Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 EKG 4.14%
3 UGCE 3.86%
4 AIEQ 2.47%
5 BKIV 2.47%
6 USRD 2.39%
7 BMED 2.08%
8 SWIN_old 2.01%
9 GDOC 1.93%
10 XHE 1.82%
11 QQQN 1.81%
12 RSPH 1.63%
13 RYH 1.63%
14 HTEC 1.53%
15 QQJG 1.38%
16 ALTL 1.38%
17 FDMO 1.28%
18 QQQJ 1.23%
19 SPHB 1.18%
20 MPAY 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.38M (11.93%) 25.36K
Increased by +0.30%
Mar 31, 24
2 BlackRock Inc 7.66M (10.91%) 369.58K
Increased by +4.82%
Mar 31, 24
3 State Street Corporation 3.05M (4.35%) -7.47K
Decreased by -0.24%
Mar 31, 24
4 Edgewood Management LLC 2.86M (4.07%) -420.59K
Decreased by -14.72%
Sep 30, 23
5 JPMorgan Chase & Co 2.29M (3.26%) 16.98K
Increased by +0.74%
Mar 31, 24
6 AllianceBernstein L.P. 1.78M (2.54%) 321.99K
Increased by +18.06%
Mar 31, 24
7 Geode Capital Management, LLC 1.72M (2.45%) 45.54K
Increased by +2.65%
Mar 31, 24
8 Sands Capital Management, LLC 1.36M (1.93%) -73.79K
Decreased by -5.44%
Mar 31, 24
9 Capital World Investors 1.26M (1.79%) 558.00
Increased by +0.04%
Mar 31, 24
10 Brown Advisory Holdings Inc 1.23M (1.75%) -280.63K
Decreased by -22.84%
Mar 31, 24
11 Polen Capital 1.22M (1.73%) -52.05K
Decreased by -4.28%
Mar 31, 24
12 Nuveen Asset Management, LLC 1.21M (1.72%) 140.72K
Increased by +11.64%
Mar 31, 24
13 Ninety One UK Limited 1.14M (1.62%) 1.09M
Increased by +96.31%
Mar 31, 24
14 Bank of New York Mellon Corp 1.13M (1.61%) 11.80K
Increased by +1.04%
Mar 31, 24
15 Wellington Management Company LLP 1.01M (1.44%) -787.12K
Decreased by -77.76%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 979.35K (1.39%) -252.28K
Decreased by -25.76%
Mar 31, 24
17 Bares Capital Management Inc 819.93K (1.17%) 357.02K
Increased by +43.54%
Mar 31, 24
18 NORGES BANK 816.10K (1.16%) 101.58K
Increased by +12.45%
Dec 31, 23
19 Goldman Sachs Group Inc 813.01K (1.16%) 246.01K
Increased by +30.26%
Dec 31, 23
20 Millennium Management LLC 774.12K (1.10%) 517.44K
Increased by +66.84%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.27M (3.23%) -32.77K
Decreased by -1.45%
Jun 30, 24
2 JPM US Large Cap Growth-MA 1.97M (2.81%) 1.80M
Increased by +91.28%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 1.80M (2.56%) -28.83K
Decreased by -1.60%
Jun 30, 24
4 Vanguard Mid Cap Index Institutional 1.53M (2.18%) -48.64K
Decreased by -3.17%
Jun 30, 24
5 Edgewood Growth Instl 1.49M (2.12%) -224.10K
Decreased by -15.08%
Sep 30, 23
6 BlackRock Mid-Cap Growth Equity Instl 1.14M (1.62%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity 500 Index 867.09K (1.24%) 4.40K
Increased by +0.51%
May 31, 24
8 SPDR® S&P 500 ETF Trust 859.77K (1.22%) -6.64K
Decreased by -0.77%
Mar 31, 24
9 American Funds Growth Fund of Amer A 851.70K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24
10 Capital Group Growth Fnd of Amer Comp 851.70K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 849.27K (1.21%) 7.94K
Increased by +0.93%
Jun 30, 24
12 Fidelity® 500 Index 829.41K (1.18%) 5.28K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 815.17K (1.16%) 102.15K
Increased by +12.53%
Jun 30, 24
14 iShares Core S&P 500 ETF 747.27K (1.06%) 3.82K
Increased by +0.51%
Jun 28, 24
15 Sands Capital Global Growth Equity 733.52K (1.04%) -5.28K
Decreased by -0.72%
Jun 30, 24
16 JPMorgan Large Cap Growth I 683.59K (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
17 Vanguard Health Care Inv 634.99K (0.90%) -79.74K
Decreased by -12.56%
Mar 31, 24
18 T. Rowe Price Mid-Cap Growth 549.80K (0.78%) 549.80K
Increased by +100.00%
Jun 30, 24
19 T. Rowe Price US Mid-Cap Growth Equity 549.80K (0.78%) 549.80K
Increased by +100.00%
Jun 30, 24
20 Champlain Mid Cap Fund, LLC 537.69K (0.77%) 2.51K
Increased by +0.47%
Jun 30, 24