Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 KARS 4.17%
2 UTRN 3.96%
3 GRID 3.44%
4 SOLR 3.16%
5 MID 2.89%
6 IDRV 2.82%
7 MOTO 2.15%
8 RSPD 2.01%
9 RCD 1.75%
10 FTXR 1.74%
11 CZA 1.49%
12 SSPX 1.48%
13 FXD 1.39%
14 HAIL 1.37%
15 GSFP 1.36%
16 DRIV 1.09%
17 PSET 1.02%
18 CLNR 1.01%
19 ROBO 0.98%
20 ALTL 0.89%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.37M (11.32%) 1.27M
Increased by +4.03%
Sep 30, 23
2 BlackRock Inc 22.46M (8.1%) 207.12K
Increased by +0.92%
Sep 30, 23
3 State Street Corporation 10.72M (3.87%) 281.47K
Increased by +2.62%
Sep 30, 23
4 Massachusetts Financial Services Company 9.52M (3.43%) 1.41M
Increased by +14.76%
Dec 31, 23
5 AllianceBernstein L.P. 7.91M (2.85%) -7.61K
Decreased by -0.1%
Sep 30, 23
6 Impax Asset Management Group PLC 6.79M (2.45%) 656.85K
Increased by +9.67%
Sep 30, 23
7 Geode Capital Management, LLC 6.05M (2.18%) 316.01K
Increased by +5.22%
Sep 30, 23
8 Barrow Hanley Mewhinney & Strauss LLC 5.93M (2.14%) -84.52K
Decreased by -1.42%
Dec 31, 23
9 UBS Asset Mgmt Americas Inc 5.02M (1.81%) 193.33K
Increased by +3.85%
Dec 31, 23
10 American Century Companies Inc 4.92M (1.78%) -113.48K
Decreased by -2.3%
Dec 31, 23
11 ClearBridge Advisors, LLC 4.38M (1.58%) -57.88K
Decreased by -1.32%
Sep 30, 23
12 Capital Research Global Investors 4.37M (1.58%) -798.24K
Decreased by -18.27%
Dec 31, 23
13 Sands Capital Management, LLC 4.23M (1.52%) -110.07K
Decreased by -2.6%
Sep 30, 23
14 Pictet Asset Manangement SA 3.91M (1.41%) 3.91M
Increased by +100%
Sep 30, 23
15 Goldman Sachs Group Inc 3.86M (1.39%) 315.31K
Increased by +8.17%
Sep 30, 23
16 Victory Capital Management Inc. 3.82M (1.38%) 395.41K
Increased by +10.36%
Dec 31, 23
17 Bank of America Corp 3.77M (1.36%) 253.97K
Increased by +6.74%
Sep 30, 23
18 NORGES BANK 3.38M (1.22%) -728.52K
Decreased by -21.58%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 3.3M (1.19%) 187.05K
Increased by +5.66%
Sep 30, 23
20 Amvescap Plc. 3.15M (1.14%) -835.02K
Decreased by -26.53%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.88M (3.2%) 12.23K
Increased by +0.14%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 6.99M (2.52%) 86.7K
Increased by +1.24%
Jan 31, 24
3 Vanguard Mid Cap Index Institutional 6.34M (2.29%) -1.1K
Decreased by -0.02%
Jan 31, 24
4 UBS: Global Equity 4.25M (1.53%) 0
Increased by 0%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 3.38M (1.22%) 25.37K
Increased by +0.75%
Jan 31, 24
6 Fidelity 500 Index 3.32M (1.2%) 28.29K
Increased by +0.85%
Dec 31, 23
7 Fidelity® 500 Index 3.3M (1.19%) 20.97K
Increased by +0.64%
Nov 30, 23
8 Vanguard Windsor™ II Inv 3.28M (1.18%) 237.4K
Increased by +7.24%
Dec 31, 23
9 Sands Capital Global Growth Equity 3.1M (1.12%) -47.52K
Decreased by -1.53%
Sep 30, 23
10 Impax Global Opportunities Strategy Comp 2.92M (1.05%) 34.26K
Increased by +1.17%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.9M (1.05%) 2.35K
Increased by +0.08%
Jan 31, 24
12 Vanguard Growth Index Investor 2.61M (0.94%) 14.97K
Increased by +0.57%
Jan 31, 24
13 Victory Sycamore Established Value R 2.6M (0.94%) 200K
Increased by +7.68%
Dec 31, 23
14 American Funds Growth Fund of Amer A 2.32M (0.84%) 0
Increased by 0%
Dec 31, 23
15 Capital Group Growth Fnd of Amer Comp 2.32M (0.84%) 0
Increased by 0%
Dec 31, 23
16 Vanguard Mid-Cap Growth ETF 2.02M (0.73%) -2.52K
Decreased by -0.12%
Jan 31, 24
17 Impax Leaders Strategy Composite 1.98M (0.71%) 166.45K
Increased by +8.43%
Nov 30, 23
18 Allspring Special Mid Cap Value Inst 1.96M (0.71%) 169.1K
Increased by +8.61%
Jan 31, 24
19 Pictet-Security I USD 1.95M (0.7%) -174.06K
Decreased by -8.92%
Aug 31, 23
20 Vanguard Institutional Index I 1.87M (0.68%) 0
Increased by 0%
Jan 31, 24