Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.29%
2 BRNY 4.37%
3 PEZ 3.36%
4 RUFF 3.16%
5 NEWZ 2.93%
6 SMIG 2.48%
7 GRPM 2.42%
8 PEJ 2.41%
9 FTDS 2.26%
10 TUSA 2.26%
11 NBSM 2.12%
12 GSC 1.83%
13 XMHQ 1.74%
14 SAWS 1.73%
15 RUNN 1.73%
16 SMAP 1.72%
17 GDIV 1.71%
18 RFG 1.51%
19 XMMO 1.50%
20 LCLG 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.03M (10.66%) -673.62K
Decreased by -9.59%
Mar 31, 25
2 Vanguard Group Inc 6.48M (9.83%) -56.74K
Decreased by -0.88%
Mar 31, 25
3 Amvescap Plc. 2.48M (3.76%) 138.68K
Increased by +5.59%
Dec 31, 24
4 Axiom Investors 2.17M (3.30%) 2.12M
Increased by +97.37%
Mar 31, 25
5 State Street Corp 2.11M (3.21%) 56.20K
Increased by +2.66%
Mar 31, 25
6 State Street Corporation 1.97M (2.98%) 77.06K
Increased by +3.92%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 1.61M (2.44%) 1.09M
Increased by +67.67%
Mar 31, 25
8 Neuberger Berman Group LLC 1.60M (2.43%) -85.49K
Decreased by -5.34%
Mar 31, 25
9 Bank of America Corp 1.29M (1.96%) 221.42K
Increased by +17.14%
Mar 31, 25
10 Geode Capital Management, LLC 1.28M (1.95%) 75.08K
Increased by +5.85%
Mar 31, 25
11 AQR Capital Management LLC 1.26M (1.91%) 443.77K
Increased by +35.18%
Mar 31, 25
12 JPMorgan Chase & Co 1.13M (1.72%) -531.51K
Decreased by -46.91%
Sep 30, 24
13 Citadel Advisors Llc 1.05M (1.59%) 961.71K
Increased by +91.52%
Jun 30, 24
14 Victory Capital Management Inc. 966.29K (1.47%) -19.50K
Decreased by -2.02%
Dec 31, 23
15 FMR Inc 939.19K (1.42%) -361.80K
Decreased by -38.52%
Mar 31, 25
16 Franklin Resources Inc 922.00K (1.40%) -44.61K
Decreased by -4.84%
Mar 31, 25
17 Geneva Capital Management 906.40K (1.37%) -1.77K
Decreased by -0.20%
Mar 31, 25
18 Barclays PLC 888.60K (1.35%) 455.55K
Increased by +51.27%
Mar 31, 25
19 GW&K Investment Management, LLC 876.32K (1.33%) -10.73K
Decreased by -1.22%
Mar 31, 25
20 NORGES BANK 860.38K (1.31%) 75.46K
Increased by +8.77%
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 2.14M (3.24%) 22.45K
Increased by +1.05%
Apr 30, 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 1.67M (2.54%) 10.16K
Increased by +0.61%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.57%) 5.58K
Increased by +0.54%
Apr 30, 25
6 Vanguard Small Cap Growth Index Inv 932.44K (1.41%) -832.00
Decreased by -0.09%
Apr 30, 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 JPM US Value Advantage-MA 530.60K (0.80%) 516.45K
Increased by +97.33%
Sep 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 526.83K (0.80%) -5.84K
Decreased by -1.11%
Apr 30, 25
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