Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 4.37%
2 PEZ 3.36%
3 RUFF 3.16%
4 NEWZ 2.93%
5 EATZ 2.87%
6 OSCV 2.78%
7 ACSI 2.65%
8 PEJ 2.41%
9 SMIG 2.29%
10 TUSA 2.26%
11 FTDS 2.26%
12 OUSM 2.20%
13 GSC 1.83%
14 NBSM 1.82%
15 XMHQ 1.80%
16 RUNN 1.73%
17 SAWS 1.64%
18 SMAP 1.58%
19 GDIV 1.55%
20 WBIF 1.51%

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 (9.84%) -56.74K
Decreased by -0.88%
Mar 31, 25
3 Amvescap Plc. 2.22M (3.37%) -258.29K
Decreased by -11.63%
Mar 31, 25
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 (1.43%) -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 (1.38%) -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 2.17M (3.29%) 142.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (3.23%) -13.86K
Decreased by -0.65%
Jun 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 1.62M (2.46%) -61.49K
Decreased by -3.79%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.55%) -19.30K
Decreased by -1.89%
Jun 30, 25
6 AllianceBernstein US L/C Growth Eqty MF 996.03K (1.51%) 291.74K
Increased by +29.29%
May 30, 25
7 T. Rowe Price Mid-Cap Growth 970.00K (1.47%) 281.10K
Increased by +28.98%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Growth Equity 970.00K (1.47%) 280.80K
Increased by +28.95%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 908.76K (1.38%) -18.26K
Decreased by -2.01%
Jun 30, 25
10 Neuberger Berman Genesis Inv 866.91K (1.32%) -33.20K
Decreased by -3.83%
Jun 30, 25
11 AB Large Cap Growth A 757.56K (1.15%) 132.16K
Increased by +17.45%
Jun 30, 25
12 Victory Small Cap Value CIT (Net 75) 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
13 Victory Sycamore Small Company Opp R 700.00K (1.06%) -4.00K
Decreased by -0.57%
Dec 31, 23
14 Vanguard Explorer Inv 668.06K (1.01%) -31.41K
Decreased by -4.70%
Jun 30, 25
15 JPM US Value Advantage-MA 530.60K (0.81%) 516.45K
Increased by +97.33%
Sep 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 520.90K (0.79%) 5.80K
Increased by +1.11%
Jun 30, 25
17 JPMorgan Value Advantage L 517.60K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
18 Invesco S&P MidCap Quality ETF 472.00K (0.72%) -784.00
Decreased by -0.17%
Jul 31, 25
19 iShares Russell Mid-Cap Growth ETF 436.01K (0.66%) 0.00
Increased by 0.00%
Jul 30, 25
20 Invesco S&P MidCap Momentum ETF 435.76K (0.66%) 1.25K
Increased by +0.29%
Feb 28, 25