Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.93%
2 EQWM 1.42%
3 NXTE 1.28%
4 EWMC 1.16%
5 XMHQ 1.03%
6 CLAW 1.02%
7 SMAP 0.99%
8 XMMO 0.98%
9 BOUT 0.98%
10 TEMP 0.96%
11 RFG 0.70%
12 HOMZ 0.70%
13 NAIL 0.70%
14 JSMD 0.67%
15 QMID 0.62%
16 FXR 0.61%
17 MDYG 0.52%
18 HWAY 0.50%
19 PAMC 0.48%
20 MMSC 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.78M (11.99%) -991.66K
Decreased by -7.76%
Dec 31, 24
2 AllianceBernstein L.P. 10.82M (10.15%) 3.82M
Increased by +35.29%
Dec 31, 24
3 Vanguard Group Inc 10.20M (9.57%) -21.71K
Decreased by -0.21%
Dec 31, 24
4 Wasatch Advisors LP 4.60M (4.32%) 523.11K
Increased by +11.37%
Dec 31, 24
5 Wasatch Advisors Inc. 4.05M (3.80%) -1.13M
Decreased by -28.01%
Sep 30, 23
6 State Street Corporation 3.82M (3.59%) 177.38K
Increased by +4.64%
Mar 31, 24
7 ClearBridge Advisors, LLC 3.35M (3.14%) -576.49K
Decreased by -17.22%
Dec 31, 24
8 State Street Corp 3.29M (3.09%) 110.12K
Increased by +3.34%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 3.13M (2.94%) 2.58M
Increased by +82.26%
Dec 31, 24
10 BAMCO Inc 2.15M (2.02%) 126.44K
Increased by +5.87%
Dec 31, 24
11 Balyasny Asset Management LLC 2.03M (1.90%) 939.96K
Increased by +46.33%
Dec 31, 24
12 Conestoga Capital Advisors, LLC 1.97M (1.85%) 17.41K
Increased by +0.88%
Dec 31, 24
13 William Blair Investment Management, LLC 1.94M (1.82%) -19.47K
Decreased by -1.00%
Jun 30, 24
14 Point72 Asset Management, L.P. 1.92M (1.80%) 893.67K
Increased by +46.64%
Dec 31, 24
15 Geode Capital Management, LLC 1.86M (1.74%) -17.90K
Decreased by -0.96%
Dec 31, 24
16 American Century Companies Inc 1.84M (1.73%) -4.85K
Decreased by -0.26%
Sep 30, 24
17 Macquarie Group Ltd 1.74M (1.63%) -186.80K
Decreased by -10.72%
Dec 31, 24
18 AustralianSuper Pty Ltd 1.60M (1.50%) 1.60M
Increased by +100.00%
Dec 31, 24
19 JPMorgan Chase & Co 1.60M (1.50%) 787.70K
Increased by +49.38%
Sep 30, 24
20 Geneva Capital Management 1.59M (1.49%) -337.00
Decreased by -0.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein US L/C Growth Eqty MF 4.71M (4.42%) 233.48K
Increased by +4.96%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 3.48M (3.27%) 2.62K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.38M (3.17%) 19.94K
Increased by +0.59%
Feb 28, 25
4 AB Large Cap Growth A 2.89M (2.71%) -64.98K
Decreased by -2.25%
Jan 31, 25
5 Vanguard Small Cap Index 2.74M (2.57%) 2.23K
Increased by +0.08%
Feb 28, 25
6 T. Rowe Price New Horizons 2.30M (2.16%) 535.26K
Increased by +23.30%
Jan 31, 25
7 Wasatch Core Growth 1.83M (1.72%) 237.62K
Increased by +12.95%
Dec 31, 24
8 US Small-Cap Growth II Equity Comp 1.76M (1.65%) 1.53M
Increased by +86.85%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.53%) 2.21K
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 1.54M (1.44%) -5.48K
Decreased by -0.36%
Feb 28, 25
11 Delaware Ivy Mid Cap Growth A 1.39M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Explorer Inv 1.30M (1.22%) -12.86K
Decreased by -0.99%
Dec 31, 24
13 Macquarie Mid Cap Growth A 1.24M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
14 Conestoga Small Cap Investors 1.08M (1.01%) 0.00
Increased by 0.00%
Jan 31, 25
15 Invesco S&P MidCap Quality ETF 955.33K (0.90%) -158.00
Decreased by -0.02%
Feb 28, 25
16 American Century Growth Inv 947.79K (0.89%) -73.92K
Decreased by -7.80%
Dec 31, 24
17 American Century U.S. Large Cap Growth 947.79K (0.89%) -73.92K
Decreased by -7.80%
Dec 31, 24
18 Eventide Gilead N 882.00K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
19 AB US Large Cap Growth CT B 868.87K (0.82%) 30.25K
Increased by +3.48%
Jan 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 865.61K (0.81%) 8.24K
Increased by +0.95%
Feb 28, 25