Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.04%
2 UTRN 3.86%
3 XHE 1.61%
4 RYH 1.56%
5 UPGD 1.48%
6 RYJ 1.47%
7 RSPH 1.27%
8 PINK 1.23%
9 WBIF 1.13%
10 IJS 1.08%
11 VIOV 1.07%
12 DSMC 1.03%
13 RNMC 1.02%
14 EVSTC_old 0.95%
15 SLYV 0.93%
16 SMCO 0.86%
17 LNGR 0.74%
18 SZNE 0.71%
19 IHI 0.66%
20 ESIX 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 6.17M (14.02%) 261.28K
Increased by +4.23%
Dec 31, 24
2 Vanguard Group Inc 5.55M (12.59%) -43.88K
Decreased by -0.79%
Dec 31, 24
3 HHG PLC 5.26M (11.94%) -117.40K
Decreased by -2.23%
Dec 31, 24
4 BlackRock Inc 3.76M (8.55%) -116.39K
Decreased by -3.09%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 3.31M (7.52%) 69.76K
Increased by +2.11%
Dec 31, 24
6 State Street Corp 2.06M (4.68%) 2.87K
Increased by +0.14%
Dec 31, 24
7 State Street Corporation 2.04M (4.63%) -25.67K
Decreased by -1.26%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 1.32M (3.01%) -351.28K
Decreased by -26.53%
Mar 31, 24
9 Wellington Management Company LLP 1.30M (2.94%) -1.10M
Decreased by -84.92%
Jun 30, 24
10 Geode Capital Management, LLC 1.14M (2.59%) 8.31K
Increased by +0.73%
Dec 31, 24
11 Amvescap Plc. 1.07M (2.43%) 347.00K
Increased by +32.47%
Dec 31, 24
12 Cooke & Bieler LP 1.06M (2.40%) -21.03K
Decreased by -1.99%
Mar 31, 25
13 Millennium Management LLC 744.25K (1.69%) -281.29K
Decreased by -37.80%
Sep 30, 24
14 Massachusetts Financial Services Company 589.20K (1.34%) -1.33K
Decreased by -0.23%
Mar 31, 25
15 Diamond Hill Capital Management Inc 584.59K (1.33%) 322.22K
Increased by +55.12%
Mar 31, 25
16 NORGES BANK 563.70K (1.28%) 14.84K
Increased by +2.63%
Dec 31, 24
17 Bank of America Corp 561.67K (1.28%) -91.75K
Decreased by -16.33%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 512.14K (1.16%) 108.19K
Increased by +21.12%
Dec 31, 24
19 AllianceBernstein L.P. 511.01K (1.16%) -23.76K
Decreased by -4.65%
Dec 31, 24
20 Goldman Sachs Group Inc 507.38K (1.15%) 145.76K
Increased by +28.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 2.98M (6.78%) -3.60K
Decreased by -0.12%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Growth Equity 2.98M (6.78%) -4.90K
Decreased by -0.16%
Mar 31, 25
3 Janus Henderson Enterprise D 2.89M (6.55%) 0.00
Increased by 0.00%
Mar 31, 25
4 Janus Inst Mid Cap Growth CF 2.89M (6.55%) 58.12K
Increased by +2.01%
Dec 31, 24
5 iShares Core S&P Small-Cap ETF 2.82M (6.40%) -2.39K
Decreased by -0.08%
Apr 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.97M (4.47%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.50M (3.40%) 1.06K
Increased by +0.07%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.50M (3.40%) 27.02K
Increased by +1.81%
Apr 30, 25
9 Vanguard Institutional 500 Index Trust 1.29M (2.93%) 11.07K
Increased by +0.86%
Feb 28, 25
10 Vanguard Health Care Inv 1.22M (2.76%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Small Cap Index 1.17M (2.65%) 8.26K
Increased by +0.71%
Apr 30, 25
12 T. Rowe Price Capital Appreciation 1.15M (2.60%) 0.00
Increased by 0.00%
Mar 31, 24
13 Janus Henderson Opportunistic Alpha MA 889.49K (2.02%) 889.36K
Increased by +99.99%
Jun 30, 24
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 884.60K (2.01%) 51.30K
Increased by +5.80%
Mar 31, 25
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 884.60K (2.01%) 51.30K
Increased by +5.80%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 831.30K (1.89%) 940.00
Increased by +0.11%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 753.74K (1.71%) 2.37K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 717.67K (1.63%) 3.67K
Increased by +0.51%
Apr 30, 25
19 BlackRock Mid-Cap Growth Equity Instl 588.33K (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity 500 Index 581.68K (1.32%) 2.59K
Increased by +0.45%
Feb 28, 25