Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.87%
2 NEWZ 3.35%
3 KONG 2.91%
4 FINX 2.79%
5 VSDA 2.72%
6 IPAY 2.03%
7 GFGF 2.02%
8 SMAP 1.44%
9 RYF 1.36%
10 SMCO 1.32%
11 RSPF 1.28%
12 HUSV 1.26%
13 QMID 1.13%
14 TPHD 1.11%
15 TPHE 1.11%
16 SCAP 0.97%
17 ALTL 0.94%
18 DTEC 0.90%
19 SPLV 0.89%
20 XRLV 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.65M (11.96%) 2.53K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 6.16M (8.51%) 201.04K
Increased by +3.27%
Sep 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 (5.50%) 67.72K
Increased by +1.70%
Sep 30, 24
5 State Street Corporation 3.83M (5.30%) 674.70K
Increased by +17.60%
Mar 31, 24
6 Apg All Pensions Group 3.77M (5.21%) -109.03K
Decreased by -2.89%
Sep 30, 24
7 JPMorgan Chase & Co 3.58M (4.95%) 263.03K
Increased by +7.34%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.35M (4.63%) -3.32M
Decreased by -98.98%
Sep 30, 24
9 Geode Capital Management, LLC 1.97M (2.72%) 996.00
Increased by +0.05%
Sep 30, 24
10 Atlantic Trust Group, LLC 1.94M (2.68%) 112.00
Increased by +0.01%
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 Nordea Investment Mgmt Bank Demark A/s 780.32K (1.08%) 263.02K
Increased by +33.71%
Dec 31, 24
17 Northern Trust Corp 717.56K (0.99%) -14.91K
Decreased by -2.08%
Sep 30, 24
18 Parnassus Investments, LLC 679.88K (0.94%) -117.12K
Decreased by -17.23%
Sep 30, 23
19 Mackenzie Investments 679.41K (0.94%) 175.47K
Increased by +25.83%
Sep 30, 24
20 Mitsubishi UFJ Asset Management Co.,Ltd 674.99K (0.93%) 22.92K
Increased by +3.40%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.29M (3.16%) 1.86K
Increased by +0.08%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 1.98M (2.73%) 17.54K
Increased by +0.89%
Dec 31, 24
3 Vanguard Small Cap Index 1.86M (2.57%) 18.09K
Increased by +0.97%
Dec 31, 24
4 Vanguard Small Cap Growth Index Inv 1.05M (1.45%) 40.40K
Increased by +3.84%
Dec 31, 24
5 Fidelity 500 Index 905.68K (1.25%) 4.86K
Increased by +0.54%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 899.93K (1.24%) -43.00
Decreased by -0.00%
Jan 30, 25
7 JPMorgan Equity Premium Income ETF 871.47K (1.20%) 561.00
Increased by +0.06%
Jan 30, 25
8 SPDR® S&P 500 ETF Trust 859.55K (1.19%) -1.85K
Decreased by -0.22%
Apr 30, 24
9 iShares Core S&P 500 ETF 851.89K (1.18%) -1.46K
Decreased by -0.17%
Jan 29, 25
10 Fidelity® 500 Index 849.20K (1.17%) 5.40K
Increased by +0.64%
Nov 30, 23
11 Invesco S&P 500® Equal Weight ETF 844.39K (1.17%) -420.00
Decreased by -0.05%
Jan 30, 25
12 Eaton Vance Atlanta Capital SMID-Cap I 836.85K (1.16%) -13.73K
Decreased by -1.64%
Nov 30, 24
13 Vanguard Mid Cap Index Institutional 791.54K (1.09%) -22.24K
Decreased by -2.81%
Mar 31, 24
14 SPDR® S&P Dividend ETF 702.71K (0.97%) 0.00
Increased by 0.00%
Jan 30, 25
15 MS INVF Global Brands A USD 628.69K (0.87%) -12.32K
Decreased by -1.96%
Jun 30, 24
16 MS INVF Global Brands A 599.80K (0.83%) -9.01K
Decreased by -1.50%
Sep 30, 24
17 Morgan Stanley Glbl Franchise 599.80K (0.83%) -28.89K
Decreased by -4.82%
Sep 30, 24
18 The Financial Select Sector SPDR® ETF 545.56K (0.75%) 3.22K
Increased by +0.59%
Jan 30, 25
19 Invesco Global Multi Cap Growth 523.79K (0.72%) 0.00
Increased by 0.00%
Jun 30, 24
20 Handelsbanken Global Tema (A1 SEK) 508.00K (0.70%) 50.00K
Increased by +9.84%
Dec 31, 24