Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 3.72%
2 QINC 3.62%
3 TMFG 3.17%
4 BCUS 3.07%
5 SMIG 2.96%
6 TPMN 2.90%
7 SMAP 2.82%
8 PRN 2.73%
9 XMHQ 2.46%
10 UPGD 2.40%
11 GDIV 2.22%
12 RYJ 2.16%
13 MDCP 1.96%
14 XMMO 1.95%
15 RUNN 1.88%
16 MBOX 1.83%
17 FDV 1.49%
18 TMFM 1.44%
19 CLAW 1.27%
20 RISN 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.77M (11.47%) 48.97K
Increased by +1.30%
Jun 30, 25
2 Vanguard Group Inc 3.57M (10.86%) 3.32K
Increased by +0.09%
Jun 30, 25
3 FMR Inc 3.11M (9.46%) -294.82K
Decreased by -9.47%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 1.53M (4.66%) -24.91K
Decreased by -1.63%
Jun 30, 25
5 Charles Schwab Investment Management Inc 1.49M (4.52%) 31.48K
Increased by +2.12%
Jun 30, 25
6 State Street Corp 1.22M (3.71%) -16.56K
Decreased by -1.36%
Jun 30, 25
7 State Street Corporation 1.17M (3.55%) -5.69K
Decreased by -0.49%
Mar 31, 24
8 Baillie Gifford & Co Limited. 976.34K (2.97%) -42.76K
Decreased by -4.38%
Jun 30, 25
9 Blair William & Co 806.66K (2.45%) -8.06K
Decreased by -1.00%
Jun 30, 25
10 Capital World Investors 634.02K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
11 Geode Capital Management, LLC 629.26K (1.91%) -132.24K
Decreased by -21.02%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 590.16K (1.79%) -78.60K
Decreased by -13.32%
Jun 30, 25
13 Markel Group Inc 565.17K (1.72%) -25.33K
Decreased by -4.48%
Jun 30, 25
14 Neuberger Berman Group LLC 524.78K (1.60%) -34.80K
Decreased by -6.63%
Jun 30, 25
15 Citadel Advisors Llc 492.20K (1.50%) 425.10K
Increased by +86.37%
Sep 30, 23
16 GAMMA Investing LLC 477.80K (1.45%) 477.27K
Increased by +99.89%
Mar 31, 25
17 Amvescap Plc. 476.35K (1.45%) 104.71K
Increased by +21.98%
Mar 31, 24
18 Wells Fargo & Co 463.87K (1.41%) 5.61K
Increased by +1.21%
Jun 30, 25
19 Balyasny Asset Management LLC 448.36K (1.36%) 448.36K
Increased by +100.00%
Sep 30, 23
20 CapTrust Financial Advisors 389.10K (1.18%) 1.23K
Increased by +0.32%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.14M (3.45%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.10M (3.34%) 792.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.10M (3.34%) -24.74K
Decreased by -2.25%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 991.22K (3.01%) 209.00
Increased by +0.02%
Aug 30, 25
5 Fidelity Magellan 942.53K (2.86%) -4.67K
Decreased by -0.50%
Jul 31, 25
6 Vanguard Small Cap Index 846.96K (2.57%) -5.47K
Decreased by -0.65%
Jul 31, 25
7 Vanguard Small Cap Growth Index Inv 477.07K (1.45%) -968.00
Decreased by -0.20%
Jul 31, 25
8 American Funds Income Fund of Amer A 434.02K (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
9 Baillie Gifford US Equity Growth 428.67K (1.30%) -11.79K
Decreased by -2.75%
Dec 31, 24
10 Vanguard US Growth Investor 383.94K (1.17%) -19.96K
Decreased by -5.20%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 374.84K (1.14%) -162.75K
Decreased by -43.42%
Jul 31, 25
12 iShares Select Dividend ETF 269.11K (0.82%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 267.22K (0.81%) -6.69K
Decreased by -2.50%
Jul 31, 25
14 Neuberger Berman Genesis Inv 254.71K (0.77%) -9.75K
Decreased by -3.83%
Jun 30, 25
15 Invesco S&P MidCap Quality ETF 235.15K (0.71%) 988.00
Increased by +0.42%
Apr 30, 24
16 Hamlin Equity Income Strategy 216.99K (0.66%) 5.71K
Increased by +2.63%
Mar 31, 25
17 iShares S&P Mid-Cap 400 Growth ETF 216.33K (0.66%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity® Growth & Income 208.99K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
19 American Funds SMALLCAP World A 200.00K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 199.73K (0.61%) 3.15K
Increased by +1.58%
Apr 30, 25