Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.93%
2 TEMP 1.68%
3 NXTE 1.53%
4 EQWM 1.42%
5 XMHQ 1.40%
6 SMAP 1.21%
7 EWMC 1.16%
8 CLAW 1.02%
9 XMMO 0.98%
10 BOUT 0.98%
11 HOMZ 0.87%
12 JHSC 0.76%
13 NAIL 0.75%
14 RFG 0.75%
15 QMID 0.70%
16 HWAY 0.62%
17 FXR 0.61%
18 PAMC 0.59%
19 IJK 0.54%
20 MDYG 0.54%

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. 7.00M (6.57%) 1.53M
Increased by +21.83%
Sep 30, 24
4 Wasatch Advisors LP 4.08M (3.83%) 1.02M
Increased by +24.91%
Sep 30, 24
5 Wasatch Advisors Inc. 4.05M (3.80%) -1.13M
Decreased by -28.01%
Sep 30, 23
6 ClearBridge Advisors, LLC 3.92M (3.68%) -187.97K
Decreased by -4.79%
Sep 30, 24
7 State Street Corporation 3.82M (3.59%) 177.38K
Increased by +4.64%
Mar 31, 24
8 State Street Corp 3.18M (2.99%) 37.44K
Increased by +1.18%
Sep 30, 24
9 BAMCO Inc 2.03M (1.90%) -244.70K
Decreased by -12.07%
Sep 30, 24
10 Conestoga Capital Advisors, LLC 1.95M (1.83%) -23.32K
Decreased by -1.20%
Sep 30, 24
11 William Blair Investment Management, LLC 1.94M (1.82%) -19.47K
Decreased by -1.00%
Jun 30, 24
12 Macquarie Group Ltd 1.93M (1.81%) -349.44K
Decreased by -18.12%
Sep 30, 24
13 Geode Capital Management, LLC 1.87M (1.76%) 35.04K
Increased by +1.87%
Sep 30, 24
14 American Century Companies Inc 1.84M (1.73%) -4.85K
Decreased by -0.26%
Sep 30, 24
15 Geneva Capital Management 1.59M (1.50%) 6.62K
Increased by +0.42%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.50M (1.41%) 279.35K
Increased by +18.58%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.41M (1.33%) 281.71K
Increased by +19.92%
Jun 30, 24
18 NORGES BANK 1.36M (1.28%) -8.62K
Decreased by -0.63%
Jun 30, 24
19 FMR Inc 1.26M (1.19%) 71.76K
Increased by +5.68%
Sep 30, 24
20 Amvescap Plc. 1.25M (1.17%) -152.89K
Decreased by -12.23%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.49M (3.28%) 6.84K
Increased by +0.20%
Nov 27, 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 1.62M (1.52%) -10.52K
Decreased by -0.65%
Oct 31, 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 A 1.29M (1.21%) -69.30K
Decreased by -5.39%
Sep 30, 24
12 Invesco S&P MidCap Quality ETF 1.12M (1.06%) 1.33K
Increased by +0.12%
Nov 27, 24
13 ClearBridge Small Cap Growth 1.11M (1.04%) -178.70K
Decreased by -16.14%
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