Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 FFLS 4.01%
3 FFND 3.46%
4 KMID 3.15%
5 AMID 2.92%
6 IAI 2.78%
7 BOUT 2.77%
8 EQRR 2.57%
9 FTGS 2.36%
10 FTCS 2.28%
11 KCE 2.20%
12 GURU 1.76%
13 ABCS 1.66%
14 GK 1.63%
15 BMVP 1.53%
16 CZA 1.43%
17 FXO 1.24%
18 RNMC 1.14%
19 FSCS 1.14%
20 LSAF 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.28M (9.80%) 91.73K
Increased by +1.26%
Sep 30, 24
2 BlackRock Inc 5.30M (7.14%) -774.55K
Decreased by -14.61%
Jun 30, 24
3 FMR Inc 3.32M (4.48%) 650.67K
Increased by +19.58%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 2.93M (3.95%) 382.22K
Increased by +13.03%
Jun 30, 24
5 Kayne Anderson Rudnick Investment Management LLC 2.59M (3.49%) 233.24K
Increased by +9.01%
Jun 30, 24
6 HHG PLC 2.54M (3.42%) -33.53K
Decreased by -1.32%
Jun 30, 24
7 Lone Pine Capital LLC 2.18M (2.94%) 495.07K
Increased by +22.71%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 2.10M (2.83%) -274.88K
Decreased by -13.09%
Jun 30, 24
9 Boston Partners Global Investors, Inc 1.89M (2.54%) 121.96K
Increased by +6.46%
Jun 30, 24
10 State Street Corporation 1.71M (2.30%) -57.74K
Decreased by -3.38%
Mar 31, 24
11 State Street Corp 1.70M (2.29%) -7.03K
Decreased by -0.41%
Jun 30, 24
12 WCM Investment Management 1.65M (2.22%) -14.05K
Decreased by -0.85%
Sep 30, 24
13 Capital Research Global Investors 1.58M (2.12%) -20.03K
Decreased by -1.27%
Jun 30, 24
14 Geode Capital Management, LLC 1.40M (1.89%) 31.68K
Increased by +2.26%
Jun 30, 24
15 Millennium Management LLC 1.20M (1.62%) 899.99K
Increased by +75.03%
Dec 31, 23
16 Samlyn Capital, LLC 1.19M (1.61%) 88.64K
Increased by +7.42%
Jun 30, 24
17 Darlington Partners Capital Management, LP 1.10M (1.48%) 316.45K
Increased by +28.77%
Sep 30, 24
18 JPMorgan Chase & Co 996.82K (1.34%) 30.32K
Increased by +3.04%
Jun 30, 24
19 Clarkston Capital Partners, LLC 977.03K (1.32%) -15.59K
Decreased by -1.60%
Sep 30, 24
20 D. E. Shaw & Co LP 946.04K (1.27%) 114.91K
Increased by +12.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.36M (3.17%) -8.56K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 1.59M (2.14%) 2.90K
Increased by +0.18%
Oct 31, 24
3 Capital Group AMCAP Composite 1.15M (1.55%) -456.75K
Decreased by -39.61%
Mar 31, 24
4 JHancock Disciplined Value Mid Cap I 1.14M (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
5 VA CollegeAmerica Amcap 529A 1.13M (1.52%) -21.11K
Decreased by -1.86%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.50%) -25.50K
Decreased by -2.28%
Sep 30, 24
7 Janus Henderson Enterprise D 1.11M (1.49%) 0.00
Increased by 0.00%
Aug 31, 24
8 Janus Inst Mid Cap Growth CF 1.11M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Growth Index Investor 953.95K (1.28%) 6.18K
Increased by +0.65%
Oct 31, 24
10 First Trust Capital Strength ETF 799.54K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
11 Clarkston Capital SMID Composite 725.18K (0.98%) -10.29K
Decreased by -1.42%
Sep 30, 24
12 Fidelity Advisor Growth Opps M 628.60K (0.85%) 196.70K
Increased by +31.29%
Sep 30, 24
13 T. Rowe Price U.S. Large-Cap Core Tr-B 625.27K (0.84%) -60.06K
Decreased by -9.61%
Jun 30, 24
14 T. Rowe Price US Large-Cap Core 603.06K (0.81%) -73.39K
Decreased by -12.17%
Jun 30, 24
15 T. Rowe Price US Large-Cap Core Eq Comp 603.06K (0.81%) -73.39K
Decreased by -12.17%
Jun 30, 24
16 T. Rowe Price US Large-Cap Core Eq SMA 603.06K (0.81%) -73.39K
Decreased by -12.17%
Jun 30, 24
17 JHancock Disciplined Value I 592.66K (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Advisor® Growth Opps M 570.20K (0.77%) 53.40K
Increased by +9.37%
Nov 30, 23
19 JPM US Mid Cap Growth-MA 557.95K (0.75%) 346.55K
Increased by +62.11%
Sep 30, 23
20 American Funds Growth Fund of Amer A 538.71K (0.73%) -1.80K
Decreased by -0.34%
Sep 30, 23