Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.06%
2 FRTY 2.13%
3 ATFV 1.94%
4 SMCO 1.82%
5 LCLG 1.75%
6 PAMC 1.47%
7 XRT 1.31%
8 QDVO 1.28%
9 FXD 1.16%
10 JOET 1.12%
11 RETL 0.98%
12 FTC 0.91%
13 IQSM 0.90%
14 MIDE 0.90%
15 MCDS 0.77%
16 LSEQ 0.74%
17 IJK 0.71%
18 MDYG 0.69%
19 QVMM 0.67%
20 IVOG 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.44M (10.26%) 56.93K
Increased by +0.88%
Sep 30, 24
2 BlackRock Inc 6.32M (10.07%) 23.15K
Increased by +0.37%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 4.79M (7.64%) -1.29M
Decreased by -26.98%
Sep 30, 24
4 JPMorgan Chase & Co 3.63M (5.78%) -143.03K
Decreased by -3.94%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 2.61M (4.16%) -2.82M
Decreased by -107.99%
Sep 30, 24
6 T. Rowe Price Investment Management,Inc. 2.56M (4.08%) -13.70K
Decreased by -0.54%
Sep 30, 24
7 State Street Corporation 2.19M (3.49%) 46.86K
Increased by +2.14%
Mar 31, 24
8 State Street Corp 2.17M (3.46%) 1.29K
Increased by +0.06%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 1.37M (2.19%) -108.33K
Decreased by -7.90%
Sep 30, 24
10 SRS Investment Management, LLC 1.15M (1.83%) 140.43K
Increased by +12.25%
Sep 30, 24
11 Goldman Sachs Group Inc 1.12M (1.79%) -204.56K
Decreased by -18.18%
Dec 31, 23
12 Geode Capital Management, LLC 1.07M (1.71%) 18.16K
Increased by +1.69%
Sep 30, 24
13 FMR Inc 1.05M (1.68%) -54.42K
Decreased by -5.17%
Sep 30, 24
14 Citadel Advisors Llc 901.02K (1.44%) -283.27K
Decreased by -31.44%
Sep 30, 24
15 Alyeska Investment Group, L.P. 854.42K (1.36%) 136.60K
Increased by +15.99%
Sep 30, 24
16 HHG PLC 842.19K (1.34%) -239.96K
Decreased by -28.49%
Sep 30, 24
17 1832 Asset Management L.P 824.62K (1.31%) -4.60K
Decreased by -0.56%
Jun 30, 24
18 Coatue Management LLC 805.89K (1.29%) 406.18K
Increased by +50.40%
Mar 31, 24
19 Anomaly Capital Management, LP 788.85K (1.26%) 58.67K
Increased by +7.44%
Sep 30, 24
20 NORGES BANK 786.39K (1.25%) 38.40K
Increased by +4.88%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 2.04M (3.25%) -797.16K
Decreased by -39.10%
Sep 30, 24
2 VA CollegeAmerica Amcap 529A 2.04M (3.25%) -797.16K
Decreased by -39.10%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.03M (3.23%) 3.95K
Increased by +0.20%
Nov 27, 24
4 Vanguard Total Stock Mkt Idx Inv 2.01M (3.21%) -7.53K
Decreased by -0.37%
Oct 31, 24
5 American Funds Growth Fund of Amer A 1.90M (3.03%) -312.27K
Decreased by -16.43%
Sep 30, 24
6 Capital Group Growth Fnd of Amer Comp 1.90M (3.03%) -312.27K
Decreased by -16.43%
Sep 30, 24
7 US Small-Cap Growth II Equity Comp 1.52M (2.43%) 1.52M
Increased by +100.00%
Jun 30, 23
8 Eaton Vance Atlanta Capital SMID-Cap I 1.43M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Mid Cap Index Institutional 1.35M (2.16%) 2.45K
Increased by +0.18%
Oct 31, 24
10 T. Rowe Price Mid-Cap Growth 1.12M (1.79%) -2.40K
Decreased by -0.21%
Sep 30, 24
11 T. Rowe Price US Mid-Cap Growth Equity 1.12M (1.79%) -3.10K
Decreased by -0.28%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 936.70K (1.49%) -5.36K
Decreased by -0.57%
Oct 31, 24
13 Vanguard Growth Index Investor 805.72K (1.28%) 5.06K
Increased by +0.63%
Oct 31, 24
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 582.60K (0.93%) -31.00K
Decreased by -5.32%
Sep 30, 23
15 Vanguard Explorer Inv 575.89K (0.92%) -184.28K
Decreased by -32.00%
Sep 30, 24
16 Janus Henderson Enterprise D 571.03K (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
17 Janus Inst Mid Cap Growth CF 571.03K (0.91%) -133.23K
Decreased by -23.33%
Sep 30, 24
18 T. Rowe Price Mid-Cap Value 569.50K (0.91%) -109.15K
Decreased by -19.17%
Jun 30, 24
19 T. Rowe Price US Mid-Cap Value Equity 569.50K (0.91%) -109.15K
Decreased by -19.17%
Jun 30, 24
20 American Funds Fundamental Invs A 565.43K (0.90%) -185.58K
Decreased by -32.82%
Sep 30, 24