Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 3.01%
2 BPAY 2.34%
3 SAEF 1.70%
4 FDIG 1.46%
5 EQUL 1.18%
6 DSMC 1.01%
7 FDWM 0.88%
8 LSAF 0.77%
9 RNMC 0.76%
10 DSTL 0.66%
11 WCEO 0.64%
12 FXR 0.61%
13 PAMC 0.58%
14 CZA 0.57%
15 MIDZ 0.53%
16 MDYG 0.46%
17 JAVA 0.38%
18 JMEE 0.37%
19 TMFX 0.37%
20 MIDE 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 4.05M (11.30%) -111.30K
Decreased by -2.75%
Dec 31, 24
2 Vanguard Group Inc 3.78M (10.53%) -69.34K
Decreased by -1.84%
Dec 31, 24
3 BlackRock Inc 3.62M (10.10%) -19.49K
Decreased by -0.54%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 2.20M (6.13%) -70.70K
Decreased by -3.22%
Dec 31, 24
5 Impactive Capital LP 2.12M (5.90%) -54.65K
Decreased by -2.58%
Dec 31, 24
6 JPMorgan Chase & Co 2.05M (5.71%) 57.56K
Increased by +2.81%
Dec 31, 24
7 Par Capital Management Inc 1.85M (5.16%) 0.00
Increased by 0.00%
Dec 31, 24
8 State Street Corporation 1.27M (3.54%) 48.76K
Increased by +3.84%
Mar 31, 24
9 State Street Corp 1.25M (3.47%) 4.11K
Increased by +0.33%
Dec 31, 24
10 FMR Inc 1.18M (3.28%) -380.39K
Decreased by -32.37%
Dec 31, 24
11 LORING WOLCOTT & COOLIDGE FID ADV LLP 883.50K (2.46%) -26.49K
Decreased by -3.00%
Dec 31, 24
12 Earnest Partners LLC 872.73K (2.43%) 8.78K
Increased by +1.01%
Dec 31, 24
13 Wellington Management Company LLP 828.99K (2.31%) -1.78M
Decreased by -214.50%
Dec 31, 24
14 Lyrical Asset Management LP 823.43K (2.30%) 3.19K
Increased by +0.39%
Dec 31, 24
15 River Road Asset Management, LLC 725.84K (2.02%) 5.38K
Increased by +0.74%
Dec 31, 24
16 Geode Capital Management, LLC 678.33K (1.89%) -14.97K
Decreased by -2.21%
Dec 31, 24
17 Bank of America Corp 670.41K (1.87%) 83.56K
Increased by +12.46%
Dec 31, 24
18 Bessemer Group Inc 648.55K (1.81%) -137.42K
Decreased by -21.19%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 602.69K (1.68%) 18.33K
Increased by +3.04%
Dec 31, 24
20 Brown Advisory Holdings Inc 512.63K (1.43%) -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 (6.97%) 0.00
Increased by 0.00%
Jan 31, 25
2 Janus Inst Mid Cap Growth CF 2.50M (6.97%) 0.00
Increased by 0.00%
Dec 31, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 1.73M (4.81%) 197.94K
Increased by +11.47%
Jan 31, 25
4 iShares Core S&P Mid-Cap ETF 1.29M (3.61%) 966.00
Increased by +0.07%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.25M (3.49%) 704.00
Increased by +0.06%
Feb 28, 25
6 Vanguard Small Cap Index 1.02M (2.83%) 819.00
Increased by +0.08%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 603.85K (1.68%) 812.00
Increased by +0.13%
Feb 28, 25
8 Hartford MidCap Y 589.97K (1.64%) -17.24K
Decreased by -2.92%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 570.60K (1.59%) -3.12K
Decreased by -0.55%
Feb 28, 25
10 Janus Henderson US SMID Cap Growth 451.88K (1.26%) -84.63K
Decreased by -18.73%
Dec 31, 24
11 Janus Henderson US SMID Cap Growth MA 451.88K (1.26%) 451.86K
Increased by +100.00%
Dec 31, 24
12 Janus Henderson Triton D 449.43K (1.25%) -2.45K
Decreased by -0.55%
Jan 31, 25
13 EARNEST Partners Smid Cap Core Founders 384.03K (1.07%) -5.27K
Decreased by -1.37%
Feb 28, 25
14 Strategic Advisers U.S. Total Stock 335.23K (0.93%) 3.16K
Increased by +0.94%
Jan 31, 25
15 Fidelity Value 332.50K (0.93%) -32.80K
Decreased by -9.86%
Jan 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 321.40K (0.90%) 3.06K
Increased by +0.95%
Feb 28, 25
17 Lyrical U.S. Value Equity - CS 320.47K (0.89%) -6.46K
Decreased by -2.02%
Dec 31, 24
18 JPM Small Cap Equity-MA 319.53K (0.89%) 13.21K
Increased by +4.14%
Dec 31, 24
19 JPM US Small Cap Core-Composite 319.53K (0.89%) 13.21K
Increased by +4.14%
Dec 31, 24
20 JPMorgan Small Cap Equity A 319.53K (0.89%) 0.00
Increased by 0.00%
Jan 31, 25