Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 5.75%
2 NEWZ 3.43%
3 FXG 3.04%
4 BOUT 2.74%
5 PSL 2.62%
6 FFTY 2.60%
7 FRTY 2.36%
8 BKIV 1.92%
9 FTLS 1.56%
10 GRPM 1.29%
11 BUZZ 1.23%
12 FFND 1.18%
13 XMHQ 1.09%
14 PBJ 1.03%
15 FFLS 1.01%
16 AIEQ 0.99%
17 RFG 0.79%
18 PDP 0.63%
19 EATV 0.60%
20 SXQG 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 19.34M (10.84%) 3.17M
Increased by +16.41%
Jun 30, 24
2 BlackRock Inc 15.53M (8.70%) 1.02M
Increased by +6.55%
Jun 30, 24
3 Vanguard Group Inc 15.47M (8.67%) -132.13K
Decreased by -0.85%
Sep 30, 24
4 AllianceBernstein L.P. 10.76M (6.03%) 6.64M
Increased by +61.72%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 7.63M (4.28%) 4.83M
Increased by +63.28%
Jun 30, 24
6 State Street Corp 5.16M (2.89%) 224.04K
Increased by +4.35%
Jun 30, 24
7 State Street Corporation 4.93M (2.76%) 150.55K
Increased by +3.05%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 4.04M (2.27%) 7.64K
Increased by +0.19%
Sep 30, 24
9 Massachusetts Financial Services Company 3.95M (2.21%) 2.75M
Increased by +69.81%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 3.66M (2.05%) 996.40K
Increased by +27.23%
Jun 30, 24
11 Artisan Partners Limited Partnership 3.38M (1.89%) 520.83K
Increased by +15.41%
Jun 30, 24
12 Wellington Management Company LLP 3.16M (1.77%) -903.92K
Decreased by -28.57%
Jun 30, 24
13 Amvescap Plc. 2.98M (1.67%) 192.48K
Increased by +6.46%
Jun 30, 24
14 Bank of New York Mellon Corp 2.94M (1.65%) 790.01K
Increased by +26.85%
Jun 30, 24
15 Geode Capital Management, LLC 2.90M (1.62%) 277.79K
Increased by +9.59%
Jun 30, 24
16 Marshall Wace Asset Management Ltd 2.62M (1.47%) -643.90K
Decreased by -24.61%
Dec 31, 23
17 Eagle Asset Management, Inc. 2.51M (1.41%) -65.66K
Decreased by -2.62%
Jun 30, 24
18 FMR Inc 2.47M (1.38%) -7.97M
Decreased by -322.93%
Sep 30, 24
19 Kayne Anderson Rudnick Investment Management LLC 2.12M (1.19%) -223.34K
Decreased by -10.53%
Jun 30, 24
20 Citigroup Inc 1.93M (1.08%) 513.07K
Increased by +26.62%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Large Cap Growth I 7.44M (4.17%) -4.17M
Decreased by -56.05%
Sep 30, 24
2 Fidelity® Blue Chip Growth 7.29M (4.09%) -1.33M
Decreased by -18.27%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.15M (2.89%) -20.93K
Decreased by -0.41%
Oct 31, 24
4 AllianceBernstein US L/C Growth Eqty MF 5.14M (2.88%) 543.03K
Increased by +10.56%
Sep 30, 24
5 Capital Group AMCAP Composite 4.95M (2.78%) 3.09M
Increased by +62.40%
Jun 30, 24
6 VA CollegeAmerica Amcap 529A 4.95M (2.78%) 3.09M
Increased by +62.40%
Jun 30, 24
7 iShares Core S&P Mid-Cap ETF 4.92M (2.76%) 2.66K
Increased by +0.05%
Oct 31, 24
8 Vanguard Small Cap Index 4.09M (2.29%) 8.00K
Increased by +0.20%
Oct 31, 24
9 AB Large Cap Growth A 3.41M (1.91%) -198.49K
Decreased by -5.81%
Sep 30, 24
10 Fidelity Blue Chip Growth 3.26M (1.83%) 0.00
Increased by 0.00%
Jun 30, 24
11 American Funds Growth Fund of Amer A 3.23M (1.81%) -597.00K
Decreased by -18.49%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 3.23M (1.81%) -597.00K
Decreased by -18.49%
Sep 30, 24
13 Invesco S&P MidCap Quality ETF 2.50M (1.40%) 2.17K
Increased by +0.09%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.31M (1.29%) 26.20K
Increased by +1.14%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 2.25M (1.26%) -2.80K
Decreased by -0.12%
Oct 31, 24
16 Eagle Mid-Cap Growth - Institutional 1.96M (1.10%) -186.81K
Decreased by -9.54%
Sep 30, 24
17 Fidelity® Growth Company 1.69M (0.95%) 6.00K
Increased by +0.35%
Nov 30, 23
18 American Funds SMALLCAP World A 1.68M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity® Blue Chip Growth K6 1.62M (0.91%) -188.70K
Decreased by -11.65%
Nov 30, 23
20 Carillon Eagle Mid Cap Growth A 1.56M (0.88%) -95.55K
Decreased by -6.11%
Sep 30, 24