Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 EKG 3.66%
3 LSAT 2.95%
4 MDCP 2.54%
5 QQQN 1.84%
6 JHAC 1.79%
7 FTCS 1.68%
8 FXH 1.67%
9 XHE 1.67%
10 RYH 1.64%
11 RSPH 1.63%
12 FDWM 1.57%
13 FORH 1.50%
14 IHI 1.50%
15 USRD 1.49%
16 HTEC 1.40%
17 EQUL 1.37%
18 BMED 1.10%
19 IGTR 1.01%
20 FSCS 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.89M (12.18%) -58.73K
Decreased by -0.22%
Dec 31, 24
2 BlackRock Inc 22.23M (10.07%) -408.79K
Decreased by -1.84%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 17.94M (8.13%) -4.20M
Decreased by -23.40%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 10.50M (4.76%) -377.14K
Decreased by -3.59%
Dec 31, 24
5 State Street Corporation 10.47M (4.75%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.35M (4.69%) -60.64K
Decreased by -0.59%
Dec 31, 24
7 Citadel Advisors Llc 6.25M (2.83%) 5.02M
Increased by +80.23%
Sep 30, 23
8 Wellington Management Company LLP 5.77M (2.62%) -3.83M
Decreased by -66.32%
Sep 30, 23
9 Geode Capital Management, LLC 5.73M (2.60%) 144.84K
Increased by +2.53%
Dec 31, 24
10 FMR Inc 5.58M (2.53%) 2.85K
Increased by +0.05%
Dec 31, 24
11 Victory Capital Management Inc. 4.92M (2.23%) 24.36K
Increased by +0.50%
Dec 31, 24
12 Mitsubishi UFJ Asset Management Co.,Ltd 4.40M (2.00%) 129.03K
Increased by +2.93%
Dec 31, 24
13 Amvescap Plc. 4.07M (1.84%) 572.19K
Increased by +14.06%
Dec 31, 24
14 Pacer Advisors, INC. 3.66M (1.66%) 3.57M
Increased by +97.49%
Dec 31, 24
15 Boston Partners Global Investors, Inc 3.58M (1.62%) 1.60M
Increased by +44.76%
Dec 31, 24
16 Ameriprise Financial Inc 3.48M (1.58%) -121.46K
Decreased by -3.49%
Dec 31, 24
17 Northern Trust Corp 3.15M (1.43%) 668.09K
Increased by +21.23%
Dec 31, 24
18 Macquarie Group Ltd 3.03M (1.37%) -288.68K
Decreased by -9.52%
Dec 31, 24
19 Parnassus Investments, LLC 2.90M (1.31%) -344.56K
Decreased by -11.90%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 2.80M (1.27%) -3.07M
Decreased by -109.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 8.49M (3.84%) -10.30K
Decreased by -0.12%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Growth Equity 8.49M (3.84%) -13.90K
Decreased by -0.16%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 7.39M (3.35%) 4.97K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.09M (3.21%) -78.42K
Decreased by -1.11%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 6.23M (2.82%) -204.17K
Decreased by -3.27%
Mar 31, 25
6 Sycamore Mid Cap Value Comp 4.72M (2.14%) 4.61M
Increased by +97.69%
Mar 31, 25
7 Victory Sycamore Established Value R 4.72M (2.14%) 1.31M
Increased by +27.77%
Mar 31, 25
8 MS INVF Global Brands A 3.89M (1.76%) -54.72K
Decreased by -1.41%
Dec 31, 24
9 Morgan Stanley Glbl Franchise 3.89M (1.76%) -282.61K
Decreased by -7.26%
Dec 31, 24
10 Pacer US Cash Cows 100 ETF 3.56M (1.61%) 5.25K
Increased by +0.15%
Feb 28, 25
11 Fidelity® 500 Index 2.85M (1.29%) 18.16K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 2.82M (1.28%) -93.86K
Decreased by -3.33%
Mar 31, 25
13 Vanguard Small Cap Index 2.80M (1.27%) 2.80M
Increased by +100.00%
Mar 31, 25
14 SPDR® S&P 500 ETF 2.79M (1.26%) -132.99K
Decreased by -4.76%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.78M (1.26%) 6.25K
Increased by +0.23%
Apr 30, 24
16 SPDR® S&P 500® ETF 2.72M (1.23%) 2.24K
Increased by +0.08%
Apr 30, 25
17 SPDR® S&P 500® ETF Trust 2.72M (1.23%) -14.26K
Decreased by -0.52%
Mar 31, 25
18 iShares Core S&P 500 ETF 2.66M (1.21%) -2.64K
Decreased by -0.10%
Apr 29, 25
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.50M (1.13%) 155.10K
Increased by +6.20%
Mar 31, 25
20 First Trust Capital Strength ETF 2.43M (1.10%) 1.28K
Increased by +0.05%
Mar 31, 25