Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.89%
2 FFLS 4.75%
3 PBJ 4.10%
4 UTRN 4.09%
5 PEJ 4.08%
6 BELT 3.80%
7 UGCE 3.71%
8 DIP 3.28%
9 MID 3.24%
10 PEZ 3.06%
11 RJMG 2.95%
12 FDG 2.90%
13 STNC 2.69%
14 FTCS 2.47%
15 MILN 2.47%
16 EATZ 2.46%
17 IWFG 2.32%
18 XLY 2.17%
19 GBUY 2.14%
20 CAML 2.13%

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 111.42M (8.23%) 1.90M
Increased by +1.71%
Sep 30, 24
3 State Street Corp 55.07M (4.07%) -17.37K
Decreased by -0.03%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 54.92M (4.06%) 3.44M
Increased by +6.26%
Sep 30, 24
5 JPMorgan Chase & Co 43.19M (3.19%) -5.83M
Decreased by -13.49%
Sep 30, 24
6 Capital World Investors 42.57M (3.15%) 3.06M
Increased by +7.18%
Sep 30, 24
7 FMR Inc 33.72M (2.49%) -2.01M
Decreased by -5.96%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 28.85M (2.13%) -1.40M
Decreased by -4.85%
Sep 30, 24
9 Pershing Square Capital Management, L.p. 28.82M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
10 Geode Capital Management, LLC 28.08M (2.08%) 438.01K
Increased by +1.56%
Sep 30, 24
11 AllianceBernstein L.P. 23.25M (1.72%) 1.66M
Increased by +7.15%
Sep 30, 24
12 Edgewood Management LLC 21.33M (1.58%) -264.05K
Decreased by -1.24%
Sep 30, 24
13 American Century Companies Inc 20.07M (1.48%) -107.10K
Decreased by -0.53%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 19.45M (1.44%) -26.44M
Decreased by -135.92%
Sep 30, 24
15 NORGES BANK 17.67M (1.31%) 63.59K
Increased by +0.36%
Jun 30, 24
16 Wellington Management Company LLP 15.33M (1.13%) -1.07M
Decreased by -6.99%
Sep 30, 24
17 Jennison Associates LLC 14.47M (1.07%) 3.64M
Increased by +25.15%
Jun 30, 24
18 Franklin Resources Inc 13.66M (1.01%) 381.87K
Increased by +2.80%
Sep 30, 24
19 Arrowstreet Capital Limited Partnership 13.53M (1.00%) 5.30M
Increased by +39.19%
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 42.70M (3.16%) -356.43K
Decreased by -0.83%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 36.90M (2.73%) 78.62K
Increased by +0.21%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 33.18M (2.45%) 649.03K
Increased by +1.96%
Sep 30, 24
4 Performer (AFRIS) 31.01M (2.29%) 31.01M
Increased by +100.00%
Feb 29, 24
5 American Funds Growth Fund of Amer A 22.75M (1.68%) -10.43M
Decreased by -45.83%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 17.13M (1.27%) 197.85K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 16.92M (1.25%) 114.98K
Increased by +0.68%
Nov 30, 24
8 iShares Core S&P 500 ETF 16.00M (1.18%) 11.24K
Increased by +0.07%
Dec 31, 24
9 Vanguard Growth Index Investor 14.10M (1.04%) -393.49K
Decreased by -2.79%
Dec 31, 24
10 iShares MSCI USA Quality Factor ETF 12.17M (0.90%) 89.13K
Increased by +0.73%
Dec 31, 24
11 Edgewood Growth Instl 11.39M (0.84%) -39.08K
Decreased by -0.34%
Sep 30, 24
12 AllianceBernstein US L/C Growth Eqty MF 11.26M (0.83%) 3.53M
Increased by +31.39%
Nov 29, 24
13 JPMorgan Large Cap Growth I 10.72M (0.79%) -4.97M
Decreased by -46.32%
Aug 31, 24
14 T. Rowe Price Blue Chip Growth 9.59M (0.71%) -265.64K
Decreased by -2.77%
Dec 31, 24
15 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 9.59M (0.71%) -410.28K
Decreased by -4.28%
Dec 31, 24
16 American Century US Premier Lg Cp Gr 9.45M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Century Ultra® Inv 9.45M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price Growth Stock 9.32M (0.69%) -89.23K
Decreased by -0.96%
Nov 30, 24
19 T. Rowe Price US Growth Stock Composite 9.17M (0.68%) -264.29K
Decreased by -2.88%
Dec 31, 24
20 The Consumer Discret Sel SectSPDR® ETF 8.63M (0.64%) 46.32K
Increased by +0.54%
Dec 31, 24