Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.45%
2 VICE 4.36%
3 BRNY 4.10%
4 BOUT 3.71%
5 RUFF 3.16%
6 NEWZ 2.93%
7 PEZ 2.73%
8 FTDS 2.26%
9 TUSA 2.26%
10 PEJ 2.24%
11 SMIG 2.15%
12 GRPM 2.02%
13 XMMO 1.92%
14 GSC 1.83%
15 NBSM 1.80%
16 XMHQ 1.74%
17 RUNN 1.64%
18 SAWS 1.52%
19 GDIV 1.47%
20 SMAP 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.35M (11.10%) 776.79K
Increased by +10.56%
Sep 30, 24
2 Vanguard Group Inc 6.54M (9.87%) 76.05K
Increased by +1.16%
Dec 31, 24
3 Amvescap Plc. 2.34M (3.53%) 259.57K
Increased by +11.09%
Sep 30, 24
4 State Street Corp 1.98M (2.99%) 38.72K
Increased by +1.95%
Sep 30, 24
5 State Street Corporation 1.97M (2.97%) 77.06K
Increased by +3.92%
Mar 31, 24
6 Neuberger Berman Group LLC 1.64M (2.48%) -51.03K
Decreased by -3.11%
Sep 30, 24
7 Bank of America Corp 1.50M (2.27%) 91.35K
Increased by +6.07%
Sep 30, 24
8 Geode Capital Management, LLC 1.20M (1.81%) 18.13K
Increased by +1.51%
Sep 30, 24
9 Barclays PLC 1.18M (1.78%) 194.56K
Increased by +16.48%
Sep 30, 24
10 JPMorgan Chase & Co 1.13M (1.71%) -531.51K
Decreased by -46.91%
Sep 30, 24
11 Citadel Advisors Llc 1.05M (1.59%) 961.71K
Increased by +91.52%
Jun 30, 24
12 Nordea Investment Mgmt Bank Demark A/s 992.81K (1.50%) 41.36K
Increased by +4.17%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 976.92K (1.47%) -1.53M
Decreased by -156.49%
Sep 30, 24
14 Victory Capital Management Inc. 966.29K (1.46%) -19.50K
Decreased by -2.02%
Dec 31, 23
15 Geneva Capital Management 908.17K (1.37%) -14.24K
Decreased by -1.57%
Dec 31, 24
16 FMR Inc 898.52K (1.36%) 403.72K
Increased by +44.93%
Sep 30, 24
17 Franklin Resources Inc 893.92K (1.35%) 386.00K
Increased by +43.18%
Sep 30, 24
18 GW&K Investment Management, LLC 887.04K (1.34%) -82.53K
Decreased by -9.30%
Dec 31, 24
19 Qube Research & Technologies 876.95K (1.32%) 288.07K
Increased by +32.85%
Sep 30, 24
20 AQR Capital Management LLC 870.63K (1.31%) -39.22K
Decreased by -4.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.18M (3.29%) -568.00
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.10M (3.16%) 1.85K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 1.70M (2.56%) 16.28K
Increased by +0.96%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.52%) 7.52K
Increased by +0.75%
Dec 31, 24
5 Neuberger Berman Genesis Inv 964.81K (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Growth Index Inv 962.52K (1.45%) 36.89K
Increased by +3.83%
Dec 31, 24
7 Victory Small Cap Value CIT (Net 75) 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
8 Victory Sycamore Small Company Opp R 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
9 Vanguard Explorer Inv 699.47K (1.06%) 179.00K
Increased by +25.59%
Dec 31, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 533.84K (0.81%) -22.39K
Decreased by -4.19%
Jan 31, 25
11 JPM US Value Advantage-MA 530.60K (0.80%) 516.45K
Increased by +97.33%
Sep 30, 23
12 JPMorgan Value Advantage L 517.60K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
13 Invesco Discovery Mid Cap Growth Y 509.17K (0.77%) -47.81K
Decreased by -9.39%
Dec 31, 24
14 Invesco Mid Cap Growth 509.17K (0.77%) -42.51K
Decreased by -8.35%
Dec 31, 24
15 Invesco S&P MidCap Momentum ETF 494.14K (0.75%) 4.44K
Increased by +0.90%
Jan 31, 25
16 Invesco S&P MidCap Quality ETF 427.18K (0.64%) 1.26K
Increased by +0.29%
Mar 28, 24
17 iShares S&P Mid-Cap 400 Growth ETF 412.89K (0.62%) -534.00
Decreased by -0.13%
Jan 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 401.82K (0.61%) 1.20K
Increased by +0.30%
Jan 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 400.36K (0.60%) 205.10K
Increased by +51.23%
Dec 31, 24
20 Invesco Discovery A 399.38K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24