Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 EKG 3.24%
3 LSAT 3.14%
4 MDCP 2.75%
5 FORH 1.95%
6 QQQN 1.84%
7 IHI 1.80%
8 JHAC 1.79%
9 FDWM 1.72%
10 XHE 1.67%
11 USRD 1.66%
12 FXH 1.66%
13 RYH 1.64%
14 RSPH 1.53%
15 EQUL 1.37%
16 HTEC 1.33%
17 AIVL 1.21%
18 FLOW 1.00%
19 DTEC 1.00%
20 FSCS 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.95M (11.78%) 179.22K
Increased by +0.66%
Sep 30, 24
2 BlackRock Inc 22.63M (9.89%) -464.07K
Decreased by -2.05%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 22.14M (9.68%) -317.87K
Decreased by -1.44%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 10.88M (4.75%) -4.75M
Decreased by -43.69%
Sep 30, 24
5 State Street Corporation 10.47M (4.58%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.41M (4.55%) 81.06K
Increased by +0.78%
Sep 30, 24
7 Citadel Advisors Llc 6.25M (2.73%) 5.02M
Increased by +80.23%
Sep 30, 23
8 Wellington Management Company LLP 5.77M (2.52%) -3.83M
Decreased by -66.32%
Sep 30, 23
9 Geode Capital Management, LLC 5.59M (2.44%) 13.81K
Increased by +0.25%
Sep 30, 24
10 FMR Inc 5.57M (2.44%) 2.17M
Increased by +39.01%
Sep 30, 24
11 Victory Capital Management Inc. 4.89M (2.14%) -764.82K
Decreased by -15.63%
Sep 30, 24
12 Mitsubishi UFJ Asset Management Co.,Ltd 4.27M (1.87%) 1.68M
Increased by +39.33%
Sep 30, 24
13 Ameriprise Financial Inc 3.60M (1.58%) 113.35K
Increased by +3.14%
Sep 30, 24
14 Amvescap Plc. 3.50M (1.53%) 64.01K
Increased by +1.83%
Sep 30, 24
15 Macquarie Group Ltd 3.32M (1.45%) -350.30K
Decreased by -10.55%
Sep 30, 24
16 Bank of America Corp 3.18M (1.39%) 771.39K
Increased by +24.27%
Sep 30, 24
17 Parnassus Investments, LLC 2.90M (1.27%) -344.56K
Decreased by -11.90%
Dec 31, 23
18 Renaissance Technologies Corp 2.82M (1.23%) 274.41K
Increased by +9.74%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 2.80M (1.22%) -3.07M
Decreased by -109.72%
Sep 30, 24
20 AllianceBernstein L.P. 2.78M (1.22%) 2.49M
Increased by +89.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 10.50M (4.59%) -213.00K
Decreased by -2.03%
Sep 30, 24
2 T. Rowe Price Mid-Cap Growth 8.50M (3.72%) -175.45K
Decreased by -2.06%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.10M (3.10%) -199.84K
Decreased by -2.81%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 6.29M (2.75%) 46.45K
Increased by +0.74%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 4.88M (2.13%) -74.69K
Decreased by -1.53%
Dec 31, 24
6 MS INVF Global Brands A 4.17M (1.82%) -62.67K
Decreased by -1.50%
Sep 30, 24
7 Morgan Stanley Glbl Franchise 4.17M (1.82%) 1.24M
Increased by +29.62%
Sep 30, 24
8 Pacer US Cash Cows 100 ETF 3.58M (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
9 Victory Sycamore Established Value R 3.41M (1.49%) 10.00K
Increased by +0.29%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 2.93M (1.28%) 33.84K
Increased by +1.16%
Dec 31, 24
11 Fidelity 500 Index 2.87M (1.25%) 19.50K
Increased by +0.68%
Nov 30, 24
12 Fidelity® 500 Index 2.85M (1.25%) 18.16K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 2.78M (1.21%) 6.25K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.73M (1.19%) 1.92K
Increased by +0.07%
Dec 31, 24
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.34M (1.02%) -451.90K
Decreased by -19.27%
Dec 31, 24
16 Invesco S&P 500® Equal Weight ETF 1.99M (0.87%) 2.16K
Increased by +0.11%
Dec 31, 24
17 Vanguard Value Index Inv 1.94M (0.85%) -49.41K
Decreased by -2.55%
Dec 31, 24
18 JNL/T. Rowe Price Mid-Cap Growth A 1.81M (0.79%) -92.70K
Decreased by -5.12%
Sep 30, 24
19 Health Care Select Sector SPDR® ETF 1.71M (0.75%) -2.22K
Decreased by -0.13%
Apr 30, 24
20 The Health Care Select Sector SPDR® ETF 1.68M (0.73%) 1.91K
Increased by +0.11%
Dec 31, 24