Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 MDCP 5.07%
2 CWS 4.61%
3 MOTO 3.92%
4 LCLG 3.92%
5 DEMZ 3.62%
6 ROKT 3.3%
7 ARVR 3.21%
8 DVOL 2.79%
9 CVRD 2.74%
10 STNC 2.49%
11 PDP 2.48%
12 LVOL 2.29%
13 HUSV 2.18%
14 FTIF 2.16%
15 BTHM 2.15%
16 FTCS 2.14%
17 PPA 2.14%
18 DEF 2.12%
19 BIBL 2.08%
20 VOT 1.95%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.14M (12.26%) 965.95K
Increased by +1.32%
Dec 31, 23
2 FMR Inc 55.89M (9.37%) 387.12K
Increased by +0.69%
Dec 31, 23
3 BlackRock Inc 48.85M (8.19%) 323.03K
Increased by +0.66%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 29.25M (4.9%) 8.34M
Increased by +28.52%
Dec 31, 23
5 State Street Corporation 26.59M (4.46%) 957.29K
Increased by +3.6%
Dec 31, 23
6 Bank of New York Mellon Corp 20.3M (3.4%) -960.68K
Decreased by -4.73%
Dec 31, 23
7 JPMorgan Chase & Co 17.73M (2.97%) 2.45M
Increased by +13.8%
Dec 31, 23
8 Massachusetts Financial Services Company 13.21M (2.22%) 67.09K
Increased by +0.51%
Dec 31, 23
9 Geode Capital Management, LLC 13.18M (2.21%) 337.37K
Increased by +2.56%
Dec 31, 23
10 Bank of America Corp 11.67M (1.96%) 8.52M
Increased by +73.02%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 10.92M (1.83%) 537.35K
Increased by +4.92%
Dec 31, 23
12 NORGES BANK 10.88M (1.82%) 2.29M
Increased by +21.04%
Dec 31, 23
13 AllianceBernstein L.P. 8.98M (1.51%) -317.17K
Decreased by -3.53%
Dec 31, 23
14 Mawer Investment Management Ltd 8.18M (1.37%) -250.02K
Decreased by -3.06%
Dec 31, 23
15 Flossbach von Storch AG 7.87M (1.32%) -34.18K
Decreased by -0.43%
Dec 31, 23
16 Alecta Pensionsforsakring, Omsesidigt 7.76M (1.3%) 0
Increased by 0%
Dec 31, 23
17 Lazard Asset Management LLC 7.12M (1.19%) 98.97K
Increased by +1.39%
Dec 31, 23
18 Goldman Sachs Group Inc 6.64M (1.11%) 3.72M
Increased by +55.95%
Dec 31, 23
19 Amundi 6.52M (1.09%) -394.31K
Decreased by -6.05%
Dec 31, 23
20 Northern Trust Corp 5.97M (1%) -230.05K
Decreased by -3.86%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Contrafund® 21.2M (3.55%) 0
Increased by 0%
Nov 30, 23
2 Fidelity Contrafund 20.89M (3.5%) -246.5K
Decreased by -1.18%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 18.75M (3.14%) -38.59K
Decreased by -0.21%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 14.94M (2.5%) 155.59K
Increased by +1.04%
Feb 29, 24
5 Vanguard Mid Cap Index Institutional 13.37M (2.24%) -35.97K
Decreased by -0.27%
Feb 29, 24
6 Fidelity Contrafund Commingled Pl O 8.81M (1.48%) -99.1K
Decreased by -1.12%
Feb 29, 24
7 JPM US Large Cap Growth-MA 7.2M (1.21%) 6.62M
Increased by +92%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 7.2M (1.21%) -56.25K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 7.18M (1.2%) 72.21K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 6.95M (1.17%) 44.23K
Increased by +0.64%
Nov 30, 23
11 JPMorgan Large Cap Growth I 6.4M (1.07%) 0
Increased by 0%
Feb 29, 24
12 iShares Core S&P 500 ETF 6.22M (1.04%) 45.7K
Increased by +0.73%
Mar 28, 24
13 Fidelity® Contrafund® K6 5.6M (0.94%) -16.5K
Decreased by -0.29%
Nov 30, 23
14 Vanguard Growth Index Investor 5.56M (0.93%) 48.22K
Increased by +0.87%
Feb 29, 24
15 Fidelity Contrafund K6 5.52M (0.92%) -60.8K
Decreased by -1.1%
Feb 29, 24
16 American Funds Invmt Co of Amer A 4.91M (0.82%) 0
Increased by 0%
Dec 31, 23
17 Capital Group Investment Co of Amer Comp 4.91M (0.82%) 0
Increased by 0%
Dec 31, 23
18 Vanguard Mid-Cap Growth ETF 4.29M (0.72%) 25.49K
Increased by +0.59%
Feb 29, 24
19 Technology Select Sector SPDR® ETF 4.14M (0.69%) 86.18K
Increased by +2.08%
Mar 31, 24
20 Fidelity® Magellan® 4.03M (0.68%) -2.6K
Decreased by -0.06%
Nov 30, 23