Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.36%
2 WBIE 4.12%
3 UTRN 4.05%
4 CWS 3.92%
5 NEWZ 3.44%
6 JGRW 3.28%
7 FINQ 3.16%
8 KMID 2.98%
9 CCOR 2.81%
10 WBIL 2.17%
11 DEF 1.99%
12 RUNN 1.84%
13 CGDG 1.82%
14 PWC 1.73%
15 JMID 1.72%
16 SMCO 1.43%
17 WBIF 1.36%
18 TMFX 1.33%
19 RGI 1.30%
20 RSPN 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.22M (12.23%) -64.99K
Decreased by -0.46%
Sep 30, 24
2 BlackRock Inc 10.13M (8.71%) 403.42K
Increased by +3.98%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 5.35M (4.60%) -6.08M
Decreased by -113.73%
Sep 30, 24
4 State Street Corp 5.18M (4.46%) 51.44K
Increased by +0.99%
Sep 30, 24
5 State Street Corporation 4.88M (4.20%) 69.42K
Increased by +1.42%
Mar 31, 24
6 HHG PLC 3.24M (2.78%) -51.40K
Decreased by -1.59%
Sep 30, 24
7 Geode Capital Management, LLC 3.00M (2.58%) 15.21K
Increased by +0.51%
Sep 30, 24
8 Baillie Gifford & Co Limited. 2.80M (2.41%) -166.81K
Decreased by -5.95%
Dec 31, 23
9 Apg All Pensions Group 2.76M (2.38%) -1.23M
Decreased by -44.53%
Sep 30, 24
10 Capital Research & Mgmt Co - Division 3 2.75M (2.37%) -644.50K
Decreased by -23.42%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.66M (2.29%) -18.56K
Decreased by -0.70%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 2.37M (2.04%) -1.65M
Decreased by -69.47%
Sep 30, 24
13 Jensen Investment Management 1.64M (1.41%) -95.06K
Decreased by -5.79%
Sep 30, 24
14 Barclays PLC 1.61M (1.38%) -54.03K
Decreased by -3.36%
Sep 30, 24
15 Mitsubishi UFJ Asset Management Co.,Ltd 1.61M (1.38%) 43.66K
Increased by +2.72%
Sep 30, 24
16 Stifel Financial Corp 1.59M (1.37%) 5.81K
Increased by +0.36%
Sep 30, 24
17 Amvescap Plc. 1.41M (1.21%) 59.16K
Increased by +4.21%
Sep 30, 24
18 Northern Trust Corp 1.29M (1.11%) -28.90K
Decreased by -2.24%
Sep 30, 24
19 Wells Fargo & Co 1.21M (1.04%) -32.84K
Decreased by -2.71%
Sep 30, 24
20 Bahl & Gaynor Inc. 1.10M (0.95%) -8.53K
Decreased by -0.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.69M (3.18%) -13.08K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.09M (2.66%) 36.11K
Increased by +1.17%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.48M (2.13%) 4.50K
Increased by +0.18%
Oct 31, 24
4 Janus Henderson Enterprise D 1.78M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
5 Janus Inst Mid Cap Growth CF 1.78M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
6 MS INVF Global Brands A USD 1.54M (1.33%) -30.23K
Decreased by -1.96%
Jun 30, 24
7 Morgan Stanley Glbl Franchise 1.54M (1.33%) -75.76K
Decreased by -4.91%
Jun 30, 24
8 MS INVF Global Brands A 1.47M (1.27%) -22.10K
Decreased by -1.50%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.44M (1.23%) -8.00K
Decreased by -0.56%
Nov 27, 24
10 Fidelity 500 Index 1.43M (1.23%) -21.25K
Decreased by -1.48%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 1.39M (1.20%) 3.15K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 1.38M (1.18%) 8.76K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 1.37M (1.18%) 8.68K
Increased by +0.63%
Oct 31, 24
14 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.16%) 1.35M
Increased by +99.99%
Dec 31, 23
15 iShares Core S&P 500 ETF 1.32M (1.13%) 4.07K
Increased by +0.31%
Nov 27, 24
16 T. Rowe Price Mid-Cap Growth 1.29M (1.11%) -2.70K
Decreased by -0.21%
Sep 30, 24
17 T. Rowe Price US Mid-Cap Growth Equity 1.29M (1.11%) -3.50K
Decreased by -0.27%
Sep 30, 24
18 Jensen Quality Growth J 1.29M (1.11%) 0.00
Increased by 0.00%
Oct 31, 24
19 T. Rowe Price Dividend Growth 1.23M (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
20 T. Rowe Price US Dividend Growth Eq Comp 1.23M (1.06%) -119.80K
Decreased by -9.76%
Sep 30, 24