Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 EKG 3.08%
5 KMID 2.76%
6 AIEQ 2.47%
7 LGHT 2.31%
8 SWIN_old 2.01%
9 USRD 1.89%
10 RYH 1.63%
11 XHE 1.52%
12 QQQN 1.51%
13 BKIV 1.49%
14 BMED 1.48%
15 RSPH 1.40%
16 TSME 1.37%
17 FDMO 1.28%
18 HTEC 1.28%
19 MPAY 1.17%
20 BAFE 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.47M (12.17%) -2.19K
Decreased by -0.03%
Sep 30, 24
2 BlackRock Inc 7.77M (11.16%) -187.71K
Decreased by -2.42%
Sep 30, 24
3 State Street Corp 3.09M (4.44%) -18.30K
Decreased by -0.59%
Sep 30, 24
4 State Street Corporation 3.05M (4.39%) -7.47K
Decreased by -0.24%
Mar 31, 24
5 Edgewood Management LLC 2.86M (4.11%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.63M (3.79%) 866.66K
Increased by +32.90%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 1.98M (2.85%) 843.89K
Increased by +42.59%
Sep 30, 24
8 Geode Capital Management, LLC 1.75M (2.52%) 21.61K
Increased by +1.23%
Sep 30, 24
9 Citadel Advisors Llc 1.55M (2.23%) 717.01K
Increased by +46.21%
Sep 30, 24
10 FMR Inc 1.22M (1.76%) 367.51K
Increased by +30.08%
Sep 30, 24
11 Ninety One UK Limited 1.22M (1.75%) 43.52K
Increased by +3.57%
Dec 31, 24
12 Polen Capital 1.22M (1.75%) -52.05K
Decreased by -4.28%
Mar 31, 24
13 Bank of New York Mellon Corp 1.13M (1.62%) -21.14K
Decreased by -1.88%
Sep 30, 24
14 Capital World Investors 1.12M (1.61%) -138.77K
Decreased by -12.40%
Sep 30, 24
15 Nuveen Asset Management, LLC 1.06M (1.52%) -114.95K
Decreased by -10.86%
Sep 30, 24
16 Brown Advisory Holdings Inc 971.94K (1.40%) -201.63K
Decreased by -20.75%
Sep 30, 24
17 Amvescap Plc. 923.85K (1.33%) 89.02K
Increased by +9.64%
Sep 30, 24
18 AllianceBernstein L.P. 920.04K (1.32%) -862.43K
Decreased by -93.74%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 907.21K (1.30%) -1.07M
Decreased by -117.53%
Sep 30, 24
20 JPMorgan Chase & Co 901.50K (1.30%) -1.00M
Decreased by -110.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.22M (3.19%) -16.84K
Decreased by -0.76%
Dec 31, 24
2 JPM US Large Cap Growth-MA 1.97M (2.83%) 1.80M
Increased by +91.28%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 1.90M (2.73%) 11.71K
Increased by +0.62%
Dec 31, 24
4 Vanguard Health Care Inv 1.67M (2.40%) 223.71K
Increased by +13.41%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.52M (2.19%) 11.18K
Increased by +0.73%
Dec 31, 24
6 Edgewood Growth Instl 1.49M (2.14%) -224.10K
Decreased by -15.08%
Sep 30, 23
7 T. Rowe Price Mid-Cap Growth 953.50K (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
8 T. Rowe Price US Mid-Cap Growth Equity 953.50K (1.37%) -4.10K
Decreased by -0.43%
Dec 31, 24
9 BlackRock Mid-Cap Growth Equity Instl 907.84K (1.30%) -4.02K
Decreased by -0.44%
Dec 31, 24
10 Fidelity 500 Index 871.11K (1.25%) 3.47K
Increased by +0.40%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 866.36K (1.24%) -41.00
Decreased by -0.00%
Jan 30, 25
12 SPDR® S&P 500 ETF Trust 859.77K (1.24%) -6.64K
Decreased by -0.77%
Mar 31, 24
13 Fidelity® 500 Index 829.41K (1.19%) 5.28K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 819.48K (1.18%) -1.39K
Decreased by -0.17%
Jan 29, 25
15 American Funds Growth Fund of Amer A 739.55K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Growth Fnd of Amer Comp 739.55K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
17 Sands Capital Global Growth Equity 732.12K (1.05%) -1.40K
Decreased by -0.19%
Sep 30, 24
18 JPMorgan Large Cap Growth I 683.59K (0.98%) 0.00
Increased by 0.00%
Feb 29, 24
19 Invesco S&P 500® Equal Weight ETF 629.04K (0.90%) -315.00
Decreased by -0.05%
Jan 30, 25
20 Vanguard Value Index Inv 604.25K (0.87%) 301.05K
Increased by +49.82%
Dec 31, 24