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 3.53%
6 BUL 3.14%
7 SCAP 2.89%
8 RJMG 2.47%
9 AMID 2.47%
10 GVIP 2.32%
11 XMMO 2.21%
12 PTF 2.11%
13 CPAI 2.05%
14 JMID 1.94%
15 SRHQ 1.72%
16 BOUT 1.71%
17 BMVP 1.63%
18 RSPT 1.44%
19 MDYG 1.42%
20 FLCC 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.67M (12.47%) -19.49K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 14.24M (10.05%) 269.63K
Increased by +1.89%
Dec 31, 24
3 State Street Corp 6.97M (4.92%) 75.70K
Increased by +1.09%
Dec 31, 24
4 HHG PLC 6.49M (4.58%) -551.40K
Decreased by -8.49%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 6.49M (4.58%) 17.29K
Increased by +0.27%
Dec 31, 24
6 State Street Corporation 5.49M (3.87%) 9.20K
Increased by +0.17%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 3.81M (2.69%) 395.16K
Increased by +10.37%
Dec 31, 24
8 Geode Capital Management, LLC 3.51M (2.48%) 90.81K
Increased by +2.58%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 3.43M (2.42%) 5.39K
Increased by +0.16%
Dec 31, 24
10 WCM Investment Management 3.40M (2.40%) 3.36M
Increased by +98.61%
Dec 31, 24
11 Amvescap Plc. 2.91M (2.06%) 304.03K
Increased by +10.43%
Dec 31, 24
12 Starboard Value LP 2.83M (2.00%) -303.99K
Decreased by -10.74%
Dec 31, 24
13 Ameriprise Financial Inc 2.79M (1.97%) -490.68K
Decreased by -17.57%
Dec 31, 24
14 Wellington Management Company LLP 2.78M (1.96%) -59.67K
Decreased by -2.15%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 2.45M (1.73%) -28.36K
Decreased by -1.16%
Dec 31, 24
16 Goldman Sachs Group Inc 1.81M (1.28%) 1.02M
Increased by +56.08%
Dec 31, 23
17 NORGES BANK 1.80M (1.27%) 27.40K
Increased by +1.52%
Dec 31, 24
18 JPMorgan Chase & Co 1.73M (1.22%) -2.15M
Decreased by -124.31%
Dec 31, 24
19 AQR Capital Management LLC 1.72M (1.22%) 1.16M
Increased by +67.31%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 1.66M (1.17%) 695.90K
Increased by +41.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 4.83M (3.41%) -447.49K
Decreased by -9.26%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.47M (3.16%) 45.24K
Increased by +1.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.45M (3.14%) 3.07K
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 4.37M (3.08%) -780.00
Decreased by -0.02%
Apr 30, 24
5 Janus Henderson Enterprise D 3.98M (2.81%) -352.05K
Decreased by -8.85%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 3.92M (2.77%) 31.19K
Increased by +0.79%
Mar 31, 25
7 AF High Growth (AFRIS) 3.66M (2.58%) 3.66M
Increased by +100.00%
Feb 29, 24
8 Vanguard Mid Cap Index Institutional 3.04M (2.15%) 11.94K
Increased by +0.39%
Mar 31, 25
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.05%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Eaton Vance Atlanta Capital SMID-Cap I 2.88M (2.03%) -184.60K
Decreased by -6.42%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.48%) 8.01K
Increased by +0.38%
Mar 31, 24
12 American Funds New Perspective A 1.97M (1.39%) -2.74K
Decreased by -0.14%
Mar 31, 25
13 Capital Group New Perspective Comp 1.97M (1.39%) -2.74K
Decreased by -0.14%
Mar 31, 25
14 Fidelity 500 Index 1.77M (1.25%) 13.29K
Increased by +0.75%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.75M (1.23%) -25.73K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.70M (1.20%) 1.41K
Increased by +0.08%
Apr 30, 25
17 SPDR® S&P 500® ETF Trust 1.70M (1.20%) -8.96K
Decreased by -0.53%
Mar 31, 25
18 Global Balanced (AFRIS) 1.68M (1.18%) 1.68M
Increased by +100.00%
Feb 29, 24
19 iShares Core S&P 500 ETF 1.67M (1.18%) -1.74K
Decreased by -0.10%
Apr 30, 25
20 Columbia Seligman Tech & Info A 1.39M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25