Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FMCX 4.98%
3 EBIZ 4.78%
4 XWEB 4.54%
5 UTRN 4.30%
6 BUL 3.16%
7 SCAP 2.89%
8 FLCC 2.71%
9 FLCG 2.65%
10 SRHQ 2.52%
11 AMID 2.51%
12 RJMG 2.50%
13 GVIP 2.32%
14 FLCV 2.31%
15 XMMO 2.21%
16 JMID 2.10%
17 CPAI 2.05%
18 PTF 2.01%
19 GURU 1.77%
20 FXL 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.69M (12.66%) 244.75K
Increased by +1.38%
Sep 30, 24
2 BlackRock Inc 13.97M (10.00%) 556.24K
Increased by +3.98%
Sep 30, 24
3 HHG PLC 7.04M (5.04%) -628.80K
Decreased by -8.93%
Sep 30, 24
4 State Street Corp 6.89M (4.93%) 147.10K
Increased by +2.13%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 6.47M (4.63%) -6.64M
Decreased by -102.54%
Sep 30, 24
6 State Street Corporation 5.49M (3.93%) 9.20K
Increased by +0.17%
Mar 31, 24
7 Arrowstreet Capital Limited Partnership 3.43M (2.45%) 146.76K
Increased by +4.28%
Sep 30, 24
8 Geode Capital Management, LLC 3.42M (2.45%) 84.55K
Increased by +2.47%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 3.41M (2.44%) 80.44K
Increased by +2.36%
Sep 30, 24
10 Ameriprise Financial Inc 3.28M (2.35%) -1.13M
Decreased by -34.41%
Sep 30, 24
11 Starboard Value LP 3.13M (2.24%) -1.48M
Decreased by -47.17%
Sep 30, 24
12 Wellington Management Company LLP 2.84M (2.03%) -60.98K
Decreased by -2.15%
Sep 30, 24
13 Amvescap Plc. 2.61M (1.87%) 784.78K
Increased by +30.07%
Sep 30, 24
14 Capital Research & Mgmt Co - Division 3 2.48M (1.77%) -472.91K
Decreased by -19.10%
Sep 30, 24
15 JPMorgan Chase & Co 1.94M (1.39%) -463.07K
Decreased by -23.88%
Sep 30, 24
16 Goldman Sachs Group Inc 1.81M (1.30%) 1.02M
Increased by +56.08%
Dec 31, 23
17 NORGES BANK 1.78M (1.27%) 65.06K
Increased by +3.66%
Jun 30, 24
18 AQR Capital Management LLC 1.72M (1.23%) 1.16M
Increased by +67.31%
Mar 31, 24
19 Jacobs Levy Equity Management, Inc. 1.66M (1.19%) 695.90K
Increased by +41.81%
Sep 30, 23
20 FMR Inc 1.66M (1.19%) 274.01K
Increased by +16.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 5.28M (3.78%) -440.95K
Decreased by -8.35%
Sep 30, 24
2 Janus Henderson Enterprise D 5.00M (3.58%) -24.07K
Decreased by -0.48%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.40M (3.15%) -25.11K
Decreased by -0.57%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 4.37M (3.13%) -780.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Institutional 500 Index Trust 3.80M (2.72%) 12.02K
Increased by +0.32%
Dec 31, 24
6 AF High Growth (AFRIS) 3.66M (2.62%) 3.66M
Increased by +100.00%
Feb 29, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 3.45M (2.47%) -56.70K
Decreased by -1.64%
Nov 30, 24
8 Vanguard Mid Cap Index Institutional 3.02M (2.16%) 12.14K
Increased by +0.40%
Dec 31, 24
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.08%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.50%) 8.01K
Increased by +0.38%
Mar 31, 24
11 Columbia Seligman Technology Growth 2.00M (1.43%) -721.80K
Decreased by -36.14%
Sep 30, 24
12 American Funds New Perspective A 1.98M (1.42%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group New Perspective Comp 1.98M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
14 SPDR® S&P 500® ETF Trust 1.77M (1.26%) 20.50K
Increased by +1.16%
Dec 31, 24
15 Fidelity 500 Index 1.74M (1.25%) 11.83K
Increased by +0.68%
Nov 30, 24
16 Global Balanced (AFRIS) 1.68M (1.20%) 1.68M
Increased by +100.00%
Feb 29, 24
17 Columbia Seligman Tech & Info A 1.67M (1.19%) -255.40K
Decreased by -15.33%
Dec 31, 24
18 iShares Core S&P 500 ETF 1.65M (1.18%) 1.16K
Increased by +0.07%
Dec 31, 24
19 iShares MSCI USA Min Vol Factor ETF 1.26M (0.90%) -4.97K
Decreased by -0.39%
Dec 31, 24
20 JPM US Mid Cap Value-Composite 1.22M (0.87%) -13.41K
Decreased by -1.10%
Jun 30, 24