Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 BCUS 3.19%
3 AMID 2.79%
4 PTF 2.67%
5 JMID 2.61%
6 FTCS 2.42%
7 PFUT 1.92%
8 SRHQ 1.65%
9 RYT 1.60%
10 RSPT 1.44%
11 BOUT 1.41%
12 MPAY 1.33%
13 SPGP 1.29%
14 DVOL 1.27%
15 IWP 1.25%
16 PSET 1.14%
17 IWLG 1.14%
18 NZRO 1.03%
19 CHGX 1.02%
20 NWLG 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.17M (12.27%) 79.31K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 6.43M (8.61%) 254.43K
Increased by +3.96%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 4.27M (5.72%) 125.83K
Increased by +2.95%
Jun 30, 24
4 BAMCO Inc 4.18M (5.60%) -66.81K
Decreased by -1.60%
Jun 30, 24
5 State Street Corp 3.22M (4.31%) 29.70K
Increased by +0.92%
Jun 30, 24
6 State Street Corporation 3.19M (4.27%) 31.81K
Increased by +1.00%
Mar 31, 24
7 Massachusetts Financial Services Company 2.88M (3.86%) -251.07K
Decreased by -8.71%
Sep 30, 24
8 FMR Inc 2.60M (3.48%) -305.10K
Decreased by -11.74%
Sep 30, 24
9 Principal Financial Group Inc 2.00M (2.68%) 103.81K
Increased by +5.19%
Sep 30, 24
10 Geode Capital Management, LLC 1.98M (2.65%) 200.70K
Increased by +10.13%
Jun 30, 24
11 Wellington Management Company LLP 1.50M (2.00%) -199.94K
Decreased by -13.35%
Jun 30, 24
12 Polen Capital 1.47M (1.97%) -181.40K
Decreased by -12.35%
Sep 30, 24
13 Generation Investment Management LLP 1.21M (1.63%) -54.26K
Decreased by -4.47%
Sep 30, 24
14 Franklin Resources Inc 1.11M (1.49%) 189.99K
Increased by +17.11%
Mar 31, 24
15 JPMorgan Chase & Co 936.13K (1.25%) 12.73K
Increased by +1.36%
Jun 30, 24
16 Brown Advisory Holdings Inc 924.20K (1.24%) -14.37K
Decreased by -1.56%
Sep 30, 24
17 NORGES BANK 921.88K (1.23%) 60.05K
Increased by +6.51%
Jun 30, 24
18 Amvescap Plc. 918.54K (1.23%) 57.53K
Increased by +6.26%
Jun 30, 24
19 AllianceBernstein L.P. 844.52K (1.13%) -36.01K
Decreased by -4.26%
Jun 30, 24
20 Mackenzie Investments 822.90K (1.10%) 38.08K
Increased by +4.63%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (6.65%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 2.31M (3.10%) -8.17K
Decreased by -0.35%
Oct 31, 24
3 Global Balanced (AFRIS) 2.28M (3.05%) 2.28M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 2.04M (2.73%) 23.70K
Increased by +1.16%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 1.55M (2.08%) 2.81K
Increased by +0.18%
Oct 31, 24
6 Baron Growth Retail 1.43M (1.91%) -45.00K
Decreased by -3.16%
Sep 30, 24
7 Baron Small Cap Growth Strategy 1.43M (1.91%) -45.00K
Decreased by -3.16%
Sep 30, 24
8 Principal Aligned MidCap Equity 1.26M (1.68%) 68.39K
Increased by +5.44%
Sep 30, 24
9 Principal MidCap R5 1.26M (1.68%) 7.20K
Increased by +0.57%
Sep 30, 24
10 Fidelity® Magellan® 954.75K (1.28%) -600.00
Decreased by -0.06%
Nov 30, 23
11 Fidelity 500 Index 947.30K (1.27%) -9.09K
Decreased by -0.96%
Sep 30, 24
12 SPDR® S&P 500 ETF Trust 939.81K (1.26%) -7.27K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 939.11K (1.26%) 4.86K
Increased by +0.52%
Oct 31, 24
14 Fidelity® 500 Index 918.53K (1.23%) 5.85K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 858.49K (1.15%) 1.33K
Increased by +0.16%
Oct 31, 24
16 Baron Asset Retail 850.32K (1.14%) -52.00K
Decreased by -6.12%
Sep 30, 24
17 Baron Mid Cap Growth Strategy 850.32K (1.14%) -52.00K
Decreased by -6.12%
Sep 30, 24
18 Vanguard Growth Index Investor 818.87K (1.10%) 5.23K
Increased by +0.64%
Oct 31, 24
19 Fidelity Magellan 817.55K (1.09%) -24.00K
Decreased by -2.94%
Sep 30, 24
20 MFS Growth B 758.72K (1.02%) -436.00
Decreased by -0.06%
Sep 30, 24