Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.09%
2 EATZ 3.77%
3 FCUS 3.71%
4 BOUT 3.38%
5 PXSG 2.88%
6 PEZ 2.68%
7 AIEQ 2.13%
8 PBJ 2.10%
9 RJMG 2.07%
10 XMMO 1.92%
11 PEJ 1.85%
12 FFTY 1.83%
13 TXS 1.82%
14 GSC 1.77%
15 PAMC 1.49%
16 RFG 1.18%
17 LSAF 1.18%
18 SURE 0.99%
19 PSC 0.84%
20 QMID 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (11.01%) 220.89K
Increased by +7.02%
Sep 30, 24
2 Vanguard Group Inc 2.87M (10.07%) -5.78K
Decreased by -0.20%
Dec 31, 24
3 American Century Companies Inc 1.21M (4.22%) 22.55K
Increased by +1.87%
Dec 31, 24
4 Federated Hermes Inc 1.05M (3.68%) -3.00
Decreased by -0.00%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 887.99K (3.11%) -48.28K
Decreased by -5.44%
Sep 30, 24
6 State Street Corp 861.78K (3.02%) 12.55K
Increased by +1.46%
Sep 30, 24
7 State Street Corporation 861.67K (3.02%) 29.01K
Increased by +3.37%
Mar 31, 24
8 Franklin Resources Inc 816.99K (2.86%) 7.20K
Increased by +0.88%
Sep 30, 24
9 Massachusetts Financial Services Company 801.73K (2.81%) 154.06K
Increased by +19.22%
Dec 31, 24
10 Amvescap Plc. 737.52K (2.58%) 54.13K
Increased by +7.34%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 733.59K (2.57%) 87.93K
Increased by +11.99%
Jun 30, 24
12 Renaissance Technologies Corp 699.15K (2.45%) 96.16K
Increased by +13.75%
Sep 30, 24
13 ClearBridge Advisors, LLC 579.70K (2.03%) -28.46K
Decreased by -4.91%
Sep 30, 24
14 Marshall Wace Asset Management Ltd 533.71K (1.87%) -7.40K
Decreased by -1.39%
Sep 30, 24
15 Geode Capital Management, LLC 532.92K (1.87%) -45.52K
Decreased by -8.54%
Sep 30, 24
16 Citadel Advisors Llc 527.88K (1.85%) -113.77K
Decreased by -21.55%
Jun 30, 24
17 Artisan Partners Limited Partnership 514.96K (1.80%) -409.17K
Decreased by -79.46%
Mar 31, 24
18 D. E. Shaw & Co LP 507.36K (1.78%) -29.38K
Decreased by -5.79%
Sep 30, 24
19 Allspring Global Investments Holdings, LLC 506.39K (1.77%) 130.96K
Increased by +25.86%
Sep 30, 23
20 Squarepoint Ops LLC 486.42K (1.70%) 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 953.34K (3.34%) -248.00
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 921.52K (3.23%) 847.00
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 743.90K (2.61%) 4.49K
Increased by +0.60%
Dec 31, 24
4 American Century US Premier Lg Cp Gr 709.00K (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Century Ultra® Inv 709.00K (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 MFS Mid Cap Growth A 453.00K (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
7 MFS Mid Cap Growth Equity 453.00K (1.59%) 49.92K
Increased by +11.02%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 442.27K (1.55%) 3.52K
Increased by +0.80%
Dec 31, 24
9 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.55%) 238.17K
Increased by +53.89%
Dec 31, 24
10 T. Rowe Price New Horizons 434.37K (1.52%) 240.10K
Increased by +55.28%
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 421.95K (1.48%) 15.15K
Increased by +3.59%
Dec 31, 24
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 365.24K (1.28%) 95.28K
Increased by +26.09%
Jan 31, 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