Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 6.97%
2 LCG 6.88%
3 HHH_old 5.56%
4 UTRN 4.14%
5 FINQ 3.44%
6 BKIV 3.42%
7 EWRE 3.31%
8 RSPR 3.22%
9 EBIZ 3.22%
10 LRGG 3.15%
11 XLRE 2.84%
12 CZAR 2.83%
13 TOGA_old 2.44%
14 TOGA 2.38%
15 IYR 2.31%
16 FREL 2.06%
17 USRD 1.99%
18 URE 1.86%
19 REK 1.85%
20 SRS 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.75M (16.24%) 136.98K
Increased by +0.21%
Sep 30, 24
2 BlackRock Inc 38.56M (9.53%) -325.37K
Decreased by -0.84%
Jun 30, 24
3 Principal Financial Group Inc 19.39M (4.79%) 16.54K
Increased by +0.09%
Sep 30, 24
4 BAMCO Inc 18.79M (4.64%) -485.56K
Decreased by -2.58%
Sep 30, 24
5 State Street Corp 17.06M (4.21%) 722.15K
Increased by +4.23%
Sep 30, 24
6 State Street Corporation 16.13M (3.98%) 309.88K
Increased by +1.92%
Mar 31, 24
7 Massachusetts Financial Services Company 11.38M (2.81%) -4.38K
Decreased by -0.04%
Sep 30, 24
8 Geode Capital Management, LLC 11.31M (2.79%) 236.41K
Increased by +2.09%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 9.69M (2.39%) 5.69M
Increased by +58.75%
Sep 30, 24
10 Akre Capital Management, LLC 8.93M (2.21%) 163.67K
Increased by +1.83%
Sep 30, 24
11 Baillie Gifford & Co Limited. 8.80M (2.17%) -252.65K
Decreased by -2.87%
Sep 30, 24
12 Macquarie Group Ltd 7.62M (1.88%) -825.99K
Decreased by -10.83%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 7.12M (1.76%) -932.79K
Decreased by -13.11%
Jun 30, 24
14 HHG PLC 6.63M (1.64%) -5.49M
Decreased by -82.80%
Sep 30, 24
15 Goldman Sachs Group Inc 6.00M (1.48%) 3.63M
Increased by +60.50%
Dec 31, 23
16 Bank of New York Mellon Corp 5.99M (1.48%) -129.47K
Decreased by -2.16%
Sep 30, 24
17 Artisan Partners Limited Partnership 5.64M (1.39%) -168.67K
Decreased by -2.99%
Sep 30, 24
18 Sands Capital Management, LLC 5.38M (1.33%) -245.32K
Decreased by -4.56%
Mar 31, 24
19 T. Rowe Price Investment Management,Inc. 5.15M (1.27%) 1.46M
Increased by +28.27%
Sep 30, 24
20 NORGES BANK 5.10M (1.26%) 440.09K
Increased by +8.63%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.08M (3.97%) -41.83K
Decreased by -0.26%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 12.93M (3.20%) -46.72K
Decreased by -0.36%
Oct 31, 24
3 Principal MidCap R5 11.03M (2.73%) 2.70K
Increased by +0.02%
Oct 31, 24
4 Principal Aligned MidCap Equity 11.03M (2.72%) 145.38K
Increased by +1.32%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 10.86M (2.68%) 125.30K
Increased by +1.15%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 8.69M (2.15%) 15.80K
Increased by +0.18%
Oct 31, 24
7 Invesco QQQ Trust 8.14M (2.01%) 7.21K
Increased by +0.09%
Nov 29, 24
8 Akre Focus Instl 8.07M (1.99%) 1.22M
Increased by +15.13%
Jul 31, 24
9 Baron Partners Retail 7.24M (1.79%) -75.00K
Decreased by -1.04%
Sep 30, 24
10 Janus Concentrated Growth CF 5.34M (1.32%) 247.74K
Increased by +4.64%
Jun 30, 24
11 Janus Henderson Forty S 5.34M (1.32%) 228.17K
Increased by +4.28%
May 31, 24
12 MFS Growth B 5.13M (1.27%) -2.95K
Decreased by -0.06%
Sep 30, 24
13 MFS Growth Equity 5.13M (1.27%) -2.95K
Decreased by -0.06%
Sep 30, 24
14 SPDR® S&P 500® ETF Trust 5.07M (1.25%) 29.88K
Increased by +0.59%
Nov 30, 24
15 Fidelity 500 Index 5.03M (1.24%) -8.26K
Decreased by -0.16%
Oct 31, 24
16 Baron Growth Retail 5.00M (1.24%) -120.00K
Decreased by -2.40%
Sep 30, 24
17 Baron Small Cap Growth Strategy 5.00M (1.24%) -120.00K
Decreased by -2.40%
Sep 30, 24
18 SPDR® S&P 500 ETF Trust 4.92M (1.22%) -38.24K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 4.76M (1.18%) 30.28K
Increased by +0.64%
Nov 30, 23
20 Vanguard Growth Index Investor 4.64M (1.15%) 29.68K
Increased by +0.64%
Oct 31, 24