Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 SUPL 2.97%
3 XTN 2.57%
4 MDCP 2.25%
5 DEF 2.12%
6 VETS 1.93%
7 FTXR 1.86%
8 VTRN 1.80%
9 POWA 1.79%
10 QQQN 1.74%
11 TPOR 1.61%
12 QQJG 1.43%
13 PXLG 1.34%
14 RSPN 1.21%
15 RGI 1.20%
16 RISN 1.14%
17 QQQJ 0.98%
18 CZA 0.98%
19 SHPP 0.92%
20 SPGP 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (12.43%) -114.13K
Decreased by -1.16%
Dec 31, 24
2 BlackRock Inc 6.46M (8.15%) -29.63K
Decreased by -0.46%
Dec 31, 24
3 JPMorgan Chase & Co 4.24M (5.35%) -181.47K
Decreased by -4.28%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 3.49M (4.41%) -1.80M
Decreased by -51.58%
Dec 31, 24
5 HHG PLC 3.39M (4.28%) 15.48K
Increased by +0.46%
Dec 31, 24
6 State Street Corp 3.31M (4.17%) 15.20K
Increased by +0.46%
Dec 31, 24
7 State Street Corporation 3.28M (4.13%) -42.20K
Decreased by -1.29%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.62M (3.30%) 129.04K
Increased by +4.93%
Dec 31, 24
9 Amvescap Plc. 2.12M (2.68%) 104.02K
Increased by +4.90%
Dec 31, 24
10 Victory Capital Management Inc. 2.12M (2.67%) -79.25K
Decreased by -3.75%
Dec 31, 24
11 Geode Capital Management, LLC 2.00M (2.52%) 8.97K
Increased by +0.45%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 1.83M (2.31%) -254.18K
Decreased by -13.89%
Jun 30, 24
13 Fidelity International Ltd 1.68M (2.12%) -206.77K
Decreased by -12.30%
Dec 31, 24
14 Barrow Hanley Mewhinney & Strauss LLC 1.64M (2.07%) -18.63K
Decreased by -1.14%
Dec 31, 24
15 FMR Inc 1.44M (1.82%) -56.66K
Decreased by -3.93%
Sep 30, 23
16 Massachusetts Financial Services Company 1.40M (1.76%) -32.25K
Decreased by -2.31%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 1.32M (1.67%) 8.72K
Increased by +0.66%
Dec 31, 24
18 Wellington Management Company LLP 1.26M (1.59%) 1.02M
Increased by +81.08%
Dec 31, 24
19 Franklin Resources Inc 1.22M (1.54%) -230.97K
Decreased by -18.93%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.18M (1.49%) 108.93K
Increased by +9.22%
Dec 31, 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%
Jan 31, 25
2 Janus Inst Mid Cap Growth CF 2.58M (3.26%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.54M (3.21%) 14.61K
Increased by +0.57%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.21M (2.79%) 13.70K
Increased by +0.62%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 1.74M (2.20%) 7.84K
Increased by +0.45%
Feb 28, 25
6 T. Rowe Price US Mid-Cap Growth Equity 1.70M (2.14%) -869.00K
Decreased by -51.24%
Dec 31, 24
7 T. Rowe Price Mid-Cap Growth 1.70M (2.14%) -700.00
Decreased by -0.04%
Jan 31, 25
8 Victory Sycamore Established Value R 1.51M (1.91%) -35.00K
Decreased by -2.31%
Dec 31, 24
9 Eaton Vance Atlanta Capital SMID-Cap I 1.33M (1.68%) 0.00
Increased by 0.00%
Jan 31, 25
10 Hartford Dividend and Growth Y 1.16M (1.46%) 165.66K
Increased by +14.32%
Feb 28, 25
11 US Small-Cap Growth II Equity Comp 1.13M (1.42%) 1.13M
Increased by +100.00%
Jun 30, 23
12 Franklin Rising Dividends A 1.08M (1.36%) -210.00K
Decreased by -19.44%
Oct 31, 24
13 Franklin Rising Dividends Fund A 1.07M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity 500 Index 993.20K (1.25%) 4.38K
Increased by +0.44%
Jan 31, 25
15 SPDR® S&P 500® ETF Trust 985.13K (1.24%) -7.33K
Decreased by -0.74%
Feb 28, 25
16 SPDR® S&P 500 ETF Trust 983.70K (1.24%) -7.58K
Decreased by -0.77%
Mar 31, 24
17 Fidelity Greater Canada Sr F 975.00K (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity® 500 Index 951.37K (1.20%) 6.05K
Increased by +0.64%
Nov 30, 23
19 Vanguard Growth Index Investor 951.14K (1.20%) 850.00
Increased by +0.09%
Feb 28, 25
20 iShares Core S&P 500 ETF 935.91K (1.18%) -47.00
Decreased by -0.01%
Feb 28, 25