Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.82%
2 HCOW 2.34%
3 COWS 2.31%
4 BPAY 1.82%
5 SAEF 1.67%
6 FDIG 1.62%
7 DSMC 1.30%
8 EQUL 1.18%
9 AIEQ 1.02%
10 BRNY 0.97%
11 WCEO 0.91%
12 FDWM 0.88%
13 LSAF 0.77%
14 RNMC 0.76%
15 QSML 0.74%
16 DSTL 0.66%
17 FXR 0.61%
18 PAMC 0.58%
19 CZA 0.57%
20 MIDZ 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 4.01M (13.53%) -40.65K
Decreased by -1.01%
Mar 31, 25
2 BlackRock Inc 3.27M (11.04%) -349.61K
Decreased by -10.68%
Mar 31, 25
3 Vanguard Group Inc 3.24M (10.93%) -537.47K
Decreased by -16.59%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 2.44M (8.23%) 242.34K
Increased by +9.93%
Mar 31, 25
5 Impactive Capital LP 2.41M (8.13%) 292.95K
Increased by +12.16%
Mar 31, 25
6 Par Capital Management Inc 1.85M (6.24%) 500.00
Increased by +0.03%
Mar 31, 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 793.86K (2.68%) -89.64K
Decreased by -11.29%
Mar 31, 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 Barclays PLC 630.56K (2.13%) 596.50K
Increased by +94.60%
Mar 31, 25
20 Balyasny Asset Management LLC 614.67K (2.07%) 614.67K
Increased by +100.00%
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%
Apr 30, 25
2 Janus Inst Mid Cap Growth CF 2.50M (8.43%) 0.00
Increased by 0.00%
Mar 31, 25
3 Eaton Vance Atlanta Capital SMID-Cap I 1.95M (6.58%) 0.00
Increased by 0.00%
May 31, 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 (3.76%) 576.00
Increased by +0.05%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.09M (3.68%) 680.00
Increased by +0.06%
May 31, 25
7 Vanguard Small Cap Index 856.48K (2.89%) 4.34K
Increased by +0.51%
May 31, 25
8 Hartford MidCap Y 589.97K (1.99%) -17.24K
Decreased by -2.92%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 543.36K (1.83%) 3.60K
Increased by +0.66%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 471.26K (1.59%) -3.22K
Decreased by -0.68%
May 31, 25
11 Janus Henderson US SMID Cap Growth MA 451.88K (1.52%) 451.86K
Increased by +100.00%
Dec 31, 24
12 Janus Henderson Triton D 410.08K (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
13 Janus Henderson US SMID Cap Growth 410.08K (1.38%) -41.80K
Decreased by -10.19%
Mar 31, 25
14 EARNEST Partners Smid Cap Core Founders 388.89K (1.31%) 11.14K
Increased by +2.87%
Jun 30, 25
15 Strategic Advisers U.S. Total Stock 376.83K (1.27%) 41.61K
Increased by +11.04%
Feb 28, 25
16 Fidelity Mid-Cap Stock 296.02K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
17 Lyrical U.S. Value Equity - CS 286.11K (0.97%) -16.70K
Decreased by -5.84%
Jun 30, 25
18 Fidelity Value 274.50K (0.93%) -5.90K
Decreased by -2.15%
May 31, 25
19 Premier Miton US Opportunities B Acc 270.00K (0.91%) -30.00K
Decreased by -11.11%
Jan 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 268.89K (0.91%) -677.00
Decreased by -0.25%
Jun 30, 25