Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 XTN 2.48%
3 MDCP 2.25%
4 DEF 2.12%
5 POWA 1.96%
6 VETS 1.93%
7 VTRN 1.80%
8 QQQN 1.74%
9 TPOR 1.64%
10 FTXR 1.62%
11 QQJG 1.61%
12 PXLG 1.34%
13 RSPN 1.26%
14 RGI 1.26%
15 QQQJ 1.17%
16 CZA 1.17%
17 SHPP 1.12%
18 VSDA 1.09%
19 RISN 1.09%
20 SHRT 0.92%

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 HHG PLC 3.37M (4.27%) 22.56K
Increased by +0.67%
Sep 30, 24
5 State Street Corp 3.29M (4.16%) 19.83K
Increased by +0.60%
Sep 30, 24
6 State Street Corporation 3.28M (4.14%) -42.20K
Decreased by -1.29%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 2.49M (3.15%) -2.33M
Decreased by -93.73%
Sep 30, 24
8 JPMorgan Chase & Co 2.20M (2.78%) 793.50K
Increased by +36.04%
Sep 30, 24
9 Victory Capital Management Inc. 2.19M (2.77%) -144.90K
Decreased by -6.60%
Sep 30, 24
10 Amvescap Plc. 2.02M (2.55%) -67.99K
Decreased by -3.37%
Sep 30, 24
11 Geode Capital Management, LLC 1.99M (2.51%) -1.03K
Decreased by -0.05%
Sep 30, 24
12 Fidelity International Ltd 1.89M (2.39%) 777.51K
Increased by +41.18%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 1.83M (2.31%) -254.18K
Decreased by -13.89%
Jun 30, 24
14 Barrow Hanley Mewhinney & Strauss LLC 1.66M (2.09%) -29.11K
Decreased by -1.76%
Sep 30, 24
15 Franklin Resources Inc 1.45M (1.83%) -867.86K
Decreased by -59.80%
Sep 30, 24
16 FMR Inc 1.44M (1.82%) -56.66K
Decreased by -3.93%
Sep 30, 23
17 Massachusetts Financial Services Company 1.43M (1.81%) -16.96K
Decreased by -1.19%
Sep 30, 24
18 Jacobs Levy Equity Management, Inc. 1.31M (1.66%) -115.92K
Decreased by -8.84%
Sep 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%
Sep 30, 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 US Mid-Cap Growth Equity 2.56M (3.24%) -7.10K
Decreased by -0.28%
Sep 30, 24
5 T. Rowe Price Mid-Cap Growth 2.56M (3.24%) -2.50K
Decreased by -0.10%
Oct 31, 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 Eaton Vance Atlanta Capital SMID-Cap I 1.35M (1.71%) 156.99K
Increased by +11.59%
Oct 31, 24
10 US Small-Cap Growth II Equity Comp 1.13M (1.42%) 1.13M
Increased by +100.00%
Jun 30, 23
11 Fidelity Greater Canada Sr F 1.13M (1.42%) -25.00K
Decreased by -2.22%
Sep 30, 24
12 Franklin Rising Dividends A 1.08M (1.37%) -210.00K
Decreased by -19.44%
Oct 31, 24
13 Franklin Rising Dividends Fund A 1.08M (1.37%) -210.00K
Decreased by -19.44%
Oct 31, 24
14 Vanguard Growth Index Investor 1.08M (1.36%) 6.78K
Increased by +0.63%
Oct 31, 24
15 SPDR® S&P 500® ETF Trust 995.60K (1.26%) 5.83K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 988.83K (1.25%) -1.62K
Decreased by -0.16%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 983.70K (1.24%) -7.58K
Decreased by -0.77%
Mar 31, 24
18 Fidelity® 500 Index 951.37K (1.20%) 6.05K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 909.96K (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
20 T. Rowe Price New Horizons 872.68K (1.10%) -252.99K
Decreased by -28.99%
Sep 30, 23