Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 11.50%
3 MAKX 6.24%
4 IVRS 4.87%
5 LSGR 4.68%
6 IBOT 4.58%
7 GGME 4.08%
8 UTRN 4.00%
9 CLDL 3.85%
10 QQQG 3.56%
11 FMET 3.32%
12 ARTY 3.13%
13 CLOD 2.87%
14 CIRC 2.83%
15 METV 2.77%
16 PBS 2.67%
17 QTEC 2.64%
18 SXQG 2.37%
19 POWA 2.34%
20 DEF 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.27M (9.45%) 349.65K
Increased by +1.73%
Sep 30, 24
2 BlackRock Inc 19.44M (9.06%) 1.16M
Increased by +5.95%
Jun 30, 24
3 State Street Corp 9.52M (4.44%) 153.76K
Increased by +1.62%
Jun 30, 24
4 State Street Corporation 9.37M (4.37%) 387.13K
Increased by +4.13%
Mar 31, 24
5 Loomis, Sayles & Company LP 6.20M (2.89%) 60.36K
Increased by +0.97%
Jun 30, 24
6 FMR Inc 5.65M (2.64%) 46.07K
Increased by +0.81%
Sep 30, 24
7 Ninety One UK Limited 5.23M (2.44%) 162.83K
Increased by +3.11%
Sep 30, 24
8 Polen Capital 4.94M (2.30%) -183.38K
Decreased by -3.71%
Mar 31, 24
9 Geode Capital Management, LLC 4.94M (2.30%) 159.00K
Increased by +3.22%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.74M (2.21%) -50.13K
Decreased by -1.06%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 4.36M (2.03%) -1.94M
Decreased by -44.46%
Jun 30, 24
12 Aristotle Capital Management LLC 4.30M (2.00%) -61.31K
Decreased by -1.43%
Jun 30, 24
13 Goldman Sachs Group Inc 4.17M (1.94%) 2.28M
Increased by +54.68%
Dec 31, 23
14 Brown Advisory Holdings Inc 3.23M (1.51%) 64.92K
Increased by +2.01%
Sep 30, 24
15 Bank of America Corp 3.15M (1.47%) 2.49M
Increased by +79.08%
Jun 30, 24
16 Fidelity International Ltd 2.98M (1.39%) 212.88K
Increased by +7.14%
Jun 30, 24
17 Amundi 2.82M (1.32%) 1.06M
Increased by +37.55%
Jun 30, 24
18 ClearBridge Advisors, LLC 2.76M (1.29%) -128.71K
Decreased by -4.66%
Jun 30, 24
19 T. Rowe Price Investment Management,Inc. 2.73M (1.27%) 1.37M
Increased by +50.18%
Sep 30, 24
20 Pictet Asset Manangement SA 2.71M (1.27%) 146.81K
Increased by +5.41%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.80M (3.17%) -23.65K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.71M (2.66%) 67.28K
Increased by +1.18%
Oct 31, 24
3 Invesco QQQ Trust 4.17M (1.95%) -19.38K
Decreased by -0.46%
Oct 31, 24
4 Fidelity 500 Index 2.65M (1.23%) 13.11K
Increased by +0.49%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 2.63M (1.22%) 13.72K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 2.53M (1.18%) 5.71K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 2.49M (1.16%) 15.85K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.40M (1.12%) 3.68K
Increased by +0.15%
Oct 31, 24
9 Vanguard Growth Index Investor 2.32M (1.08%) 14.18K
Increased by +0.61%
Oct 31, 24
10 Fidelity Global Technology A-Dis-EUR 2.12M (0.99%) -276.00
Decreased by -0.01%
Sep 30, 24
11 The Technology Select Sector SPDR® ETF 1.67M (0.78%) -6.46K
Decreased by -0.39%
Oct 31, 24
12 Loomis Sayles Growth Y 1.55M (0.72%) -5.03K
Decreased by -0.32%
Sep 30, 24
13 VanEck Morningstar Wide Moat 1.54M (0.72%) 64.50K
Increased by +4.18%
Sep 30, 24
14 VanEck Morningstar Wide Moat ETF 1.53M (0.71%) -5.09K
Decreased by -0.33%
Oct 31, 24
15 Technology Select Sector SPDR® ETF 1.48M (0.69%) 1.65K
Increased by +0.11%
Apr 30, 24
16 Principal Aligned MidCap Equity 1.48M (0.69%) 190.93K
Increased by +12.94%
Sep 30, 24
17 Principal MidCap R5 1.48M (0.69%) 18.13K
Increased by +1.23%
Sep 30, 24
18 Vanguard Information Technology ETF 1.44M (0.67%) 6.61K
Increased by +0.46%
Oct 31, 24
19 Vanguard Institutional Index I 1.37M (0.64%) -1.23K
Decreased by -0.09%
Oct 31, 24
20 Bridge Builder Large Cap Growth 1.25M (0.58%) -204.00
Decreased by -0.02%
Jan 31, 24