Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.36%
2 COWS 1.96%
3 HCOW 1.92%
4 SAEF 1.83%
5 CGMM 1.79%
6 KYC 1.30%
7 EQUL 1.18%
8 EPSB 1.10%
9 BPAY 1.02%
10 AIEQ 1.02%
11 FDIG 1.00%
12 EPSV 0.93%
13 FDWM 0.88%
14 PAMC 0.84%
15 BRNY 0.81%
16 LSAF 0.77%
17 RNMC 0.76%
18 JMID 0.75%
19 WCEO 0.73%
20 DSMC 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 3.92M (12.26%) 44.03K
Increased by +1.12%
Mar 31, 26
2 Vanguard Group Inc 3.22M (10.09%) -39.91K
Decreased by -1.24%
Dec 31, 25
3 BlackRock Inc 3.11M (9.72%) 46.68K
Increased by +1.50%
Mar 31, 26
4 Par Capital Management Inc 2.25M (7.06%) 2.98K
Increased by +0.13%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 2.10M (6.57%) -10.84K
Decreased by -0.52%
Mar 31, 26
6 Impactive Capital LP 1.71M (5.34%) -488.00K
Decreased by -28.58%
Mar 31, 26
7 Boston Partners Global Investors, Inc 1.66M (5.20%) 213.33K
Increased by +12.85%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.54M (4.83%) 1.54M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.48M (4.64%) 1.48M
Increased by +100.00%
Mar 31, 26
10 AQR Capital Management LLC 1.31M (4.09%) 415.64K
Increased by +31.84%
Mar 31, 26
11 State Street Corporation 1.27M (3.97%) 48.76K
Increased by +3.84%
Mar 31, 24
12 FMR Inc 1.23M (3.84%) 78.78K
Increased by +6.43%
Mar 31, 26
13 State Street Corp 1.09M (3.42%) 29.64K
Increased by +2.72%
Mar 31, 26
14 Earnest Partners LLC 883.00K (2.76%) -6.66K
Decreased by -0.75%
Mar 31, 26
15 Citadel Advisors Llc 869.76K (2.72%) 868.27K
Increased by +99.83%
Sep 30, 25
16 Bank of America Corp 823.68K (2.58%) 98.52K
Increased by +11.96%
Mar 31, 26
17 Lyrical Asset Management LP 760.94K (2.38%) -12.97K
Decreased by -1.70%
Mar 31, 26
18 JPMorgan Chase & Co 760.93K (2.38%) -324.86K
Decreased by -42.69%
Sep 30, 25
19 Dimensional Fund Advisors, Inc. 686.13K (2.15%) -1.52K
Decreased by -0.22%
Mar 31, 26
20 Turtle Creek Asset Management Inc. 669.34K (2.10%) 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 (7.82%) 0.00
Increased by 0.00%
Mar 31, 26
2 Janus Inst Mid Cap Growth CF 2.50M (7.82%) 0.00
Increased by 0.00%
Mar 31, 26
3 Eaton Vance Atlanta Capital SMID-Cap I 1.31M (4.10%) -52.20K
Decreased by -3.99%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.29M (4.05%) -24.03K
Decreased by -1.86%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.17M (3.65%) 216.00
Increased by +0.02%
May 29, 26
6 Vanguard Total Stock Mkt Idx Inv 1.09M (3.42%) 2.96K
Increased by +0.27%
Apr 30, 26
7 Vanguard Small Cap Index 790.74K (2.48%) -1.44K
Decreased by -0.18%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 721.40K (2.26%) -58.24K
Decreased by -8.07%
Mar 31, 26
9 Hartford MidCap Y 589.97K (1.85%) -17.24K
Decreased by -2.92%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 507.80K (1.59%) 3.70K
Increased by +0.73%
Apr 30, 26
11 EARNEST Partners Smid Cap Core Founders 400.84K (1.25%) 6.14K
Increased by +1.53%
Apr 30, 26
12 EARNEST Partners Smid Cap Core Fdrs 399.00K (1.25%) -1.84K
Decreased by -0.46%
May 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 387.28K (1.21%) 3.88K
Increased by +1.00%
Apr 30, 26
14 Strategic Advisers U.S. Total Stock 376.83K (1.18%) 41.61K
Increased by +11.04%
Feb 28, 25
15 Fidelity Value 338.20K (1.06%) 38.90K
Increased by +11.50%
Apr 30, 26
16 Fidelity Mid-Cap Stock 296.02K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
17 Janus Henderson US SMID Cap Growth MA 283.25K (0.89%) 283.23K
Increased by +99.99%
Jun 30, 25
18 Lyrical U.S. Value Equity - CS 280.91K (0.88%) -18.47K
Decreased by -6.57%
Feb 28, 26
19 Premier Miton US Opportunities B Acc 270.00K (0.85%) -30.00K
Decreased by -11.11%
Jan 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 262.32K (0.82%) -6.57K
Decreased by -2.50%
Jul 31, 25