Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 EDOC 5.32%
2 GNOM 4.77%
3 AHOY 4.36%
4 BEEZ 4.19%
5 TINY 4.15%
6 FIW 4.07%
7 AMID 2.71%
8 VSDA 2.11%
9 GDOC 1.95%
10 HTEC 1.62%
11 RYH 1.58%
12 AIVL 1.57%
13 VNMC 1.49%
14 DEMZ 1.46%
15 HAPY 1.41%
16 KLDW 1.28%
17 PSET 1.09%
18 ESGA 1.03%
19 IWP 1.02%
20 DBLV 0.98%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.02M (9.6%) -3.84M
Decreased by -13.7%
Sep 30, 23
2 Vanguard Group Inc 25.07M (8.59%) -127.42K
Decreased by -0.51%
Sep 30, 23
3 Massachusetts Financial Services Company 13.25M (4.54%) 2.17M
Increased by +16.38%
Dec 31, 23
4 State Street Corporation 12.63M (4.33%) -585.43K
Decreased by -4.64%
Sep 30, 23
5 Wellington Management Company LLP 10.26M (3.51%) 1.52M
Increased by +14.81%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 10.12M (3.47%) 154.81K
Increased by +1.53%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 7.39M (2.53%) -668.16K
Decreased by -9.05%
Sep 30, 23
8 Pictet Asset Manangement SA 6.85M (2.35%) 6.85M
Increased by +100%
Sep 30, 23
9 Geode Capital Management, LLC 6.5M (2.23%) 118.58K
Increased by +1.83%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 4.29M (1.47%) -501.71K
Decreased by -11.69%
Sep 30, 23
11 Northern Trust Corp 4.1M (1.4%) 255K
Increased by +6.22%
Sep 30, 23
12 State Farm Mutual Automobile Ins Co 3.95M (1.35%) 0
Increased by 0%
Sep 30, 23
13 Deutsche Bank AG 3.75M (1.29%) -83.65K
Decreased by -2.23%
Sep 30, 23
14 NORGES BANK 3.67M (1.26%) 1.04M
Increased by +28.34%
Dec 31, 23
15 Cantillon Capital Management LLC 3.64M (1.25%) -89.58K
Decreased by -2.46%
Dec 31, 23
16 JPMorgan Chase & Co 3.03M (1.04%) 261.91K
Increased by +8.65%
Sep 30, 23
17 Principal Financial Group Inc 2.89M (0.99%) -559.19K
Decreased by -19.35%
Dec 31, 23
18 Legal & General Group PLC 2.76M (0.95%) -113.88K
Decreased by -4.13%
Sep 30, 23
19 Bank of New York Mellon Corp 2.68M (0.92%) 124.67K
Increased by +4.66%
Sep 30, 23
20 Nordea Investment Mgmt Bank Demark A/s 2.67M (0.91%) 1.87M
Increased by +70.03%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.19M (3.15%) 6.82K
Increased by +0.07%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 7.23M (2.48%) 85.78K
Increased by +1.19%
Jan 31, 24
3 T. Rowe Price Mid-Cap Growth 4.97M (1.7%) -11.8K
Decreased by -0.24%
Dec 31, 23
4 T. Rowe Price US Mid-Cap Growth Equity 4.97M (1.7%) -11.8K
Decreased by -0.24%
Dec 31, 23
5 Vanguard Health Care Inv 3.58M (1.23%) 0
Increased by 0%
Dec 31, 23
6 SPDR® S&P 500 ETF Trust 3.49M (1.2%) 26.27K
Increased by +0.75%
Jan 31, 24
7 Fidelity® 500 Index 3.44M (1.18%) 21.91K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 3.44M (1.18%) -3.7K
Decreased by -0.11%
Dec 31, 23
9 iShares Core S&P 500 ETF 3M (1.03%) 2.44K
Increased by +0.08%
Jan 31, 24
10 Vanguard Growth Index Investor 2.69M (0.92%) 16.17K
Increased by +0.6%
Jan 31, 24
11 VanEck Morningstar Wide Moat ETF 2.59M (0.89%) 4.01K
Increased by +0.16%
Jan 31, 24
12 VanEck Morningstar Wide Moat 2.5M (0.86%) 162.64K
Increased by +6.49%
Dec 31, 23
13 Health Care Select Sector SPDR® ETF 2.22M (0.76%) 10.27K
Increased by +0.46%
Jan 31, 24
14 Pictet - Global Envir Opps I USD 2.12M (0.73%) 13.13K
Increased by +0.62%
Jan 31, 24
15 MFS International Intrinsic Value A 2.04M (0.7%) 0
Increased by 0%
Jan 31, 24
16 Pictet-Water I EUR 2.03M (0.7%) 114.1K
Increased by +5.61%
Jul 31, 23
17 MFS Large Cap Growth Equity 2.03M (0.7%) 263.25K
Increased by +12.97%
Dec 31, 23
18 MFS Massachusetts Inv Gr Stk A 2.02M (0.69%) -7.58K
Decreased by -0.38%
Jan 31, 24
19 Vanguard Institutional Index I 1.93M (0.66%) -2.29K
Decreased by -0.12%
Jan 31, 24
20 Impax Leaders Strategy Composite 1.85M (0.63%) -8.97K
Decreased by -0.49%
Dec 31, 23