Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 3.25%
2 IPAY 2.99%
3 SAEF 1.54%
4 DSMC 1.20%
5 EQUL 1.17%
6 FDIG 1.12%
7 FDWM 0.99%
8 WCEO 0.98%
9 LSAF 0.77%
10 RNMC 0.76%
11 PAMC 0.75%
12 DSTL 0.61%
13 FXR 0.61%
14 CZA 0.57%
15 MIDZ 0.53%
16 IVOG 0.48%
17 IJK 0.48%
18 MDYG 0.48%
19 LCDS 0.38%
20 TMFX 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 4.40M (11.15%) 487.07K
Increased by +11.07%
Jun 30, 24
2 HHG PLC 4.14M (10.48%) 49.73K
Increased by +1.20%
Jun 30, 24
3 Vanguard Group Inc 3.85M (9.75%) -154.44K
Decreased by -4.01%
Sep 30, 24
4 BlackRock Inc 3.72M (9.42%) -136.54K
Decreased by -3.67%
Jun 30, 24
5 Wellington Management Company LLP 2.71M (6.86%) -74.52K
Decreased by -2.75%
Jun 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 (3.13%) -31.69K
Decreased by -2.56%
Jun 30, 24
11 JPMorgan Chase & Co 1.05M (2.66%) 199.01K
Increased by +18.94%
Jun 30, 24
12 LORING WOLCOTT & COOLIDGE FID ADV LLP 914.25K (2.32%) 48.18K
Increased by +5.27%
Jun 30, 24
13 Lyrical Asset Management LP 862.34K (2.18%) -21.59K
Decreased by -2.50%
Jun 30, 24
14 Bessemer Group Inc 776.42K (1.97%) 41.11K
Increased by +5.29%
Jun 30, 24
15 River Road Asset Management, LLC 720.47K (1.83%) 34.26K
Increased by +4.76%
Sep 30, 24
16 Geode Capital Management, LLC 698.80K (1.77%) -567.00
Decreased by -0.08%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 584.36K (1.48%) 88.83K
Increased by +15.20%
Sep 30, 24
18 Brown Advisory Holdings Inc 512.63K (1.30%) -31.58K
Decreased by -6.16%
Sep 30, 24
19 Neuberger Berman Group LLC 465.84K (1.18%) -151.60K
Decreased by -32.54%
Jun 30, 24
20 Bank of America Corp 462.87K (1.17%) -147.81K
Decreased by -31.93%
Jun 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%
Aug 31, 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%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.29M (3.28%) 704.00
Increased by +0.05%
Oct 31, 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 614.88K (1.56%) -23.82K
Decreased by -3.87%
Sep 30, 24
8 Hartford MidCap Y 607.21K (1.54%) -12.77K
Decreased by -2.10%
Sep 30, 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%
Aug 31, 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 361.38K (0.92%) -1.86K
Decreased by -0.51%
Oct 31, 24
13 Fidelity Value 348.50K (0.88%) -9.30K
Decreased by -2.67%
Sep 30, 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 306.31K (0.78%) -24.82K
Decreased by -8.10%
Sep 30, 24
19 Premier Miton US Opportunities B Acc 300.00K (0.76%) 46.00K
Increased by +15.33%
Jul 31, 24
20 Fidelity Mid-Cap Stock 296.02K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24