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 SCDV 2.75%
6 OSCV 2.56%
7 PEJ 2.41%
8 ACSI 2.37%
9 TUSA 2.26%
10 FTDS 2.26%
11 SMIG 2.21%
12 OUSM 2.19%
13 EATZ 1.92%
14 GSC 1.83%
15 XMHQ 1.77%
16 EQWM 1.77%
17 RUNN 1.73%
18 FORH 1.70%
19 WBIF 1.58%
20 SMAP 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.72M (10.22%) -310.55K
Decreased by -4.62%
Jun 30, 25
2 Vanguard Group Inc 6.36M (9.67%) -126.95K
Decreased by -2.00%
Jun 30, 25
3 AllianceBernstein L.P. 3.17M (4.83%) 2.67M
Increased by +84.08%
Jun 30, 25
4 Amvescap Plc. 2.60M (3.96%) 382.70K
Increased by +14.70%
Jun 30, 25
5 AQR Capital Management LLC 2.34M (3.56%) 1.08M
Increased by +46.16%
Jun 30, 25
6 T. Rowe Price Investment Management,Inc. 2.20M (3.35%) 595.07K
Increased by +26.99%
Jun 30, 25
7 Axiom Investors 2.17M (3.31%) 2.12M
Increased by +97.37%
Mar 31, 25
8 State Street Corp 2.05M (3.12%) -60.67K
Decreased by -2.95%
Jun 30, 25
9 State Street Corporation 1.97M (2.99%) 77.06K
Increased by +3.92%
Mar 31, 24
10 Neuberger Berman Group LLC 1.56M (2.38%) -39.65K
Decreased by -2.54%
Jun 30, 25
11 Geode Capital Management, LLC 1.30M (1.98%) 19.30K
Increased by +1.48%
Jun 30, 25
12 Bank of America Corp 1.29M (1.97%) 221.42K
Increased by +17.14%
Mar 31, 25
13 JPMorgan Chase & Co 1.13M (1.72%) -531.51K
Decreased by -46.91%
Sep 30, 24
14 FMR Inc 1.08M (1.65%) 142.75K
Increased by +13.19%
Jun 30, 25
15 Citadel Advisors Llc 1.05M (1.60%) 961.71K
Increased by +91.52%
Jun 30, 24
16 Franklin Resources Inc 1.01M (1.54%) 89.63K
Increased by +8.86%
Jun 30, 25
17 Victory Capital Management Inc. 966.29K (1.47%) -19.50K
Decreased by -2.02%
Dec 31, 23
18 Geneva Capital Management 961.39K (1.46%) 54.99K
Increased by +5.72%
Jun 30, 25
19 Qube Research & Technologies 920.00K (1.40%) 131.30K
Increased by +14.27%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 888.83K (1.35%) 51.97K
Increased by +5.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.16M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.11M (3.21%) 1.37K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.08M (3.16%) -48.12K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Small Cap Index 1.61M (2.45%) -10.40K
Decreased by -0.65%
Jul 31, 25
5 AllianceBernstein US L/C Growth Eqty MF 1.39M (2.12%) 394.51K
Increased by +28.37%
Jul 31, 25
6 T. Rowe Price Mid-Cap Growth 1.02M (1.55%) 48.10K
Increased by +4.72%
Jul 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 970.00K (1.48%) 280.80K
Increased by +28.95%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 906.83K (1.38%) -1.93K
Decreased by -0.21%
Jul 31, 25
9 Neuberger Berman Genesis Inv 866.91K (1.32%) -33.20K
Decreased by -3.83%
Jun 30, 25
10 AB Large Cap Growth A 780.09K (1.19%) 22.53K
Increased by +2.89%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 712.27K (1.08%) -309.23K
Decreased by -43.41%
Jul 31, 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 (1.02%) -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 JPMorgan Value Advantage L 517.60K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 508.18K (0.77%) -12.72K
Decreased by -2.50%
Jul 31, 25
18 Invesco S&P MidCap Quality ETF 473.27K (0.72%) 98.00
Increased by +0.02%
Aug 29, 25
19 iShares Russell Mid-Cap Growth ETF 436.25K (0.66%) 0.00
Increased by 0.00%
Aug 31, 25
20 Invesco S&P MidCap Momentum ETF 435.76K (0.66%) 1.25K
Increased by +0.29%
Feb 28, 25