Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 4.75%
2 PBJ 4.10%
3 PEJ 4.08%
4 UTRN 3.97%
5 BELT 3.97%
6 UGCE 3.71%
7 DIP 3.28%
8 FDG 3.16%
9 PEZ 3.06%
10 MID 3.05%
11 RJMG 2.95%
12 STNC 2.69%
13 MILN 2.52%
14 FTCS 2.47%
15 EATZ 2.45%
16 BOUT 2.34%
17 IWFG 2.31%
18 CAML 2.17%
19 GBUY 2.10%
20 XLY 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.73M (8.92%) 924.83K
Increased by +0.77%
Sep 30, 24
2 BlackRock Inc 109.51M (8.09%) 3.13M
Increased by +2.86%
Jun 30, 24
3 State Street Corp 55.09M (4.07%) 250.22K
Increased by +0.45%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 51.48M (3.80%) -2.81M
Decreased by -5.45%
Jun 30, 24
5 JPMorgan Chase & Co 49.02M (3.62%) -8.70M
Decreased by -17.74%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 45.89M (3.39%) 2.00M
Increased by +4.36%
Jun 30, 24
7 Capital World Investors 42.57M (3.15%) 3.06M
Increased by +7.18%
Sep 30, 24
8 FMR Inc 33.72M (2.49%) -2.01M
Decreased by -5.96%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 28.85M (2.13%) -1.40M
Decreased by -4.85%
Sep 30, 24
10 Pershing Square Capital Management, L.p. 28.82M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
11 Geode Capital Management, LLC 27.64M (2.04%) 733.22K
Increased by +2.65%
Jun 30, 24
12 AllianceBernstein L.P. 21.59M (1.60%) -1.91M
Decreased by -8.86%
Jun 30, 24
13 Edgewood Management LLC 21.33M (1.58%) -264.05K
Decreased by -1.24%
Sep 30, 24
14 American Century Companies Inc 20.07M (1.48%) -107.10K
Decreased by -0.53%
Sep 30, 24
15 NORGES BANK 17.67M (1.31%) 63.59K
Increased by +0.36%
Jun 30, 24
16 Wellington Management Company LLP 16.40M (1.21%) -1.23M
Decreased by -7.48%
Jun 30, 24
17 Jennison Associates LLC 14.47M (1.07%) 3.64M
Increased by +25.15%
Jun 30, 24
18 Arrowstreet Capital Limited Partnership 13.53M (1.00%) 5.30M
Increased by +39.19%
Jun 30, 24
19 Franklin Resources Inc 13.28M (0.98%) 743.96K
Increased by +5.60%
Jun 30, 24
20 Northern Trust Corp 13.00M (0.96%) -167.05K
Decreased by -1.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.23M (3.20%) -155.58K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 36.30M (2.68%) 427.31K
Increased by +1.18%
Oct 31, 24
3 American Funds Growth Fund of Amer A 33.18M (2.45%) 649.03K
Increased by +1.96%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 33.18M (2.45%) 649.03K
Increased by +1.96%
Sep 30, 24
5 Performer (AFRIS) 31.01M (2.29%) 31.01M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 16.84M (1.24%) -84.39K
Decreased by -0.50%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 16.70M (1.23%) 87.16K
Increased by +0.52%
Oct 31, 24
8 iShares Core S&P 500 ETF 15.25M (1.13%) 23.46K
Increased by +0.15%
Oct 31, 24
9 Vanguard Growth Index Investor 14.41M (1.07%) 88.72K
Increased by +0.62%
Oct 31, 24
10 Edgewood Growth Instl 11.43M (0.84%) -3.37M
Decreased by -29.51%
Jun 30, 24
11 iShares MSCI USA Quality Factor ETF 10.77M (0.80%) 38.68K
Increased by +0.36%
Oct 31, 24
12 JPMorgan Large Cap Growth I 10.72M (0.79%) -4.97M
Decreased by -46.32%
Aug 31, 24
13 T. Rowe Price Blue Chip Growth 10.00M (0.74%) -132.48K
Decreased by -1.32%
Sep 30, 24
14 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 10.00M (0.74%) -386.55K
Decreased by -3.87%
Sep 30, 24
15 American Century US Premier Lg Cp Gr 9.45M (0.70%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Century Ultra® Inv 9.45M (0.70%) 0.00
Increased by 0.00%
Sep 30, 24
17 T. Rowe Price Growth Stock 9.43M (0.70%) 0.00
Increased by 0.00%
Sep 30, 24
18 T. Rowe Price US Growth Stock Composite 9.43M (0.70%) 2.65M
Increased by +28.10%
Sep 30, 24
19 Vanguard Institutional Index I 8.70M (0.64%) -1.76K
Decreased by -0.02%
Oct 31, 24
20 The Consumer Discret Sel SectSPDR® ETF 7.72M (0.57%) 6.80K
Increased by +0.09%
Oct 31, 24