Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 FCFY 2.61%
3 EASI 2.50%
4 GFGF 2.48%
5 JSMD 2.36%
6 SMRI 2.34%
7 RYJ 2.28%
8 FTGS 2.28%
9 ARTY 2.22%
10 UPGD 2.22%
11 SYG 1.54%
12 RSPT 1.46%
13 JMID 1.36%
14 DWSH 1.35%
15 QMID 1.35%
16 HAPY 1.33%
17 VFLO 1.33%
18 RYT 1.32%
19 FWD 1.30%
20 RISN 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.95M (12.68%) -302.00
Decreased by -0.00%
Dec 31, 24
2 BlackRock Inc 4.74M (8.65%) 138.09K
Increased by +2.91%
Sep 30, 24
3 Amvescap Plc. 2.69M (4.90%) -145.98K
Decreased by -5.43%
Sep 30, 24
4 State Street Corp 2.52M (4.60%) -2.01K
Decreased by -0.08%
Sep 30, 24
5 Capital Research Global Investors 2.44M (4.44%) -2.82M
Decreased by -115.91%
Sep 30, 24
6 State Street Corporation 2.33M (4.24%) 43.29K
Increased by +1.86%
Mar 31, 24
7 Capital World Investors 2.30M (4.20%) 414.94K
Increased by +18.01%
Dec 31, 24
8 WCM Investment Management 2.24M (4.09%) -6.82K
Decreased by -0.30%
Sep 30, 24
9 JPMorgan Chase & Co 2.12M (3.86%) -260.43K
Decreased by -12.29%
Sep 30, 24
10 FMR Inc 1.84M (3.35%) -71.19K
Decreased by -3.87%
Sep 30, 24
11 Ameriprise Financial Inc 1.56M (2.85%) 1.52M
Increased by +97.64%
Sep 30, 24
12 Geode Capital Management, LLC 1.31M (2.39%) -21.97K
Decreased by -1.67%
Sep 30, 24
13 AllianceBernstein L.P. 1.28M (2.34%) 355.15K
Increased by +27.67%
Mar 31, 24
14 Lone Pine Capital LLC 929.92K (1.70%) 79.66K
Increased by +8.57%
Mar 31, 24
15 Massachusetts Financial Services Company 818.88K (1.49%) 401.36K
Increased by +49.01%
Dec 31, 24
16 Millennium Management LLC 815.65K (1.49%) 491.03K
Increased by +60.20%
Mar 31, 24
17 Viking Global Investors LP 756.26K (1.38%) 176.72K
Increased by +23.37%
Jun 30, 24
18 NORGES BANK 740.11K (1.35%) -5.49K
Decreased by -0.74%
Dec 31, 24
19 Mitsubishi UFJ Trust & Banking Corp 720.71K (1.31%) 12.38K
Increased by +1.72%
Sep 30, 24
20 William Blair Investment Management, LLC 713.82K (1.30%) 713.82K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.69M (3.07%) -15.16K
Decreased by -0.90%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.54M (2.80%) 4.27K
Increased by +0.28%
Dec 31, 24
3 Vanguard Small Cap Index 1.37M (2.50%) 7.55K
Increased by +0.55%
Dec 31, 24
4 Capital Group AMCAP Composite 974.45K (1.78%) -994.38K
Decreased by -102.05%
Sep 30, 24
5 VA CollegeAmerica Amcap 529A 974.45K (1.78%) -994.38K
Decreased by -102.05%
Sep 30, 24
6 WCM Focused International Growth Instl 928.60K (1.69%) -15.45K
Decreased by -1.66%
Sep 30, 24
7 WCM Inv Mgt Focused Growth Intl 928.60K (1.69%) -15.45K
Decreased by -1.66%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 910.96K (1.66%) -11.70K
Decreased by -1.28%
Dec 31, 24
9 Fidelity 500 Index 704.11K (1.28%) 574.00
Increased by +0.08%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 691.59K (1.26%) -6.73K
Decreased by -0.97%
Jan 31, 25
11 Fidelity® 500 Index 675.41K (1.23%) 4.30K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 674.64K (1.23%) -1.46K
Decreased by -0.22%
Apr 30, 24
13 iShares Core S&P 500 ETF 665.45K (1.21%) 1.13K
Increased by +0.17%
Jan 31, 25
14 Fidelity Select Software & IT Svcs Port 664.13K (1.21%) -11.70K
Decreased by -1.76%
Dec 31, 24
15 Pacer US Cash Cows 100 ETF 663.71K (1.21%) 988.00
Increased by +0.15%
Jul 29, 24
16 Capital Group Investment Co of Amer Comp 655.54K (1.20%) -1.21M
Decreased by -185.01%
Mar 31, 24
17 American Funds Invmt Co of Amer A 655.34K (1.20%) -193.00
Decreased by -0.03%
Jun 30, 24
18 American Funds Growth Fund of Amer A 640.24K (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
19 Capital Group Growth Fnd of Amer Comp 640.24K (1.17%) -1.03M
Decreased by -161.02%
Mar 31, 24
20 Vanguard Information Technology ETF 602.44K (1.10%) 8.11K
Increased by +1.35%
Dec 31, 24