Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 EKG 3.35%
3 MDCP 2.80%
4 IHI 1.98%
5 FDWM 1.85%
6 QQQN 1.84%
7 JHAC 1.79%
8 USRD 1.73%
9 RYH 1.64%
10 XHE 1.60%
11 RSPH 1.55%
12 EQUL 1.37%
13 AIVL 1.27%
14 FXH 1.25%
15 HTEC 1.15%
16 QQQJ 1.09%
17 BKWO 1.01%
18 QQJG 0.95%
19 ALTL 0.93%
20 XRLV 0.93%

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 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 9.95M (4.35%) -550.00K
Decreased by -5.53%
Oct 31, 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 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 Victory Sycamore Established Value R 3.40M (1.49%) -435.00K
Decreased by -12.79%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 2.87M (1.26%) 16.99K
Increased by +0.59%
Nov 30, 24
10 Fidelity® 500 Index 2.85M (1.25%) 18.16K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 2.85M (1.25%) -4.68K
Decreased by -0.16%
Oct 31, 24
12 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.80M (1.22%) 39.70K
Increased by +1.42%
Sep 30, 24
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 2.63M (1.15%) 0.00
Increased by 0.00%
Nov 30, 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 Health Care Select Sector SPDR® ETF 1.71M (0.75%) -2.22K
Decreased by -0.13%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 1.70M (0.74%) -2.85K
Decreased by -0.17%
Nov 30, 24
19 Invesco S&P 500® Equal Weight ETF 1.69M (0.74%) 2.37K
Increased by +0.14%
Nov 29, 24
20 T. Rowe Price Instl Mid-Cap Equity Gr 1.67M (0.73%) -97.10K
Decreased by -5.83%
Oct 31, 24