capital, LLC 210.55K (2.58%) 88.62K
Increased by +42.09%
Mar 31, 25
12 UBS Group AG 179.62K (2.20%) 125.17K
Increased by +69.69%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 178.23K (2.19%) 178.23K
Increased by +100.00%
Mar 31, 25
14 Baird Financial Group, Inc. 168.03K (2.06%) -1.16K
Decreased by -0.69%
Mar 31, 24
15 Geode Capital Management, LLC 151.03K (1.85%) 6.45K
Increased by +4.27%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 131.42K (1.61%) -1.56K
Decreased by -1.19%
Jun 30, 24
17 J. Goldman & Co LP 119.69K (1.47%) 85.67K
Increased by +71.58%
Dec 31, 24
18 Bank of New York Mellon Corp 119.07K (1.46%) -3.15K
Decreased by -2.64%
Dec 31, 24
19 AQR Capital Management LLC 117.21K (1.44%) -305.01K
Decreased by -260.23%
Mar 31, 25
20 D. E. Shaw & Co LP 116.47K (1.43%) -10.61K
Decreased by -9.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 279.13K (3.42%) -45.00
Decreased by -0.02%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 275.97K (3.38%) 51.06K
Increased by +18.50%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 266.20K (3.26%) 4.64K
Increased by +1.74%
Apr 30, 25
4 Vanguard Small Cap Index 207.37K (2.54%) 871.00
Increased by +0.42%
Apr 30, 25
5 Fidelity® Blue Chip Growth 173.38K (2.13%) 0.00
Increased by 0.00%
Nov 30, 23
6 T. Rowe Price Mid-Cap Growth 169.60K (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
7 T. Rowe Price US Mid-Cap Growth Equity 169.60K (2.08%) -29.90K
Decreased by -17.63%
Dec 31, 24
8 Fidelity Select Consumer Staples Port 152.20K (1.87%) 5.40K
Increased by +3.55%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 132.27K (1.62%) 1.93K
Increased by +1.46%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 115.50K (1.42%) -478.00
Decreased by -0.41%
Apr 30, 25
11 Longleaf Partners Small-Cap 106.20K (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Mid-Cap Stock 101.57K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
13 VIP Mid Cap Initial 99.80K (1.22%) 0.00
Increased by 0.00%
Nov 30, 23
14 Baird Mid Cap Growth Institutional 97.08K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity Blue Chip Growth 93.85K (1.15%) -79.53K
Decreased by -84.73%
Dec 31, 23
16 T. Rowe Price US Small-Cap Core Equity 91.56K (1.12%) -15.73K
Decreased by -17.18%
Dec 31, 24
17 T. Rowe Price Small-Cap Stock 84.69K (1.04%) -6.87K
Decreased by -8.11%
Jan 31, 25
18 SouthernSun Small Cap 83.19K (1.02%) -7.53K
Decreased by -9.05%
Mar 31, 25
19 Fidelity Mid-Cap Stock 79.87K (0.98%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity VIP Mid Cap Initial 77.20K (0.95%) 0.00
Increased by 0.00%
Feb 29, 24