Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.32%
2 BRNY 4.37%
3 BOUT 3.71%
4 PEZ 3.36%
5 RUFF 3.16%
6 NEWZ 2.93%
7 PEJ 2.41%
8 SMIG 2.39%
9 GRPM 2.28%
10 TUSA 2.26%
11 FTDS 2.26%
12 NBSM 2.01%
13 GSC 1.83%
14 XMHQ 1.74%
15 RUNN 1.73%
16 SAWS 1.69%
17 GDIV 1.68%
18 SMAP 1.63%
19 RFG 1.49%
20 XMMO 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.70M (11.68%) 345.77K
Increased by +4.49%
Dec 31, 24
2 Vanguard Group Inc 6.54M (9.92%) 76.05K
Increased by +1.16%
Dec 31, 24
3 Amvescap Plc. 2.48M (3.76%) 138.68K
Increased by +5.59%
Dec 31, 24
4 State Street Corp 2.06M (3.12%) 75.15K
Increased by +3.65%
Dec 31, 24
5 State Street Corporation 1.97M (2.98%) 77.06K
Increased by +3.92%
Mar 31, 24
6 Neuberger Berman Group LLC 1.69M (2.56%) 43.74K
Increased by +2.59%
Dec 31, 24
7 FMR Inc 1.30M (1.97%) 402.46K
Increased by +30.94%
Dec 31, 24
8 Geode Capital Management, LLC 1.21M (1.83%) 6.00K
Increased by +0.50%
Dec 31, 24
9 Barclays PLC 1.18M (1.79%) 194.56K
Increased by +16.48%
Sep 30, 24
10 JPMorgan Chase & Co 1.13M (1.72%) -531.51K
Decreased by -46.91%
Sep 30, 24
11 Bank of America Corp 1.07M (1.62%) -433.73K
Decreased by -40.52%
Dec 31, 24
12 Citadel Advisors Llc 1.05M (1.59%) 961.71K
Increased by +91.52%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.04M (1.58%) 66.91K
Increased by +6.41%
Dec 31, 24
14 Nordea Investment Mgmt Bank Demark A/s 992.81K (1.51%) 41.36K
Increased by +4.17%
Sep 30, 24
15 Franklin Resources Inc 966.61K (1.47%) 72.69K
Increased by +7.52%
Dec 31, 24
16 Victory Capital Management Inc. 966.29K (1.47%) -19.50K
Decreased by -2.02%
Dec 31, 23
17 Geneva Capital Management 908.17K (1.38%) -14.24K
Decreased by -1.57%
Dec 31, 24
18 GW&K Investment Management, LLC 887.04K (1.35%) -82.53K
Decreased by -9.30%
Dec 31, 24
19 NORGES BANK 860.38K (1.31%) 75.46K
Increased by +8.77%
Dec 31, 24
20 Qube Research & Technologies 860.28K (1.30%) -16.67K
Decreased by -1.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.16M (3.28%) -6.97K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.11M (3.21%) 12.88K
Increased by +0.61%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.11M (3.20%) 1.37K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 1.66M (2.53%) -38.58K
Decreased by -2.32%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.56%) 14.89K
Increased by +1.45%
Mar 31, 25
6 Vanguard Small Cap Growth Index Inv 933.27K (1.42%) -23.36K
Decreased by -2.50%
Mar 31, 25
7 Neuberger Berman Genesis Inv 900.11K (1.37%) -64.70K
Decreased by -7.19%
Mar 31, 25
8 Victory Small Cap Value CIT (Net 75) 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
9 Victory Sycamore Small Company Opp R 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
10 Vanguard Explorer Inv 699.47K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price Mid-Cap Growth 689.20K (1.05%) -800.00
Decreased by -0.12%
Mar 31, 25
12 T. Rowe Price US Mid-Cap Growth Equity 689.20K (1.05%) 689.20K
Increased by +100.00%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 532.67K (0.81%) -6.31K
Decreased by -1.18%
Mar 31, 25
14 JPM US Value Advantage-MA 530.60K (0.80%) 516.45K
Increased by +97.33%
Sep 30, 23
15 JPMorgan Value Advantage L 517.60K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
16 Invesco S&P MidCap Momentum ETF 435.76K (0.66%) 1.25K
Increased by +0.29%
Feb 28, 25
17 Invesco S&P MidCap Quality ETF 427.18K (0.65%) 1.26K
Increased by +0.29%
Mar 28, 24
18 Invesco Discovery Mid Cap Growth Y 419.35K (0.64%) -30.18K
Decreased by -7.20%
Mar 31, 25
19 Invesco Mid Cap Growth 419.35K (0.64%) -89.82K
Decreased by -21.42%
Mar 31, 25
20 TD North American Dividend - I 404.56K (0.61%) 162.22K
Increased by +40.10%
Dec 31, 24