Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.89%
2 VICE 4.55%
3 BRNY 4.37%
4 BOUT 3.71%
5 PEZ 3.36%
6 RUFF 3.16%
7 NEWZ 2.93%
8 PEJ 2.41%
9 TUSA 2.26%
10 FTDS 2.26%
11 GRPM 2.17%
12 SMIG 2.16%
13 NBSM 1.88%
14 GSC 1.83%
15 XMHQ 1.74%
16 RUNN 1.73%
17 SAWS 1.55%
18 GDIV 1.54%
19 SMAP 1.54%
20 RFG 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.70M (11.67%) 345.77K
Increased by +4.49%
Dec 31, 24
2 Vanguard Group Inc 6.54M (9.91%) 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 (1.50%) 41.36K
Increased by +4.17%
Sep 30, 24
15 Franklin Resources Inc 966.61K (1.46%) 72.69K
Increased by +7.52%
Dec 31, 24
16 Victory Capital Management Inc. 966.29K (1.46%) -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 (1.34%) -82.53K
Decreased by -9.30%
Dec 31, 24
19 NORGES BANK 860.38K (1.30%) 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 2.18M (3.30%) 3.81K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.10M (3.18%) 1.13K
Increased by +0.05%
Feb 28, 25
3 Vanguard Small Cap Index 1.70M (2.58%) 1.39K
Increased by +0.08%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.53%) 942.00
Increased by +0.09%
Feb 28, 25
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 956.63K (1.45%) -4.31K
Decreased by -0.45%
Feb 28, 25
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 T. Rowe Price Mid-Cap Growth 690.00K (1.05%) 190.00K
Increased by +27.54%
Feb 28, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 538.98K (0.82%) 5.14K
Increased by +0.95%
Feb 28, 25
12 JPM US Value Advantage-MA 530.60K (0.80%) 516.45K
Increased by +97.33%
Sep 30, 23
13 JPMorgan Value Advantage L 517.60K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
14 Invesco Mid Cap Growth 509.17K (0.77%) -42.51K
Decreased by -8.35%
Dec 31, 24
15 Invesco Discovery Mid Cap Growth Y 449.52K (0.68%) -59.65K
Decreased by -13.27%
Feb 28, 25
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 iShares S&P Mid-Cap 400 Growth ETF 410.00K (0.62%) 503.00
Increased by +0.12%
Mar 31, 25
19 TD North American Dividend - I 404.56K (0.61%) 162.22K
Increased by +40.10%
Dec 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 401.92K (0.61%) 100.00
Increased by +0.02%
Feb 28, 25