Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA 4.10%
2 VICE 3.84%
3 FRTY 3.84%
4 FCUS 3.71%
5 BOUT 3.38%
6 PXSG 2.88%
7 PEZ 2.68%
8 EATZ 2.14%
9 AIEQ 2.13%
10 PBJ 2.10%
11 RJMG 2.07%
12 PEJ 1.85%
13 FFTY 1.83%
14 TXS 1.82%
15 GSC 1.77%
16 XMMO 1.55%
17 NSCS 1.34%
18 SURE 1.21%
19 LSAF 1.18%
20 RFG 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.56M (12.84%) 413.89K
Increased by +11.63%
Dec 31, 24
2 Vanguard Group Inc 2.87M (10.37%) -5.78K
Decreased by -0.20%
Dec 31, 24
3 American Century Companies Inc 1.21M (4.35%) 22.55K
Increased by +1.87%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 1.15M (4.15%) 262.23K
Increased by +22.80%
Dec 31, 24
5 Federated Hermes Inc 1.02M (3.66%) -35.94K
Decreased by -3.54%
Dec 31, 24
6 State Street Corp 889.42K (3.21%) 27.64K
Increased by +3.11%
Dec 31, 24
7 State Street Corporation 861.67K (3.11%) 29.01K
Increased by +3.37%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 733.59K (2.65%) 87.93K
Increased by +11.99%
Jun 30, 24
9 Franklin Resources Inc 713.34K (2.57%) -103.65K
Decreased by -14.53%
Dec 31, 24
10 Renaissance Technologies Corp 694.25K (2.50%) -4.90K
Decreased by -0.71%
Dec 31, 24
11 AllianceBernstein L.P. 574.00K (2.07%) 101.25K
Increased by +17.64%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 547.83K (1.98%) 14.12K
Increased by +2.58%
Dec 31, 24
13 ClearBridge Advisors, LLC 540.06K (1.95%) -39.64K
Decreased by -7.34%
Dec 31, 24
14 Alyeska Investment Group, L.P. 534.14K (1.93%) 534.14K
Increased by +100.00%
Dec 31, 24
15 Geode Capital Management, LLC 530.44K (1.91%) -2.48K
Decreased by -0.47%
Dec 31, 24
16 Citadel Advisors Llc 527.88K (1.90%) -113.77K
Decreased by -21.55%
Jun 30, 24
17 Amvescap Plc. 520.88K (1.88%) -216.65K
Decreased by -41.59%
Dec 31, 24
18 Artisan Partners Limited Partnership 514.96K (1.86%) -409.17K
Decreased by -79.46%
Mar 31, 24
19 Squarepoint Ops LLC 514.71K (1.86%) 28.29K
Increased by +5.50%
Dec 31, 24
20 D. E. Shaw & Co LP 507.36K (1.83%) -29.38K
Decreased by -5.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 948.87K (3.42%) -465.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 927.11K (3.34%) 704.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 903.38K (3.26%) -20.54K
Decreased by -2.27%
Mar 31, 25
4 American Century US Premier Lg Cp Gr 764.00K (2.76%) 55.00K
Increased by +7.20%
Mar 31, 25
5 American Century Ultra® Inv 764.00K (2.76%) 55.00K
Increased by +7.20%
Mar 31, 25
6 T. Rowe Price New Horizons 757.39K (2.73%) 194.36K
Increased by +25.66%
Mar 31, 25
7 US Small-Cap Growth II Equity Comp 757.39K (2.73%) 323.03K
Increased by +42.65%
Mar 31, 25
8 Vanguard Small Cap Index 715.40K (2.58%) -30.45K
Decreased by -4.26%
Mar 31, 25
9 MFS Mid Cap Growth A 453.00K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
10 MFS Mid Cap Growth Equity 453.00K (1.63%) 49.92K
Increased by +11.02%
Dec 31, 24
11 Vanguard Explorer Inv 452.48K (1.63%) 55.09K
Increased by +12.17%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 449.02K (1.62%) 5.20K
Increased by +1.16%
Mar 31, 25
13 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.59%) 238.17K
Increased by +53.89%
Dec 31, 24
14 Champlain Mid Cap Fund, LLC 439.97K (1.59%) 93.83K
Increased by +21.33%
Mar 31, 25
15 Franklin US Small-Mid Cap Growth Equity 426.38K (1.54%) 278.80K
Increased by +65.39%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 401.20K (1.45%) -17.62K
Decreased by -4.39%
Mar 31, 25
17 Federated Hermes Kaufmann Growth 385.00K (1.39%) -5.40K
Decreased by -1.40%
Dec 31, 24
18 Federated Hermes Kaufmann Small Cap A 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24
19 Federated Hermes Kaufmann Small Cap Grow 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24
20 Artisan Small Cap Investor 334.45K (1.21%) -20.50K
Decreased by -6.13%
Sep 30, 23