Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 ACWI 1000.00%
3 DSI 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 USXF 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 ESGU 1000.00%
11 SUSL 1000.00%
12 EUSA 1000.00%
13 EXI 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 IVV 1000.00%
17 USCL 1000.00%
18 ILCB 1000.00%
19 URTH 1000.00%
20 IUSV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.77M (12.17%) 25.11K
Increased by +0.26%
Mar 31, 24
2 BlackRock Inc 6.48M (8.08%) -113.19K
Decreased by -1.75%
Mar 31, 24
3 T. Rowe Price Investment Management,Inc. 5.49M (6.85%) 37.45K
Increased by +0.68%
Mar 31, 24
4 HHG PLC 3.36M (4.19%) -20.69K
Decreased by -0.62%
Mar 31, 24
5 State Street Corporation 3.28M (4.08%) -42.20K
Decreased by -1.29%
Mar 31, 24
6 Durable Capital Partners LP 3.22M (4.01%) -100.41K
Decreased by -3.12%
Mar 31, 24
7 JPMorgan Chase & Co 2.54M (3.17%) 351.38K
Increased by +13.82%
Mar 31, 24
8 Victory Capital Management Inc. 2.34M (2.92%) 174.48K
Increased by +7.45%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 2.30M (2.86%) -40.33K
Decreased by -1.76%
Mar 31, 24
10 T. Rowe Price Associates, Inc. 2.08M (2.60%) -78.65K
Decreased by -3.77%
Mar 31, 24
11 Amvescap Plc. 2.03M (2.53%) 301.59K
Increased by +14.85%
Mar 31, 24
12 Geode Capital Management, LLC 1.96M (2.44%) 59.89K
Increased by +3.06%
Mar 31, 24
13 Franklin Resources Inc 1.81M (2.26%) -3.08K
Decreased by -0.17%
Mar 31, 24
14 Barrow Hanley Mewhinney & Strauss LLC 1.58M (1.97%) -996.16K
Decreased by -63.07%
Mar 31, 24
15 Massachusetts Financial Services Company 1.44M (1.80%) 457.47K
Increased by +31.74%
Mar 31, 24
16 FMR Inc 1.44M (1.80%) -56.66K
Decreased by -3.93%
Sep 30, 23
17 Balyasny Asset Management LLC 993.98K (1.24%) 26.71K
Increased by +2.69%
Sep 30, 23
18 NORGES BANK 927.70K (1.16%) 100.74K
Increased by +10.86%
Dec 31, 23
19 Fidelity International Ltd 887.84K (1.11%) 120.20K
Increased by +13.54%
Dec 31, 23
20 Wellington Management Company LLP 852.47K (1.06%) -152.62K
Decreased by -17.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.61M (3.25%) 10.69K
Increased by +0.41%
May 31, 24
2 T. Rowe Price Mid-Cap Growth 2.58M (3.21%) -4.60K
Decreased by -0.18%
Mar 31, 24
3 T. Rowe Price US Mid-Cap Growth Equity 2.58M (3.21%) -4.60K
Decreased by -0.18%
Mar 31, 24
4 Janus Henderson Enterprise D 2.13M (2.65%) 0.00
Increased by 0.00%
Apr 30, 24
5 Janus Inst Mid Cap Growth CF 2.13M (2.65%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional 500 Index Trust 2.10M (2.61%) 20.60K
Increased by +0.98%
May 31, 24
7 Vanguard Mid Cap Index Institutional 1.79M (2.23%) -4.44K
Decreased by -0.25%
May 31, 24
8 Franklin Rising Dividends A 1.63M (2.04%) 195.00K
Increased by +11.93%
May 31, 24
9 Victory Sycamore Established Value R 1.58M (1.97%) 113.01K
Increased by +7.14%
Mar 31, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 1.21M (1.51%) 0.00
Increased by 0.00%
May 31, 24
11 Franklin Rising Dividends Fund A 1.17M (1.46%) 0.00
Increased by 0.00%
Feb 29, 24
12 US Small-Cap Growth II Equity Comp 1.13M (1.40%) 1.13M
Increased by +100.00%
Jun 30, 23
13 Fidelity 500 Index 992.67K (1.24%) 5.04K
Increased by +0.51%
May 31, 24
14 SPDR® S&P 500 ETF Trust 983.70K (1.23%) -7.58K
Decreased by -0.77%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 971.70K (1.21%) 9.07K
Increased by +0.93%
Jun 30, 24
16 Fidelity® 500 Index 951.37K (1.19%) 6.05K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price New Horizons 872.68K (1.09%) -252.99K
Decreased by -28.99%
Sep 30, 23
18 iShares Core S&P 500 ETF 870.46K (1.08%) 4.46K
Increased by +0.51%
Jun 28, 24
19 Vanguard Growth Index Investor 812.43K (1.01%) 7.61K
Increased by +0.94%
May 31, 24
20 Invesco S&P 500® Equal Weight ETF 684.68K (0.85%) 2.69K
Increased by +0.39%
Jun 28, 24