Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 7.85%
3 MAKX 6.64%
4 IVRS 4.86%
5 LSGR 4.44%
6 UTRN 4.00%
7 IBOT 3.96%
8 FMET 3.52%
9 GGME 3.37%
10 CLDL 3.32%
11 ARTY 3.26%
12 CZAR 3.03%
13 CIRC 2.83%
14 METV 2.68%
15 PBS 2.67%
16 CLOD 2.62%
17 QTEC 2.34%
18 DEF 2.33%
19 SSPX 2.26%
20 QQQG 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.39M (9.60%) 119.03K
Increased by +0.58%
Dec 31, 24
2 BlackRock Inc 20.07M (9.45%) 956.82K
Increased by +4.77%
Dec 31, 24
3 State Street Corp 10.06M (4.73%) 248.86K
Increased by +2.47%
Dec 31, 24
4 State Street Corporation 9.37M (4.41%) 387.13K
Increased by +4.13%
Mar 31, 24
5 Loomis, Sayles & Company LP 5.82M (2.74%) -200.60K
Decreased by -3.45%
Dec 31, 24
6 Ninety One UK Limited 5.07M (2.39%) -168.00K
Decreased by -3.32%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 5.02M (2.36%) -372.35K
Decreased by -7.41%
Dec 31, 24
8 Polen Capital 4.94M (2.33%) -183.38K
Decreased by -3.71%
Mar 31, 24
9 FMR Inc 4.81M (2.26%) -847.94K
Decreased by -17.64%
Dec 31, 24
10 Geode Capital Management, LLC 4.72M (2.22%) 45.62K
Increased by +0.97%
Dec 31, 24
11 Aristotle Capital Management LLC 4.30M (2.02%) -61.31K
Decreased by -1.43%
Jun 30, 24
12 Goldman Sachs Group Inc 4.17M (1.96%) 2.28M
Increased by +54.68%
Dec 31, 23
13 Amundi 3.13M (1.47%) -75.86K
Decreased by -2.42%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 3.05M (1.44%) 667.76K
Increased by +21.87%
Dec 31, 24
15 Brown Advisory Holdings Inc 3.04M (1.43%) -190.76K
Decreased by -6.28%
Dec 31, 24
16 Massachusetts Financial Services Company 2.88M (1.35%) 2.31M
Increased by +80.27%
Dec 31, 24
17 Fidelity International Ltd 2.73M (1.29%) -249.15K
Decreased by -9.12%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.73M (1.28%) 417.03K
Increased by +15.29%
Dec 31, 24
19 Pictet Asset Manangement SA 2.71M (1.28%) 146.81K
Increased by +5.41%
Jun 30, 24
20 Bank of America Corp 2.59M (1.22%) -207.03K
Decreased by -7.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.78M (3.19%) 25.69K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.96M (2.81%) 39.58K
Increased by +0.66%
Feb 28, 25
3 Invesco QQQ Trust 4.45M (2.09%) -349.00
Decreased by -0.01%
Feb 28, 25
4 Fidelity 500 Index 2.68M (1.26%) 11.83K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 2.66M (1.25%) -19.66K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 2.53M (1.19%) 5.71K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 2.53M (1.19%) -127.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 2.49M (1.17%) 15.85K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 2.26M (1.06%) 1.79K
Increased by +0.08%
Feb 28, 25
10 MFS Growth B 2.08M (0.98%) 58.98K
Increased by +2.83%
Feb 28, 25
11 MFS Growth Equity 2.05M (0.96%) 1.70M
Increased by +83.07%
Dec 31, 24
12 T. Rowe Price Capital Appreciation 1.75M (0.82%) 225.40K
Increased by +12.87%
Jan 31, 25
13 The Technology Select Sector SPDR® ETF 1.68M (0.79%) -11.30K
Decreased by -0.67%
Feb 28, 25
14 VanEck Morningstar Wide Moat 1.54M (0.73%) 64.50K
Increased by +4.18%
Sep 30, 24
15 VanEck Morningstar Wide Moat ETF 1.53M (0.72%) -464.00
Decreased by -0.03%
Nov 28, 24
16 Vanguard Information Technology ETF 1.49M (0.70%) 4.02K
Increased by +0.27%
Feb 28, 25
17 Technology Select Sector SPDR® ETF 1.48M (0.70%) 1.65K
Increased by +0.11%
Apr 30, 24
18 Loomis Sayles Growth Y 1.45M (0.68%) -19.91K
Decreased by -1.37%
Jan 31, 25
19 Principal MidCap R5 1.43M (0.67%) -46.15K
Decreased by -3.23%
Oct 31, 24
20 Vanguard Institutional Index I 1.33M (0.63%) -15.49K
Decreased by -1.16%
Feb 28, 25