Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRW 8.43%
2 EPRE 6.53%
3 CWS 5.04%
4 XKFF 4.75%
5 AWEG 4.34%
6 XAR 4.23%
7 MISL 4.04%
8 GCAD 4.00%
9 FGM 3.90%
10 ROKT 3.84%
11 PRN 3.60%
12 MDCP 3.16%
13 NBDS 2.90%
14 JSMD 2.34%
15 DXGE 2.27%
16 SMAP 2.07%
17 OAIM 2.00%
18 DEF 1.95%
19 IMOM 1.95%
20 POWA 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.83M (4.10%) -96.81K
Decreased by -2.01%
Jun 30, 24
2 Capital World Investors 3.93M (3.34%) 192.15K
Increased by +4.88%
Sep 30, 24
3 Vanguard Group Inc 3.68M (3.13%) -30.85K
Decreased by -0.84%
Sep 30, 24
4 State Street Corporation 1.54M (1.31%) 6.63K
Increased by +0.43%
Mar 31, 24
5 State Street Corp 1.48M (1.25%) -17.49K
Decreased by -1.18%
Sep 30, 24
6 Capital Research & Mgmt Co - Division 3 1.46M (1.24%) -651.12K
Decreased by -44.48%
Sep 30, 24
7 Lazard Asset Management LLC 1.26M (1.07%) -238.08K
Decreased by -18.85%
Sep 30, 24
8 AGF Management Ltd 965.44K (0.82%) 15.50K
Increased by +1.61%
Sep 30, 24
9 Riverbridge Partners LLC 911.93K (0.77%) -88.95K
Decreased by -9.75%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 803.11K (0.68%) -796.26K
Decreased by -99.15%
Sep 30, 24
11 Nuveen Asset Management, LLC 692.38K (0.59%) 544.72K
Increased by +78.67%
Sep 30, 24
12 Geode Capital Management, LLC 685.66K (0.58%) -2.31K
Decreased by -0.34%
Sep 30, 24
13 American Century Companies Inc 635.71K (0.54%) -237.90K
Decreased by -37.42%
Sep 30, 24
14 Federated Hermes Inc 551.16K (0.47%) 1.32K
Increased by +0.24%
Sep 30, 24
15 Baird Financial Group, Inc. 548.22K (0.47%) -6.94K
Decreased by -1.27%
Mar 31, 24
16 UBS Asset Mgmt Americas Inc 493.75K (0.42%) -15.95K
Decreased by -3.23%
Sep 30, 24
17 Charles Schwab Investment Management Inc 471.71K (0.40%) 60.54K
Increased by +12.83%
Sep 30, 24
18 Franklin Resources Inc 443.25K (0.38%) -91.53K
Decreased by -20.65%
Sep 30, 23
19 Credit Suisse First Boston (CSFB) 419.05K (0.36%) -64.43K
Decreased by -15.38%
Mar 31, 24
20 Amvescap Plc. 404.66K (0.34%) 21.95K
Increased by +5.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.89M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 1.89M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds New Perspective A 1.63M (1.39%) 150.00K
Increased by +9.18%
Sep 30, 24
4 Capital Group New Perspective Comp 1.63M (1.39%) 150.00K
Increased by +9.18%
Sep 30, 24
5 BlackRock Mid-Cap Growth Equity Instl 1.15M (0.98%) -93.11K
Decreased by -8.06%
Oct 31, 24
6 Vanguard Mid Cap Index Institutional 872.69K (0.74%) 2.00K
Increased by +0.23%
Oct 31, 24
7 Vanguard Windsor™ II Inv 815.73K (0.69%) -169.42K
Decreased by -20.77%
Sep 30, 24
8 American Funds Washington Mutual A 771.61K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
9 Capital Group Wash Mutual Invtrs Comp 771.61K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 746.89K (0.63%) -7.31K
Decreased by -0.98%
Oct 31, 24
11 Vanguard Total Stock Mkt Idx Inv 682.71K (0.58%) 991.00
Increased by +0.15%
Oct 31, 24
12 American Funds American Balanced A 639.44K (0.54%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Growth Index Investor 481.96K (0.41%) 3.07K
Increased by +0.64%
Oct 31, 24
14 SPDR® S&P Aerospace & Defense ETF 432.81K (0.37%) 0.00
Increased by 0.00%
Nov 30, 24
15 iShares US Aerospace & Defense ETF 430.19K (0.37%) 0.00
Increased by 0.00%
Nov 30, 24
16 TD U.S. Dividend Growth Fund-F 426.11K (0.36%) 32.19K
Increased by +7.56%
Dec 31, 23
17 American Century Heritage Inv 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
19 Franklin Innovation Composite 413.58K (0.35%) -86.42K
Decreased by -20.89%
Sep 30, 23
20 CREF Growth R1 413.43K (0.35%) 0.00
Increased by 0.00%
Oct 31, 24