Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 3.84%
2 FCUS 3.71%
3 BOUT 3.38%
4 PEZ 3.35%
5 TOGA 3.29%
6 FRTY 2.96%
7 PXSG 2.88%
8 EATZ 2.55%
9 PBJ 2.10%
10 RJMG 2.07%
11 PEJ 1.85%
12 FFTY 1.83%
13 GSC 1.77%
14 TMFM 1.62%
15 TXS 1.59%
16 NSCS 1.57%
17 XMMO 1.55%
18 RFG 1.26%
19 SURE 1.06%
20 LSAF 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.29M (11.86%) -266.75K
Decreased by -8.10%
Mar 31, 25
2 Vanguard Group Inc 2.77M (9.98%) -101.69K
Decreased by -3.67%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 1.65M (5.93%) 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 (3.27%) 18.93K
Increased by +2.08%
Mar 31, 25
7 State Street Corporation 861.67K (3.10%) 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 (2.64%) 87.93K
Increased by +11.99%
Jun 30, 24
10 Franklin Resources Inc 723.17K (2.60%) 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 AQR Capital Management LLC 550.88K (1.98%) 215.82K
Increased by +39.18%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 547.83K (1.97%) 14.12K
Increased by +2.58%
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 Federated Hermes Inc 516.79K (1.86%) -498.77K
Decreased by -96.51%
Mar 31, 25
19 Artisan Partners Limited Partnership 514.96K (1.85%) -409.17K
Decreased by -79.46%
Mar 31, 24
20 Squarepoint Ops LLC 514.71K (1.85%) 28.29K
Increased by +5.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 927.11K (3.34%) 704.00
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 920.50K (3.32%) 570.00
Increased by +0.06%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 909.35K (3.28%) 480.00
Increased by +0.05%
Jun 30, 25
4 American Century US Premier Lg Cp Gr 764.00K (2.75%) 0.00
Increased by 0.00%
Jun 30, 25
5 American Century Ultra® Inv 764.00K (2.75%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 722.98K (2.60%) 3.40K
Increased by +0.47%
May 31, 25
7 American Funds SMALLCAP World A 588.23K (2.12%) 411.16K
Increased by +69.90%
Jun 30, 25
8 T. Rowe Price New Horizons 505.09K (1.82%) -2.51K
Decreased by -0.50%
Jun 30, 25
9 US Small-Cap Growth II Equity Comp 505.09K (1.82%) -252.31K
Decreased by -49.95%
Jun 30, 25
10 Champlain Mid Cap Fund, LLC 485.02K (1.75%) -6.76K
Decreased by -1.39%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 455.54K (1.64%) 3.54K
Increased by +0.78%
May 31, 25
12 MFS Mid Cap Growth Equity 453.00K (1.63%) 49.92K
Increased by +11.02%
Dec 31, 24
13 Vanguard Explorer Inv 452.48K (1.63%) 55.09K
Increased by +12.17%
Mar 31, 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 398.37K (1.43%) -2.27K
Decreased by -0.57%
May 31, 25
17 Franklin U.S. Opportunities Composite 340.77K (1.23%) 120.48K
Increased by +35.36%
Jun 30, 25
18 MFS Mid Cap Growth A 336.07K (1.21%) 123.60K
Increased by +36.78%
May 31, 25
19 Federated Hermes Kaufmann Small Cap A 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24
20 Federated Hermes Kaufmann Small Cap Grow 335.70K (1.21%) 5.40K
Increased by +1.61%
Dec 31, 24