Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROKT 4.67%
2 MDCP 4.59%
3 CWS 4.36%
4 GCAD 4.28%
5 XAR 4.24%
6 MISL 4.24%
7 PRN 3.94%
8 FGM 2.98%
9 JSMD 2.34%
10 POWA 2.12%
11 FITE 2.11%
12 IMOM 2.07%
13 DEF 1.95%
14 PPA 1.83%
15 TMFX 1.51%
16 BOUT 1.40%
17 HAIL 1.27%
18 DFEN 1.15%
19 DSTX 1.10%
20 AIVI 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (4.23%) 103.16K
Increased by +2.07%
Dec 31, 23
2 Vanguard Group Inc 3.62M (3.07%) 129.44K
Increased by +3.58%
Dec 31, 23
3 Capital World Investors 3.28M (2.78%) 311.30K
Increased by +9.50%
Dec 31, 23
4 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) 1.87K
Increased by +0.10%
Dec 31, 23
5 Lazard Asset Management LLC 1.69M (1.44%) -28.38K
Decreased by -1.67%
Dec 31, 23
6 State Street Corporation 1.54M (1.30%) 78.10K
Increased by +5.09%
Dec 31, 23
7 Riverbridge Partners LLC 1.11M (0.94%) -31.20K
Decreased by -2.80%
Mar 31, 24
8 TD Asset Management Inc 938.35K (0.80%) 131.18K
Increased by +13.98%
Dec 31, 23
9 American Century Companies Inc 769.96K (0.65%) -256.18K
Decreased by -33.27%
Dec 31, 23
10 Goldman Sachs Group Inc 752.21K (0.64%) 406.48K
Increased by +54.04%
Dec 31, 23
11 Geode Capital Management, LLC 667.30K (0.57%) 48.09K
Increased by +7.21%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 660.82K (0.56%) 18.33K
Increased by +2.77%
Dec 31, 23
13 Fred Alger Management, LLC 571.15K (0.48%) -6.03K
Decreased by -1.06%
Dec 31, 23
14 Federated Hermes Inc 567.10K (0.48%) 45.99K
Increased by +8.11%
Dec 31, 23
15 Baird Financial Group, Inc. 555.16K (0.47%) -385.00
Decreased by -0.07%
Dec 31, 23
16 Credit Suisse First Boston (CSFB) 483.48K (0.41%) -17.99K
Decreased by -3.72%
Dec 31, 23
17 Franklin Resources Inc 443.25K (0.38%) -91.53K
Decreased by -20.65%
Sep 30, 23
18 Charles Schwab Investment Management Inc 397.42K (0.34%) 10.40K
Increased by +2.62%
Dec 31, 23
19 Amvescap Plc. 359.87K (0.30%) 29.93K
Increased by +8.32%
Dec 31, 23
20 Bank of America Corp 348.54K (0.30%) -105.61K
Decreased by -30.30%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.95M (1.65%) -71.82K
Decreased by -3.69%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 1.95M (1.65%) -71.82K
Decreased by -3.69%
Mar 31, 24
3 BlackRock Mid-Cap Growth Equity Instl 1.48M (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Windsor™ II Inv 1.10M (0.94%) -22.24K
Decreased by -2.02%
Mar 31, 24
5 Capital Group New Perspective Comp 1.00M (0.85%) 175.00K
Increased by +17.45%
Dec 31, 23
6 American Funds New Perspective A 1.00M (0.85%) -603.00
Decreased by -0.06%
Mar 31, 24
7 Vanguard Mid Cap Index Institutional 890.38K (0.75%) -26.38K
Decreased by -2.96%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 786.74K (0.67%) 17.70K
Increased by +2.25%
Mar 31, 24
9 American Funds Washington Mutual A 771.87K (0.65%) -536.00
Decreased by -0.07%
Mar 31, 24
10 Capital Group Wash Mutual Invtrs Comp 771.87K (0.65%) -536.00
Decreased by -0.07%
Mar 31, 24
11 Vanguard Total Stock Mkt Idx Inv 656.54K (0.56%) 1.99K
Increased by +0.30%
Mar 31, 24
12 American Funds American Balanced A 639.44K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
13 iShares US Aerospace & Defense ETF 570.36K (0.48%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P Aerospace & Defense ETF 429.96K (0.36%) 0.00
Increased by 0.00%
Apr 30, 24
15 TD U.S. Dividend Growth Fund-F 426.11K (0.36%) 32.19K
Increased by +7.56%
Dec 31, 23
16 Bridge Builder Large Cap Growth 417.92K (0.35%) -33.93K
Decreased by -8.12%
Apr 30, 24
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 Vanguard Growth Index Investor 393.12K (0.33%) 10.60K
Increased by +2.70%
Mar 31, 24