Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 5.98%
2 FNTC 5.64%
3 SWAR 5.33%
4 FINX 5.12%
5 CLOD 4.52%
6 NBDS 4.24%
7 BELT 4.18%
8 LRGG 4.11%
9 UTRN 4.10%
10 BEEZ 4.06%
11 WBIF 3.79%
12 NEWZ 3.73%
13 CWS 3.70%
14 SHE 3.48%
15 VNSE 3.46%
16 SXQG 3.39%
17 PWB 3.38%
18 XPND 3.35%
19 HECO 3.24%
20 QOWZ 3.08%

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 12.10M (4.43%) 262.68K
Increased by +2.17%
Jun 30, 24
4 State Street Corporation 11.83M (4.33%) 257.19K
Increased by +2.17%
Mar 31, 24
5 JPMorgan Chase & Co 9.71M (3.56%) 649.64K
Increased by +6.69%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 8.59M (3.14%) -41.78K
Decreased by -0.49%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 7.94M (2.91%) -30.29K
Decreased by -0.38%
Jun 30, 24
8 Geode Capital Management, LLC 5.90M (2.16%) 142.03K
Increased by +2.41%
Jun 30, 24
9 FMR Inc 4.87M (1.78%) -739.48K
Decreased by -15.18%
Sep 30, 24
10 Wellington Management Company LLP 4.81M (1.76%) 293.61K
Increased by +6.11%
Jun 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. 3.26M (1.19%) 216.77K
Increased by +6.64%
Jun 30, 24
14 Goldman Sachs Group Inc 3.21M (1.18%) -369.00K
Decreased by -11.50%
Jun 30, 24
15 NORGES BANK 3.11M (1.14%) -254.02K
Decreased by -8.17%
Jun 30, 24
16 State Farm Mutual Automobile Ins Co 3.06M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
17 T. Rowe Price Investment Management,Inc. 2.91M (1.07%) 1.09M
Increased by +37.57%
Jun 30, 24
18 Northern Trust Corp 2.87M (1.05%) -100.77K
Decreased by -3.51%
Sep 30, 24
19 Bank of America Corp 2.58M (0.94%) 212.68K
Increased by +8.25%
Mar 31, 24
20 Edgewood Management LLC 2.54M (0.93%) -266.21K
Decreased by -10.47%
Sep 30, 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 5.41M (1.98%) -25.14K
Decreased by -0.46%
Oct 31, 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 3.40M (1.25%) 13.32K
Increased by +0.39%
Oct 31, 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 3.11M (1.14%) 4.79K
Increased by +0.15%
Oct 31, 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%) -8.38K
Decreased by -0.39%
Oct 31, 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 1.49M (0.55%) -186.81K
Decreased by -12.51%
Jun 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