Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 3.84%
2 FCUS 3.71%
3 BOUT 3.38%
4 TOGA 3.24%
5 PXSG 2.88%
6 PEZ 2.41%
7 FRTY 2.21%
8 PBJ 2.10%
9 RJMG 2.07%
10 EATZ 1.90%
11 PEJ 1.85%
12 FFTY 1.83%
13 GSC 1.77%
14 NSCS 1.57%
15 XMMO 1.55%
16 TXS 1.34%
17 TMFM 1.22%
18 RFG 0.90%
19 PAMC 0.88%
20 FQAL 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.17M (12.08%) -119.31K
Decreased by -3.76%
Jun 30, 25
2 Vanguard Group Inc 2.69M (10.23%) -85.53K
Decreased by -3.18%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 2.15M (8.20%) 506.32K
Increased by +23.51%
Jun 30, 25
4 American Century Companies Inc 1.56M (5.93%) 294.79K
Increased by +18.93%
Jun 30, 25
5 T. Rowe Price Investment Management,Inc. 992.29K (3.78%) 49.51K
Increased by +4.99%
Jun 30, 25
6 State Street Corporation 861.67K (3.28%) 29.01K
Increased by +3.37%
Mar 31, 24
7 Wellington Management Company LLP 848.95K (3.23%) 668.14K
Increased by +78.70%
Jun 30, 25
8 State Street Corp 841.16K (3.20%) -67.19K
Decreased by -7.99%
Jun 30, 25
9 Champlain Investment Partners, LLC 741.10K (2.82%) 109.11K
Increased by +14.72%
Jun 30, 25
10 Artisan Partners Limited Partnership 737.37K (2.81%) 334.58K
Increased by +45.38%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 733.59K (2.79%) 87.93K
Increased by +11.99%
Jun 30, 24
12 Alyeska Investment Group, L.P. 693.12K (2.64%) 158.98K
Increased by +22.94%
Mar 31, 25
13 Franklin Resources Inc 688.21K (2.62%) -34.96K
Decreased by -5.08%
Jun 30, 25
14 Massachusetts Financial Services Company 632.71K (2.41%) 194.98K
Increased by +30.82%
Jun 30, 25
15 Geode Capital Management, LLC 616.06K (2.34%) -10.16K
Decreased by -1.65%
Jun 30, 25
16 Renaissance Technologies Corp 557.95K (2.12%) -187.70K
Decreased by -33.64%
Jun 30, 25
17 Marshall Wace Asset Management Ltd 547.83K (2.09%) 14.12K
Increased by +2.58%
Dec 31, 24
18 Citadel Advisors Llc 527.88K (2.01%) -113.77K
Decreased by -21.55%
Jun 30, 24
19 AllianceBernstein L.P. 522.40K (1.99%) 93.93K
Increased by +17.98%
Jun 30, 25
20 Amvescap Plc. 520.88K (1.98%) -216.65K
Decreased by -41.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 927.11K (3.53%) 704.00
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 908.25K (3.46%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 876.91K (3.34%) -20.87K
Decreased by -2.38%
Jul 31, 25
4 American Century US Premier Lg Cp Gr 764.00K (2.91%) 0.00
Increased by 0.00%
Jun 30, 25
5 American Century Ultra® Inv 764.00K (2.91%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 677.39K (2.58%) -4.43K
Decreased by -0.65%
Jul 31, 25
7 American Funds SMALLCAP World A 588.23K (2.24%) 411.16K
Increased by +69.90%
Jun 30, 25
8 MFS Mid Cap Growth A 549.05K (2.09%) 172.39K
Increased by +31.40%
Jul 31, 25
9 US Small-Cap Growth II Equity Comp 505.09K (1.92%) -252.31K
Decreased by -49.95%
Jun 30, 25
10 T. Rowe Price New Horizons 454.14K (1.73%) -50.95K
Decreased by -11.22%
Jul 31, 25
11 Champlain Mid Cap Fund, LLC 443.55K (1.69%) -35.95K
Decreased by -8.10%
Aug 31, 25
12 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.68%) 238.17K
Increased by +53.89%
Dec 31, 24
13 Franklin US Small-Mid Cap Growth Equity 426.38K (1.62%) 278.80K
Increased by +65.39%
Mar 31, 25
14 Vanguard Explorer Inv 422.02K (1.61%) -30.46K
Decreased by -7.22%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 381.62K (1.45%) -695.00
Decreased by -0.18%
Jul 31, 25
16 MFS Mid Cap Growth Equity 376.66K (1.43%) 164.19K
Increased by +43.59%
Jun 30, 25
17 Franklin U.S. Opportunities Composite 340.77K (1.30%) 120.48K
Increased by +35.36%
Jun 30, 25
18 Federated Hermes Kaufmann Small Cap A 335.70K (1.28%) 5.40K
Increased by +1.61%
Dec 31, 24
19 Federated Hermes Kaufmann Small Cap Grow 335.70K (1.28%) 5.40K
Increased by +1.61%
Dec 31, 24
20 Artisan Small Cap Investor 334.45K (1.27%) -20.50K
Decreased by -6.13%
Sep 30, 23