Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.87%
2 SMIG 3.86%
3 PRN 3.68%
4 QINC 3.62%
5 NBSM 3.23%
6 ERNZ 2.68%
7 XMHQ 2.46%
8 UPGD 2.40%
9 GDIV 2.39%
10 RYJ 2.16%
11 MBOX 2.16%
12 DDIV 2.07%
13 MDCP 2.05%
14 JHDV 1.97%
15 XMMO 1.95%
16 RUNN 1.86%
17 CLAW 1.27%
18 IJK 1.20%
19 MDYG 1.20%
20 RISN 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.76M (11.59%) 96.61K
Increased by +2.57%
Jun 30, 24
2 FMR Inc 3.62M (11.17%) 346.47K
Increased by +9.56%
Sep 30, 24
3 Vanguard Group Inc 3.57M (10.99%) 83.36K
Increased by +2.34%
Sep 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 1.54M (4.74%) -148.81K
Decreased by -9.68%
Jun 30, 24
5 Charles Schwab Investment Management Inc 1.25M (3.86%) 62.04K
Increased by +4.95%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 1.24M (3.83%) 671.64K
Increased by +53.99%
Jun 30, 24
7 Baillie Gifford & Co Limited. 1.23M (3.80%) -185.70K
Decreased by -15.05%
Sep 30, 24
8 State Street Corporation 1.17M (3.60%) -5.69K
Decreased by -0.49%
Mar 31, 24
9 State Street Corp 1.11M (3.41%) -61.05K
Decreased by -5.51%
Jun 30, 24
10 Blair William & Co 801.15K (2.47%) 9.14K
Increased by +1.14%
Jun 30, 24
11 Geode Capital Management, LLC 641.08K (1.98%) 39.85K
Increased by +6.22%
Jun 30, 24
12 Capital World Investors 639.02K (1.97%) -100.00K
Decreased by -15.65%
Sep 30, 24
13 Neuberger Berman Group LLC 599.23K (1.85%) -14.84K
Decreased by -2.48%
Jun 30, 24
14 Markel Group Inc 571.25K (1.76%) 5.00K
Increased by +0.88%
Jun 30, 24
15 Wellington Management Company LLP 523.95K (1.61%) -121.18K
Decreased by -23.13%
Jun 30, 24
16 Goldman Sachs Group Inc 510.12K (1.57%) 283.11K
Increased by +55.50%
Dec 31, 23
17 Citadel Advisors Llc 492.20K (1.52%) 425.10K
Increased by +86.37%
Sep 30, 23
18 Wells Fargo & Co 488.12K (1.50%) -33.39K
Decreased by -6.84%
Jun 30, 24
19 Amvescap Plc. 476.35K (1.47%) 104.71K
Increased by +21.98%
Mar 31, 24
20 Barclays PLC 458.87K (1.41%) 102.08K
Increased by +22.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.10M (3.38%) -3.94K
Decreased by -0.36%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.10M (3.38%) 592.00
Increased by +0.05%
Oct 31, 24
3 Vanguard Small Cap Index 872.64K (2.69%) 1.70K
Increased by +0.19%
Oct 31, 24
4 Fidelity Magellan 840.10K (2.59%) 400.00
Increased by +0.05%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 790.16K (2.44%) 680.00
Increased by +0.09%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 513.65K (1.58%) 25.66K
Increased by +4.99%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 479.17K (1.48%) -1.56K
Decreased by -0.33%
Oct 31, 24
8 Baillie Gifford US Equity Growth 469.01K (1.45%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard US Growth Investor 469.01K (1.45%) 12.80K
Increased by +2.73%
Sep 30, 24
10 American Funds Income Fund of Amer A 439.02K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Select Dividend ETF 323.89K (1.00%) -109.00
Decreased by -0.03%
Oct 31, 24
12 Neuberger Berman Genesis Inv 286.78K (0.88%) -1.36K
Decreased by -0.47%
Sep 30, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 273.63K (0.84%) -4.02K
Decreased by -1.47%
Oct 31, 24
14 Invesco S&P MidCap Quality ETF 235.15K (0.72%) 988.00
Increased by +0.42%
Apr 30, 24
15 iShares S&P Mid-Cap 400 Growth ETF 216.94K (0.67%) -107.00
Decreased by -0.05%
Oct 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 209.29K (0.65%) -7.00K
Decreased by -3.34%
Oct 31, 24
17 Fidelity® Growth & Income 208.99K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Dividend Appreciation ETF 203.93K (0.63%) 460.00
Increased by +0.23%
Oct 31, 24
19 Fidelity Extended Market Index 202.53K (0.62%) 10.33K
Increased by +5.10%
Sep 30, 24
20 American Funds SMALLCAP World A 200.00K (0.62%) -100.00K
Decreased by -50.00%
Sep 30, 24