Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 3.84%
2 FCUS 3.71%
3 BOUT 3.38%
4 TOGA 3.03%
5 PXSG 2.88%
6 PEZ 2.68%
7 AIEQ 2.13%
8 PBJ 2.10%
9 RJMG 2.07%
10 PEJ 1.85%
11 FFTY 1.83%
12 EATZ 1.81%
13 GSC 1.77%
14 TXS 1.58%
15 XMMO 1.55%
16 LSAF 1.18%
17 RFG 1.03%
18 SURE 1.02%
19 PAMC 0.86%
20 PSC 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.56M (12.49%) 413.89K
Increased by +11.63%
Dec 31, 24
2 Vanguard Group Inc 2.87M (10.09%) -5.78K
Decreased by -0.20%
Dec 31, 24
3 American Century Companies Inc 1.21M (4.23%) 22.55K
Increased by +1.87%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 1.15M (4.04%) 262.23K
Increased by +22.80%
Dec 31, 24
5 Federated Hermes Inc 1.02M (3.56%) -35.94K
Decreased by -3.54%
Dec 31, 24
6 State Street Corp 889.42K (3.12%) 27.64K
Increased by +3.11%
Dec 31, 24
7 State Street Corporation 861.67K (3.02%) 29.01K
Increased by +3.37%
Mar 31, 24
8 Massachusetts Financial Services Company 801.73K (2.81%) 154.06K
Increased by +19.22%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 733.59K (2.58%) 87.93K
Increased by +11.99%
Jun 30, 24
10 Franklin Resources Inc 713.34K (2.50%) -103.65K
Decreased by -14.53%
Dec 31, 24
11 Renaissance Technologies Corp 694.25K (2.44%) -4.90K
Decreased by -0.71%
Dec 31, 24
12 AllianceBernstein L.P. 574.00K (2.01%) 101.25K
Increased by +17.64%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 547.83K (1.92%) 14.12K
Increased by +2.58%
Dec 31, 24
14 ClearBridge Advisors, LLC 540.06K (1.90%) -39.64K
Decreased by -7.34%
Dec 31, 24
15 Alyeska Investment Group, L.P. 534.14K (1.87%) 534.14K
Increased by +100.00%
Dec 31, 24
16 Geode Capital Management, LLC 530.44K (1.86%) -2.48K
Decreased by -0.47%
Dec 31, 24
17 Citadel Advisors Llc 527.88K (1.85%) -113.77K
Decreased by -21.55%
Jun 30, 24
18 Amvescap Plc. 520.88K (1.83%) -216.65K
Decreased by -41.59%
Dec 31, 24
19 Artisan Partners Limited Partnership 514.96K (1.81%) -409.17K
Decreased by -79.46%
Mar 31, 24
20 Squarepoint Ops LLC 514.71K (1.81%) 28.29K
Increased by +5.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 949.80K (3.33%) 713.00
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 923.91K (3.24%) 528.00
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 745.84K (2.62%) 609.00
Increased by +0.08%
Feb 28, 25
4 American Century US Premier Lg Cp Gr 709.00K (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Century Ultra® Inv 709.00K (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
6 T. Rowe Price New Horizons 502.64K (1.76%) 68.27K
Increased by +13.58%
Jan 31, 25
7 MFS Mid Cap Growth A 453.00K (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
8 MFS Mid Cap Growth Equity 453.00K (1.59%) 49.92K
Increased by +11.02%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 443.82K (1.56%) 1.25K
Increased by +0.28%
Feb 28, 25
10 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.55%) 238.17K
Increased by +53.89%
Dec 31, 24
11 US Small-Cap Growth II Equity Comp 434.37K (1.52%) 194.03K
Increased by +44.67%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 418.82K (1.47%) -2.47K
Decreased by -0.59%
Feb 28, 25
13 Vanguard Explorer Inv 397.39K (1.39%) -11.65K
Decreased by -2.93%
Dec 31, 24
14 Federated Hermes Kaufmann Growth 385.00K (1.35%) -5.40K
Decreased by -1.40%
Dec 31, 24
15 Federated Hermes Kaufmann R 385.00K (1.35%) -5.40K
Decreased by -1.40%
Dec 31, 24
16 Champlain Mid Cap Fund, LLC 346.14K (1.22%) -19.10K
Decreased by -5.52%
Feb 28, 25
17 Federated Hermes Kaufmann Small Cap A 335.70K (1.18%) 5.40K
Increased by +1.61%
Dec 31, 24
18 Federated Hermes Kaufmann Small Cap Grow 335.70K (1.18%) 5.40K
Increased by +1.61%
Dec 31, 24
19 Artisan Small Cap Investor 334.45K (1.17%) -20.50K
Decreased by -6.13%
Sep 30, 23
20 Artisan U.S. Small-Cap Growth 334.45K (1.17%) -20.50K
Decreased by -6.13%
Sep 30, 23