Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.11%
2 PRN 3.74%
3 QINC 3.62%
4 BCUS 3.07%
5 TPMN 2.90%
6 SMAP 2.77%
7 XMHQ 2.46%
8 UPGD 2.40%
9 NBSM 2.31%
10 MBOX 2.24%
11 GDIV 2.22%
12 MDCP 2.21%
13 RYJ 2.16%
14 XMMO 1.95%
15 RUNN 1.88%
16 CLAW 1.27%
17 JHDV 1.26%
18 DDIV 1.26%
19 TMFX 1.15%
20 RISN 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.74M (11.40%) -49.09K
Decreased by -1.31%
Dec 31, 24
2 Vanguard Group Inc 3.62M (11.05%) 52.13K
Increased by +1.44%
Dec 31, 24
3 FMR Inc 3.47M (10.60%) -152.92K
Decreased by -4.41%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 1.55M (4.73%) 2.63K
Increased by +0.17%
Dec 31, 24
5 Charles Schwab Investment Management Inc 1.37M (4.19%) 118.71K
Increased by +8.66%
Dec 31, 24
6 State Street Corp 1.22M (3.73%) 47.98K
Increased by +3.93%
Dec 31, 24
7 State Street Corporation 1.17M (3.57%) -5.69K
Decreased by -0.49%
Mar 31, 24
8 Baillie Gifford & Co Limited. 1.10M (3.35%) -136.06K
Decreased by -12.39%
Dec 31, 24
9 Blair William & Co 770.94K (2.35%) -14.11K
Decreased by -1.83%
Dec 31, 24
10 Geode Capital Management, LLC 725.19K (2.21%) 20.86K
Increased by +2.88%
Dec 31, 24
11 Capital World Investors 639.02K (1.95%) 0.00
Increased by 0.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 609.67K (1.86%) 15.94K
Increased by +2.61%
Dec 31, 24
13 Neuberger Berman Group LLC 595.98K (1.82%) -1.36K
Decreased by -0.23%
Dec 31, 24
14 Markel Group Inc 590.50K (1.80%) 8.00K
Increased by +1.35%
Dec 31, 24
15 Goldman Sachs Group Inc 510.12K (1.56%) 283.11K
Increased by +55.50%
Dec 31, 23
16 Citadel Advisors Llc 492.20K (1.50%) 425.10K
Increased by +86.37%
Sep 30, 23
17 GAMMA Investing LLC 477.80K (1.46%) 477.27K
Increased by +99.89%
Mar 31, 25
18 JPMorgan Chase & Co 477.47K (1.46%) -450.65K
Decreased by -94.38%
Dec 31, 24
19 Amvescap Plc. 476.35K (1.45%) 104.71K
Increased by +21.98%
Mar 31, 24
20 Wells Fargo & Co 466.71K (1.42%) -7.23K
Decreased by -1.55%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.14M (3.47%) 1.99K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.10M (3.36%) 5.06K
Increased by +0.46%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.10M (3.36%) 792.00
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 962.20K (2.94%) 760.00
Increased by +0.08%
Mar 29, 25
5 Vanguard Small Cap Index 869.08K (2.65%) -20.19K
Decreased by -2.32%
Mar 31, 25
6 Fidelity Magellan 833.00K (2.54%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 536.38K (1.64%) 7.62K
Increased by +1.42%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 487.27K (1.49%) -12.17K
Decreased by -2.50%
Mar 31, 25
9 American Funds Income Fund of Amer A 434.02K (1.32%) -5.00K
Decreased by -1.15%
Mar 31, 25
10 Baillie Gifford US Equity Growth 428.67K (1.31%) -11.79K
Decreased by -2.75%
Dec 31, 24
11 Vanguard US Growth Investor 428.67K (1.31%) -40.34K
Decreased by -9.41%
Dec 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 278.10K (0.85%) -3.29K
Decreased by -1.18%
Mar 31, 25
13 iShares Select Dividend ETF 270.88K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
14 Neuberger Berman Genesis Inv 264.47K (0.81%) -22.32K
Decreased by -8.44%
Mar 31, 25
15 Invesco S&P MidCap Quality ETF 235.15K (0.72%) 988.00
Increased by +0.42%
Apr 30, 24
16 Caledonia Investments Ord 225.43K (0.69%) 201.55K
Increased by +89.41%
Mar 31, 24
17 iShares S&P Mid-Cap 400 Growth ETF 216.33K (0.66%) 0.00
Increased by 0.00%
Nov 30, 24
18 Hamlin Equity Income Strategy 211.28K (0.65%) 19.98K
Increased by +9.46%
Dec 31, 24
19 Fidelity® Growth & Income 208.99K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
20 American Funds SMALLCAP World A 200.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25