Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 6.05%
2 VICE 3.84%
3 FCUS 3.71%
4 TOGA 3.60%
5 BOUT 3.38%
6 PXSG 2.88%
7 PEZ 2.68%
8 EATZ 2.50%
9 TXS 2.16%
10 PBJ 2.10%
11 RJMG 2.07%
12 PEJ 1.85%
13 FFTY 1.83%
14 GSC 1.77%
15 NSCS 1.62%
16 XMMO 1.55%
17 RFG 1.38%
18 LSAF 1.18%
19 MMSC 1.01%
20 SURE 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.29M (11.87%) -266.75K
Decreased by -8.10%
Mar 31, 25
2 Vanguard Group Inc 2.77M (10.00%) -101.69K
Decreased by -3.67%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 1.65M (5.94%) 496.72K
Increased by +30.16%
Mar 31, 25
4 American Century Companies Inc 1.26M (4.55%) 56.53K
Increased by +4.48%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 942.78K (3.40%) 942.78K
Increased by +100.00%
Mar 31, 25
6 State Street Corp 908.35K (3.28%) 18.93K
Increased by +2.08%
Mar 31, 25
7 State Street Corporation 861.67K (3.11%) 29.01K
Increased by +3.37%
Mar 31, 24
8 Renaissance Technologies Corp 745.65K (2.69%) 51.40K
Increased by +6.89%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 733.59K (2.65%) 87.93K
Increased by +11.99%
Jun 30, 24
10 Franklin Resources Inc 723.17K (2.61%) 9.83K
Increased by +1.36%
Mar 31, 25
11 Alyeska Investment Group, L.P. 693.12K (2.50%) 158.98K
Increased by +22.94%
Mar 31, 25
12 Champlain Investment Partners, LLC 631.99K (2.28%) 358.04K
Increased by +56.65%
Mar 31, 25
13 Geode Capital Management, LLC 626.23K (2.26%) 95.79K
Increased by +15.30%
Mar 31, 25
14 AllianceBernstein L.P. 574.00K (2.07%) 101.25K
Increased by +17.64%
Dec 31, 24
15 AQR Capital Management LLC 550.88K (1.99%) 215.82K
Increased by +39.18%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 547.83K (1.98%) 14.12K
Increased by +2.58%
Dec 31, 24
17 Citadel Advisors Llc 527.88K (1.90%) -113.77K
Decreased by -21.55%
Jun 30, 24
18 Amvescap Plc. 520.88K (1.88%) -216.65K
Decreased by -41.59%
Dec 31, 24
19 Federated Hermes Inc 516.79K (1.86%) -498.77K
Decreased by -96.51%
Mar 31, 25
20 Artisan Partners Limited Partnership 514.96K (1.86%) -409.17K
Decreased by -79.46%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 945.82K (3.41%) -3.05K
Decreased by -0.32%
Apr 30, 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 919.93K (3.32%) 16.55K
Increased by +1.80%
Apr 30, 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 719.58K (2.60%) 4.18K
Increased by +0.58%
Apr 30, 25
9 Champlain Mid Cap Fund, LLC 491.31K (1.77%) 51.34K
Increased by +10.45%
Apr 30, 25
10 MFS Mid Cap Growth A 453.00K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
11 MFS Mid Cap Growth Equity 453.00K (1.63%) 49.92K
Increased by +11.02%
Dec 31, 24
12 Vanguard Explorer Inv 452.48K (1.63%) 55.09K
Increased by +12.17%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 452.00K (1.63%) 2.98K
Increased by +0.66%
Apr 30, 25
14 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.59%) 238.17K
Increased by +53.89%
Dec 31, 24
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 400.63K (1.45%) -566.00
Decreased by -0.14%
Apr 30, 25
17 Federated Hermes Kaufmann Small Cap A 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24
18 Federated Hermes Kaufmann Small Cap Grow 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24
19 Artisan Small Cap Investor 334.45K (1.21%) -20.50K
Decreased by -6.13%
Sep 30, 23
20 Artisan U.S. Small-Cap Growth 334.45K (1.21%) -20.50K
Decreased by -6.13%
Sep 30, 23