Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 NEWZ 3.33%
3 BCUS 3.11%
4 GRW 2.95%
5 PTF 2.67%
6 AMID 2.66%
7 FTCS 2.42%
8 JMID 2.15%
9 PFUT 1.92%
10 RYT 1.60%
11 SRHQ 1.55%
12 BOUT 1.41%
13 PWB 1.35%
14 MPAY 1.33%
15 RSPT 1.32%
16 SPGP 1.28%
17 DVOL 1.27%
18 IWP 1.18%
19 IWLG 1.14%
20 PSET 1.05%

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 BAMCO Inc 4.02M (5.38%) -161.53K
Decreased by -4.02%
Sep 30, 24
4 State Street Corp 3.26M (4.36%) 36.26K
Increased by +1.11%
Sep 30, 24
5 State Street Corporation 3.19M (4.27%) 31.81K
Increased by +1.00%
Mar 31, 24
6 Massachusetts Financial Services Company 2.88M (3.86%) -251.07K
Decreased by -8.71%
Sep 30, 24
7 FMR Inc 2.60M (3.48%) -305.10K
Decreased by -11.74%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 2.17M (2.90%) -2.11M
Decreased by -97.15%
Sep 30, 24
9 Geode Capital Management, LLC 2.02M (2.70%) 36.70K
Increased by +1.82%
Sep 30, 24
10 Principal Financial Group Inc 2.00M (2.68%) 103.81K
Increased by +5.19%
Sep 30, 24
11 Wellington Management Company LLP 1.47M (1.97%) -24.10K
Decreased by -1.63%
Sep 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 JPMorgan Chase & Co 1.03M (1.37%) 89.31K
Increased by +8.71%
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 (1.23%) 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 (1.10%) 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 (6.65%) 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%) -529.00
Decreased by -0.04%
Oct 31, 24
10 Fidelity® Magellan® 954.75K (1.28%) -600.00
Decreased by -0.06%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 952.21K (1.27%) 5.58K
Increased by +0.59%
Nov 30, 24
12 Fidelity 500 Index 945.75K (1.27%) -1.55K
Decreased by -0.16%
Oct 31, 24
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 871.04K (1.17%) 0.00
Increased by 0.00%
Nov 30, 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%) 0.00
Increased by 0.00%
Oct 31, 24
20 MFS Growth Equity 758.72K (1.02%) -53.92K
Decreased by -7.11%
Sep 30, 24