Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 SMIG 3.78%
3 BOUT 3.73%
4 SPAM 3.57%
5 IHAK 3.28%
6 CIBR 3.04%
7 HACK 2.88%
8 NEWZ 2.52%
9 AMID 2.19%
10 VCLO 2.15%
11 VETS 2.08%
12 POWA 1.89%
13 PRN 1.85%
14 VTRN 1.84%
15 PPA 1.71%
16 BMVP 1.57%
17 SMCO 1.47%
18 MPAY 1.41%
19 DVOL 1.32%
20 CZA 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.90M (10.28%) -102.61K
Decreased by -0.80%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 9.03M (7.20%) -351.92K
Decreased by -3.90%
Sep 30, 24
3 BlackRock Inc 8.70M (6.93%) -605.37K
Decreased by -6.96%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 5.35M (4.26%) -5.13M
Decreased by -95.82%
Sep 30, 24
5 Ameriprise Financial Inc 4.47M (3.56%) 32.63K
Increased by +0.73%
Sep 30, 24
6 WCM Investment Management 4.11M (3.28%) -115.54K
Decreased by -2.81%
Sep 30, 24
7 JPMorgan Chase & Co 4.02M (3.20%) -13.62K
Decreased by -0.34%
Sep 30, 24
8 State Street Corp 3.05M (2.43%) -1.08K
Decreased by -0.04%
Sep 30, 24
9 State Street Corporation 2.96M (2.36%) -16.80K
Decreased by -0.57%
Mar 31, 24
10 First Trust Advisors L.P. 2.43M (1.94%) 72.23K
Increased by +2.97%
Sep 30, 24
11 Geode Capital Management, LLC 2.34M (1.87%) 58.04K
Increased by +2.48%
Sep 30, 24
12 ING Investment Management LLC 1.88M (1.50%) 3.59K
Increased by +0.19%
Sep 30, 24
13 AGF Management Ltd 1.77M (1.41%) 22.26K
Increased by +1.26%
Sep 30, 24
14 American Century Companies Inc 1.61M (1.28%) -62.15K
Decreased by -3.86%
Sep 30, 24
15 Bank of America Corp 1.55M (1.24%) 730.57K
Increased by +47.13%
Jun 30, 24
16 NORGES BANK 1.54M (1.23%) 68.04K
Increased by +4.42%
Jun 30, 24
17 Bessemer Group Inc 1.49M (1.19%) 240.51K
Increased by +16.17%
Sep 30, 24
18 Axiom Investors 1.48M (1.18%) 143.54K
Increased by +9.69%
Sep 30, 24
19 Amvescap Plc. 1.47M (1.17%) 123.73K
Increased by +8.43%
Jun 30, 24
20 Black Creek Investment Management Inc 1.46M (1.17%) -647.43K
Decreased by -44.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.08M (3.25%) -15.31K
Decreased by -0.38%
Oct 31, 24
2 Vanguard Small Cap Index 3.24M (2.58%) 6.35K
Increased by +0.20%
Oct 31, 24
3 US Small-Cap Growth II Equity Comp 2.93M (2.34%) -501.34K
Decreased by -17.08%
Sep 30, 24
4 Eaton Vance Atlanta Capital SMID-Cap I 2.92M (2.33%) 34.73K
Increased by +1.19%
Oct 31, 24
5 T. Rowe Price New Horizons 2.64M (2.11%) -292.58K
Decreased by -11.07%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 2.19M (1.74%) -756.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.53%) -11.45K
Decreased by -0.60%
Oct 31, 24
8 First Trust NASDAQ Cybersecurity ETF 1.70M (1.36%) 0.00
Increased by 0.00%
Nov 28, 24
9 Columbia Dividend Value 1.40M (1.12%) -12.80K
Decreased by -0.91%
Sep 30, 24
10 Columbia Dividend Income Inst 1.40M (1.11%) -2.22K
Decreased by -0.16%
Oct 31, 24
11 JPM US Mid Cap Growth-Composite 1.24M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
12 JPMorgan Mid Cap Growth I 1.24M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
13 T. Rowe Price U.S. Large-Cap Core Tr-B 1.13M (0.90%) -28.63K
Decreased by -2.53%
Sep 30, 24
14 T. Rowe Price US Large-Cap Core Eq SMA 1.13M (0.90%) -8.63K
Decreased by -0.77%
Jun 30, 24
15 T. Rowe Price US Large-Cap Core Eq Comp 1.11M (0.88%) -19.62K
Decreased by -1.77%
Sep 30, 24
16 CI Global Leaders Fund D 1.02M (0.82%) -203.68K
Decreased by -19.90%
Jul 31, 23
17 JPM US Mid Cap Growth-MA 1.01M (0.81%) 1.01M
Increased by +100.00%
Sep 30, 23
18 T. Rowe Price US Large-Cap Core 983.51K (0.78%) -125.30K
Decreased by -12.74%
Oct 31, 24
19 JPMorgan Growth Advantage A 966.47K (0.77%) 0.00
Increased by 0.00%
Oct 31, 24
20 Eagle Mid-Cap Growth - Institutional 792.89K (0.63%) -74.80K
Decreased by -9.43%
Sep 30, 24