Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 EKG 4.12%
3 QQQN 2.63%
4 AIEQ 2.47%
5 USRD 2.39%
6 BMED 2.24%
7 QQJG 1.83%
8 XHE 1.63%
9 RSPH 1.63%
10 RYH 1.62%
11 QQQJ 1.59%
12 HTEC 1.54%
13 GDOC 1.42%
14 SPHB 1.41%
15 ALTL 1.38%
16 MPAY 1.3%
17 FDMO 1.28%
18 DTEC 1.2%
19 HIBL 1.07%
20 XOUT 1.04%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.25M (11.79%) -15.53K
Decreased by -0.19%
Sep 30, 23
2 BlackRock Inc 6.4M (9.14%) 803.27K
Increased by +12.56%
Sep 30, 23
3 JPMorgan Chase & Co 4.07M (5.82%) 794.56K
Increased by +19.51%
Sep 30, 23
4 State Street Corporation 3.03M (4.34%) -17.57K
Decreased by -0.58%
Sep 30, 23
5 Edgewood Management LLC 2.86M (4.08%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.29M (3.28%) -226.93K
Decreased by -9.9%
Sep 30, 23
7 Geode Capital Management, LLC 1.63M (2.32%) 31.84K
Increased by +1.96%
Sep 30, 23
8 Polen Capital 1.54M (2.21%) -37.91K
Decreased by -2.45%
Sep 30, 23
9 Sands Capital Management, LLC 1.53M (2.19%) -528.85K
Decreased by -34.53%
Sep 30, 23
10 AllianceBernstein L.P. 1.34M (1.91%) 188.62K
Increased by +14.12%
Sep 30, 23
11 Capital World Investors 1.29M (1.84%) -828.23K
Decreased by -64.45%
Sep 30, 23
12 Bank of New York Mellon Corp 1.23M (1.76%) 29.5K
Increased by +2.4%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.17M (1.68%) -89.78K
Decreased by -7.65%
Sep 30, 23
14 Brown Advisory Holdings Inc 1.07M (1.53%) -30.44K
Decreased by -2.85%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.02M (1.46%) 90.58K
Increased by +8.9%
Sep 30, 23
16 Amvescap Plc. 960.27K (1.37%) 128.27K
Increased by +13.36%
Sep 30, 23
17 Northern Trust Corp 831.47K (1.19%) 21.49K
Increased by +2.58%
Sep 30, 23
18 Ameriprise Financial Inc 756.39K (1.08%) 587.89K
Increased by +77.72%
Sep 30, 23
19 Allianz Asset Management AG 601.74K (0.86%) 11.05K
Increased by +1.84%
Sep 30, 23
20 Champlain Investment Partners, LLC 578.18K (0.83%) -965
Decreased by -0.17%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.29M (3.27%) 3.09K
Increased by +0.14%
Jan 31, 24
2 JPM US Large Cap Growth-MA 1.97M (2.82%) 1.8M
Increased by +91.28%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 1.76M (2.52%) 20.16K
Increased by +1.15%
Jan 31, 24
4 Vanguard Mid Cap Index Institutional 1.63M (2.33%) -1.15K
Decreased by -0.07%
Jan 31, 24
5 Edgewood Growth Instl 1.49M (2.12%) -224.1K
Decreased by -15.08%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 852.22K (1.22%) 6.34K
Increased by +0.74%
Jan 31, 24
7 American Funds Growth Fund of Amer A 851.7K (1.22%) 219.82K
Increased by +25.81%
Dec 31, 23
8 Capital Group Growth Fnd of Amer Comp 851.7K (1.22%) 219.82K
Increased by +25.81%
Dec 31, 23
9 Fidelity 500 Index 837.02K (1.2%) 7.61K
Increased by +0.91%
Dec 31, 23
10 BlackRock Mid-Cap Growth Equity Instl 829.46K (1.19%) 138.18K
Increased by +16.66%
Dec 31, 23
11 Fidelity® 500 Index 829.41K (1.19%) 5.28K
Increased by +0.64%
Nov 30, 23
12 Sands Capital Global Growth Equity 770.99K (1.1%) -38.38K
Decreased by -4.98%
Dec 31, 23
13 iShares Core S&P 500 ETF 731.34K (1.05%) 588
Increased by +0.08%
Jan 31, 24
14 Vanguard Health Care Inv 714.73K (1.02%) 0
Increased by 0%
Dec 31, 23
15 JPMorgan Large Cap Growth I 683.59K (0.98%) -329.19K
Decreased by -48.16%
Dec 31, 23
16 Vanguard Growth Index Investor 670.5K (0.96%) 3.48K
Increased by +0.52%
Jan 31, 24
17 Champlain Mid Cap Fund, LLC 553.59K (0.79%) -1.87K
Decreased by -0.34%
Jan 31, 24
18 Health Care Select Sector SPDR® ETF 539.62K (0.77%) 2.5K
Increased by +0.46%
Jan 31, 24
19 Vanguard Mid-Cap Growth ETF 518.87K (0.74%) -664
Decreased by -0.13%
Jan 31, 24
20 Principal LargeCap Growth I Instl 508.13K (0.73%) 18.19K
Increased by +3.58%
Dec 31, 23