Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 4.37%
3 GDOC 3.36%
4 POWA 2.29%
5 BMED 2.10%
6 QQQN 2.04%
7 RSPH 1.65%
8 XHE 1.62%
9 RYH 1.56%
10 QQJG 1.54%
11 QQQJ 1.27%
12 ULVM 1.00%
13 JSTC 0.59%
14 VOT 0.58%
15 PINK 0.44%
16 FXH 0.38%
17 RBUS 0.36%
18 IYH 0.35%
19 RNLC 0.35%
20 XLV 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.72M (11.98%) 615.95K
Increased by +2.60%
Jun 30, 24
2 BlackRock Inc 17.40M (8.79%) -124.38K
Decreased by -0.71%
Jun 30, 24
3 State Street Corp 8.49M (4.29%) 75.28K
Increased by +0.89%
Jun 30, 24
4 State Street Corporation 8.41M (4.25%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 7.82M (3.95%) 231.16K
Increased by +2.96%
Jun 30, 24
6 T. Rowe Price Investment Management,Inc. 7.37M (3.72%) -25.49K
Decreased by -0.35%
Jun 30, 24
7 AllianceBernstein L.P. 5.29M (2.67%) 444.49K
Increased by +8.41%
Mar 31, 24
8 Capital World Investors 4.81M (2.43%) -840.16K
Decreased by -17.45%
Jun 30, 24
9 Geode Capital Management, LLC 4.75M (2.40%) 88.65K
Increased by +1.87%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.64M (2.34%) 837.93K
Increased by +18.07%
Jun 30, 24
11 Veritas Asset Management LLP 4.41M (2.23%) -70.57K
Decreased by -1.60%
Sep 30, 24
12 JPMorgan Chase & Co 4.36M (2.20%) 491.34K
Increased by +11.28%
Jun 30, 24
13 Generation Investment Management LLP 4.33M (2.19%) 183.44K
Increased by +4.24%
Jun 30, 24
14 Amvescap Plc. 4.11M (2.08%) 1.14M
Increased by +27.65%
Jun 30, 24
15 HHG PLC 3.51M (1.77%) 74.15K
Increased by +2.11%
Jun 30, 24
16 Victory Capital Management Inc. 3.21M (1.62%) -300.15K
Decreased by -9.34%
Jun 30, 24
17 Ameriprise Financial Inc 2.79M (1.41%) 263.98K
Increased by +9.45%
Jun 30, 24
18 Macquarie Group Ltd 2.66M (1.34%) -510.05K
Decreased by -19.17%
Jun 30, 24
19 Millennium Management LLC 2.48M (1.25%) 900.78K
Increased by +36.37%
Mar 31, 24
20 Impax Asset Management Group PLC 2.36M (1.19%) 558.89K
Increased by +23.68%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.29M (3.18%) 4.45K
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 5.22M (2.63%) 15.57K
Increased by +0.30%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 4.22M (2.13%) -36.26K
Decreased by -0.86%
Sep 30, 24
4 T. Rowe Price Mid-Cap Growth 3.37M (1.70%) -7.10K
Decreased by -0.21%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 3.37M (1.70%) -9.20K
Decreased by -0.27%
Sep 30, 24
6 Victory Sycamore Established Value R 2.81M (1.42%) 625.00K
Increased by +22.20%
Sep 30, 24
7 Fidelity 500 Index 2.45M (1.24%) -846.00
Decreased by -0.03%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 2.43M (1.23%) 12.64K
Increased by +0.52%
Oct 31, 24
9 Vanguard Growth Index Investor 2.38M (1.20%) 106.69K
Increased by +4.48%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.37M (1.20%) 16.52K
Increased by +0.70%
May 30, 24
11 Impax Global Opportunities Strategy Comp 2.28M (1.15%) -38.57K
Decreased by -1.69%
Aug 31, 24
12 iShares Core S&P 500 ETF 2.22M (1.12%) 3.42K
Increased by +0.15%
Oct 31, 24
13 American Funds Fundamental Invs A 2.08M (1.05%) -535.34K
Decreased by -25.69%
Sep 30, 24
14 Capital Group Fundamental Invtrs Comp 2.08M (1.05%) -535.34K
Decreased by -25.69%
Sep 30, 24
15 Champlain Mid Cap Fund, LLC 1.80M (0.91%) -22.92K
Decreased by -1.27%
Sep 30, 24
16 American Funds American Balanced A 1.72M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24
17 Janus Henderson Enterprise D 1.68M (0.85%) -340.25K
Decreased by -20.27%
Aug 31, 24
18 Janus Inst Mid Cap Growth CF 1.68M (0.85%) -340.25K
Decreased by -20.27%
Sep 30, 24
19 The Health Care Select Sector SPDR® ETF 1.46M (0.74%) -8.16K
Decreased by -0.56%
Oct 31, 24
20 Health Care Select Sector SPDR® ETF 1.44M (0.73%) -3.23K
Decreased by -0.22%
May 30, 24