Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 EKG 3.77%
5 KMID 2.90%
6 AIEQ 2.47%
7 SWIN_old 2.01%
8 LGHT 2.00%
9 XHE 1.68%
10 RYH 1.63%
11 USRD 1.62%
12 RSPH 1.61%
13 QQQN 1.51%
14 HTEC 1.50%
15 BMED 1.48%
16 BKIV 1.45%
17 TSME 1.34%
18 FDMO 1.28%
19 MPAY 1.17%
20 DTEC 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.26M (12.01%) -214.19K
Decreased by -2.59%
Dec 31, 24
2 BlackRock Inc 7.68M (11.17%) -87.66K
Decreased by -1.14%
Dec 31, 24
3 State Street Corporation 3.05M (4.44%) -7.47K
Decreased by -0.24%
Mar 31, 24
4 State Street Corp 3.00M (4.37%) -83.11K
Decreased by -2.77%
Dec 31, 24
5 Edgewood Management LLC 2.86M (4.16%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.38M (3.47%) -249.78K
Decreased by -10.47%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 1.97M (2.87%) -9.99K
Decreased by -0.51%
Dec 31, 24
8 Geode Capital Management, LLC 1.79M (2.60%) 39.21K
Increased by +2.19%
Dec 31, 24
9 Citadel Advisors Llc 1.75M (2.55%) 198.31K
Increased by +11.33%
Dec 31, 24
10 Ninety One UK Limited 1.22M (1.78%) 43.52K
Increased by +3.57%
Dec 31, 24
11 Polen Capital 1.22M (1.77%) -52.05K
Decreased by -4.28%
Mar 31, 24
12 FMR Inc 1.20M (1.75%) -20.21K
Decreased by -1.68%
Dec 31, 24
13 Millennium Management LLC 1.13M (1.64%) 376.38K
Increased by +33.43%
Dec 31, 24
14 Capital World Investors 1.12M (1.63%) 515.00
Increased by +0.05%
Dec 31, 24
15 Amvescap Plc. 1.08M (1.57%) 158.31K
Increased by +14.63%
Dec 31, 24
16 Bank of New York Mellon Corp 1.07M (1.55%) -61.60K
Decreased by -5.78%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.04M (1.51%) 131.84K
Increased by +12.69%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.01M (1.47%) -45.12K
Decreased by -4.45%
Dec 31, 24
19 AllianceBernstein L.P. 920.04K (1.34%) -862.43K
Decreased by -93.74%
Jun 30, 24
20 NORGES BANK 915.03K (1.33%) 22.39K
Increased by +2.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.24M (3.25%) 8.31K
Increased by +0.37%
Feb 28, 25
2 JPM US Large Cap Growth-MA 1.97M (2.87%) 1.80M
Increased by +91.28%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 1.95M (2.83%) 14.27K
Increased by +0.73%
Feb 28, 25
4 Vanguard Health Care Inv 1.67M (2.43%) 223.71K
Increased by +13.41%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.53M (2.23%) 6.75K
Increased by +0.44%
Feb 28, 25
6 Edgewood Growth Instl 1.49M (2.16%) -224.10K
Decreased by -15.08%
Sep 30, 23
7 T. Rowe Price US Mid-Cap Growth Equity 953.50K (1.39%) -4.10K
Decreased by -0.43%
Dec 31, 24
8 T. Rowe Price Mid-Cap Growth 953.10K (1.39%) -400.00
Decreased by -0.04%
Jan 31, 25
9 Fidelity 500 Index 874.97K (1.27%) 3.86K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 864.66K (1.26%) -6.40K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 859.77K (1.25%) -6.64K
Decreased by -0.77%
Mar 31, 24
12 Fidelity® 500 Index 829.41K (1.21%) 5.28K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 824.57K (1.20%) -41.00
Decreased by -0.00%
Feb 28, 25
14 American Funds Growth Fund of Amer A 739.55K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 739.55K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
16 Sands Capital Global Growth Equity 732.12K (1.07%) -1.40K
Decreased by -0.19%
Sep 30, 24
17 BlackRock Mid-Cap Growth Equity Instl 715.24K (1.04%) -169.68K
Decreased by -23.72%
Feb 28, 25
18 JPMorgan Large Cap Growth I 683.59K (0.99%) 0.00
Increased by 0.00%
Feb 29, 24
19 Invesco S&P 500® Equal Weight ETF 637.25K (0.93%) 705.00
Increased by +0.11%
Feb 28, 25
20 Vanguard Value Index Inv 610.70K (0.89%) 2.63K
Increased by +0.43%
Feb 28, 25