Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.75%
2 BPAY 1.93%
3 SAEF 1.89%
4 FDIG 1.20%
5 EQUL 1.18%
6 DSMC 1.10%
7 AIEQ 1.02%
8 FDWM 0.88%
9 LSAF 0.77%
10 RNMC 0.76%
11 WCEO 0.73%
12 DSTL 0.66%
13 FXR 0.61%
14 PAMC 0.58%
15 CZA 0.57%
16 MIDZ 0.53%
17 MDYG 0.46%
18 JAVA 0.38%
19 TMFX 0.37%
20 JMEE 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HHG PLC 4.01M (13.54%) -40.65K
Decreased by -1.01%
Mar 31, 25
2 BlackRock Inc 3.27M (11.05%) -349.61K
Decreased by -10.68%
Mar 31, 25
3 Vanguard Group Inc 3.24M (10.94%) -537.47K
Decreased by -16.59%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 2.44M (8.23%) 242.34K
Increased by +9.93%
Mar 31, 25
5 Impactive Capital LP 2.41M (8.13%) 292.95K
Increased by +12.16%
Mar 31, 25
6 Par Capital Management Inc 1.85M (6.25%) 500.00
Increased by +0.03%
Mar 31, 25
7 State Street Corporation 1.27M (4.28%) 48.76K
Increased by +3.84%
Mar 31, 24
8 State Street Corp 1.17M (3.94%) -78.48K
Decreased by -6.73%
Mar 31, 25
9 JPMorgan Chase & Co 1.07M (3.61%) -978.51K
Decreased by -91.61%
Mar 31, 25
10 FMR Inc 1.03M (3.46%) -149.68K
Decreased by -14.60%
Mar 31, 25
11 Earnest Partners LLC 895.41K (3.02%) 22.67K
Increased by +2.53%
Mar 31, 25
12 Lyrical Asset Management LP 826.19K (2.79%) 2.75K
Increased by +0.33%
Mar 31, 25
13 LORING WOLCOTT & COOLIDGE FID ADV LLP 793.86K (2.68%) -89.64K
Decreased by -11.29%
Mar 31, 25
14 Bank of America Corp 739.65K (2.50%) 69.25K
Increased by +9.36%
Mar 31, 25
15 River Road Asset Management, LLC 660.20K (2.23%) -65.64K
Decreased by -9.94%
Mar 31, 25
16 Geode Capital Management, LLC 651.00K (2.20%) -27.33K
Decreased by -4.20%
Mar 31, 25
17 Bessemer Group Inc 648.55K (2.19%) -137.42K
Decreased by -21.19%
Dec 31, 24
18 Barclays PLC 630.56K (2.13%) 596.50K
Increased by +94.60%
Mar 31, 25
19 Balyasny Asset Management LLC 614.67K (2.07%) 614.67K
Increased by +100.00%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 613.48K (2.07%) 10.78K
Increased by +1.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.50M (8.44%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Inst Mid Cap Growth CF 2.50M (8.44%) 0.00
Increased by 0.00%
Dec 31, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 1.73M (5.83%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.29M (4.37%) -24.03K
Decreased by -1.86%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.13M (3.82%) -4.88K
Decreased by -0.43%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.09M (3.68%) 18.38K
Increased by +1.69%
Apr 30, 25
7 Vanguard Small Cap Index 852.14K (2.88%) 4.83K
Increased by +0.57%
Apr 30, 25
8 Hartford MidCap Y 589.97K (1.99%) -17.24K
Decreased by -2.92%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 539.76K (1.82%) 2.29K
Increased by +0.43%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 474.49K (1.60%) 726.00
Increased by +0.15%
Apr 30, 25
11 Janus Henderson US SMID Cap Growth 451.88K (1.53%) -84.63K
Decreased by -18.73%
Dec 31, 24
12 Janus Henderson US SMID Cap Growth MA 451.88K (1.53%) 451.86K
Increased by +100.00%
Dec 31, 24
13 Janus Henderson Triton D 410.08K (1.38%) -39.35K
Decreased by -9.60%
Mar 31, 25
14 EARNEST Partners Smid Cap Core Founders 380.02K (1.28%) -1.87K
Decreased by -0.49%
Apr 30, 25
15 Strategic Advisers U.S. Total Stock 376.83K (1.27%) 41.61K
Increased by +11.04%
Feb 28, 25
16 Lyrical U.S. Value Equity - CS 321.18K (1.08%) -2.24K
Decreased by -0.70%
Mar 31, 25
17 Fidelity Mid-Cap Stock 296.02K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Capital Opportunity Inv 288.13K (0.97%) -5.47K
Decreased by -1.90%
Jun 30, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 275.70K (0.93%) -3.06K
Decreased by -1.11%
Apr 30, 25
20 Premier Miton US Opportunities B Acc 270.00K (0.91%) -30.00K
Decreased by -11.11%
Jan 31, 25