Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 NEWZ 3.36%
3 BCUS 3.11%
4 GRW 3.04%
5 AMID 2.83%
6 PTF 2.67%
7 JMID 2.47%
8 FTCS 1.98%
9 PFUT 1.97%
10 RYT 1.60%
11 SRHQ 1.59%
12 BOUT 1.41%
13 RSPT 1.40%
14 PWB 1.33%
15 MPAY 1.33%
16 DVOL 1.27%
17 DEMZ 1.25%
18 SPGP 1.21%
19 IWP 1.16%
20 IWLG 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.17M (12.32%) 79.31K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 6.44M (8.65%) 7.09K
Increased by +0.11%
Sep 30, 24
3 BAMCO Inc 4.02M (5.40%) -161.53K
Decreased by -4.02%
Sep 30, 24
4 State Street Corp 3.26M (4.38%) 36.26K
Increased by +1.11%
Sep 30, 24
5 State Street Corporation 3.19M (4.29%) 31.81K
Increased by +1.00%
Mar 31, 24
6 Massachusetts Financial Services Company 2.88M (3.87%) -251.07K
Decreased by -8.71%
Sep 30, 24
7 FMR Inc 2.60M (3.49%) -305.10K
Decreased by -11.74%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 2.17M (2.91%) -2.11M
Decreased by -97.15%
Sep 30, 24
9 JPMorgan Chase & Co 2.06M (2.77%) 159.54K
Increased by +7.74%
Sep 30, 24
10 Geode Capital Management, LLC 2.02M (2.71%) 36.70K
Increased by +1.82%
Sep 30, 24
11 Principal Financial Group Inc 2.00M (2.69%) 103.81K
Increased by +5.19%
Sep 30, 24
12 Wellington Management Company LLP 1.47M (1.98%) -24.10K
Decreased by -1.63%
Sep 30, 24
13 Polen Capital 1.47M (1.97%) -181.40K
Decreased by -12.35%
Sep 30, 24
14 Generation Investment Management LLP 1.21M (1.63%) -54.26K
Decreased by -4.47%
Sep 30, 24
15 Brown Advisory Holdings Inc 924.20K (1.24%) -14.37K
Decreased by -1.56%
Sep 30, 24
16 NORGES BANK 921.88K (1.24%) 60.05K
Increased by +6.51%
Jun 30, 24
17 Amvescap Plc. 894.83K (1.20%) -23.71K
Decreased by -2.65%
Sep 30, 24
18 Mackenzie Investments 822.90K (1.11%) 38.08K
Increased by +4.63%
Sep 30, 24
19 Winslow Capital Management, LLC 821.42K (1.10%) -12.44K
Decreased by -1.51%
Sep 30, 23
20 Goldman Sachs Group Inc 821.07K (1.10%) 225.58K
Increased by +27.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (6.67%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 2.29M (3.08%) -7.85K
Decreased by -0.34%
Dec 31, 24
3 Global Balanced (AFRIS) 2.28M (3.06%) 2.28M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 2.09M (2.81%) 16.48K
Increased by +0.79%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.58M (2.12%) 14.35K
Increased by +0.91%
Dec 31, 24
6 Baron Growth Retail 1.36M (1.83%) -65.00K
Decreased by -4.78%
Dec 31, 24
7 Baron Small Cap Growth Strategy 1.36M (1.83%) -65.00K
Decreased by -4.78%
Dec 31, 24
8 Principal Aligned MidCap Equity 1.27M (1.71%) 14.46K
Increased by +1.14%
Dec 31, 24
9 Principal MidCap R5 1.27M (1.71%) 5.91K
Increased by +0.46%
Dec 31, 24
10 Fidelity 500 Index 957.51K (1.29%) 5.29K
Increased by +0.55%
Dec 31, 24
11 Fidelity® Magellan® 954.75K (1.28%) -600.00
Decreased by -0.06%
Nov 30, 23
12 SPDR® S&P 500® ETF Trust 950.77K (1.28%) -45.00
Decreased by -0.00%
Jan 30, 25
13 SPDR® S&P 500 ETF Trust 939.81K (1.26%) -7.27K
Decreased by -0.77%
Mar 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 899.43K (1.21%) -1.53K
Decreased by -0.17%
Jan 29, 25
16 Baron Asset Retail 820.32K (1.10%) -30.00K
Decreased by -3.66%
Dec 31, 24
17 Baron Mid Cap Growth Strategy 820.32K (1.10%) -30.00K
Decreased by -3.66%
Dec 31, 24
18 Fidelity Magellan 811.25K (1.09%) -4.10K
Decreased by -0.51%
Dec 31, 24
19 Vanguard Growth Index Investor 785.35K (1.06%) -37.69K
Decreased by -4.80%
Dec 31, 24
20 MFS Growth B 732.10K (0.98%) -16.81K
Decreased by -2.30%
Dec 31, 24