Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MNA 5.84%
3 IVRS 4.80%
4 BULD 4.75%
5 UTRN 3.93%
6 MARB 3.88%
7 MDCP 3.34%
8 GFGF 3.04%
9 BIGD 3.01%
10 EVNT 3.00%
11 ARTY 2.91%
12 GAMR 2.89%
13 ARB 2.75%
14 QTEC 2.30%
15 WBIL 2.27%
16 IBOT 2.18%
17 USRD 2.15%
18 POWA 2.07%
19 SWIN_old 2.04%
20 GVIP 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.57M (12.13%) 150.86K
Increased by +1.43%
Sep 30, 24
2 BlackRock Inc 9.13M (10.48%) 482.65K
Increased by +5.29%
Sep 30, 24
3 State Street Corp 3.70M (4.25%) 106.19K
Increased by +2.87%
Sep 30, 24
4 Aristotle Capital Management LLC 3.60M (4.14%) -1.48K
Decreased by -0.04%
Sep 30, 24
5 State Street Corporation 3.58M (4.11%) 43.91K
Increased by +1.23%
Mar 31, 24
6 Geode Capital Management, LLC 2.31M (2.65%) 37.58K
Increased by +1.63%
Sep 30, 24
7 Pictet Asset Manangement SA 1.64M (1.89%) -95.75K
Decreased by -5.83%
Sep 30, 24
8 BAMCO Inc 1.61M (1.85%) -103.18K
Decreased by -6.40%
Sep 30, 24
9 Fidelity International Ltd 1.57M (1.81%) 319.33K
Increased by +20.28%
Sep 30, 24
10 NORGES BANK 1.55M (1.78%) 770.55K
Increased by +49.76%
Jun 30, 24
11 Wellington Management Company LLP 1.28M (1.47%) -2.27K
Decreased by -0.18%
Dec 31, 23
12 Massachusetts Financial Services Company 1.08M (1.24%) -115.03K
Decreased by -10.65%
Dec 31, 23
13 Amvescap Plc. 1.02M (1.17%) 71.93K
Increased by +7.04%
Sep 30, 24
14 Bank of America Corp 1.01M (1.16%) 56.04K
Increased by +5.53%
Sep 30, 24
15 Deutsche Bank AG 977.69K (1.12%) 531.07K
Increased by +54.32%
Sep 30, 24
16 Ako Capital Llp 971.46K (1.12%) 84.51K
Increased by +8.70%
Dec 31, 23
17 Millennium Management LLC 952.38K (1.09%) -177.42K
Decreased by -18.63%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 943.39K (1.08%) -1.05M
Decreased by -110.81%
Sep 30, 24
19 Northern Trust Corp 908.58K (1.04%) -52.93K
Decreased by -5.83%
Sep 30, 24
20 Nordea Investment Mgmt Bank Demark A/s 849.44K (0.98%) -36.65K
Decreased by -4.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.74M (3.14%) -12.21K
Decreased by -0.45%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.37M (2.72%) 19.09K
Increased by +0.81%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 1.88M (2.16%) 16.69K
Increased by +0.89%
Dec 31, 24
4 Invesco QQQ Trust 1.77M (2.04%) 18.74K
Increased by +1.06%
Dec 31, 24
5 VA CollegeAmerica Amcap 529A 1.65M (1.89%) 1.65M
Increased by +100.00%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 1.10M (1.26%) 12.60K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 1.08M (1.24%) 7.34K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 1.05M (1.20%) -8.22K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 1.03M (1.18%) 728.00
Increased by +0.07%
Dec 31, 24
10 Fidelity® 500 Index 1.01M (1.16%) 6.44K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 951.62K (1.09%) -67.44K
Decreased by -7.09%
Dec 31, 24
12 Fidelity Global Technology A-Dis-EUR 945.40K (1.09%) -515.00
Decreased by -0.05%
Nov 30, 24
13 Vanguard Windsor™ II Inv 942.00K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Baron Growth Retail 840.00K (0.96%) -42.50K
Decreased by -5.06%
Dec 31, 24
15 Baron Small Cap Growth Strategy 840.00K (0.96%) -42.50K
Decreased by -5.06%
Dec 31, 24
16 Vanguard Information Technology ETF 690.51K (0.79%) 10.24K
Increased by +1.48%
Dec 31, 24
17 The Technology Select Sector SPDR® ETF 681.46K (0.78%) -1.09K
Decreased by -0.16%
Dec 31, 24
18 Pictet - Robotics I dy EUR 652.31K (0.75%) -406.00
Decreased by -0.06%
Sep 30, 24
19 Vanguard Mid-Cap Growth ETF 647.94K (0.74%) 27.56K
Increased by +4.25%
Dec 31, 24
20 BlackRock Mid-Cap Growth Equity Instl 603.48K (0.69%) 0.00
Increased by 0.00%
Mar 31, 24