Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 EASI 2.50%
3 GFGF 2.48%
4 SMRI 2.34%
5 FTGS 2.28%
6 ARTY 2.04%
7 FCFY 1.83%
8 RYJ 1.72%
9 UPGD 1.72%
10 JSMD 1.66%
11 SYG 1.54%
12 DWSH 1.35%
13 HAPY 1.33%
14 VFLO 1.33%
15 FXL 1.32%
16 RYT 1.32%
17 RISN 1.29%
18 RSPT 1.27%
19 ALTL 1.08%
20 QMID 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.95M (12.65%) -302.00
Decreased by -0.00%
Dec 31, 24
2 BlackRock Inc 4.94M (8.99%) 199.89K
Increased by +4.04%
Dec 31, 24
3 Amvescap Plc. 2.60M (4.74%) -81.86K
Decreased by -3.14%
Dec 31, 24
4 State Street Corp 2.51M (4.57%) -13.00K
Decreased by -0.52%
Dec 31, 24
5 Capital Research Global Investors 2.44M (4.43%) -2.82M
Decreased by -115.91%
Sep 30, 24
6 State Street Corporation 2.33M (4.23%) 43.29K
Increased by +1.86%
Mar 31, 24
7 Capital World Investors 2.30M (4.19%) 414.94K
Increased by +18.01%
Dec 31, 24
8 WCM Investment Management 2.24M (4.08%) -6.82K
Decreased by -0.30%
Sep 30, 24
9 Ameriprise Financial Inc 2.18M (3.97%) 620.55K
Increased by +28.45%
Dec 31, 24
10 FMR Inc 1.61M (2.93%) -227.09K
Decreased by -14.09%
Dec 31, 24
11 Geode Capital Management, LLC 1.35M (2.45%) 37.12K
Increased by +2.75%
Dec 31, 24
12 AllianceBernstein L.P. 1.28M (2.34%) 355.15K
Increased by +27.67%
Mar 31, 24
13 Lone Pine Capital LLC 929.92K (1.69%) 79.66K
Increased by +8.57%
Mar 31, 24
14 Massachusetts Financial Services Company 818.88K (1.49%) 401.36K
Increased by +49.01%
Dec 31, 24
15 Millennium Management LLC 815.65K (1.48%) 491.03K
Increased by +60.20%
Mar 31, 24
16 Marshall Wace Asset Management Ltd 769.58K (1.40%) 429.64K
Increased by +55.83%
Dec 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 JPMorgan Chase & Co 726.78K (1.32%) -1.39M
Decreased by -191.56%
Dec 31, 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 1.70M (3.09%) 7.25K
Increased by +0.43%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.57M (2.86%) 11.31K
Increased by +0.72%
Feb 28, 25
3 Vanguard Small Cap Index 1.38M (2.50%) 1.11K
Increased by +0.08%
Feb 28, 25
4 Capital Group AMCAP Composite 974.45K (1.77%) -994.38K
Decreased by -102.05%
Sep 30, 24
5 VA CollegeAmerica Amcap 529A 974.45K (1.77%) -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 906.10K (1.65%) -3.15K
Decreased by -0.35%
Feb 28, 25
9 SBI Focused Equity Fund Reg Gr 790.00K (1.44%) 251.14K
Increased by +31.79%
Feb 28, 25
10 Fidelity 500 Index 707.23K (1.29%) 3.12K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 701.23K (1.28%) -5.15K
Decreased by -0.73%
Feb 28, 25
12 Fidelity® 500 Index 675.41K (1.23%) 4.30K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 674.64K (1.23%) -1.46K
Decreased by -0.22%
Apr 30, 24
14 iShares Core S&P 500 ETF 666.48K (1.21%) -33.00
Decreased by -0.00%
Feb 28, 25
15 Fidelity Select Software & IT Svcs Port 664.13K (1.21%) 0.00
Increased by 0.00%
Jan 31, 25
16 Pacer US Cash Cows 100 ETF 663.71K (1.21%) 988.00
Increased by +0.15%
Jul 29, 24
17 Capital Group Investment Co of Amer Comp 655.54K (1.19%) -1.21M
Decreased by -185.01%
Mar 31, 24
18 American Funds Invmt Co of Amer A 655.34K (1.19%) -193.00
Decreased by -0.03%
Jun 30, 24
19 American Funds Growth Fund of Amer A 640.24K (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
20 Capital Group Growth Fnd of Amer Comp 640.24K (1.16%) -1.03M
Decreased by -161.02%
Mar 31, 24