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 3.69%
6 BUL 3.47%
7 SCAP 2.89%
8 RJMG 2.65%
9 AMID 2.56%
10 SRHQ 2.40%
11 GVIP 2.32%
12 XMMO 2.21%
13 PTF 2.11%
14 CPAI 2.05%
15 BOUT 1.71%
16 BMVP 1.69%
17 FLCG 1.64%
18 RSPT 1.60%
19 FLCC 1.53%
20 TMFX 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.67M (12.58%) -19.49K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 14.24M (10.14%) 269.63K
Increased by +1.89%
Dec 31, 24
3 State Street Corp 6.97M (4.96%) 75.70K
Increased by +1.09%
Dec 31, 24
4 HHG PLC 6.49M (4.62%) -551.40K
Decreased by -8.49%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 6.49M (4.62%) 17.29K
Increased by +0.27%
Dec 31, 24
6 State Street Corporation 5.49M (3.91%) 9.20K
Increased by +0.17%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 3.81M (2.71%) 395.16K
Increased by +10.37%
Dec 31, 24
8 Geode Capital Management, LLC 3.51M (2.50%) 90.81K
Increased by +2.58%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 3.43M (2.44%) 5.39K
Increased by +0.16%
Dec 31, 24
10 WCM Investment Management 3.40M (2.42%) 3.36M
Increased by +98.61%
Dec 31, 24
11 Amvescap Plc. 2.91M (2.07%) 304.03K
Increased by +10.43%
Dec 31, 24
12 Starboard Value LP 2.83M (2.02%) -303.99K
Decreased by -10.74%
Dec 31, 24
13 Ameriprise Financial Inc 2.79M (1.99%) -490.68K
Decreased by -17.57%
Dec 31, 24
14 Wellington Management Company LLP 2.78M (1.98%) -59.67K
Decreased by -2.15%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 2.45M (1.74%) -28.36K
Decreased by -1.16%
Dec 31, 24
16 Goldman Sachs Group Inc 1.81M (1.29%) 1.02M
Increased by +56.08%
Dec 31, 23
17 NORGES BANK 1.80M (1.28%) 27.40K
Increased by +1.52%
Dec 31, 24
18 JPMorgan Chase & Co 1.73M (1.23%) -2.15M
Decreased by -124.31%
Dec 31, 24
19 AQR Capital Management LLC 1.72M (1.23%) 1.16M
Increased by +67.31%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 1.66M (1.19%) 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 (3.44%) -447.49K
Decreased by -9.26%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.43M (3.15%) 16.78K
Increased by +0.38%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 4.37M (3.11%) -780.00
Decreased by -0.02%
Apr 30, 24
4 Janus Henderson Enterprise D 4.33M (3.08%) -499.99K
Decreased by -11.54%
Jan 31, 25
5 Vanguard Institutional 500 Index Trust 3.89M (2.77%) 26.15K
Increased by +0.67%
Feb 28, 25
6 AF High Growth (AFRIS) 3.66M (2.60%) 3.66M
Increased by +100.00%
Feb 29, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 3.06M (2.18%) -395.31K
Decreased by -12.92%
Jan 31, 25
8 Vanguard Mid Cap Index Institutional 3.03M (2.16%) 12.82K
Increased by +0.42%
Feb 28, 25
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.07%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.49%) 8.01K
Increased by +0.38%
Mar 31, 24
11 American Funds New Perspective A 1.98M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group New Perspective Comp 1.98M (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity 500 Index 1.75M (1.25%) 7.72K
Increased by +0.44%
Jan 31, 25
14 SPDR® S&P 500® ETF Trust 1.74M (1.24%) -12.95K
Decreased by -0.75%
Feb 28, 25
15 Global Balanced (AFRIS) 1.68M (1.19%) 1.68M
Increased by +100.00%
Feb 29, 24
16 Columbia Seligman Technology Growth 1.67M (1.19%) -330.70K
Decreased by -19.84%
Dec 31, 24
17 iShares Core S&P 500 ETF 1.65M (1.17%) -83.00
Decreased by -0.01%
Feb 28, 25
18 Columbia Seligman Tech & Info A 1.39M (0.99%) 44.17K
Increased by +3.17%
Feb 28, 25
19 iShares MSCI USA Min Vol Factor ETF 1.26M (0.90%) -1.99K
Decreased by -0.16%
Feb 28, 25
20 JPM US Mid Cap Value-Composite 1.22M (0.87%) -13.41K
Decreased by -1.10%
Jun 30, 24