Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.07%
2 IPAY 3.96%
3 FDIG 1.68%
4 DSMC 1.46%
5 EQUL 1.39%
6 WCEO 1.06%
7 FDWM 0.92%
8 LSAF 0.77%
9 RNMC 0.76%
10 PAMC 0.75%
11 DSTL 0.73%
12 FXR 0.61%
13 IJK 0.58%
14 MDYG 0.58%
15 CZA 0.57%
16 IVOG 0.57%
17 MIDZ 0.53%
18 TMFX 0.47%
19 LCDS 0.46%
20 MIDE 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.11M (10.08%) -90.24K
Decreased by -2.20%
Mar 31, 24
2 HHG PLC 4.09M (10.03%) -1.88K
Decreased by -0.05%
Mar 31, 24
3 BlackRock Inc 3.86M (9.46%) 14.07K
Increased by +0.37%
Mar 31, 24
4 Wellington Management Company LLP 2.78M (6.82%) -339.90K
Decreased by -12.22%
Mar 31, 24
5 Impactive Capital LP 2.11M (5.16%) 0.00
Increased by 0.00%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 1.96M (4.80%) 38.19K
Increased by +1.95%
Mar 31, 24
7 Par Capital Management Inc 1.85M (4.54%) 0.00
Increased by 0.00%
Mar 31, 24
8 State Street Corporation 1.27M (3.11%) 48.76K
Increased by +3.84%
Mar 31, 24
9 FMR Inc 1.10M (2.70%) 633.18K
Increased by +57.47%
Mar 31, 24
10 Lyrical Asset Management LP 883.93K (2.17%) 883.93K
Increased by +100.00%
Mar 31, 24
11 LORING WOLCOTT & COOLIDGE FID ADV LLP 866.07K (2.12%) -295.00
Decreased by -0.03%
Mar 31, 24
12 JPMorgan Chase & Co 851.88K (2.09%) -181.25K
Decreased by -21.28%
Mar 31, 24
13 Bessemer Group Inc 735.31K (1.80%) 4.26K
Increased by +0.58%
Mar 31, 24
14 Geode Capital Management, LLC 699.37K (1.72%) 30.38K
Increased by +4.34%
Mar 31, 24
15 River Road Asset Management, LLC 658.00K (1.61%) -69.46K
Decreased by -10.56%
Mar 31, 24
16 Neuberger Berman Group LLC 617.44K (1.51%) -22.70K
Decreased by -3.68%
Mar 31, 24
17 Bank of America Corp 610.68K (1.50%) 27.78K
Increased by +4.55%
Mar 31, 24
18 Brown Advisory Holdings Inc 609.44K (1.49%) -7.55K
Decreased by -1.24%
Mar 31, 24
19 NORGES BANK 461.29K (1.13%) 14.80K
Increased by +3.21%
Dec 31, 23
20 Goldman Sachs Group Inc 444.68K (1.09%) 186.75K
Increased by +42.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.50M (6.13%) 33.46K
Increased by +1.34%
May 31, 24
2 Janus Inst Mid Cap Growth CF 2.47M (6.05%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.32M (3.23%) -28.69K
Decreased by -2.18%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 1.31M (3.20%) 2.16K
Increased by +0.17%
Jun 28, 24
5 Eaton Vance Atlanta Capital SMID-Cap I 1.30M (3.20%) 0.00
Increased by 0.00%
May 31, 24
6 Vanguard Small Cap Index 1.05M (2.58%) -37.20K
Decreased by -3.53%
Jun 30, 24
7 Hartford MidCap Y 638.32K (1.57%) 45.76K
Increased by +7.17%
May 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 634.25K (1.56%) -10.06K
Decreased by -1.59%
Jun 30, 24
9 Vanguard Small Cap Growth Index Inv 592.33K (1.45%) -27.50K
Decreased by -4.64%
Jun 30, 24
10 Janus Henderson Triton D 536.51K (1.32%) 0.00
Increased by 0.00%
May 31, 24
11 Janus Henderson US SMID Cap Growth 536.51K (1.32%) -2.74K
Decreased by -0.51%
Mar 31, 24
12 Lyrical U.S. Value Equity - CS 348.75K (0.86%) 1.00K
Increased by +0.29%
Jun 30, 24
13 JPM Small Cap Equity-MA 348.58K (0.85%) 345.31K
Increased by +99.06%
Jun 30, 24
14 JPM US Small Cap Core-Composite 348.58K (0.85%) 58.66K
Increased by +16.83%
Jun 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 336.45K (0.83%) -15.42K
Decreased by -4.58%
Jun 30, 24
16 Fidelity Mid-Cap Stock 296.93K (0.73%) 0.00
Increased by 0.00%
May 31, 24
17 Vanguard Capital Opportunity Inv 293.60K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
18 JPMorgan Small Cap Equity A 289.17K (0.71%) 11.52K
Increased by +3.98%
May 31, 24
19 iShares S&P Mid-Cap 400 Growth ETF 284.66K (0.70%) 396.00
Increased by +0.14%
Jun 28, 24
20 Lyrical U.S. Value Equity – EQ 273.27K (0.67%) -11.05K
Decreased by -4.04%
Jun 30, 24