Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 4.29%
2 SMIG 3.79%
3 PRN 3.71%
4 QINC 3.62%
5 TPMN 2.90%
6 NBSM 2.65%
7 ERNZ 2.61%
8 XMHQ 2.46%
9 UPGD 2.40%
10 GDIV 2.25%
11 RYJ 2.16%
12 MBOX 2.09%
13 DDIV 2.02%
14 MDCP 1.99%
15 XMMO 1.95%
16 JHDV 1.91%
17 BCUS 1.91%
18 RUNN 1.75%
19 CLAW 1.27%
20 IVOG 1.19%

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 1.55M (4.77%) 10.47K
Increased by +0.68%
Sep 30, 24
5 Charles Schwab Investment Management Inc 1.25M (3.86%) 62.04K
Increased by +4.95%
Sep 30, 24
6 Baillie Gifford & Co Limited. 1.23M (3.80%) -185.70K
Decreased by -15.05%
Sep 30, 24
7 State Street Corp 1.17M (3.62%) 65.85K
Increased by +5.61%
Sep 30, 24
8 State Street Corporation 1.17M (3.60%) -5.69K
Decreased by -0.49%
Mar 31, 24
9 Blair William & Co 785.04K (2.42%) -16.11K
Decreased by -2.05%
Sep 30, 24
10 Geode Capital Management, LLC 704.33K (2.17%) 63.25K
Increased by +8.98%
Sep 30, 24
11 Capital World Investors 639.02K (1.97%) -100.00K
Decreased by -15.65%
Sep 30, 24
12 Neuberger Berman Group LLC 597.35K (1.84%) -1.89K
Decreased by -0.32%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 593.73K (1.83%) -650.33K
Decreased by -109.53%
Sep 30, 24
14 Markel Group Inc 582.50K (1.80%) 11.25K
Increased by +1.93%
Sep 30, 24
15 Goldman Sachs Group Inc 510.12K (1.57%) 283.11K
Increased by +55.50%
Dec 31, 23
16 Citadel Advisors Llc 492.20K (1.52%) 425.10K
Increased by +86.37%
Sep 30, 23
17 Amvescap Plc. 476.35K (1.47%) 104.71K
Increased by +21.98%
Mar 31, 24
18 Wells Fargo & Co 473.94K (1.46%) -14.18K
Decreased by -2.99%
Sep 30, 24
19 JPMorgan Chase & Co 464.06K (1.43%) 41.84K
Increased by +9.02%
Sep 30, 24
20 Wellington Management Company LLP 450.21K (1.39%) -73.74K
Decreased by -16.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.12M (3.44%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.10M (3.38%) -3.94K
Decreased by -0.36%
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%) 0.00
Increased by 0.00%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 812.80K (2.50%) 1.70K
Increased by +0.21%
Nov 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 511.82K (1.58%) -1.83K
Decreased by -0.36%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 479.17K (1.48%) -1.56K
Decreased by -0.33%
Oct 31, 24
8 Vanguard US Growth Investor 469.01K (1.45%) 12.80K
Increased by +2.73%
Sep 30, 24
9 Baillie Gifford US Equity Growth 458.37K (1.41%) -10.63K
Decreased by -2.32%
Oct 31, 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 324.50K (1.00%) 0.00
Increased by 0.00%
Nov 30, 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 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 (0.67%) 0.00
Increased by 0.00%
Nov 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 209.39K (0.65%) 100.00
Increased by +0.05%
Nov 30, 24
18 Fidelity® Growth & Income 208.99K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Dividend Appreciation ETF 203.93K (0.63%) 460.00
Increased by +0.23%
Oct 31, 24
20 American Funds SMALLCAP World A 200.00K (0.62%) -100.00K
Decreased by -50.00%
Sep 30, 24