Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 HOTL 9.86%
4 CRUZ 8.07%
5 IWTR 6.55%
6 TRYP 4.71%
7 WBIL 4.64%
8 PEJ 4.57%
9 WBIG 4.54%
10 JRNY 4.41%
11 BEDZ 4.17%
12 LUX 4.14%
13 LUXX 4.11%
14 UTRN 3.98%
15 FLYD 3.83%
16 FLYU 3.83%
17 LSAT 3.47%
18 OOTO 3.38%
19 NBCC 2.77%
20 WLTG 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.52M (8.40%) -463.13K
Decreased by -2.26%
Mar 31, 24
2 BlackRock Inc 15.62M (6.39%) 402.57K
Increased by +2.58%
Mar 31, 24
3 JPMorgan Chase & Co 10.62M (4.35%) 192.65K
Increased by +1.81%
Mar 31, 24
4 State Street Corporation 9.80M (4.01%) -180.53K
Decreased by -1.84%
Mar 31, 24
5 FMR Inc 7.41M (3.03%) -34.20K
Decreased by -0.46%
Mar 31, 24
6 Massachusetts Financial Services Company 5.92M (2.42%) -664.79K
Decreased by -11.24%
Mar 31, 24
7 Geode Capital Management, LLC 5.09M (2.08%) 189.08K
Increased by +3.71%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 4.84M (1.98%) 381.99K
Increased by +7.90%
Mar 31, 24
9 Fundsmith LLP 4.36M (1.79%) -27.21K
Decreased by -0.62%
Mar 31, 24
10 Jennison Associates LLC 4.00M (1.64%) -551.94K
Decreased by -13.82%
Mar 31, 24
11 Capital Research & Mgmt Co - Division 3 3.30M (1.35%) 149.38K
Increased by +4.53%
Mar 31, 24
12 Goldman Sachs Group Inc 3.21M (1.32%) 1.84M
Increased by +57.35%
Dec 31, 23
13 Amvescap Plc. 3.01M (1.23%) 19.80K
Increased by +0.66%
Mar 31, 24
14 Eagle Capital Management LLC 2.49M (1.02%) -122.96K
Decreased by -4.94%
Dec 31, 23
15 Parnassus Investments, LLC 2.46M (1.01%) 7.13K
Increased by +0.29%
Dec 31, 23
16 Parnassus Investments LLC 2.43M (1.00%) -24.35K
Decreased by -1.00%
Mar 31, 24
17 Northern Trust Corp 2.25M (0.92%) -106.67K
Decreased by -4.73%
Mar 31, 24
18 Wellington Management Company LLP 2.13M (0.87%) 476.67K
Increased by +22.35%
Mar 31, 24
19 T. Rowe Price Associates, Inc. 2.11M (0.87%) -165.36K
Decreased by -7.82%
Mar 31, 24
20 Bank of America Corp 2.06M (0.84%) 303.11K
Increased by +14.71%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.21M (2.95%) -91.83K
Decreased by -1.27%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 6.17M (2.52%) -165.63K
Decreased by -2.69%
Jun 30, 24
3 Invesco QQQ Trust 5.53M (2.26%) 26.68K
Increased by +0.48%
Jun 30, 24
4 JPMorgan Large Cap Growth I 4.29M (1.76%) 0.00
Increased by 0.00%
May 31, 24
5 JPM US Large Cap Growth-MA 4.12M (1.69%) 3.77M
Increased by +91.59%
Sep 30, 23
6 MFS Large Cap Value Equity 3.16M (1.29%) -71.27K
Decreased by -2.26%
Jun 30, 24
7 MFS Value A 3.16M (1.29%) -19.75K
Decreased by -0.63%
Jun 30, 24
8 Fidelity 500 Index 3.00M (1.23%) 15.23K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500 ETF Trust 2.97M (1.22%) -23.07K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 2.92M (1.20%) 18.58K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.86M (1.17%) 26.84K
Increased by +0.94%
Jun 30, 24
12 iShares Core S&P 500 ETF 2.56M (1.05%) 13.01K
Increased by +0.51%
Jun 28, 24
13 Vanguard Growth Index Investor 2.38M (0.97%) 126.17K
Increased by +5.31%
Jun 30, 24
14 Parnassus Core Equity Investor 1.94M (0.79%) 0.00
Increased by 0.00%
Jun 30, 24
15 Capital Group World Growth & Inc Cmp 1.65M (0.68%) -1.96K
Decreased by -0.12%
Mar 31, 24
16 American Funds Capital World Gr&Inc A 1.65M (0.68%) -967.00
Decreased by -0.06%
Jun 30, 24
17 American Funds Washington Mutual A 1.64M (0.67%) 294.22K
Increased by +17.96%
Jun 30, 24
18 Fidelity Magellan 1.59M (0.65%) 24.00K
Increased by +1.51%
May 31, 24
19 Vanguard Institutional Index I 1.56M (0.64%) -53.18K
Decreased by -3.42%
Jun 30, 24
20 Fidelity® Magellan® 1.53M (0.63%) -1.00K
Decreased by -0.07%
Nov 30, 23