Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 BULD 7.2%
2 MAKX 4.68%
3 IVRS 4.01%
4 UTRN 4%
5 CLDL 3.62%
6 IBOT 3.57%
7 METV 2.93%
8 CIRC 2.83%
9 PBS 2.81%
10 DEF 2.33%
11 FMET 2.3%
12 POWA 2.27%
13 QTEC 2.18%
14 QGRO 2.16%
15 SXQG 2.06%
16 FSST 1.93%
17 SSPX 1.89%
18 THNQ 1.79%
19 PSJ 1.75%
20 TEMP 1.74%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.73M (8.78%) 69.04K
Increased by +0.37%
Sep 30, 23
2 BlackRock Inc 18.17M (8.52%) 85.7K
Increased by +0.47%
Sep 30, 23
3 State Street Corporation 8.58M (4.02%) -176.42K
Decreased by -2.06%
Sep 30, 23
4 Loomis, Sayles & Company LP 6.27M (2.94%) -224.12K
Decreased by -3.58%
Sep 30, 23
5 Polen Capital 5.35M (2.51%) -130.74K
Decreased by -2.44%
Sep 30, 23
6 FMR Inc 5.34M (2.5%) -89.87K
Decreased by -1.68%
Sep 30, 23
7 Geode Capital Management, LLC 4.63M (2.17%) 117.51K
Increased by +2.54%
Sep 30, 23
8 Aristotle Capital Management LLC 4.48M (2.1%) -218.52K
Decreased by -4.87%
Dec 31, 23
9 Ninety One UK Limited 4.04M (1.89%) -74.06K
Decreased by -1.83%
Dec 31, 23
10 Bank of America Corp 3.83M (1.8%) -79.86K
Decreased by -2.08%
Sep 30, 23
11 Sustainable Growth Advisers, LP 3.26M (1.53%) 250.65K
Increased by +7.68%
Dec 31, 23
12 ClearBridge Advisors, LLC 3.02M (1.41%) 35.1K
Increased by +1.16%
Sep 30, 23
13 Fidelity International Ltd 2.92M (1.37%) 479.56K
Increased by +16.42%
Dec 31, 23
14 Brown Advisory Holdings Inc 2.86M (1.34%) 327.14K
Increased by +11.44%
Dec 31, 23
15 Pictet Asset Manangement SA 2.8M (1.31%) 348.7K
Increased by +12.44%
Dec 31, 23
16 Northern Trust Corp 2.55M (1.19%) 43.29K
Increased by +1.7%
Sep 30, 23
17 NORGES BANK 2.54M (1.19%) 262.3K
Increased by +10.31%
Dec 31, 23
18 AllianceBernstein L.P. 2.44M (1.14%) -312.33K
Decreased by -12.8%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 2.38M (1.11%) 102.03K
Increased by +4.29%
Sep 30, 23
20 Ameriprise Financial Inc 2.36M (1.11%) 293.46K
Increased by +12.41%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.71M (3.15%) 13.06K
Increased by +0.19%
Dec 31, 23
2 Vanguard Institutional 500 Index Trust 5.22M (2.45%) 9.44K
Increased by +0.18%
Dec 31, 23
3 Invesco QQQ Trust 4M (1.87%) 3.83K
Increased by +0.1%
Jan 31, 24
4 SPDR® S&P 500 ETF Trust 2.55M (1.2%) 19.18K
Increased by +0.75%
Jan 31, 24
5 Fidelity 500 Index 2.51M (1.18%) 21.49K
Increased by +0.86%
Dec 31, 23
6 Fidelity® 500 Index 2.49M (1.17%) 15.85K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.2M (1.03%) 1.78K
Increased by +0.08%
Jan 31, 24
8 Fidelity Global Technology A-Dis-EUR 2.17M (1.02%) 1.96K
Increased by +0.09%
Dec 31, 23
9 Vanguard Growth Index Investor 1.96M (0.92%) 76.78K
Increased by +3.92%
Dec 31, 23
10 Loomis Sayles Growth Y 1.57M (0.74%) -14.58K
Decreased by -0.93%
Dec 31, 23
11 Principal Aligned MidCap Equity 1.42M (0.67%) -20.7K
Decreased by -1.45%
Dec 31, 23
12 Principal MidCap R5 1.42M (0.67%) -8.19K
Decreased by -0.58%
Dec 31, 23
13 Vanguard Institutional Index I 1.42M (0.66%) -8.87K
Decreased by -0.63%
Dec 31, 23
14 Technology Select Sector SPDR® ETF 1.37M (0.64%) 4.26K
Increased by +0.31%
Jan 31, 24
15 Bridge Builder Large Cap Growth 1.25M (0.59%) -204
Decreased by -0.02%
Jan 31, 24
16 Ninety One GSF Glb Frchs I Acc USD 1.25M (0.59%) 0
Increased by 0%
Oct 31, 23
17 Ninety One Global Franchise 1.25M (0.59%) -11.19K
Decreased by -0.89%
Sep 30, 23
18 Vanguard Information Technology ETF 1.24M (0.58%) 9.65K
Increased by +0.78%
Dec 31, 23
19 Fidelity Select Software & IT Svcs Port 1.23M (0.58%) 0
Increased by 0%
Dec 31, 23
20 Capital Group AMCAP Composite 1.18M (0.55%) 0
Increased by 0%
Dec 31, 23