Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 3.11%
2 BPAY 3.10%
3 SAEF 1.54%
4 DSMC 1.23%
5 EQUL 1.18%
6 FDIG 0.98%
7 FDWM 0.87%
8 WCEO 0.84%
9 LSAF 0.77%
10 RNMC 0.76%
11 DSTL 0.61%
12 FXR 0.61%
13 PAMC 0.60%
14 CZA 0.57%
15 MIDZ 0.53%
16 IVOG 0.48%
17 MDYG 0.46%
18 IJK 0.46%
19 LCDS 0.37%
20 TMFX 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 4.16M (10.55%) 25.36K
Increased by +0.61%
Sep 30, 24
2 Vanguard Group Inc 3.85M (9.75%) -154.44K
Decreased by -4.01%
Sep 30, 24
3 BlackRock Inc 3.72M (9.42%) -136.54K
Decreased by -3.67%
Jun 30, 24
4 Wellington Management Company LLP 2.61M (6.60%) -100.93K
Decreased by -3.87%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 2.27M (5.75%) -2.13M
Decreased by -93.98%
Sep 30, 24
6 Impactive Capital LP 2.17M (5.50%) 192.56K
Increased by +8.87%
Sep 30, 24
7 Par Capital Management Inc 1.85M (4.69%) 10.00K
Increased by +0.54%
Sep 30, 24
8 FMR Inc 1.56M (3.94%) 125.26K
Increased by +8.05%
Sep 30, 24
9 State Street Corporation 1.27M (3.21%) 48.76K
Increased by +3.84%
Mar 31, 24
10 State Street Corp 1.24M (3.14%) 3.88K
Increased by +0.31%
Sep 30, 24
11 JPMorgan Chase & Co 994.53K (2.52%) -56.37K
Decreased by -5.67%
Sep 30, 24
12 LORING WOLCOTT & COOLIDGE FID ADV LLP 909.99K (2.31%) -4.26K
Decreased by -0.47%
Sep 30, 24
13 Earnest Partners LLC 863.95K (2.19%) 863.95K
Increased by +100.00%
Sep 30, 24
14 Lyrical Asset Management LP 820.24K (2.08%) -42.09K
Decreased by -5.13%
Sep 30, 24
15 Bessemer Group Inc 785.97K (1.99%) 9.55K
Increased by +1.22%
Sep 30, 24
16 River Road Asset Management, LLC 720.47K (1.83%) 34.26K
Increased by +4.76%
Sep 30, 24
17 Geode Capital Management, LLC 693.30K (1.76%) -5.50K
Decreased by -0.79%
Sep 30, 24
18 Bank of America Corp 586.84K (1.49%) 123.97K
Increased by +21.12%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 584.36K (1.48%) 88.83K
Increased by +15.20%
Sep 30, 24
20 Brown Advisory Holdings Inc 512.63K (1.30%) -31.58K
Decreased by -6.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.50M (6.33%) 0.00
Increased by 0.00%
Sep 30, 24
2 Janus Inst Mid Cap Growth CF 2.50M (6.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 1.55M (3.94%) 0.00
Increased by 0.00%
Oct 31, 24
4 iShares Core S&P Mid-Cap ETF 1.32M (3.34%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.29M (3.27%) -4.89K
Decreased by -0.38%
Oct 31, 24
6 Vanguard Small Cap Index 1.03M (2.61%) 2.00K
Increased by +0.19%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 611.65K (1.55%) -3.23K
Decreased by -0.53%
Oct 31, 24
8 Hartford MidCap Y 589.97K (1.49%) -17.24K
Decreased by -2.92%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 565.39K (1.43%) -1.71K
Decreased by -0.30%
Oct 31, 24
10 Janus Henderson Triton D 536.51K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
11 Janus Henderson US SMID Cap Growth 536.51K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
12 EARNEST Partners Smid Cap Core Founders 372.98K (0.94%) 11.61K
Increased by +3.11%
Nov 30, 24
13 Fidelity Value 352.40K (0.89%) 3.90K
Increased by +1.11%
Oct 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 323.13K (0.82%) -4.76K
Decreased by -1.47%
Oct 31, 24
15 Lyrical U.S. Value Equity - CS 318.52K (0.81%) -18.56K
Decreased by -5.83%
Sep 30, 24
16 JPM Small Cap Equity-MA 306.31K (0.78%) -42.27K
Decreased by -13.80%
Sep 30, 24
17 JPM US Small Cap Core-Composite 306.31K (0.78%) -42.27K
Decreased by -13.80%
Sep 30, 24
18 JPMorgan Small Cap Equity A 304.16K (0.77%) -2.16K
Decreased by -0.71%
Oct 31, 24
19 Premier Miton US Opportunities B Acc 300.00K (0.76%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity Mid-Cap Stock 296.02K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24