Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 4.22%
2 UTRN 4.00%
3 LSAT 3.31%
4 MDCP 2.48%
5 QQQN 1.84%
6 FORH 1.81%
7 XHE 1.80%
8 JHAC 1.79%
9 FXH 1.78%
10 FTCS 1.71%
11 RSPH 1.68%
12 IHI 1.65%
13 RYH 1.64%
14 FDWM 1.57%
15 USRD 1.49%
16 HTEC 1.49%
17 EQUL 1.37%
18 BMED 1.18%
19 FLOW 1.05%
20 DTEC 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.89M (12.10%) -58.73K
Decreased by -0.22%
Dec 31, 24
2 BlackRock Inc 22.23M (10.00%) -408.79K
Decreased by -1.84%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 17.94M (8.07%) -4.20M
Decreased by -23.40%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 10.50M (4.72%) -377.14K
Decreased by -3.59%
Dec 31, 24
5 State Street Corporation 10.47M (4.71%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.35M (4.66%) -60.64K
Decreased by -0.59%
Dec 31, 24
7 Citadel Advisors Llc 6.25M (2.81%) 5.02M
Increased by +80.23%
Sep 30, 23
8 Wellington Management Company LLP 5.77M (2.60%) -3.83M
Decreased by -66.32%
Sep 30, 23
9 Geode Capital Management, LLC 5.73M (2.58%) 144.84K
Increased by +2.53%
Dec 31, 24
10 FMR Inc 5.58M (2.51%) 2.85K
Increased by +0.05%
Dec 31, 24
11 Victory Capital Management Inc. 4.92M (2.21%) 24.36K
Increased by +0.50%
Dec 31, 24
12 Mitsubishi UFJ Asset Management Co.,Ltd 4.40M (1.98%) 129.03K
Increased by +2.93%
Dec 31, 24
13 Amvescap Plc. 4.07M (1.83%) 572.19K
Increased by +14.06%
Dec 31, 24
14 Pacer Advisors, INC. 3.66M (1.65%) 3.57M
Increased by +97.49%
Dec 31, 24
15 Boston Partners Global Investors, Inc 3.58M (1.61%) 1.60M
Increased by +44.76%
Dec 31, 24
16 Ameriprise Financial Inc 3.48M (1.57%) -121.46K
Decreased by -3.49%
Dec 31, 24
17 Northern Trust Corp 3.15M (1.42%) 668.09K
Increased by +21.23%
Dec 31, 24
18 Macquarie Group Ltd 3.03M (1.36%) -288.68K
Decreased by -9.52%
Dec 31, 24
19 Parnassus Investments, LLC 2.90M (1.30%) -344.56K
Decreased by -11.90%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 2.80M (1.26%) -3.07M
Decreased by -109.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 8.50M (3.82%) -2.00M
Decreased by -23.53%
Dec 31, 24
2 T. Rowe Price Mid-Cap Growth 8.50M (3.82%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 7.17M (3.23%) 46.99K
Increased by +0.66%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 6.44M (2.90%) 39.35K
Increased by +0.61%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 4.90M (2.21%) 21.61K
Increased by +0.44%
Feb 28, 25
6 MS INVF Global Brands A 3.89M (1.75%) -54.72K
Decreased by -1.41%
Dec 31, 24
7 Morgan Stanley Glbl Franchise 3.89M (1.75%) -282.61K
Decreased by -7.26%
Dec 31, 24
8 Pacer US Cash Cows 100 ETF 3.56M (1.60%) 5.25K
Increased by +0.15%
Feb 28, 25
9 Victory Sycamore Established Value R 3.41M (1.53%) 10.00K
Increased by +0.29%
Dec 31, 24
10 Fidelity 500 Index 2.91M (1.31%) 12.95K
Increased by +0.45%
Feb 28, 25
11 Fidelity® 500 Index 2.85M (1.28%) 18.16K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 2.78M (1.25%) 6.25K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 2.74M (1.23%) 7.92K
Increased by +0.29%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.72M (1.22%) -14.26K
Decreased by -0.52%
Mar 31, 25
15 First Trust Capital Strength ETF 2.43M (1.09%) 1.28K
Increased by +0.05%
Mar 31, 25
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.34M (1.05%) -451.90K
Decreased by -19.27%
Dec 31, 24
17 Invesco S&P 500® Equal Weight ETF 2.33M (1.05%) 4.98K
Increased by +0.21%
Mar 31, 25
18 CI Global Leaders Fund D 2.17M (0.98%) 220.71K
Increased by +10.16%
Mar 31, 25
19 Vanguard Value Index Inv 1.96M (0.88%) 8.46K
Increased by +0.43%
Feb 28, 25
20 JNL/T. Rowe Price Mid-Cap Growth A 1.81M (0.81%) -92.70K
Decreased by -5.12%
Sep 30, 24