Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 FCFY 2.51%
3 EASI 2.50%
4 GFGF 2.48%
5 SMRI 2.36%
6 FTGS 2.28%
7 JSMD 2.21%
8 UPGD 2.16%
9 RYJ 2.11%
10 RSPT 1.67%
11 SYG 1.54%
12 RISN 1.33%
13 HAPY 1.33%
14 RYT 1.32%
15 QMID 1.27%
16 VFLO 1.26%
17 RNSC 1.17%
18 FSGS 1.17%
19 FWD 1.15%
20 FXL 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.95M (12.68%) -31.71K
Decreased by -0.46%
Sep 30, 24
2 BlackRock Inc 4.60M (8.40%) -447.41K
Decreased by -9.72%
Jun 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 WCM Investment Management 2.24M (4.09%) -6.82K
Decreased by -0.30%
Sep 30, 24
8 Capital World Investors 1.89M (3.45%) 707.98K
Increased by +37.47%
Sep 30, 24
9 FMR Inc 1.84M (3.35%) -71.19K
Decreased by -3.87%
Sep 30, 24
10 Ameriprise Financial Inc 1.56M (2.85%) 1.52M
Increased by +97.64%
Sep 30, 24
11 Geode Capital Management, LLC 1.31M (2.39%) -21.97K
Decreased by -1.67%
Sep 30, 24
12 AllianceBernstein L.P. 1.28M (2.34%) 355.15K
Increased by +27.67%
Mar 31, 24
13 JPMorgan Chase & Co 1.06M (1.93%) -130.21K
Decreased by -12.29%
Sep 30, 24
14 Lone Pine Capital LLC 929.92K (1.70%) 79.66K
Increased by +8.57%
Mar 31, 24
15 Millennium Management LLC 815.65K (1.49%) 491.03K
Increased by +60.20%
Mar 31, 24
16 Viking Global Investors LP 756.26K (1.38%) 176.72K
Increased by +23.37%
Jun 30, 24
17 NORGES BANK 745.61K (1.36%) 124.39K
Increased by +16.68%
Jun 30, 24
18 Nuveen Asset Management, LLC 730.47K (1.33%) -593.78K
Decreased by -81.29%
Jun 30, 24
19 Mitsubishi UFJ Trust & Banking Corp 720.71K (1.31%) 12.38K
Increased by +1.72%
Sep 30, 24
20 Pacer Advisors, INC. 657.07K (1.20%) 652.57K
Increased by +99.31%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.71M (3.12%) -6.68K
Decreased by -0.39%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.51M (2.75%) 16.94K
Increased by +1.12%
Oct 31, 24
3 Vanguard Small Cap Index 1.36M (2.47%) 2.65K
Increased by +0.20%
Oct 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 916.79K (1.67%) -316.00
Decreased by -0.03%
Oct 31, 24
9 American Funds Capital World Gr&Inc A 873.83K (1.59%) -517.07K
Decreased by -59.17%
Sep 30, 24
10 Capital Group World Growth & Inc Cmp 873.83K (1.59%) -517.07K
Decreased by -59.17%
Sep 30, 24
11 Fidelity Select Software & IT Svcs Port 721.33K (1.32%) 0.00
Increased by 0.00%
Oct 31, 24
12 SPDR® S&P 500® ETF Trust 704.36K (1.28%) 4.22K
Increased by +0.60%
Nov 30, 24
13 Fidelity 500 Index 698.76K (1.27%) -1.15K
Decreased by -0.16%
Oct 31, 24
14 Invesco S&P 500® Equal Weight ETF 682.20K (1.24%) 935.00
Increased by +0.14%
Nov 29, 24
15 Fidelity® 500 Index 675.41K (1.23%) 4.30K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 674.64K (1.23%) -1.46K
Decreased by -0.22%
Apr 30, 24
17 Pacer US Cash Cows 100 ETF 663.71K (1.21%) 988.00
Increased by +0.15%
Jul 29, 24
18 Capital Group Investment Co of Amer Comp 655.54K (1.20%) -1.21M
Decreased by -185.01%
Mar 31, 24
19 American Funds Invmt Co of Amer A 655.34K (1.20%) -193.00
Decreased by -0.03%
Jun 30, 24
20 iShares Core S&P 500 ETF 643.14K (1.17%) 0.00
Increased by 0.00%
Nov 30, 24