Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.78%
2 HCOW 2.27%
3 COWS 2.24%
4 BPAY 1.80%
5 SAEF 1.67%
6 EPSB 1.55%
7 FDIG 1.53%
8 EPSV 1.45%
9 DSMC 1.22%
10 EQUL 1.18%
11 CGMM 1.11%
12 AIEQ 1.02%
13 BRNY 0.99%
14 FDWM 0.88%
15 WCEO 0.87%
16 PAMC 0.86%
17 LSAF 0.77%
18 RNMC 0.76%
19 QSML 0.71%
20 DSTL 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 3.87M (13.06%) -141.25K
Decreased by -3.65%
Jun 30, 25
2 BlackRock Inc 3.27M (11.04%) -349.61K
Decreased by -10.68%
Mar 31, 25
3 Vanguard Group Inc 3.25M (10.96%) 9.66K
Increased by +0.30%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 2.44M (8.23%) 242.34K
Increased by +9.93%
Mar 31, 25
5 Impactive Capital LP 2.40M (8.08%) -14.32K
Decreased by -0.60%
Jun 30, 25
6 Par Capital Management Inc 1.85M (6.24%) 600.00
Increased by +0.03%
Jun 30, 25
7 State Street Corporation 1.27M (4.28%) 48.76K
Increased by +3.84%
Mar 31, 24
8 State Street Corp 1.17M (3.94%) -78.48K
Decreased by -6.73%
Mar 31, 25
9 JPMorgan Chase & Co 1.07M (3.60%) -978.51K
Decreased by -91.61%
Mar 31, 25
10 FMR Inc 1.03M (3.46%) -149.68K
Decreased by -14.60%
Mar 31, 25
11 Earnest Partners LLC 895.41K (3.02%) 22.67K
Increased by +2.53%
Mar 31, 25
12 Lyrical Asset Management LP 826.19K (2.79%) 2.75K
Increased by +0.33%
Mar 31, 25
13 LORING WOLCOTT & COOLIDGE FID ADV LLP 768.24K (2.59%) -25.62K
Decreased by -3.33%
Jun 30, 25
14 Bank of America Corp 739.65K (2.50%) 69.25K
Increased by +9.36%
Mar 31, 25
15 River Road Asset Management, LLC 660.20K (2.23%) -65.64K
Decreased by -9.94%
Mar 31, 25
16 Geode Capital Management, LLC 651.00K (2.20%) -27.33K
Decreased by -4.20%
Mar 31, 25
17 Bessemer Group Inc 648.55K (2.19%) -137.42K
Decreased by -21.19%
Dec 31, 24
18 HSBC Holdings PLC 638.56K (2.15%) 635.45K
Increased by +99.51%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 634.82K (2.14%) 21.34K
Increased by +3.36%
Jun 30, 25
20 Barclays PLC 630.56K (2.13%) 596.50K
Increased by +94.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.50M (8.43%) 0.00
Increased by 0.00%
Jun 30, 25
2 Janus Inst Mid Cap Growth CF 2.50M (8.43%) 0.00
Increased by 0.00%
Jun 30, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 1.94M (6.54%) -11.68K
Decreased by -0.60%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.29M (4.37%) -24.03K
Decreased by -1.86%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.12M (3.77%) -1.98K
Decreased by -0.18%
Jul 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.07M (3.62%) -22.62K
Decreased by -2.11%
Jul 31, 25
7 Vanguard Small Cap Index 831.63K (2.81%) -5.38K
Decreased by -0.65%
Jul 31, 25
8 JHancock Disciplined Value Mid Cap I 610.55K (2.06%) 610.55K
Increased by +100.00%
Jun 30, 25
9 Hartford MidCap Y 589.97K (1.99%) -17.24K
Decreased by -2.92%
Oct 31, 24
10 EARNEST Partners Smid Cap Core Founders 408.55K (1.38%) 19.66K
Increased by +4.81%
Jul 31, 25
11 Strategic Advisers U.S. Total Stock 376.83K (1.27%) 41.61K
Increased by +11.04%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 368.23K (1.24%) -160.25K
Decreased by -43.52%
Jul 31, 25
13 Fidelity Mid-Cap Stock 296.02K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
14 Lyrical U.S. Value Equity - CS 286.11K (0.97%) -16.70K
Decreased by -5.84%
Jun 30, 25
15 Janus Henderson Triton D 283.25K (0.96%) -126.83K
Decreased by -44.78%
Jun 30, 25
16 Janus Henderson US SMID Cap Growth 283.25K (0.96%) -126.83K
Decreased by -44.78%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth MA 283.25K (0.96%) 283.23K
Increased by +99.99%
Jun 30, 25
18 Fidelity Value 275.70K (0.93%) 1.20K
Increased by +0.44%
Jun 30, 25
19 Premier Miton US Opportunities B Acc 270.00K (0.91%) -30.00K
Decreased by -11.11%
Jan 31, 25
20 Vanguard Small Cap Value Index Inv 267.93K (0.90%) 976.00
Increased by +0.36%
Jul 31, 25