Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 EKG 3.86%
3 MDCP 3.02%
4 IHI 2.13%
5 USRD 1.93%
6 QQQN 1.84%
7 JHAC 1.79%
8 FDWM 1.76%
9 XHE 1.73%
10 RSPH 1.67%
11 RYH 1.64%
12 AIVL 1.41%
13 EQUL 1.37%
14 FXH 1.35%
15 HTEC 1.30%
16 QQQJ 1.24%
17 BKWO 1.09%
18 QQJG 1.08%
19 XRLV 0.96%
20 SPLV 0.96%

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 23.10M (10.10%) -295.30K
Decreased by -1.28%
Jun 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 15.63M (6.83%) 6.05M
Increased by +38.69%
Jun 30, 24
5 State Street Corporation 10.47M (4.58%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.33M (4.51%) -146.01K
Decreased by -1.41%
Jun 30, 24
7 Citadel Advisors Llc 6.25M (2.73%) 5.02M
Increased by +80.23%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 5.88M (2.57%) -421.02K
Decreased by -7.16%
Jun 30, 24
9 Wellington Management Company LLP 5.77M (2.52%) -3.83M
Decreased by -66.32%
Sep 30, 23
10 Geode Capital Management, LLC 5.57M (2.44%) 46.63K
Increased by +0.84%
Jun 30, 24
11 FMR Inc 5.57M (2.44%) 2.17M
Increased by +39.01%
Sep 30, 24
12 Victory Capital Management Inc. 4.89M (2.14%) -764.82K
Decreased by -15.63%
Sep 30, 24
13 Mitsubishi UFJ Asset Management Co.,Ltd 4.27M (1.87%) 1.68M
Increased by +39.33%
Sep 30, 24
14 Macquarie Group Ltd 3.67M (1.60%) -434.83K
Decreased by -11.85%
Jun 30, 24
15 Ameriprise Financial Inc 3.49M (1.53%) -14.48K
Decreased by -0.41%
Jun 30, 24
16 Amvescap Plc. 3.43M (1.50%) 87.06K
Increased by +2.54%
Jun 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 Black Creek Investment Management Inc 2.66M (1.16%) 321.27K
Increased by +12.08%
Sep 30, 24
20 Goldman Sachs Group Inc 2.63M (1.15%) 1.39M
Increased by +52.71%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 10.50M (4.59%) -206.10K
Decreased by -1.96%
Sep 30, 24
2 T. Rowe Price US Mid-Cap Growth Equity 10.50M (4.59%) -213.00K
Decreased by -2.03%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.36M (3.22%) -23.96K
Decreased by -0.33%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 6.16M (2.69%) 71.11K
Increased by +1.16%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 4.93M (2.15%) 8.93K
Increased by +0.18%
Oct 31, 24
6 Victory Sycamore Established Value R 3.40M (1.49%) -435.00K
Decreased by -12.79%
Sep 30, 24
7 Morgan Stanley Glbl Franchise 2.94M (1.28%) 1.61M
Increased by +54.65%
Jun 30, 24
8 Fidelity 500 Index 2.86M (1.25%) -19.84K
Decreased by -0.69%
Sep 30, 24
9 Fidelity® 500 Index 2.85M (1.25%) 18.16K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 2.83M (1.24%) 14.80K
Increased by +0.52%
Oct 31, 24
11 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.80M (1.22%) 39.70K
Increased by +1.42%
Sep 30, 24
12 SPDR® S&P 500 ETF Trust 2.78M (1.21%) 6.25K
Increased by +0.23%
Apr 30, 24
13 MS INVF Global Brands A 2.72M (1.19%) 92.84K
Increased by +3.41%
Jun 30, 24
14 iShares Core S&P 500 ETF 2.59M (1.13%) 3.97K
Increased by +0.15%
Oct 31, 24
15 Vanguard Value Index Inv 1.97M (0.86%) 4.97K
Increased by +0.25%
Oct 31, 24
16 JNL/T. Rowe Price Mid-Cap Growth A 1.81M (0.79%) -92.70K
Decreased by -5.12%
Sep 30, 24
17 T. Rowe Price Instl Mid-Cap Equity Gr 1.76M (0.77%) -64.40K
Decreased by -3.65%
Sep 30, 24
18 Health Care Select Sector SPDR® ETF 1.71M (0.75%) -2.22K
Decreased by -0.13%
Apr 30, 24
19 The Health Care Select Sector SPDR® ETF 1.70M (0.75%) -9.51K
Decreased by -0.56%
Oct 31, 24
20 Vanguard Mid-Cap Value ETF 1.60M (0.70%) 5.05K
Increased by +0.32%
Oct 31, 24