Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 GDOC 4.24%
3 KMID 3.48%
4 BMED 2.10%
5 QQQN 2.04%
6 POWA 1.94%
7 CSMD 1.88%
8 XHE 1.86%
9 RSPH 1.74%
10 QQJG 1.58%
11 RYH 1.56%
12 GBUY 1.23%
13 QQQJ 1.09%
14 ULVM 1.00%
15 FXH 0.90%
16 JDOC 0.78%
17 JSTC 0.59%
18 BKWO 0.57%
19 VOT 0.48%
20 PINK 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.85M (12.01%) -40.58K
Decreased by -0.17%
Dec 31, 24
2 BlackRock Inc 16.22M (8.17%) -451.59K
Decreased by -2.78%
Dec 31, 24
3 State Street Corp 8.68M (4.37%) 92.96K
Increased by +1.07%
Dec 31, 24
4 State Street Corporation 8.41M (4.24%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 8.08M (4.07%) 2.24K
Increased by +0.03%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 7.68M (3.87%) 155.23K
Increased by +2.02%
Dec 31, 24
7 JPMorgan Chase & Co 5.00M (2.52%) -4.86M
Decreased by -97.02%
Dec 31, 24
8 Geode Capital Management, LLC 4.91M (2.47%) 109.91K
Increased by +2.24%
Dec 31, 24
9 Amvescap Plc. 4.85M (2.44%) -147.16K
Decreased by -3.04%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.64M (2.33%) 837.93K
Increased by +18.07%
Jun 30, 24
11 AllianceBernstein L.P. 4.53M (2.28%) -521.42K
Decreased by -11.51%
Dec 31, 24
12 Victory Capital Management Inc. 4.53M (2.28%) 574.90K
Increased by +12.70%
Dec 31, 24
13 Capital World Investors 4.19M (2.11%) -232.24K
Decreased by -5.54%
Dec 31, 24
14 Veritas Asset Management LLP 4.05M (2.04%) -355.06K
Decreased by -8.76%
Dec 31, 24
15 Goldman Sachs Group Inc 4.05M (2.04%) 2.35M
Increased by +58.12%
Dec 31, 24
16 Generation Investment Management LLP 3.93M (1.98%) -214.30K
Decreased by -5.45%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 3.53M (1.78%) 2.96M
Increased by +83.79%
Dec 31, 24
18 HHG PLC 3.03M (1.52%) -53.89K
Decreased by -1.78%
Dec 31, 24
19 Ameriprise Financial Inc 2.92M (1.47%) -90.72K
Decreased by -3.11%
Dec 31, 24
20 Macquarie Group Ltd 2.66M (1.34%) -510.05K
Decreased by -19.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.28M (3.16%) 14.61K
Increased by +0.23%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.52M (2.78%) 39.14K
Increased by +0.71%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 4.30M (2.17%) 18.67K
Increased by +0.43%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 3.35M (1.69%) -14.70K
Decreased by -0.44%
Dec 31, 24
5 T. Rowe Price Mid-Cap Growth 3.35M (1.69%) 0.00
Increased by 0.00%
Feb 28, 25
6 Victory Sycamore Established Value R 3.27M (1.64%) 450.00K
Increased by +13.78%
Dec 31, 24
7 Fidelity 500 Index 2.49M (1.26%) 11.11K
Increased by +0.45%
Feb 28, 25
8 iShares Core S&P 500 ETF 2.43M (1.22%) 7.02K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 2.41M (1.21%) -12.64K
Decreased by -0.53%
Mar 31, 25
10 Vanguard Growth Index Investor 2.40M (1.21%) 15.14K
Increased by +0.63%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 2.37M (1.19%) 16.52K
Increased by +0.70%
May 30, 24
12 American Funds Fundamental Invs A 1.85M (0.93%) -233.71K
Decreased by -12.63%
Dec 31, 24
13 Capital Group Fundamental Invtrs Comp 1.85M (0.93%) -233.71K
Decreased by -12.63%
Dec 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.80M (0.91%) 3.83K
Increased by +0.21%
Mar 31, 25
15 American Funds American Balanced A 1.72M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
16 Champlain Mid Cap Fund, LLC 1.70M (0.85%) -79.02K
Decreased by -4.66%
Feb 28, 25
17 Janus Henderson Enterprise D 1.68M (0.85%) 0.00
Increased by 0.00%
Jan 31, 25
18 Janus Inst Mid Cap Growth CF 1.68M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
19 Impax Global Opportunities Strategy Comp 1.52M (0.77%) -443.86K
Decreased by -29.18%
Jan 31, 25
20 Vanguard Mid-Cap Growth ETF 1.50M (0.75%) 12.02K
Increased by +0.80%
Feb 28, 25