Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KARS 4.17%
2 UTRN 3.96%
3 GRID 3.76%
4 SOLR 3.22%
5 IDRV 3.11%
6 MID 2.89%
7 MOTO 2.26%
8 FTXR 2.02%
9 RSPD 2.01%
10 SSPX 1.82%
11 RCD 1.75%
12 CZA 1.71%
13 FXD 1.59%
14 HAIL 1.51%
15 GSFP 1.50%
16 DRIV 1.19%
17 PSET 1.12%
18 CLNR 1.10%
19 ROBO 1.10%
20 FTA 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.70M (11.73%) 325.55K
Increased by +1.03%
Dec 31, 23
2 BlackRock Inc 23.20M (8.59%) 736.13K
Increased by +3.17%
Dec 31, 23
3 State Street Corporation 11.06M (4.09%) 332.19K
Increased by +3.00%
Dec 31, 23
4 Massachusetts Financial Services Company 9.52M (3.52%) 1.41M
Increased by +14.76%
Dec 31, 23
5 AllianceBernstein L.P. 8.75M (3.24%) 833.04K
Increased by +9.53%
Dec 31, 23
6 Impax Asset Management Group PLC 7.27M (2.69%) 483.16K
Increased by +6.64%
Dec 31, 23
7 Goldman Sachs Group Inc 7.05M (2.61%) 3.20M
Increased by +45.31%
Dec 31, 23
8 Geode Capital Management, LLC 6.19M (2.29%) 143.91K
Increased by +2.32%
Dec 31, 23
9 Barrow Hanley Mewhinney & Strauss LLC 5.93M (2.20%) -84.52K
Decreased by -1.42%
Dec 31, 23
10 UBS Asset Mgmt Americas Inc 5.02M (1.86%) 193.33K
Increased by +3.85%
Dec 31, 23
11 American Century Companies Inc 4.92M (1.82%) -113.48K
Decreased by -2.30%
Dec 31, 23
12 Capital Research Global Investors 4.37M (1.62%) -798.24K
Decreased by -18.27%
Dec 31, 23
13 Sands Capital Management, LLC 4.23M (1.56%) -110.07K
Decreased by -2.60%
Sep 30, 23
14 ClearBridge Advisors, LLC 4.18M (1.55%) -200.37K
Decreased by -4.79%
Dec 31, 23
15 Pictet Asset Manangement SA 3.91M (1.45%) 3.91M
Increased by +100.00%
Sep 30, 23
16 Victory Capital Management Inc. 3.82M (1.41%) 395.41K
Increased by +10.36%
Dec 31, 23
17 Bank of America Corp 3.81M (1.41%) 35.93K
Increased by +0.94%
Dec 31, 23
18 FMR Inc 3.48M (1.29%) 563.06K
Increased by +16.20%
Dec 31, 23
19 NORGES BANK 3.38M (1.25%) -728.52K
Decreased by -21.58%
Dec 31, 23
20 Amvescap Plc. 3.34M (1.23%) 188.83K
Increased by +5.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.86M (3.28%) -19.40K
Decreased by -0.22%
Feb 29, 24
2 Vanguard Institutional 500 Index Trust 7.03M (2.60%) -32.74K
Decreased by -0.47%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 6.06M (2.24%) -260.94K
Decreased by -4.31%
Mar 31, 24
4 UBS: Global Equity 5.05M (1.87%) 802.59K
Increased by +15.90%
Dec 31, 23
5 AF High Growth (AFRIS) 4.89M (1.81%) 4.89M
Increased by +100.00%
Feb 29, 24
6 American Funds Growth Fund of Amer A 4.29M (1.59%) 1.98M
Increased by +46.09%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 3.42M (1.26%) -26.23K
Decreased by -0.77%
Mar 31, 24
8 Fidelity 500 Index 3.39M (1.26%) 34.14K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 3.30M (1.22%) 20.97K
Increased by +0.64%
Nov 30, 23
10 Vanguard Windsor™ II Inv 3.28M (1.21%) 237.40K
Increased by +7.24%
Dec 31, 23
11 Sands Capital Global Growth Equity 3.10M (1.15%) -47.52K
Decreased by -1.53%
Sep 30, 23
12 Impax Global Opportunities Strategy Comp 3.01M (1.11%) 46.93K
Increased by +1.56%
Feb 29, 24
13 iShares Core S&P 500 ETF 2.89M (1.07%) 21.25K
Increased by +0.73%
Mar 28, 24
14 Vanguard Growth Index Investor 2.67M (0.99%) 40.46K
Increased by +1.52%
Mar 31, 24
15 Victory Sycamore Established Value R 2.64M (0.98%) 35.00K
Increased by +1.33%
Mar 31, 24
16 Capital Group Growth Fnd of Amer Comp 2.32M (0.86%) 0.00
Increased by 0.00%
Dec 31, 23
17 Global Balanced (AFRIS) 2.24M (0.83%) 2.24M
Increased by +100.00%
Feb 29, 24
18 Allspring Special Mid Cap Value Inst 1.99M (0.74%) 0.00
Increased by 0.00%
Mar 31, 24
19 Allspring Special US Mid Cap Value Eq 1.99M (0.74%) 200.90K
Increased by +10.07%
Mar 31, 24
20 Impax Leaders Strategy Composite 1.99M (0.74%) -29.08K
Decreased by -1.46%
Feb 29, 24