Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.93%
2 TEMP 1.46%
3 EQWM 1.42%
4 NXTE 1.41%
5 XMHQ 1.26%
6 EWMC 1.16%
7 CLAW 1.02%
8 XMMO 0.98%
9 BOUT 0.98%
10 QMID 0.72%
11 RFG 0.68%
12 JHSC 0.67%
13 FXR 0.61%
14 NAIL 0.61%
15 PAMC 0.59%
16 HWAY 0.52%
17 HOMZ 0.52%
18 IVOG 0.52%
19 MDYG 0.48%
20 IJK 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.08M (13.22%) -12.19K
Decreased by -0.09%
Jun 30, 24
2 Vanguard Group Inc 10.22M (9.59%) -61.89K
Decreased by -0.61%
Sep 30, 24
3 AllianceBernstein L.P. 5.47M (5.14%) 620.64K
Increased by +11.34%
Jun 30, 24
4 ClearBridge Advisors, LLC 4.11M (3.86%) -111.13K
Decreased by -2.70%
Jun 30, 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 Artisan Partners Limited Partnership 3.35M (3.14%) -180.25K
Decreased by -5.39%
Jun 30, 24
8 State Street Corp 3.15M (2.95%) -677.46K
Decreased by -21.53%
Jun 30, 24
9 Wasatch Advisors LP 3.06M (2.87%) 109.95K
Increased by +3.59%
Jun 30, 24
10 Macquarie Group Ltd 2.28M (2.14%) 26.48K
Increased by +1.16%
Jun 30, 24
11 BAMCO Inc 2.27M (2.13%) -25.98K
Decreased by -1.14%
Jun 30, 24
12 Conestoga Capital Advisors, LLC 1.95M (1.83%) -23.32K
Decreased by -1.20%
Sep 30, 24
13 William Blair Investment Management, LLC 1.94M (1.82%) -19.47K
Decreased by -1.00%
Jun 30, 24
14 American Century Companies Inc 1.84M (1.73%) -4.85K
Decreased by -0.26%
Sep 30, 24
15 Geode Capital Management, LLC 1.84M (1.73%) 68.16K
Increased by +3.71%
Jun 30, 24
16 Geneva Capital Management 1.59M (1.50%) 6.62K
Increased by +0.42%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.50M (1.41%) 279.35K
Increased by +18.58%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.41M (1.33%) 281.71K
Increased by +19.92%
Jun 30, 24
19 Amvescap Plc. 1.40M (1.32%) -440.55K
Decreased by -31.41%
Jun 30, 24
20 NORGES BANK 1.36M (1.28%) -8.62K
Decreased by -0.63%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.42M (3.21%) 1.86K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.42M (3.21%) -13.60K
Decreased by -0.40%
Oct 31, 24
3 Vanguard Small Cap Index 2.73M (2.56%) 5.35K
Increased by +0.20%
Oct 31, 24
4 AllianceBernstein US L/C Growth Eqty MF 2.39M (2.24%) 20.78K
Increased by +0.87%
Sep 30, 24
5 AB Large Cap Growth A 2.06M (1.93%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.53%) -31.03K
Decreased by -1.91%
Sep 30, 24
7 Wasatch Core Growth 1.60M (1.50%) 378.26K
Increased by +23.69%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 1.50M (1.40%) -5.24K
Decreased by -0.35%
Oct 31, 24
9 Delaware Ivy Mid Cap Growth A 1.39M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Explorer Inv 1.31M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
11 ClearBridge Small Cap Growth 1.29M (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
12 ClearBridge Small Cap Growth A 1.29M (1.21%) -69.30K
Decreased by -5.39%
Sep 30, 24
13 Invesco S&P MidCap Quality ETF 1.10M (1.03%) 950.00
Increased by +0.09%
Oct 31, 24
14 Conestoga Small Cap Investors 1.05M (0.99%) -23.02K
Decreased by -2.19%
Sep 30, 24
15 American Century Growth Inv 1.02M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Century U.S. Large Cap Growth 1.02M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
17 Eventide Gilead N 882.00K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 855.02K (0.80%) -12.59K
Decreased by -1.47%
Oct 31, 24
19 Baron Growth Retail 850.00K (0.80%) -150.00K
Decreased by -17.65%
Sep 30, 24
20 Baron Small Cap Growth Strategy 850.00K (0.80%) -150.00K
Decreased by -17.65%
Sep 30, 24