Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 5.20%
2 RVER 4.77%
3 BEDZ 4.72%
4 STNC 4.53%
5 AWAY 4.14%
6 UTRN 4.03%
7 EBIZ 3.85%
8 FLYU 3.29%
9 ULTY 3.20%
10 BUL 2.87%
11 VFLO 2.74%
12 IBUY 2.61%
13 USRD 2.37%
14 WBIL 2.33%
15 FTGS 2.32%
16 OOTO 2.28%
17 MRND 2.18%
18 RCD 2.17%
19 RSPD 2.17%
20 JMID 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.14M (12.39%) -199.12K
Decreased by -1.32%
Sep 30, 24
2 BlackRock Inc 9.48M (7.76%) 18.05K
Increased by +0.19%
Sep 30, 24
3 JPMorgan Chase & Co 7.68M (6.29%) -1.98M
Decreased by -25.73%
Sep 30, 24
4 State Street Corporation 5.47M (4.47%) -127.09K
Decreased by -2.33%
Mar 31, 24
5 State Street Corp 5.23M (4.28%) -150.15K
Decreased by -2.87%
Sep 30, 24
6 Valueact Holdings, L.p. 5.22M (4.27%) 1.80M
Increased by +34.53%
Sep 30, 24
7 Amundi 4.58M (3.75%) 3.35M
Increased by +73.03%
Sep 30, 23
8 WINDACRE PARTNERSHIP LLC 4.32M (3.54%) 1.43M
Increased by +33.11%
Sep 30, 24
9 Artisan Partners Limited Partnership 3.89M (3.18%) -139.93K
Decreased by -3.60%
Mar 31, 24
10 NORGES BANK 3.65M (2.99%) 1.44M
Increased by +39.59%
Jun 30, 24
11 Amvescap Plc. 3.44M (2.82%) -420.88K
Decreased by -12.22%
Sep 30, 24
12 Par Capital Management Inc 3.25M (2.66%) 169.96K
Increased by +5.22%
Sep 30, 24
13 Geode Capital Management, LLC 3.20M (2.62%) 20.00K
Increased by +0.63%
Sep 30, 24
14 Pacer Advisors, INC. 2.38M (1.95%) -873.75K
Decreased by -36.76%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 2.21M (1.81%) -523.79K
Decreased by -23.70%
Sep 30, 24
16 Citadel Advisors Llc 1.78M (1.45%) 1.72M
Increased by +97.02%
Jun 30, 24
17 Lyrical Asset Management LP 1.73M (1.42%) -69.57K
Decreased by -4.01%
Sep 30, 24
18 Fisher Asset Management, LLC 1.69M (1.38%) 144.58K
Increased by +8.56%
Sep 30, 24
19 Goldman Sachs Group Inc 1.68M (1.38%) 663.56K
Increased by +39.45%
Dec 31, 23
20 Alkeon Capital Management, LLC 1.58M (1.29%) 498.93K
Increased by +31.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.86M (3.16%) -64.99K
Decreased by -1.68%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 3.33M (2.72%) -26.34K
Decreased by -0.79%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 2.64M (2.16%) -17.53K
Decreased by -0.66%
Dec 31, 24
4 Pacer US Cash Cows 100 ETF 2.33M (1.91%) 0.00
Increased by 0.00%
Jan 30, 25
5 AF High Growth (AFRIS) 2.03M (1.66%) 2.03M
Increased by +100.00%
Feb 29, 24
6 Victory Sycamore Established Value R 1.68M (1.37%) 943.00K
Increased by +56.30%
Dec 31, 24
7 Fidelity® 500 Index 1.61M (1.31%) 10.22K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 1.58M (1.29%) 3.51K
Increased by +0.22%
Apr 30, 24
9 Fidelity 500 Index 1.52M (1.25%) -15.68K
Decreased by -1.03%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 1.51M (1.24%) -72.00
Decreased by -0.00%
Jan 30, 25
11 iShares Core S&P 500 ETF 1.43M (1.17%) -2.45K
Decreased by -0.17%
Jan 29, 25
12 Vanguard Growth Index Investor 1.37M (1.12%) -218.63K
Decreased by -16.01%
Dec 31, 24
13 JPM US Mid Cap Value-Composite 1.00M (0.82%) -10.99K
Decreased by -1.10%
Jun 30, 24
14 Lyrical U.S. Value Equity - CS 961.07K (0.79%) -3.35K
Decreased by -0.35%
Dec 31, 24
15 Global Balanced (AFRIS) 930.42K (0.76%) 930.42K
Increased by +100.00%
Feb 29, 24
16 Vanguard Mid-Cap Growth ETF 910.03K (0.74%) 25.07K
Increased by +2.76%
Dec 31, 24
17 Invesco Small Cap Value A 822.10K (0.67%) 10.70K
Increased by +1.30%
Nov 30, 24
18 Purisima Global Total Return A 806.72K (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
19 The Consumer Discret Sel SectSPDR® ETF 802.12K (0.66%) 7.98K
Increased by +0.99%
Jan 30, 25
20 Invesco Value Opportunities A 799.20K (0.65%) -8.10K
Decreased by -1.01%
Nov 30, 24