Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 8.66%
2 SNSR 6.36%
3 DIP 4.61%
4 UTRN 4.57%
5 MEDI 4.45%
6 IHI 4.40%
7 HRTS 4.33%
8 CARK 4.31%
9 MID 3.98%
10 VNSE 3.93%
11 WBIL 3.89%
12 MNTL 3.63%
13 EDOC 3.52%
14 BKIV 3.38%
15 BFIT 3.29%
16 CAML 3.17%
17 LNGR 3.00%
18 PFUT 2.89%
19 AGNG 2.64%
20 MMLG 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.47M (11.29%) 278.46K
Increased by +0.63%
Dec 31, 23
2 BlackRock Inc 32.73M (8.31%) -16.64K
Decreased by -0.05%
Dec 31, 23
3 Baillie Gifford & Co Limited. 16.52M (4.20%) -162.19K
Decreased by -0.98%
Dec 31, 23
4 State Street Corporation 16.20M (4.11%) 163.14K
Increased by +1.01%
Dec 31, 23
5 Capital Research Global Investors 15.30M (3.88%) 2.70M
Increased by +17.62%
Dec 31, 23
6 Sands Capital Management, LLC 15.06M (3.82%) 1.40M
Increased by +9.28%
Dec 31, 23
7 Capital World Investors 9.28M (2.36%) 5.26M
Increased by +56.65%
Dec 31, 23
8 Geode Capital Management, LLC 8.92M (2.26%) 188.22K
Increased by +2.11%
Dec 31, 23
9 FMR Inc 8.11M (2.06%) -904.39K
Decreased by -11.15%
Dec 31, 23
10 Nuveen Asset Management, LLC 7.49M (1.90%) -257.77K
Decreased by -3.44%
Dec 31, 23
11 Amvescap Plc. 6.50M (1.65%) 422.86K
Increased by +6.50%
Sep 30, 23
12 Artisan Partners Limited Partnership 5.90M (1.50%) 3.67M
Increased by +62.24%
Dec 31, 23
13 JPMorgan Chase & Co 5.65M (1.44%) 242.35K
Increased by +4.29%
Dec 31, 23
14 T. Rowe Price Associates, Inc. 5.50M (1.40%) 2.16M
Increased by +39.24%
Dec 31, 23
15 American Century Companies Inc 5.31M (1.35%) -62.74K
Decreased by -1.18%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 5.10M (1.30%) 677.87K
Increased by +13.29%
Dec 31, 23
17 Goldman Sachs Group Inc 4.95M (1.26%) 2.76M
Increased by +55.69%
Dec 31, 23
18 Bank of America Corp 4.67M (1.19%) 1.77M
Increased by +37.84%
Dec 31, 23
19 Blair William & Co 4.47M (1.13%) -39.15K
Decreased by -0.88%
Dec 31, 23
20 Wellington Management Company LLP 4.44M (1.13%) -511.22K
Decreased by -11.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 64.49M (16.38%) 64.49M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 12.12M (3.08%) 4.48K
Increased by +0.04%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 9.72M (2.47%) 72.28K
Increased by +0.74%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 8.37M (2.13%) -260.06K
Decreased by -3.11%
Mar 31, 24
5 Invesco QQQ Trust 7.24M (1.84%) 30.33K
Increased by +0.42%
Apr 30, 24
6 American Funds Growth Fund of Amer A 6.20M (1.58%) -3.43M
Decreased by -55.25%
Mar 31, 24
7 Capital Group Growth Fnd of Amer Comp 6.20M (1.58%) -3.43M
Decreased by -55.25%
Mar 31, 24
8 Sands Capital Global Growth Equity 5.12M (1.30%) -1.58M
Decreased by -30.78%
Mar 31, 24
9 AF High Growth (AFRIS) 4.90M (1.24%) 4.90M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 4.66M (1.18%) 25.25K
Increased by +0.54%
Mar 31, 24
11 SPDR® S&P 500 ETF Trust 4.57M (1.16%) 10.30K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 4.52M (1.15%) 28.76K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.97M (1.01%) 3.45K
Increased by +0.09%
Apr 30, 24
14 Vanguard Growth Index Investor 3.66M (0.93%) 71.56K
Increased by +1.95%
Mar 31, 24
15 CREF Growth R1 3.51M (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
16 Capital Group AMCAP Composite 3.20M (0.81%) -95.04K
Decreased by -2.97%
Mar 31, 24
17 VA CollegeAmerica Amcap 529A 3.20M (0.81%) -95.04K
Decreased by -2.97%
Mar 31, 24
18 Health Care Select Sector SPDR® ETF 2.81M (0.71%) -3.65K
Decreased by -0.13%
Apr 30, 24
19 Sands Capital Select Growth TE Inst EQ 2.79M (0.71%) -1.39M
Decreased by -49.74%
Mar 31, 24
20 Vanguard Mid-Cap Growth ETF 2.74M (0.70%) -33.14K
Decreased by -1.21%
Mar 31, 24