Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 4.67%
2 PRN 3.97%
3 SMIG 3.95%
4 QINC 3.62%
5 BCUS 3.07%
6 TPMN 2.90%
7 NBSM 2.67%
8 XMHQ 2.46%
9 DDIV 2.45%
10 UPGD 2.40%
11 GDIV 2.22%
12 RYJ 2.16%
13 MBOX 2.13%
14 MDCP 2.13%
15 XMMO 1.95%
16 RUNN 1.88%
17 CLAW 1.27%
18 JHDV 1.22%
19 RISN 1.13%
20 FSCS 1.07%

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 JPMorgan Chase & Co 477.47K (1.46%) -450.65K
Decreased by -94.38%
Dec 31, 24
18 Amvescap Plc. 476.35K (1.45%) 104.71K
Increased by +21.98%
Mar 31, 24
19 Wells Fargo & Co 466.71K (1.42%) -7.23K
Decreased by -1.55%
Dec 31, 24
20 Balyasny Asset Management LLC 448.36K (1.37%) 448.36K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.13M (3.46%) 851.00
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.10M (3.35%) 594.00
Increased by +0.05%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 914.23K (2.79%) 738.00
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 889.27K (2.71%) 758.00
Increased by +0.09%
Feb 28, 25
5 Fidelity Magellan 833.00K (2.54%) -600.00
Decreased by -0.07%
Jan 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 528.76K (1.61%) 1.49K
Increased by +0.28%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 499.44K (1.52%) -2.44K
Decreased by -0.49%
Feb 28, 25
8 American Funds Income Fund of Amer A 439.02K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
9 Baillie Gifford US Equity Growth 428.67K (1.31%) -11.79K
Decreased by -2.75%
Dec 31, 24
10 Vanguard US Growth Investor 428.67K (1.31%) -40.34K
Decreased by -9.41%
Dec 31, 24
11 iShares Select Dividend ETF 324.42K (0.99%) 2.57K
Increased by +0.79%
Feb 28, 25
12 Neuberger Berman Genesis Inv 286.78K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 281.39K (0.86%) 2.68K
Increased by +0.95%
Feb 28, 25
14 Invesco S&P MidCap Quality ETF 235.15K (0.72%) 988.00
Increased by +0.42%
Apr 30, 24
15 Caledonia Investments Ord 225.43K (0.69%) 201.55K
Increased by +89.41%
Mar 31, 24
16 iShares S&P Mid-Cap 400 Growth ETF 216.33K (0.66%) 0.00
Increased by 0.00%
Nov 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 209.58K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity® Growth & Income 208.99K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Dividend Appreciation ETF 207.78K (0.63%) 1.07K
Increased by +0.51%
Feb 28, 25
20 American Funds SMALLCAP World A 200.00K (0.61%) 0.00
Increased by 0.00%
Dec 31, 24