Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 4.91%
2 BJK 3.53%
3 LSAT 2.43%
4 PEJ 2.41%
5 RSMC 1.84%
6 PJFM 1.74%
7 JMID 1.38%
8 OOTO 1.29%
9 AMID 1.25%
10 PAMC 1.24%
11 JSMD 1.02%
12 JRNY 0.96%
13 EQWM 0.91%
14 TSME 0.88%
15 XMLV 0.87%
16 SURE 0.85%
17 BUL 0.81%
18 FXD 0.74%
19 QQQJ 0.63%
20 FLYD 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.38M (9.70%) -402.32K
Decreased by -6.31%
Sep 30, 25
2 Vanguard Group Inc 6.04M (9.18%) -323.38K
Decreased by -5.36%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 3.10M (4.71%) 839.00
Increased by +0.03%
Dec 31, 25
4 London Company of Virginia 2.62M (3.98%) -229.38K
Decreased by -8.75%
Dec 31, 25
5 State Street Corporation 2.00M (3.04%) 71.70K
Increased by +3.58%
Mar 31, 24
6 State Street Corp 1.94M (2.96%) -106.82K
Decreased by -5.49%
Sep 30, 25
7 FMR Inc 1.72M (2.61%) -267.38K
Decreased by -15.55%
Dec 31, 25
8 Arrowstreet Capital Limited Partnership 1.38M (2.10%) 7.69K
Increased by +0.56%
Dec 31, 25
9 Geode Capital Management, LLC 1.33M (2.02%) 32.45K
Increased by +2.44%
Dec 31, 25
10 Capital Research Global Investors 1.31M (1.99%) -1.81M
Decreased by -138.31%
Sep 30, 24
11 Boston Partners Global Investors, Inc 1.24M (1.88%) -22.07K
Decreased by -1.79%
Dec 31, 25
12 Jennison Associates LLC 1.23M (1.88%) -223.84K
Decreased by -18.15%
Dec 31, 25
13 William Blair Investment Management, LLC 1.15M (1.74%) 127.69K
Increased by +11.15%
Dec 31, 25
14 Hudson Way Capital Management LLC 1.04M (1.58%) -102.49K
Decreased by -9.88%
Dec 31, 25
15 Balyasny Asset Management LLC 1.02M (1.55%) 494.55K
Increased by +48.47%
Dec 31, 25
16 Citadel Advisors Llc 942.17K (1.43%) 856.25K
Increased by +90.88%
Dec 31, 25
17 Westfield Capital Management Company, L.P. 894.21K (1.36%) 130.65K
Increased by +14.61%
Dec 31, 24
18 NORGES BANK 795.65K (1.21%) 360.64K
Increased by +45.33%
Dec 31, 25
19 AQR Capital Management LLC 788.01K (1.20%) 784.59K
Increased by +99.57%
Jun 30, 25
20 Westfield Capital Management Company, LP 763.56K (1.16%) 381.75K
Increased by +50.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Growth Fnd of Amer Comp 2.40M (3.64%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.14M (3.25%) 20.25K
Increased by +0.95%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 2.10M (3.20%) 1.64K
Increased by +0.08%
Sep 30, 24
4 Touchstone Mid Cap Y 2.04M (3.10%) -137.69K
Decreased by -6.75%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.87M (2.84%) 3.29K
Increased by +0.18%
Feb 28, 26
6 American Funds AMCAP A 1.50M (2.29%) -104.27K
Decreased by -6.93%
Dec 31, 25
7 Capital Group AMCAP Composite 1.50M (2.29%) -104.27K
Decreased by -6.93%
Dec 31, 25
8 Vanguard Small Cap Index 1.35M (2.05%) 3.87K
Increased by +0.29%
Feb 28, 26
9 Fidelity® OTC 1.32M (2.00%) -20.90K
Decreased by -1.59%
Nov 30, 23
10 American Funds Growth Fund of Amer A 1.23M (1.87%) -1.17M
Decreased by -94.93%
Jun 30, 24
11 American Funds SMALLCAP World A 1.12M (1.71%) 99.07K
Increased by +8.82%
Dec 31, 25
12 Capital Group Core Equity Composite 1.12M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Funds IS® Growth-Income 1 939.33K (1.43%) -179.46K
Decreased by -19.11%
Jun 30, 24
14 JHancock Disciplined Value Mid Cap I 900.43K (1.37%) 7.06K
Increased by +0.78%
Jan 31, 26
15 VA CollegeAmerica Amcap 529A 782.14K (1.19%) -956.84K
Decreased by -122.34%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 747.58K (1.14%) 1.77K
Increased by +0.24%
Feb 28, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 721.91K (1.10%) 6.29K
Increased by +0.87%
Feb 28, 26
18 BlackRock Mid-Cap Growth Equity Instl 639.53K (0.97%) -151.79K
Decreased by -23.74%
Mar 31, 25
19 Vanguard Explorer Inv 593.84K (0.90%) -111.27K
Decreased by -18.74%
Dec 31, 25
20 Fidelity® Mid-Cap Stock 568.11K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23