Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 XTN 2.54%
3 MDCP 2.25%
4 DEF 2.12%
5 POWA 2.05%
6 VETS 1.93%
7 VTRN 1.80%
8 QQJG 1.76%
9 QQQN 1.74%
10 FTXR 1.72%
11 TPOR 1.61%
12 PXLG 1.34%
13 RSPN 1.29%
14 RGI 1.29%
15 QQQJ 1.27%
16 CZA 1.20%
17 SHPP 1.15%
18 VSDA 1.10%
19 RISN 1.10%
20 AIEQ 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.97M (12.60%) -26.13K
Decreased by -0.26%
Sep 30, 24
2 BlackRock Inc 6.39M (8.07%) -98.40K
Decreased by -1.54%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 5.30M (6.69%) -20.94K
Decreased by -0.40%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 4.82M (6.09%) 227.43K
Increased by +4.72%
Jun 30, 24
5 HHG PLC 3.35M (4.24%) -8.69K
Decreased by -0.26%
Jun 30, 24
6 State Street Corporation 3.28M (4.14%) -42.20K
Decreased by -1.29%
Mar 31, 24
7 State Street Corp 3.27M (4.13%) -6.08K
Decreased by -0.19%
Jun 30, 24
8 Franklin Resources Inc 2.32M (2.93%) 508.79K
Increased by +21.94%
Jun 30, 24
9 Victory Capital Management Inc. 2.19M (2.77%) -144.90K
Decreased by -6.60%
Sep 30, 24
10 Amvescap Plc. 2.09M (2.64%) 58.03K
Increased by +2.78%
Jun 30, 24
11 Geode Capital Management, LLC 1.99M (2.52%) 34.12K
Increased by +1.71%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 1.83M (2.31%) -254.18K
Decreased by -13.89%
Jun 30, 24
13 Barrow Hanley Mewhinney & Strauss LLC 1.66M (2.09%) -29.11K
Decreased by -1.76%
Sep 30, 24
14 FMR Inc 1.44M (1.82%) -56.66K
Decreased by -3.93%
Sep 30, 23
15 Massachusetts Financial Services Company 1.43M (1.81%) -16.96K
Decreased by -1.19%
Sep 30, 24
16 Jacobs Levy Equity Management, Inc. 1.43M (1.80%) 881.79K
Increased by +61.80%
Jun 30, 24
17 JPMorgan Chase & Co 1.41M (1.78%) -1.13M
Decreased by -80.55%
Jun 30, 24
18 Fidelity International Ltd 1.11M (1.40%) 410.09K
Increased by +36.92%
Jun 30, 24
19 Durable Capital Partners LP 1.10M (1.39%) -2.13M
Decreased by -193.89%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 1.07M (1.36%) 118.34K
Increased by +11.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.58M (3.26%) 0.00
Increased by 0.00%
Aug 31, 24
2 Janus Inst Mid Cap Growth CF 2.58M (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.57M (3.24%) -8.21K
Decreased by -0.32%
Oct 31, 24
4 T. Rowe Price Mid-Cap Growth 2.56M (3.24%) -5.40K
Decreased by -0.21%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 2.56M (3.24%) -7.10K
Decreased by -0.28%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 2.14M (2.70%) 24.83K
Increased by +1.16%
Oct 31, 24
7 Vanguard Mid Cap Index Institutional 1.73M (2.19%) 3.20K
Increased by +0.18%
Oct 31, 24
8 Victory Sycamore Established Value R 1.55M (1.96%) -50.00K
Decreased by -3.23%
Sep 30, 24
9 Franklin Rising Dividends A 1.29M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
10 Franklin Rising Dividends Fund A 1.29M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
11 Eaton Vance Atlanta Capital SMID-Cap I 1.20M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
12 US Small-Cap Growth II Equity Comp 1.13M (1.42%) 1.13M
Increased by +100.00%
Jun 30, 23
13 Vanguard Growth Index Investor 1.08M (1.36%) 6.78K
Increased by +0.63%
Oct 31, 24
14 Fidelity 500 Index 990.45K (1.25%) -13.94K
Decreased by -1.41%
Sep 30, 24
15 SPDR® S&P 500 ETF Trust 983.70K (1.24%) -7.58K
Decreased by -0.77%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 981.92K (1.24%) 5.08K
Increased by +0.52%
Oct 31, 24
17 Fidelity® 500 Index 951.37K (1.20%) 6.05K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 897.48K (1.13%) 1.39K
Increased by +0.16%
Oct 31, 24
19 T. Rowe Price New Horizons 872.68K (1.10%) -252.99K
Decreased by -28.99%
Sep 30, 23
20 Invesco S&P 500® Equal Weight ETF 769.29K (0.97%) 3.57K
Increased by +0.46%
Oct 31, 24