Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINX 3.50%
2 KONG 3.24%
3 VSDA 2.72%
4 GFGF 2.35%
5 IPAY 2.03%
6 RSPF 1.37%
7 RYF 1.36%
8 QMID 1.28%
9 TPHD 1.11%
10 TPHE 1.10%
11 DTEC 1.01%
12 QQJG 0.97%
13 GTEK 0.94%
14 XRLV 0.92%
15 QQQJ 0.86%
16 TMFX 0.72%
17 SROI 0.71%
18 NIXT 0.70%
19 IQSM 0.65%
20 TERM 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.65M (11.95%) -36.95K
Decreased by -0.43%
Jun 30, 24
2 BlackRock Inc 5.96M (8.23%) -266.63K
Decreased by -4.48%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.96M (5.47%) 67.39K
Increased by +1.70%
Jun 30, 24
4 State Street Corp 3.91M (5.40%) 76.13K
Increased by +1.95%
Jun 30, 24
5 Apg All Pensions Group 3.88M (5.36%) -146.13K
Decreased by -3.77%
Jun 30, 24
6 State Street Corporation 3.83M (5.30%) 674.70K
Increased by +17.60%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.33M (4.60%) -3.62M
Decreased by -108.66%
Jun 30, 24
8 Geode Capital Management, LLC 1.96M (2.71%) 46.22K
Increased by +2.35%
Jun 30, 24
9 Atlantic Trust Group, LLC 1.94M (2.68%) -1.77K
Decreased by -0.09%
Jun 30, 24
10 JPMorgan Chase & Co 1.66M (2.29%) -283.68K
Decreased by -17.09%
Jun 30, 24
11 Amvescap Plc. 1.52M (2.10%) 96.08K
Increased by +6.31%
Jun 30, 24
12 Goldman Sachs Group Inc 1.41M (1.95%) 877.06K
Increased by +62.15%
Dec 31, 23
13 Wells Fargo & Co 1.34M (1.85%) -11.50K
Decreased by -0.86%
Jun 30, 24
14 Envestnet Asset Management Inc 1.06M (1.46%) 1.05M
Increased by +99.76%
Jun 30, 24
15 Amundi 1.05M (1.46%) -141.06K
Decreased by -13.38%
Dec 31, 23
16 Handelsbanken Fonder AB 863.80K (1.19%) 66.60K
Increased by +7.71%
Sep 30, 24
17 Northern Trust Corp 732.47K (1.01%) -6.40K
Decreased by -0.87%
Jun 30, 24
18 Parnassus Investments, LLC 679.88K (0.94%) -117.12K
Decreased by -17.23%
Sep 30, 23
19 Bank of New York Mellon Corp 652.84K (0.90%) -5.07K
Decreased by -0.78%
Jun 30, 24
20 Mitsubishi UFJ Asset Management Co.,Ltd 652.07K (0.90%) 30.85K
Increased by +4.73%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.30M (3.18%) 5.41K
Increased by +0.24%
Aug 31, 24
2 Vanguard Institutional 500 Index Trust 1.91M (2.63%) 14.34K
Increased by +0.75%
Aug 31, 24
3 Vanguard Small Cap Index 1.84M (2.55%) 5.30K
Increased by +0.29%
Aug 31, 24
4 Vanguard Small Cap Growth Index Inv 1.02M (1.41%) -6.62K
Decreased by -0.65%
Aug 31, 24
5 Fidelity 500 Index 898.12K (1.24%) 6.96K
Increased by +0.78%
Aug 31, 24
6 SPDR® S&P 500® ETF Trust 882.68K (1.22%) -3.57K
Decreased by -0.40%
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 820.78K (1.13%) 6.02K
Increased by +0.73%
Sep 30, 24
10 iShares Core S&P 500 ETF 795.83K (1.10%) 2.62K
Increased by +0.33%
Sep 30, 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%
Aug 31, 24
13 SPDR® S&P Dividend ETF 721.38K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
14 Invesco S&P 500® Equal Weight ETF 714.93K (0.99%) 420.00
Increased by +0.06%
Sep 30, 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 Invesco Global Multi Cap Growth 523.79K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24
18 Invesco Global Opportunities A 523.79K (0.72%) 0.00
Increased by 0.00%
Aug 31, 24
19 Financial Select Sector SPDR® ETF 492.42K (0.68%) 364.00
Increased by +0.07%
Apr 30, 24
20 The Financial Select Sector SPDR® ETF 489.29K (0.68%) 2.29K
Increased by +0.47%
Sep 30, 24