Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.01%
2 FNTC 5.64%
3 SWAR 5.33%
4 FINX 4.95%
5 CLOD 4.27%
6 UTRN 4.10%
7 NBDS 4.06%
8 LRGG 4.01%
9 BEEZ 3.96%
10 BELT 3.86%
11 WBIF 3.79%
12 NEWZ 3.73%
13 CWS 3.70%
14 SHE 3.63%
15 SXQG 3.39%
16 PWB 3.38%
17 VNSE 3.37%
18 HECO 3.24%
19 XPND 3.12%
20 FINQ 3.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.68M (9.77%) 196.76K
Increased by +0.74%
Sep 30, 24
2 BlackRock Inc 24.39M (8.93%) 304.04K
Increased by +1.25%
Jun 30, 24
3 State Street Corp 12.32M (4.51%) 221.88K
Increased by +1.80%
Sep 30, 24
4 State Street Corporation 11.83M (4.33%) 257.19K
Increased by +2.17%
Mar 31, 24
5 JPMorgan Chase & Co 10.12M (3.71%) 216.38K
Increased by +2.14%
Sep 30, 24
6 T. Rowe Price Associates, Inc. 8.40M (3.08%) -188.77K
Decreased by -2.25%
Sep 30, 24
7 Geode Capital Management, LLC 5.98M (2.19%) 80.46K
Increased by +1.35%
Sep 30, 24
8 FMR Inc 4.87M (1.78%) -739.48K
Decreased by -15.18%
Sep 30, 24
9 Wellington Management Company LLP 4.68M (1.71%) -129.99K
Decreased by -2.78%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.10M (1.50%) -3.84M
Decreased by -93.78%
Sep 30, 24
11 Fisher Asset Management, LLC 3.83M (1.40%) 107.48K
Increased by +2.81%
Sep 30, 24
12 Brown Advisory Holdings Inc 3.40M (1.25%) 28.55K
Increased by +0.84%
Sep 30, 24
13 Amvescap Plc. 3.18M (1.17%) -79.75K
Decreased by -2.51%
Sep 30, 24
14 NORGES BANK 3.11M (1.14%) -254.02K
Decreased by -8.17%
Jun 30, 24
15 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
16 T. Rowe Price Investment Management,Inc. 2.91M (1.07%) 1.09M
Increased by +37.57%
Jun 30, 24
17 Northern Trust Corp 2.87M (1.05%) -100.77K
Decreased by -3.51%
Sep 30, 24
18 Goldman Sachs Group Inc 2.81M (1.03%) -397.79K
Decreased by -14.15%
Sep 30, 24
19 Amundi 2.62M (0.96%) 225.77K
Increased by +8.62%
Sep 30, 24
20 Bank of America Corp 2.58M (0.94%) 212.68K
Increased by +8.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.39M (3.07%) -29.59K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.41M (2.71%) 86.58K
Increased by +1.17%
Oct 31, 24
3 Invesco QQQ Trust 5.55M (2.03%) 12.96K
Increased by +0.23%
Nov 27, 24
4 Fidelity 500 Index 3.44M (1.26%) -12.81K
Decreased by -0.37%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 3.43M (1.26%) -19.14K
Decreased by -0.56%
Nov 27, 24
6 SPDR® S&P 500 ETF Trust 3.31M (1.21%) 7.47K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 3.26M (1.20%) 20.77K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.15M (1.16%) 9.73K
Increased by +0.31%
Nov 27, 24
9 Vanguard Growth Index Investor 2.71M (0.99%) 16.76K
Increased by +0.62%
Oct 31, 24
10 The Technology Select Sector SPDR® ETF 2.17M (0.79%) -4.89K
Decreased by -0.23%
Nov 27, 24
11 Technology Select Sector SPDR® ETF 1.94M (0.71%) 2.16K
Increased by +0.11%
Apr 30, 24
12 Vanguard Institutional Index I 1.78M (0.65%) -621.00
Decreased by -0.03%
Oct 31, 24
13 Vanguard Information Technology ETF 1.67M (0.61%) 7.62K
Increased by +0.46%
Oct 31, 24
14 Vanguard Dividend Appreciation ETF 1.51M (0.55%) 3.55K
Increased by +0.23%
Oct 31, 24
15 Edgewood Growth Instl 1.37M (0.50%) -122.80K
Decreased by -8.96%
Sep 30, 24
16 JPM US Large Cap Growth-MA 1.36M (0.50%) 1.24M
Increased by +90.71%
Sep 30, 23
17 JPMorgan Large Cap Growth I 1.36M (0.50%) 0.00
Increased by 0.00%
Sep 30, 24
18 State St S&P 500® Indx SL Cl III 1.36M (0.50%) 3.90K
Increased by +0.29%
Oct 31, 24
19 Vanguard Dividend Growth Inv 1.27M (0.46%) 56.30K
Increased by +4.45%
Sep 30, 24
20 T. Rowe Price Blue Chip Growth 1.23M (0.45%) -239.50K
Decreased by -19.42%
Sep 30, 23