Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.62%
2 TMFG 3.53%
3 SMIG 3.31%
4 BCUS 3.07%
5 TPMN 2.90%
6 DFRA 2.75%
7 PRN 2.73%
8 XMHQ 2.46%
9 UPGD 2.40%
10 GDIV 2.22%
11 RYJ 2.16%
12 SMAP 2.14%
13 MDCP 1.96%
14 XMMO 1.95%
15 RUNN 1.88%
16 MBOX 1.78%
17 NBSM 1.76%
18 TMFM 1.46%
19 CLAW 1.27%
20 FMAG 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.72M (11.33%) -12.39K
Decreased by -0.33%
Mar 31, 25
2 Vanguard Group Inc 3.57M (10.86%) -49.25K
Decreased by -1.38%
Mar 31, 25
3 FMR Inc 3.41M (10.37%) -63.43K
Decreased by -1.86%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 1.56M (4.74%) 7.76K
Increased by +0.50%
Mar 31, 25
5 Charles Schwab Investment Management Inc 1.45M (4.43%) 82.98K
Increased by +5.70%
Mar 31, 25
6 State Street Corp 1.24M (3.77%) 16.34K
Increased by +1.32%
Mar 31, 25
7 State Street Corporation 1.17M (3.56%) -5.69K
Decreased by -0.49%
Mar 31, 24
8 Baillie Gifford & Co Limited. 1.02M (3.10%) -78.98K
Decreased by -7.75%
Mar 31, 25
9 Blair William & Co 814.71K (2.48%) 43.78K
Increased by +5.37%
Mar 31, 25
10 Geode Capital Management, LLC 761.50K (2.32%) 36.32K
Increased by +4.77%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 668.76K (2.03%) 59.09K
Increased by +8.84%
Mar 31, 25
12 Capital World Investors 634.02K (1.93%) -5.00K
Decreased by -0.79%
Mar 31, 25
13 Markel Group Inc 590.50K (1.80%) 0.00
Increased by 0.00%
Mar 31, 25
14 Neuberger Berman Group LLC 559.57K (1.70%) -36.41K
Decreased by -6.51%
Mar 31, 25
15 JPMorgan Chase & Co 496.43K (1.51%) 18.96K
Increased by +3.82%
Mar 31, 25
16 Citadel Advisors Llc 492.20K (1.50%) 425.10K
Increased by +86.37%
Sep 30, 23
17 GAMMA Investing LLC 477.80K (1.45%) 477.27K
Increased by +99.89%
Mar 31, 25
18 Amvescap Plc. 476.35K (1.45%) 104.71K
Increased by +21.98%
Mar 31, 24
19 Goldman Sachs Group Inc 468.88K (1.43%) 180.95K
Increased by +38.59%
Mar 31, 25
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 1.13M (3.44%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.12M (3.40%) 14.35K
Increased by +1.29%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.10M (3.35%) 792.00
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 995.14K (3.03%) 684.00
Increased by +0.07%
May 31, 25
5 Fidelity Magellan 885.30K (2.69%) 32.42K
Increased by +3.66%
Apr 30, 25
6 Vanguard Small Cap Index 874.41K (2.66%) 5.34K
Increased by +0.61%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 538.85K (1.64%) 2.48K
Increased by +0.46%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 486.76K (1.48%) -518.00
Decreased by -0.11%
Apr 30, 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 (1.30%) -11.79K
Decreased by -2.75%
Dec 31, 24
11 Vanguard US Growth Investor 403.90K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 275.04K (0.84%) -3.06K
Decreased by -1.11%
Apr 30, 25
13 iShares Select Dividend ETF 270.57K (0.82%) 0.00
Increased by 0.00%
May 31, 25
14 Neuberger Berman Genesis Inv 264.47K (0.80%) -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 (0.64%) 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 State St Russell Sm/Mid Cp® Indx SL Cl I 203.63K (0.62%) 3.90K
Increased by +1.92%
May 31, 25