Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.19%
2 EATZ 3.84%
3 FCUS 3.71%
4 BOUT 3.38%
5 PXSG 2.88%
6 PEZ 2.60%
7 AIEQ 2.13%
8 PBJ 2.10%
9 RJMG 2.07%
10 PAMC 1.96%
11 PEJ 1.85%
12 FFTY 1.83%
13 XMMO 1.81%
14 GSC 1.77%
15 TXS 1.52%
16 RFG 1.34%
17 LSAF 1.18%
18 SURE 1.08%
19 FLCG 0.94%
20 PSC 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.92M (10.05%) 55.90K
Increased by +1.91%
Jun 30, 24
2 Vanguard Group Inc 2.88M (9.90%) -76.60K
Decreased by -2.66%
Sep 30, 24
3 American Century Companies Inc 1.18M (4.07%) 18.61K
Increased by +1.57%
Sep 30, 24
4 Federated Hermes Inc 1.05M (3.61%) -3.00
Decreased by -0.00%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 887.99K (3.05%) -48.28K
Decreased by -5.44%
Sep 30, 24
6 State Street Corp 861.78K (2.96%) 12.55K
Increased by +1.46%
Sep 30, 24
7 State Street Corporation 861.67K (2.96%) 29.01K
Increased by +3.37%
Mar 31, 24
8 Franklin Resources Inc 816.99K (2.81%) 7.20K
Increased by +0.88%
Sep 30, 24
9 Amvescap Plc. 737.52K (2.53%) 54.13K
Increased by +7.34%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 733.59K (2.52%) 87.93K
Increased by +11.99%
Jun 30, 24
11 Renaissance Technologies Corp 699.15K (2.40%) 96.16K
Increased by +13.75%
Sep 30, 24
12 Massachusetts Financial Services Company 647.68K (2.23%) 46.77K
Increased by +7.22%
Sep 30, 24
13 ClearBridge Advisors, LLC 579.70K (1.99%) -28.46K
Decreased by -4.91%
Sep 30, 24
14 Marshall Wace Asset Management Ltd 533.71K (1.83%) -7.40K
Decreased by -1.39%
Sep 30, 24
15 Geode Capital Management, LLC 532.92K (1.83%) -45.52K
Decreased by -8.54%
Sep 30, 24
16 Citadel Advisors Llc 527.88K (1.81%) -113.77K
Decreased by -21.55%
Jun 30, 24
17 Artisan Partners Limited Partnership 514.96K (1.77%) -409.17K
Decreased by -79.46%
Mar 31, 24
18 D. E. Shaw & Co LP 507.36K (1.74%) -29.38K
Decreased by -5.79%
Sep 30, 24
19 Allspring Global Investments Holdings, LLC 506.39K (1.74%) 130.96K
Increased by +25.86%
Sep 30, 23
20 Squarepoint Ops LLC 486.42K (1.67%) 18.29K
Increased by +3.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 941.09K (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 923.53K (3.17%) -3.58K
Decreased by -0.39%
Oct 31, 24
3 Vanguard Small Cap Index 735.06K (2.53%) 1.45K
Increased by +0.20%
Oct 31, 24
4 American Century US Premier Lg Cp Gr 709.00K (2.44%) 0.00
Increased by 0.00%
Sep 30, 24
5 American Century Ultra® Inv 709.00K (2.44%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 434.85K (1.49%) -2.36K
Decreased by -0.54%
Oct 31, 24
7 Vanguard Explorer Inv 409.04K (1.41%) -9.60K
Decreased by -2.35%
Sep 30, 24
8 MFS Mid Cap Growth A 408.18K (1.40%) 5.10K
Increased by +1.25%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 403.43K (1.39%) -1.51K
Decreased by -0.38%
Oct 31, 24
10 MFS Mid Cap Growth Equity 403.08K (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
11 Federated Hermes Kaufmann Growth 390.40K (1.34%) -11.10K
Decreased by -2.84%
Sep 30, 24
12 Federated Hermes Kaufmann R 390.40K (1.34%) -11.10K
Decreased by -2.84%
Sep 30, 24
13 Artisan Small Cap Investor 334.45K (1.15%) -20.50K
Decreased by -6.13%
Sep 30, 23
14 Artisan U.S. Small-Cap Growth 334.45K (1.15%) -20.50K
Decreased by -6.13%
Sep 30, 23
15 Federated Hermes Kaufmann Small Cap A 330.30K (1.14%) -10.30K
Decreased by -3.12%
Sep 30, 24
16 Federated Hermes Kaufmann Small Cap Grow 330.30K (1.14%) -10.30K
Decreased by -3.12%
Sep 30, 24
17 Invesco Discovery A 323.90K (1.11%) 17.38K
Increased by +5.36%
Nov 30, 23
18 Franklin U.S. Opportunities Composite 281.18K (0.97%) -11.16K
Decreased by -3.97%
Sep 30, 24
19 Franklin US Opportunities A(acc)USD 281.18K (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
20 ClearBridge Small Cap Growth 252.10K (0.87%) 0.00
Increased by 0.00%
Oct 31, 24