Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.97%
2 TEMP 1.93%
3 XMHQ 1.32%
4 PAMC 1.28%
5 XMMO 1.23%
6 EWMC 1.14%
7 BOUT 0.98%
8 RFG 0.94%
9 HOMZ 0.86%
10 NAIL 0.84%
11 IVOG 0.71%
12 FXR 0.69%
13 MDYG 0.69%
14 IJK 0.69%
15 MMSC 0.58%
16 VUSE 0.58%
17 TMFX 0.56%
18 MIDE 0.48%
19 ISCG 0.45%
20 JKK 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.94M (12.90%) 170.43K
Increased by +1.22%
Dec 31, 23
2 Vanguard Group Inc 10.25M (9.48%) 96.32K
Increased by +0.94%
Dec 31, 23
3 AllianceBernstein L.P. 4.72M (4.37%) -320.28K
Decreased by -6.78%
Dec 31, 23
4 ClearBridge Advisors, LLC 4.61M (4.26%) -111.02K
Decreased by -2.41%
Dec 31, 23
5 Artisan Partners Limited Partnership 4.10M (3.80%) 660.54K
Increased by +16.10%
Dec 31, 23
6 Wasatch Advisors Inc. 4.05M (3.75%) -1.13M
Decreased by -28.01%
Sep 30, 23
7 Wasatch Advisors LP 4.02M (3.72%) -30.98K
Decreased by -0.77%
Dec 31, 23
8 State Street Corporation 3.65M (3.37%) 116.32K
Increased by +3.19%
Dec 31, 23
9 BAMCO Inc 2.51M (2.32%) -228.03K
Decreased by -9.10%
Dec 31, 23
10 Macquarie Group Ltd 2.35M (2.17%) 127.34K
Increased by +5.42%
Dec 31, 23
11 William Blair Investment Management, LLC 2.01M (1.86%) -105.44K
Decreased by -5.24%
Dec 31, 23
12 Conestoga Capital Advisors, LLC 1.91M (1.77%) 27.14K
Increased by +1.42%
Mar 31, 24
13 Geode Capital Management, LLC 1.69M (1.56%) 64.14K
Increased by +3.79%
Dec 31, 23
14 TD Asset Management Inc 1.60M (1.48%) 1.34M
Increased by +83.79%
Dec 31, 23
15 Liontrust Investment Partners LLP 1.43M (1.32%) -87.44K
Decreased by -6.13%
Dec 31, 23
16 NORGES BANK 1.37M (1.27%) 527.44K
Increased by +38.43%
Dec 31, 23
17 Geneva Capital Management 1.35M (1.25%) 131.41K
Increased by +9.70%
Dec 31, 23
18 Lord, Abbett & Co LLC 1.24M (1.15%) 612.83K
Increased by +49.43%
Sep 30, 23
19 Balyasny Asset Management LLC 1.22M (1.13%) 154.09K
Increased by +12.59%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.20M (1.11%) 150.11K
Increased by +12.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.42M (3.16%) 11.88K
Increased by +0.35%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 3.37M (3.12%) -600.00
Decreased by -0.02%
Apr 30, 24
3 Vanguard Small Cap Index 2.77M (2.56%) -27.90K
Decreased by -1.01%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.50%) 17.67K
Increased by +1.09%
Mar 31, 24
5 AllianceBernstein US L/C Growth Eqty MF 1.57M (1.45%) 37.10K
Increased by +2.36%
Feb 29, 24
6 Vanguard Small Cap Growth Index Inv 1.57M (1.45%) -1.89K
Decreased by -0.12%
Mar 31, 24
7 AB Large Cap Growth A 1.50M (1.39%) 0.00
Increased by 0.00%
Mar 31, 24
8 ClearBridge Small Cap Growth 1.41M (1.31%) -18.80K
Decreased by -1.33%
Mar 31, 24
9 ClearBridge Small Cap Growth A 1.41M (1.31%) -318.47K
Decreased by -22.56%
Mar 31, 24
10 Vanguard Explorer Inv 1.32M (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
11 Delaware Ivy Mid Cap Growth A 1.25M (1.15%) -54.22K
Decreased by -4.35%
Dec 31, 23
12 Wasatch Core Growth 1.18M (1.09%) -398.80K
Decreased by -33.82%
Mar 31, 24
13 Conestoga Small Cap Investors 1.08M (1.00%) 11.63K
Increased by +1.08%
Feb 29, 24
14 Artisan U.S. Mid-Cap Growth 1.05M (0.97%) 209.79K
Increased by +19.91%
Dec 31, 23
15 Baron Growth Retail 1.00M (0.93%) -50.00K
Decreased by -5.00%
Mar 31, 24
16 Baron Small Cap Growth Strategy 1.00M (0.93%) -50.00K
Decreased by -5.00%
Mar 31, 24
17 American Century Growth Inv 915.16K (0.85%) -8.20K
Decreased by -0.90%
Mar 31, 24
18 American Century U.S. Large Cap Growth 915.16K (0.85%) -8.20K
Decreased by -0.90%
Mar 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 887.87K (0.82%) 20.52K
Increased by +2.31%
Mar 31, 24
20 Eventide Gilead N 882.00K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23