Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 SUPL 2.74%
3 XTN 2.33%
4 MDCP 2.25%
5 DEF 2.12%
6 VETS 1.93%
7 VTRN 1.80%
8 POWA 1.79%
9 QQQN 1.74%
10 FTXR 1.65%
11 PXLG 1.34%
12 TPOR 1.29%
13 QQJG 1.24%
14 RISN 1.14%
15 RSPN 1.08%
16 RGI 1.06%
17 CZA 0.98%
18 SPGP 0.88%
19 QQQJ 0.86%
20 VSDA 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.05M (12.82%) 195.87K
Increased by +1.95%
Mar 31, 25
2 BlackRock Inc 6.48M (8.27%) 23.66K
Increased by +0.37%
Mar 31, 25
3 JPMorgan Chase & Co 4.85M (6.19%) 616.99K
Increased by +12.71%
Mar 31, 25
4 State Street Corp 3.85M (4.91%) 545.00K
Increased by +14.16%
Mar 31, 25
5 HHG PLC 3.44M (4.39%) 49.71K
Increased by +1.45%
Mar 31, 25
6 State Street Corporation 3.28M (4.18%) -42.20K
Decreased by -1.29%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 3.13M (3.99%) -364.40K
Decreased by -11.64%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 2.56M (3.26%) -60.56K
Decreased by -2.37%
Mar 31, 25
9 Amvescap Plc. 2.12M (2.71%) 104.02K
Increased by +4.90%
Dec 31, 24
10 Victory Capital Management Inc. 2.06M (2.63%) -51.48K
Decreased by -2.49%
Mar 31, 25
11 Geode Capital Management, LLC 2.06M (2.63%) 63.30K
Increased by +3.07%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 1.83M (2.33%) -254.18K
Decreased by -13.89%
Jun 30, 24
13 Barrow Hanley Mewhinney & Strauss LLC 1.55M (1.98%) -88.03K
Decreased by -5.68%
Mar 31, 25
14 FMR Inc 1.44M (1.84%) -56.66K
Decreased by -3.93%
Sep 30, 23
15 Wellington Management Company LLP 1.41M (1.80%) 144.67K
Increased by +10.27%
Mar 31, 25
16 Fidelity International Ltd 1.37M (1.75%) -309.75K
Decreased by -22.58%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 1.35M (1.72%) 27.87K
Increased by +2.07%
Mar 31, 25
18 Franklin Resources Inc 1.22M (1.56%) -230.97K
Decreased by -18.93%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.20M (1.53%) 20.40K
Increased by +1.70%
Mar 31, 25
20 Massachusetts Financial Services Company 1.12M (1.43%) -272.43K
Decreased by -24.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.58M (3.29%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Inst Mid Cap Growth CF 2.58M (3.29%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 2.57M (3.28%) -38.94K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.56M (3.27%) 41.45K
Increased by +1.62%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 2.24M (2.86%) 35.10K
Increased by +1.57%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 1.74M (2.22%) 16.91K
Increased by +0.97%
Apr 30, 25
7 T. Rowe Price Mid-Cap Growth 1.50M (1.91%) -196.90K
Decreased by -13.14%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Growth Equity 1.50M (1.91%) -197.60K
Decreased by -13.19%
Mar 31, 25
9 Sycamore Mid Cap Value Comp 1.47M (1.87%) 1.42M
Increased by +96.76%
Mar 31, 25
10 Victory Sycamore Established Value R 1.47M (1.87%) -45.00K
Decreased by -3.06%
Mar 31, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 1.33M (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
12 Hartford Dividend and Growth Y 1.16M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
13 US Small-Cap Growth II Equity Comp 1.13M (1.44%) 1.13M
Increased by +100.00%
Jun 30, 23
14 Franklin Rising Dividends A 1.08M (1.38%) -210.00K
Decreased by -19.44%
Oct 31, 24
15 Franklin Rising Dividends Fund A 1.07M (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity 500 Index 996.64K (1.27%) -1.00K
Decreased by -0.10%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 983.70K (1.25%) -7.58K
Decreased by -0.77%
Mar 31, 24
18 Fidelity Greater Canada Sr F 975.00K (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
19 SPDR® S&P 500 ETF 966.66K (1.23%) -39.43K
Decreased by -4.08%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 965.16K (1.23%) -5.08K
Decreased by -0.53%
Mar 31, 25