Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KONG 3.09%
2 FINX 2.96%
3 NEWZ 2.90%
4 VSDA 2.72%
5 GFGF 2.17%
6 IPAY 2.03%
7 SMAP 1.41%
8 RYF 1.36%
9 RSPF 1.29%
10 QMID 1.17%
11 TPHD 1.11%
12 TPHE 1.11%
13 SMCO 1.06%
14 QQJG 0.96%
15 XRLV 0.95%
16 SPLV 0.95%
17 ALTL 0.93%
18 DTEC 0.91%
19 QQQJ 0.84%
20 GTEK 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.65M (11.95%) 2.53K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 5.96M (8.22%) -266.63K
Decreased by -4.48%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.03M (5.56%) 67.37K
Increased by +1.67%
Sep 30, 24
4 State Street Corp 3.98M (5.49%) 67.72K
Increased by +1.70%
Sep 30, 24
5 State Street Corporation 3.83M (5.29%) 674.70K
Increased by +17.60%
Mar 31, 24
6 Apg All Pensions Group 3.77M (5.20%) -109.03K
Decreased by -2.89%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 3.35M (4.63%) -3.32M
Decreased by -98.98%
Sep 30, 24
8 Geode Capital Management, LLC 1.97M (2.71%) 996.00
Increased by +0.05%
Sep 30, 24
9 Atlantic Trust Group, LLC 1.94M (2.68%) -1.77K
Decreased by -0.09%
Jun 30, 24
10 JPMorgan Chase & Co 1.79M (2.47%) 131.51K
Increased by +7.34%
Sep 30, 24
11 Amvescap Plc. 1.58M (2.18%) 57.82K
Increased by +3.66%
Sep 30, 24
12 Goldman Sachs Group Inc 1.41M (1.95%) 877.06K
Increased by +62.15%
Dec 31, 23
13 Wells Fargo & Co 1.35M (1.87%) 16.71K
Increased by +1.23%
Sep 30, 24
14 Amundi 1.05M (1.46%) -141.06K
Decreased by -13.38%
Dec 31, 23
15 Handelsbanken Fonder AB 863.80K (1.19%) 66.60K
Increased by +7.71%
Sep 30, 24
16 Northern Trust Corp 717.56K (0.99%) -14.91K
Decreased by -2.08%
Sep 30, 24
17 Parnassus Investments, LLC 679.88K (0.94%) -117.12K
Decreased by -17.23%
Sep 30, 23
18 Mackenzie Investments 679.41K (0.94%) 175.47K
Increased by +25.83%
Sep 30, 24
19 Mitsubishi UFJ Asset Management Co.,Ltd 674.99K (0.93%) 22.92K
Increased by +3.40%
Sep 30, 24
20 TD Asset Management Inc 669.66K (0.92%) 28.41K
Increased by +4.24%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.29M (3.17%) -8.26K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.93M (2.67%) 22.57K
Increased by +1.17%
Oct 31, 24
3 Vanguard Small Cap Index 1.83M (2.53%) 3.60K
Increased by +0.20%
Oct 31, 24
4 Vanguard Small Cap Growth Index Inv 1.00M (1.39%) -1.98K
Decreased by -0.20%
Oct 31, 24
5 SPDR® S&P 500® ETF Trust 896.36K (1.24%) -4.99K
Decreased by -0.56%
Nov 27, 24
6 Fidelity 500 Index 896.16K (1.24%) -1.96K
Decreased by -0.22%
Sep 30, 24
7 SPDR® S&P 500 ETF Trust 859.55K (1.19%) -1.85K
Decreased by -0.22%
Apr 30, 24
8 Fidelity® 500 Index 849.20K (1.17%) 5.40K
Increased by +0.64%
Nov 30, 23
9 JPMorgan Equity Premium Income ETF 840.02K (1.16%) 1.73K
Increased by +0.21%
Nov 27, 24
10 iShares Core S&P 500 ETF 822.93K (1.14%) 2.54K
Increased by +0.31%
Nov 27, 24
11 Vanguard Mid Cap Index Institutional 791.54K (1.09%) -22.24K
Decreased by -2.81%
Mar 31, 24
12 Eaton Vance Atlanta Capital SMID-Cap I 790.55K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
13 Invesco S&P 500® Equal Weight ETF 779.03K (1.08%) 5.76K
Increased by +0.74%
Nov 27, 24
14 SPDR® S&P Dividend ETF 710.65K (0.98%) 0.00
Increased by 0.00%
Nov 27, 24
15 MS INVF Global Brands A USD 628.69K (0.87%) -12.32K
Decreased by -1.96%
Jun 30, 24
16 Morgan Stanley Glbl Franchise 628.69K (0.87%) -30.89K
Decreased by -4.91%
Jun 30, 24
17 MS INVF Global Brands A 599.80K (0.83%) -9.01K
Decreased by -1.50%
Sep 30, 24
18 The Financial Select Sector SPDR® ETF 541.92K (0.75%) 442.00
Increased by +0.08%
Nov 27, 24
19 Invesco Global Multi Cap Growth 523.79K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24
20 Financial Select Sector SPDR® ETF 492.42K (0.68%) 364.00
Increased by +0.07%
Apr 30, 24