Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.96%
2 COWS 1.96%
3 FDIG 1.95%
4 HCOW 1.92%
5 SAEF 1.83%
6 CGMM 1.76%
7 KYC 1.52%
8 EPSB 1.32%
9 EPSV 1.24%
10 WCEO 1.23%
11 EQUL 1.18%
12 BPAY 1.17%
13 AIEQ 1.02%
14 FDWM 0.88%
15 PAMC 0.84%
16 BRNY 0.81%
17 DSMC 0.77%
18 LSAF 0.77%
19 RNMC 0.76%
20 JMID 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 3.92M (13.20%) 44.03K
Increased by +1.12%
Mar 31, 26
2 Vanguard Group Inc 3.22M (10.86%) -39.91K
Decreased by -1.24%
Dec 31, 25
3 BlackRock Inc 3.11M (10.47%) 46.68K
Increased by +1.50%
Mar 31, 26
4 Par Capital Management Inc 2.25M (7.60%) 2.98K
Increased by +0.13%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 2.10M (7.08%) -10.84K
Decreased by -0.52%
Mar 31, 26
6 Impactive Capital LP 1.71M (5.76%) -488.00K
Decreased by -28.58%
Mar 31, 26
7 Boston Partners Global Investors, Inc 1.66M (5.60%) 213.33K
Increased by +12.85%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.54M (5.20%) 1.54M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.48M (5.00%) 1.48M
Increased by +100.00%
Mar 31, 26
10 AQR Capital Management LLC 1.31M (4.40%) 415.64K
Increased by +31.84%
Mar 31, 26
11 State Street Corporation 1.27M (4.28%) 48.76K
Increased by +3.84%
Mar 31, 24
12 FMR Inc 1.23M (4.13%) 78.78K
Increased by +6.43%
Mar 31, 26
13 State Street Corp 1.09M (3.68%) 29.64K
Increased by +2.72%
Mar 31, 26
14 Earnest Partners LLC 883.00K (2.98%) -6.66K
Decreased by -0.75%
Mar 31, 26
15 Citadel Advisors Llc 869.76K (2.93%) 868.27K
Increased by +99.83%
Sep 30, 25
16 Bank of America Corp 823.68K (2.78%) 98.52K
Increased by +11.96%
Mar 31, 26
17 Lyrical Asset Management LP 760.94K (2.57%) -12.97K
Decreased by -1.70%
Mar 31, 26
18 JPMorgan Chase & Co 760.93K (2.57%) -324.86K
Decreased by -42.69%
Sep 30, 25
19 Dimensional Fund Advisors, Inc. 686.13K (2.31%) -1.52K
Decreased by -0.22%
Mar 31, 26
20 Turtle Creek Asset Management Inc. 669.34K (2.26%) 246.92K
Increased by +36.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.50M (8.42%) 0.00
Increased by 0.00%
Apr 30, 26
2 Janus Inst Mid Cap Growth CF 2.50M (8.42%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.29M (4.36%) -24.03K
Decreased by -1.86%
Sep 30, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 1.25M (4.20%) 0.00
Increased by 0.00%
May 31, 26
5 iShares Core S&P Mid-Cap ETF 1.18M (3.98%) -5.33K
Decreased by -0.45%
Jun 30, 26
6 Vanguard Total Stock Mkt Idx Inv 1.05M (3.53%) -48.30K
Decreased by -4.61%
Jun 30, 26
7 Vanguard Small Cap Index 755.87K (2.55%) -33.60K
Decreased by -4.44%
Jun 30, 26
8 Hartford MidCap Y 589.97K (1.99%) -17.24K
Decreased by -2.92%
Oct 31, 24
9 JHancock Disciplined Value Mid Cap I 560.75K (1.89%) -160.65K
Decreased by -28.65%
May 31, 26
10 Vanguard Small Cap Value Index Inv 478.55K (1.61%) -30.09K
Decreased by -6.29%
Jun 30, 26
11 EARNEST Partners Smid Cap Core Founders 400.84K (1.35%) 6.14K
Increased by +1.53%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 397.50K (1.34%) 9.71K
Increased by +2.44%
Jun 30, 26
13 EARNEST Partners Smid Cap Core Fdrs 390.21K (1.32%) -8.79K
Decreased by -2.25%
Jun 30, 26
14 Capital Group U.S. Small and Mid Cap ETF 384.47K (1.30%) 42.83K
Increased by +11.14%
Jun 30, 26
15 Strategic Advisers U.S. Total Stock 376.83K (1.27%) 41.61K
Increased by +11.04%
Feb 28, 25
16 Fidelity Value 372.30K (1.26%) 34.10K
Increased by +9.16%
May 31, 26
17 Fidelity Mid-Cap Stock 296.02K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Janus Henderson US SMID Cap Growth MA 283.25K (0.95%) 283.23K
Increased by +99.99%
Jun 30, 25
19 Janus Henderson Enterprise CF Class III 278.48K (0.94%) 17.66K
Increased by +6.34%
Jun 30, 26
20 Lyrical U.S. Value Equity - CS 270.02K (0.91%) 1.88K
Increased by +0.70%
Jun 30, 26