Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 7.32%
2 PTH 4.46%
3 IHI 4.11%
4 FIW 3.97%
5 UTRN 3.94%
6 ZIG 3.69%
7 DWEQ 3.13%
8 RISN 2.78%
9 JMID 2.44%
10 NBDS 2.30%
11 EMOT 1.96%
12 AMOM 1.87%
13 MID 1.79%
14 QQXT 1.77%
15 XHE 1.77%
16 RSPH 1.70%
17 NWLG 1.52%
18 GDOC 1.50%
19 RYH 1.44%
20 GURU 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (12.07%) 6.26K
Increased by +0.06%
Dec 31, 24
2 BlackRock Inc 8.47M (10.53%) -942.65K
Decreased by -11.13%
Dec 31, 24
3 State Street Corporation 3.78M (4.70%) 3.63K
Increased by +0.10%
Mar 31, 24
4 State Street Corp 3.64M (4.52%) 24.20K
Increased by +0.67%
Dec 31, 24
5 Fundsmith LLP 2.66M (3.31%) -1.31K
Decreased by -0.05%
Dec 31, 24
6 Geode Capital Management, LLC 2.30M (2.86%) 37.73K
Increased by +1.64%
Dec 31, 24
7 BAMCO Inc 2.01M (2.49%) 82.26K
Increased by +4.10%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 1.63M (2.03%) 451.33K
Increased by +27.64%
Dec 31, 24
9 AllianceBernstein L.P. 1.24M (1.54%) -1.58M
Decreased by -127.38%
Dec 31, 24
10 JPMorgan Chase & Co 1.21M (1.50%) -318.03K
Decreased by -26.36%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 1.16M (1.45%) -373.90K
Decreased by -32.15%
Dec 31, 24
12 Amvescap Plc. 1.16M (1.44%) 74.32K
Increased by +6.40%
Dec 31, 24
13 Blair William & Co 1.11M (1.37%) -60.55K
Decreased by -5.48%
Dec 31, 24
14 Brown Advisory Holdings Inc 1.09M (1.36%) -63.79K
Decreased by -5.84%
Sep 30, 24
15 Capital World Investors 1.02M (1.27%) 11.35K
Increased by +1.11%
Dec 31, 23
16 NORGES BANK 997.14K (1.24%) 2.72K
Increased by +0.27%
Dec 31, 24
17 GQG Partners LLC 931.89K (1.16%) 931.89K
Increased by +100.00%
Sep 30, 23
18 Northern Trust Corp 912.87K (1.13%) 143.37K
Increased by +15.71%
Dec 31, 24
19 Franklin Resources Inc 867.05K (1.08%) -545.65K
Decreased by -62.93%
Dec 31, 24
20 FUNDSMITH INVESTMENT SERVICES LTD. 865.01K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.58M (3.21%) 9.95K
Increased by +0.39%
Feb 28, 25
2 Fundsmith Equity I Acc 2.52M (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.27M (2.82%) 14.87K
Increased by +0.65%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 1.77M (2.20%) 7.51K
Increased by +0.42%
Feb 28, 25
5 Invesco QQQ Trust 1.69M (2.11%) -133.00
Decreased by -0.01%
Feb 28, 25
6 Fidelity 500 Index 1.02M (1.27%) 4.50K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.01M (1.26%) -7.49K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 1.00M (1.25%) -7.74K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 967.32K (1.20%) 6.16K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 961.82K (1.20%) -48.00
Decreased by -0.00%
Feb 28, 25
11 Vanguard Growth Index Investor 884.56K (1.10%) 800.00
Increased by +0.09%
Feb 28, 25
12 American Funds New Perspective A 869.64K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group New Perspective Comp 869.64K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
14 AB Large Cap Growth A 685.61K (0.85%) -6.72K
Decreased by -0.98%
Sep 30, 24
15 Baron Partners Retail 635.00K (0.79%) -30.00K
Decreased by -4.72%
Dec 31, 24
16 Health Care Select Sector SPDR® ETF 623.08K (0.77%) -3.14K
Decreased by -0.50%
Mar 31, 24
17 Vanguard Mid-Cap Growth ETF 614.86K (0.76%) 4.94K
Increased by +0.80%
Feb 28, 25
18 AllianceBernstein US L/C Growth Eqty MF 606.84K (0.75%) -235.66K
Decreased by -38.83%
Nov 29, 24
19 American Funds AMCAP A 603.84K (0.75%) 184.94K
Increased by +30.63%
Dec 31, 24
20 Capital Group AMCAP Composite 603.84K (0.75%) 184.94K
Increased by +30.63%
Dec 31, 24