Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 EKG 3.63%
5 KMID 3.04%
6 LGHT 2.90%
7 AIEQ 2.47%
8 USRD 2.16%
9 SWIN_old 2.01%
10 BKIV 1.78%
11 XHE 1.69%
12 RSPH 1.64%
13 RYH 1.63%
14 QQQN 1.51%
15 BMED 1.48%
16 HTEC 1.38%
17 ALTL 1.38%
18 TSME 1.35%
19 FDMO 1.28%
20 QQJG 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.47M (12.07%) -2.19K
Decreased by -0.03%
Sep 30, 24
2 BlackRock Inc 7.95M (11.34%) 292.19K
Increased by +3.67%
Jun 30, 24
3 State Street Corp 3.09M (4.40%) -18.30K
Decreased by -0.59%
Sep 30, 24
4 State Street Corporation 3.05M (4.35%) -7.47K
Decreased by -0.24%
Mar 31, 24
5 Edgewood Management LLC 2.86M (4.07%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.63M (3.75%) 866.66K
Increased by +32.90%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 1.98M (2.82%) 843.89K
Increased by +42.59%
Sep 30, 24
8 Geode Capital Management, LLC 1.75M (2.50%) 21.61K
Increased by +1.23%
Sep 30, 24
9 Citadel Advisors Llc 1.55M (2.21%) 717.01K
Increased by +46.21%
Sep 30, 24
10 FMR Inc 1.22M (1.74%) 367.51K
Increased by +30.08%
Sep 30, 24
11 Polen Capital 1.22M (1.73%) -52.05K
Decreased by -4.28%
Mar 31, 24
12 Ninety One UK Limited 1.18M (1.68%) 29.95K
Increased by +2.54%
Sep 30, 24
13 Bank of New York Mellon Corp 1.13M (1.61%) -21.14K
Decreased by -1.88%
Sep 30, 24
14 Capital World Investors 1.12M (1.60%) -138.77K
Decreased by -12.40%
Sep 30, 24
15 Nuveen Asset Management, LLC 1.06M (1.51%) -114.95K
Decreased by -10.86%
Sep 30, 24
16 Brown Advisory Holdings Inc 971.94K (1.39%) -201.63K
Decreased by -20.75%
Sep 30, 24
17 JPMorgan Chase & Co 945.69K (1.35%) -1.34M
Decreased by -142.02%
Jun 30, 24
18 Amvescap Plc. 923.85K (1.32%) 89.02K
Increased by +9.64%
Sep 30, 24
19 AllianceBernstein L.P. 920.04K (1.31%) -862.43K
Decreased by -93.74%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 907.21K (1.29%) -1.07M
Decreased by -117.53%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.24M (3.19%) -8.12K
Decreased by -0.36%
Oct 31, 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 1.86M (2.65%) 21.45K
Increased by +1.15%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 1.51M (2.15%) 2.68K
Increased by +0.18%
Oct 31, 24
5 Edgewood Growth Instl 1.49M (2.12%) -224.10K
Decreased by -15.08%
Sep 30, 23
6 Vanguard Health Care Inv 1.44M (2.06%) 591.23K
Increased by +40.94%
Sep 30, 24
7 T. Rowe Price US Mid-Cap Growth Equity 957.60K (1.36%) 407.80K
Increased by +42.59%
Sep 30, 24
8 T. Rowe Price Mid-Cap Growth 956.70K (1.36%) -900.00
Decreased by -0.09%
Oct 31, 24
9 BlackRock Mid-Cap Growth Equity Instl 929.30K (1.32%) -125.82K
Decreased by -13.54%
Oct 31, 24
10 SPDR® S&P 500® ETF Trust 867.67K (1.24%) 5.08K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 861.75K (1.23%) -1.42K
Decreased by -0.16%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 859.77K (1.23%) -6.64K
Decreased by -0.77%
Mar 31, 24
13 Fidelity® 500 Index 829.41K (1.18%) 5.28K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 793.77K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
15 American Funds Growth Fund of Amer A 739.55K (1.05%) -112.15K
Decreased by -15.16%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 739.55K (1.05%) -112.15K
Decreased by -15.16%
Sep 30, 24
17 Sands Capital Global Growth Equity 732.12K (1.04%) -1.40K
Decreased by -0.19%
Sep 30, 24
18 JPMorgan Large Cap Growth I 683.59K (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
19 Invesco S&P 500® Equal Weight ETF 563.34K (0.80%) 770.00
Increased by +0.14%
Nov 29, 24
20 Vanguard Growth Index Investor 554.94K (0.79%) 3.35K
Increased by +0.60%
Oct 31, 24