Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.23%
2 WBIE 4.12%
3 UTRN 3.90%
4 CWS 3.80%
5 NEWZ 3.44%
6 JGRW 3.22%
7 FINQ 3.16%
8 KMID 2.93%
9 CCOR 2.81%
10 WBIL 2.17%
11 DEF 1.99%
12 RUNN 1.84%
13 PWC 1.73%
14 JMID 1.67%
15 CGDG 1.66%
16 SMCO 1.43%
17 TMFX 1.38%
18 WBIF 1.36%
19 BLCN 1.28%
20 RSPN 1.26%

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 Morgan Stanley - Brokerage Accounts 11.43M (9.84%) -601.21K
Decreased by -5.26%
Jun 30, 24
3 BlackRock Inc 10.13M (8.71%) 403.42K
Increased by +3.98%
Jun 30, 24
4 State Street Corp 5.13M (4.41%) 246.47K
Increased by +4.80%
Jun 30, 24
5 State Street Corporation 4.88M (4.20%) 69.42K
Increased by +1.42%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 4.02M (3.46%) -145.40K
Decreased by -3.61%
Jun 30, 24
7 Apg All Pensions Group 3.99M (3.44%) -20.21K
Decreased by -0.51%
Jun 30, 24
8 HHG PLC 3.29M (2.83%) 12.80K
Increased by +0.39%
Jun 30, 24
9 Geode Capital Management, LLC 2.98M (2.57%) 120.08K
Increased by +4.02%
Jun 30, 24
10 Baillie Gifford & Co Limited. 2.80M (2.41%) -166.81K
Decreased by -5.95%
Dec 31, 23
11 Capital Research & Mgmt Co - Division 3 2.75M (2.37%) -644.50K
Decreased by -23.42%
Sep 30, 24
12 T. Rowe Price Investment Management,Inc. 2.66M (2.29%) -18.56K
Decreased by -0.70%
Sep 30, 24
13 Barclays PLC 1.66M (1.43%) 115.83K
Increased by +6.97%
Jun 30, 24
14 Jensen Investment Management 1.64M (1.41%) -95.06K
Decreased by -5.79%
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%) 6.13K
Increased by +0.39%
Jun 30, 24
17 Amvescap Plc. 1.35M (1.16%) 148.96K
Increased by +11.06%
Jun 30, 24
18 Northern Trust Corp 1.29M (1.11%) -28.90K
Decreased by -2.24%
Sep 30, 24
19 Wells Fargo & Co 1.24M (1.07%) -31.13K
Decreased by -2.50%
Jun 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%
Aug 31, 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 1.54M (1.33%) -30.23K
Decreased by -1.96%
Jun 30, 24
7 MS INVF Global Brands A USD 1.54M (1.33%) -30.23K
Decreased by -1.96%
Jun 30, 24
8 Morgan Stanley Glbl Franchise 1.54M (1.33%) -75.76K
Decreased by -4.91%
Jun 30, 24
9 Fidelity 500 Index 1.43M (1.23%) -21.25K
Decreased by -1.48%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 1.42M (1.22%) 7.45K
Increased by +0.52%
Oct 31, 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 1.30M (1.12%) 2.00K
Increased by +0.15%
Oct 31, 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