Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.20%
2 LCG 7.99%
3 BKIV 4.29%
4 XLRE 3.69%
5 RSPR 3.64%
6 EBIZ 3.54%
7 CZAR 3.38%
8 EWRE 3.27%
9 IYR 2.98%
10 URE 2.81%
11 DRN 2.76%
12 FREL 2.74%
13 VNQ 2.56%
14 USRD 2.23%
15 REK 1.85%
16 SRS 1.85%
17 FTXD 1.70%
18 QQXT 1.55%
19 ISHP 1.51%
20 THNQ 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.91M (16.10%) 790.00
Increased by +0.00%
Dec 31, 23
2 BlackRock Inc 36.53M (9.06%) 3.35M
Increased by +9.18%
Dec 31, 23
3 Principal Financial Group Inc 19.81M (4.91%) -2.57K
Decreased by -0.01%
Dec 31, 23
4 BAMCO Inc 19.39M (4.81%) 194.78K
Increased by +1.00%
Dec 31, 23
5 State Street Corporation 15.82M (3.92%) 871.78K
Increased by +5.51%
Dec 31, 23
6 Massachusetts Financial Services Company 11.83M (2.93%) -140.34K
Decreased by -1.19%
Dec 31, 23
7 Geode Capital Management, LLC 10.45M (2.59%) 178.94K
Increased by +1.71%
Dec 31, 23
8 HHG PLC 10.03M (2.49%) 1.05M
Increased by +10.47%
Dec 31, 23
9 Baillie Gifford & Co Limited. 9.52M (2.36%) -2.11M
Decreased by -22.20%
Dec 31, 23
10 Macquarie Group Ltd 8.82M (2.19%) -86.04K
Decreased by -0.98%
Dec 31, 23
11 Akre Capital Management, LLC 7.26M (1.80%) 6.44K
Increased by +0.09%
Dec 31, 23
12 T. Rowe Price Investment Management,Inc. 6.75M (1.67%) -924.24K
Decreased by -13.70%
Dec 31, 23
13 Bank of New York Mellon Corp 6.16M (1.53%) 630.55K
Increased by +10.24%
Dec 31, 23
14 Goldman Sachs Group Inc 6.00M (1.49%) 3.63M
Increased by +60.50%
Dec 31, 23
15 Sands Capital Management, LLC 5.62M (1.39%) -2.31M
Decreased by -41.10%
Dec 31, 23
16 Artisan Partners Limited Partnership 5.14M (1.27%) -431.71K
Decreased by -8.40%
Dec 31, 23
17 NORGES BANK 4.66M (1.16%) 504.54K
Increased by +10.84%
Dec 31, 23
18 Blair William & Co 4.39M (1.09%) 201.97K
Increased by +4.60%
Dec 31, 23
19 Brown Advisory Holdings Inc 4.14M (1.03%) 380.86K
Increased by +9.19%
Dec 31, 23
20 Capital Research & Mgmt Co - Division 3 4.04M (1.00%) 982.84K
Increased by +24.35%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.76M (4.16%) 99.56K
Increased by +0.59%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 12.80M (3.17%) -27.65K
Decreased by -0.22%
Feb 29, 24
3 Principal Aligned MidCap Equity 10.86M (2.69%) 20.55K
Increased by +0.19%
Mar 31, 24
4 Principal MidCap R5 10.86M (2.69%) 24.23K
Increased by +0.22%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 10.29M (2.55%) 96.19K
Increased by +0.93%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 8.87M (2.20%) -254.25K
Decreased by -2.87%
Mar 31, 24
7 Invesco QQQ Trust 7.66M (1.90%) 0.00
Increased by 0.00%
Mar 31, 24
8 Baron Partners Retail 7.32M (1.82%) -30.00K
Decreased by -0.41%
Mar 31, 24
9 Akre Focus Instl 6.85M (1.70%) 0.00
Increased by 0.00%
Jan 31, 24
10 MFS Growth Equity 5.43M (1.35%) -93.84K
Decreased by -1.73%
Dec 31, 23
11 MFS Growth B 5.25M (1.30%) -55.03K
Decreased by -1.05%
Feb 29, 24
12 Baron Growth Retail 5.14M (1.28%) -20.00K
Decreased by -0.39%
Mar 31, 24
13 Baron Small Cap Growth Strategy 5.14M (1.28%) -20.00K
Decreased by -0.39%
Mar 31, 24
14 Janus Concentrated Growth CF 5.09M (1.26%) 449.66K
Increased by +8.84%
Dec 31, 23
15 Janus Henderson Forty S 5.09M (1.26%) 0.00
Increased by 0.00%
Feb 29, 24
16 SPDR® S&P 500 ETF Trust 4.92M (1.22%) -38.24K
Decreased by -0.78%
Mar 31, 24
17 Fidelity 500 Index 4.90M (1.21%) 49.28K
Increased by +1.01%
Feb 29, 24
18 Fidelity® 500 Index 4.76M (1.18%) 30.28K
Increased by +0.64%
Nov 30, 23
19 BlackRock Mid-Cap Growth Equity Instl 4.39M (1.09%) 450.08K
Increased by +10.25%
Feb 29, 24
20 iShares Core S&P 500 ETF 4.23M (1.05%) 31.10K
Increased by +0.73%
Mar 28, 24