Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FMCX 4.98%
3 XWEB 4.54%
4 UTRN 4.30%
5 EBIZ 3.20%
6 SCAP 2.89%
7 BUL 2.79%
8 GVIP 2.32%
9 AMID 2.30%
10 FLCC 2.29%
11 SRHQ 2.25%
12 FLCG 2.23%
13 XMMO 2.21%
14 RJMG 2.17%
15 CPAI 2.05%
16 FLCV 1.95%
17 JMID 1.82%
18 PTF 1.76%
19 BOUT 1.71%
20 BMVP 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.67M (12.24%) -19.49K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 13.97M (9.67%) 556.24K
Increased by +3.98%
Sep 30, 24
3 HHG PLC 7.04M (4.88%) -628.80K
Decreased by -8.93%
Sep 30, 24
4 State Street Corp 6.89M (4.77%) 147.10K
Increased by +2.13%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 6.47M (4.48%) -6.64M
Decreased by -102.54%
Sep 30, 24
6 State Street Corporation 5.49M (3.80%) 9.20K
Increased by +0.17%
Mar 31, 24
7 JPMorgan Chase & Co 3.88M (2.69%) -926.14K
Decreased by -23.88%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 3.43M (2.37%) 146.76K
Increased by +4.28%
Sep 30, 24
9 Geode Capital Management, LLC 3.42M (2.37%) 84.55K
Increased by +2.47%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 3.41M (2.36%) 80.44K
Increased by +2.36%
Sep 30, 24
11 WCM Investment Management 3.40M (2.36%) 3.36M
Increased by +98.61%
Dec 31, 24
12 Ameriprise Financial Inc 3.28M (2.27%) -1.13M
Decreased by -34.41%
Sep 30, 24
13 Starboard Value LP 2.83M (1.96%) -303.99K
Decreased by -10.74%
Dec 31, 24
14 Wellington Management Company LLP 2.78M (1.92%) -59.67K
Decreased by -2.15%
Dec 31, 24
15 Amvescap Plc. 2.61M (1.81%) 784.78K
Increased by +30.07%
Sep 30, 24
16 Capital Research & Mgmt Co - Division 3 2.45M (1.69%) -28.36K
Decreased by -1.16%
Dec 31, 24
17 Goldman Sachs Group Inc 1.81M (1.25%) 1.02M
Increased by +56.08%
Dec 31, 23
18 NORGES BANK 1.80M (1.25%) 27.40K
Increased by +1.52%
Dec 31, 24
19 AQR Capital Management LLC 1.72M (1.19%) 1.16M
Increased by +67.31%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 1.66M (1.15%) 695.90K
Increased by +41.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 5.00M (3.46%) -24.07K
Decreased by -0.48%
Nov 30, 24
2 Janus Inst Mid Cap Growth CF 4.83M (3.35%) -447.49K
Decreased by -9.26%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.40M (3.05%) -25.11K
Decreased by -0.57%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 4.37M (3.03%) -780.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Institutional 500 Index Trust 3.80M (2.63%) 12.02K
Increased by +0.32%
Dec 31, 24
6 AF High Growth (AFRIS) 3.66M (2.53%) 3.66M
Increased by +100.00%
Feb 29, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 3.45M (2.39%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 3.02M (2.09%) 12.14K
Increased by +0.40%
Dec 31, 24
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.01%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.45%) 8.01K
Increased by +0.38%
Mar 31, 24
11 American Funds New Perspective A 1.98M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group New Perspective Comp 1.98M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity 500 Index 1.74M (1.21%) 774.00
Increased by +0.04%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 1.71M (1.19%) -16.93K
Decreased by -0.99%
Jan 31, 25
15 Global Balanced (AFRIS) 1.68M (1.16%) 1.68M
Increased by +100.00%
Feb 29, 24
16 Columbia Seligman Tech & Info A 1.67M (1.15%) -255.40K
Decreased by -15.33%
Dec 31, 24
17 Columbia Seligman Technology Growth 1.67M (1.15%) -330.70K
Decreased by -19.84%
Dec 31, 24
18 iShares Core S&P 500 ETF 1.65M (1.14%) 2.44K
Increased by +0.15%
Jan 31, 25
19 iShares MSCI USA Min Vol Factor ETF 1.27M (0.88%) 1.49K
Increased by +0.12%
Jan 31, 25
20 JPM US Mid Cap Value-Composite 1.22M (0.85%) -13.41K
Decreased by -1.10%
Jun 30, 24