Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 1.97%
2 ATFV 1.94%
3 LCLG 1.76%
4 SMCO 1.72%
5 PAMC 1.37%
6 XRT 1.29%
7 QDVO 1.23%
8 FXD 1.12%
9 JOET 1.12%
10 FTC 0.86%
11 IQSM 0.85%
12 MIDE 0.84%
13 RETL 0.84%
14 MCDS 0.72%
15 LSEQ 0.68%
16 MDYG 0.67%
17 IJK 0.67%
18 IVOG 0.63%
19 QVMM 0.62%
20 SPMD 0.57%

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 Morgan Stanley - Brokerage Accounts 5.42M (8.65%) 131.51K
Increased by +2.42%
Jun 30, 24
4 Capital Research & Mgmt Co - Division 3 4.79M (7.64%) -1.29M
Decreased by -26.98%
Sep 30, 24
5 JPMorgan Chase & Co 3.77M (6.01%) 300.67K
Increased by +7.97%
Jun 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%) -19.34K
Decreased by -0.89%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 1.48M (2.36%) -204.25K
Decreased by -13.80%
Jun 30, 24
10 Citadel Advisors Llc 1.18M (1.89%) -213.92K
Decreased by -18.06%
Jun 30, 24
11 SRS Investment Management, LLC 1.15M (1.83%) 140.43K
Increased by +12.25%
Sep 30, 24
12 Goldman Sachs Group Inc 1.12M (1.79%) -204.56K
Decreased by -18.18%
Dec 31, 23
13 HHG PLC 1.08M (1.73%) -7.65K
Decreased by -0.71%
Jun 30, 24
14 Geode Capital Management, LLC 1.06M (1.69%) 32.21K
Increased by +3.05%
Jun 30, 24
15 FMR Inc 1.05M (1.68%) -54.42K
Decreased by -5.17%
Sep 30, 24
16 1832 Asset Management L.P 824.62K (1.31%) -4.60K
Decreased by -0.56%
Jun 30, 24
17 Coatue Management LLC 805.89K (1.29%) 406.18K
Increased by +50.40%
Mar 31, 24
18 Anomaly Capital Management, LP 788.85K (1.26%) 58.67K
Increased by +7.44%
Sep 30, 24
19 NORGES BANK 786.39K (1.25%) 38.40K
Increased by +4.88%
Jun 30, 24
20 Bank of New York Mellon Corp 772.01K (1.23%) 64.41K
Increased by +8.34%
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 Vanguard Total Stock Mkt Idx Inv 2.01M (3.21%) -7.53K
Decreased by -0.37%
Oct 31, 24
4 iShares Core S&P Mid-Cap ETF 1.99M (3.17%) 1.07K
Increased by +0.05%
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 942.06K (1.50%) -33.11K
Decreased by -3.51%
Sep 30, 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%) -83.00K
Decreased by -14.53%
Aug 31, 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