Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 EKG 3.95%
4 UGCE 3.86%
5 KMID 3.69%
6 AIEQ 2.47%
7 LGHT 2.37%
8 SWIN_old 2.01%
9 XHE 1.97%
10 RSPH 1.85%
11 USRD 1.78%
12 HTEC 1.66%
13 RYH 1.63%
14 BKIV 1.52%
15 QQQN 1.51%
16 BMED 1.48%
17 TSME 1.36%
18 FDMO 1.28%
19 FLCV 1.19%
20 MPAY 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.26M (12.02%) -214.19K
Decreased by -2.59%
Dec 31, 24
2 BlackRock Inc 7.68M (11.18%) -87.66K
Decreased by -1.14%
Dec 31, 24
3 State Street Corporation 3.05M (4.45%) -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 (2.61%) 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 (1.58%) 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 (1.48%) -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 US Total Market Shares ETF 2.25M (3.27%) -18.37K
Decreased by -0.82%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.24M (3.27%) 9.40K
Increased by +0.42%
Mar 31, 25
3 JPM US Large Cap Growth-MA 1.97M (2.87%) 1.80M
Increased by +91.28%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 1.95M (2.84%) 4.65K
Increased by +0.24%
Mar 31, 25
5 Vanguard Health Care Inv 1.67M (2.43%) 223.71K
Increased by +13.41%
Dec 31, 24
6 Edgewood Growth Instl 1.49M (2.16%) -224.10K
Decreased by -15.08%
Sep 30, 23
7 Vanguard Small Cap Index 885.09K (1.29%) 885.09K
Increased by +100.00%
Mar 31, 25
8 T. Rowe Price Mid-Cap Growth 879.00K (1.28%) -1.00K
Decreased by -0.11%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 879.00K (1.28%) -74.50K
Decreased by -8.48%
Mar 31, 25
10 Fidelity 500 Index 878.88K (1.28%) 3.91K
Increased by +0.45%
Feb 28, 25
11 SPDR® S&P 500 ETF 870.24K (1.27%) -12.71K
Decreased by -1.46%
Mar 31, 25
12 Invesco S&P 500® Equal Weight ETF 864.20K (1.26%) 1.87K
Increased by +0.22%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 859.77K (1.25%) -6.64K
Decreased by -0.77%
Mar 31, 24
14 iShares Core S&P 500 ETF 855.99K (1.25%) 2.46K
Increased by +0.29%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 847.24K (1.23%) -4.43K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 837.64K (1.22%) -14.02K
Decreased by -1.67%
Mar 31, 25
17 Fidelity® 500 Index 829.41K (1.21%) 5.28K
Increased by +0.64%
Nov 30, 23
18 Vanguard Mid Cap Index Institutional 763.81K (1.11%) -768.09K
Decreased by -100.56%
Mar 31, 25
19 Capital Group Growth Fnd of Amer Comp 739.55K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds Growth Fund of Amer A 738.32K (1.07%) -1.23K
Decreased by -0.17%
Mar 31, 25