Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.14%
2 GRW 4.72%
3 UTRN 4.02%
4 USSE 3.94%
5 AQGX 3.69%
6 PXMG 3.62%
7 CWS 3.57%
8 AMID 3.42%
9 FINQ 3.30%
10 ZIG 3.27%
11 BIGD 3.15%
12 PTF 3.15%
13 KMID 2.82%
14 NBSM 2.46%
15 OPPX 2.41%
16 EQWM 2.37%
17 FCUS 2.34%
18 RYJ 2.19%
19 UPGD 2.19%
20 TMFX 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.90M (12.24%) 22.18K
Increased by +0.76%
Dec 31, 24
2 BlackRock Inc 2.47M (10.42%) 113.72K
Increased by +4.60%
Dec 31, 24
3 State Street Corp 1.07M (4.49%) 20.11K
Increased by +1.89%
Dec 31, 24
4 State Street Corporation 1.01M (4.24%) -10.86K
Decreased by -1.08%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 819.90K (3.46%) -114.99K
Decreased by -14.03%
Dec 31, 24
6 Valley Forge Capital Management, LP 784.12K (3.30%) -24.67K
Decreased by -3.15%
Dec 31, 24
7 JPMorgan Chase & Co 678.61K (2.86%) -667.87K
Decreased by -98.42%
Dec 31, 24
8 Geode Capital Management, LLC 663.03K (2.79%) 17.66K
Increased by +2.66%
Dec 31, 24
9 International Assets Investment Management, LLC 538.36K (2.27%) 538.07K
Increased by +99.95%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 386.80K (1.63%) -126.39K
Decreased by -32.68%
Dec 31, 24
11 American Century Companies Inc 369.12K (1.56%) -19.48K
Decreased by -5.28%
Dec 31, 24
12 Principal Financial Group Inc 365.01K (1.54%) -7.57K
Decreased by -2.07%
Dec 31, 24
13 AF Advisors, Inc. 357.34K (1.51%) -1.34K
Decreased by -0.38%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 319.21K (1.35%) -54.06K
Decreased by -16.94%
Dec 31, 24
15 AllianceBernstein L.P. 318.95K (1.34%) -56.38K
Decreased by -17.68%
Dec 31, 24
16 Ako Capital Llp 317.73K (1.34%) 68.37K
Increased by +21.52%
Jun 30, 24
17 Neuberger Berman Group LLC 267.74K (1.13%) -53.99K
Decreased by -20.17%
Jun 30, 24
18 Franklin Resources Inc 266.65K (1.12%) -91.32K
Decreased by -34.25%
Dec 31, 24
19 Kayne Anderson Rudnick Investment Management LLC 262.40K (1.11%) -200.14K
Decreased by -76.27%
Dec 31, 24
20 Winslow Capital Management, LLC 261.16K (1.10%) -3.85K
Decreased by -1.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 729.47K (3.07%) 2.25K
Increased by +0.31%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 675.29K (2.85%) 4.62K
Increased by +0.68%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 499.57K (2.11%) 2.13K
Increased by +0.43%
Feb 28, 25
4 Vanguard Small Cap Index 305.67K (1.29%) 1.18K
Increased by +0.39%
Nov 30, 23
5 Fidelity 500 Index 303.59K (1.28%) 1.34K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 300.99K (1.27%) -2.18K
Decreased by -0.73%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 298.29K (1.26%) -2.37K
Decreased by -0.79%
Mar 31, 24
8 Fidelity® 500 Index 289.65K (1.22%) 1.84K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 285.98K (1.21%) -14.00
Decreased by -0.00%
Feb 28, 25
10 Vanguard Growth Index Investor 244.36K (1.03%) 225.00
Increased by +0.09%
Feb 28, 25
11 JPMorgan Large Cap Growth I 234.72K (0.99%) -102.20K
Decreased by -43.54%
Jan 31, 25
12 American Century US Premier Lg Cp Gr 223.00K (0.94%) -14.00K
Decreased by -6.28%
Dec 31, 24
13 American Century Ultra® Inv 223.00K (0.94%) -14.00K
Decreased by -6.28%
Dec 31, 24
14 Principal MidCap R5 214.57K (0.90%) 6.12K
Increased by +2.85%
Feb 28, 25
15 Principal Aligned MidCap Equity 208.46K (0.88%) -4.16K
Decreased by -2.00%
Dec 31, 24
16 The Technology Select Sector SPDR® ETF 190.39K (0.80%) -1.26K
Decreased by -0.66%
Feb 28, 25
17 Vanguard Information Technology ETF 173.72K (0.73%) 469.00
Increased by +0.27%
Feb 28, 25
18 Vanguard Mid-Cap Growth ETF 173.68K (0.73%) 1.40K
Increased by +0.80%
Feb 28, 25
19 Technology Select Sector SPDR® ETF 171.41K (0.72%) 3.51K
Increased by +2.05%
Mar 31, 24
20 Vanguard Small Cap Growth Index Inv 171.24K (0.72%) 1.16K
Increased by +0.68%
Nov 30, 23