Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.24%
2 BJK 4.05%
3 NITE 3.78%
4 VICE 3.77%
5 BEDZ 3.34%
6 TAAG 3.10%
7 BETZ 2.54%
8 FLYD 1.94%
9 FLYU 1.94%
10 RSPD 1.88%
11 RCD 1.85%
12 GK 1.66%
13 WLTG 1.66%
14 BNGE 1.46%
15 ALTL_old 1.32%
16 OOTO 1.06%
17 QMID 1.05%
18 JRNY 0.98%
19 LSAF 0.92%
20 ALTL 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.19M (11.83%) -756.52K
Decreased by -2.78%
Sep 30, 24
2 Davis Selected Advisers 19.04M (8.29%) 7.13M
Increased by +37.43%
Sep 30, 24
3 BlackRock Inc 16.99M (7.39%) -4.57M
Decreased by -26.92%
Sep 30, 24
4 State Street Corporation 10.64M (4.63%) -203.81K
Decreased by -1.92%
Mar 31, 24
5 State Street Corp 9.36M (4.07%) -492.92K
Decreased by -5.27%
Sep 30, 24
6 T. Rowe Price Investment Management,Inc. 7.13M (3.10%) -7.01M
Decreased by -98.37%
Dec 31, 23
7 Capital World Investors 6.56M (2.85%) 3.69K
Increased by +0.06%
Sep 30, 24
8 Boston Partners Global Investors, Inc 5.92M (2.58%) -234.69K
Decreased by -3.96%
Sep 30, 24
9 Corvex Management LP 5.74M (2.50%) -121.00K
Decreased by -2.11%
Sep 30, 24
10 Geode Capital Management, LLC 5.39M (2.35%) -363.79K
Decreased by -6.75%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 5.37M (2.34%) -4.77M
Decreased by -88.83%
Sep 30, 24
12 Citadel Advisors Llc 5.03M (2.19%) 3.79M
Increased by +75.31%
Jun 30, 24
13 Canada Pension Plan Investment Board 4.94M (2.15%) 89.75K
Increased by +1.82%
Dec 31, 23
14 Amvescap Plc. 4.72M (2.05%) 65.08K
Increased by +1.38%
Sep 30, 24
15 Fisher Asset Management, LLC 4.55M (1.98%) 90.64K
Increased by +1.99%
Sep 30, 24
16 Bank of America Corp 4.21M (1.83%) 307.27K
Increased by +7.29%
Sep 30, 24
17 Goldentree Asset Management LP 3.00M (1.31%) 1.39M
Increased by +46.35%
Sep 30, 24
18 LSV Asset Management 2.84M (1.23%) 2.36M
Increased by +83.23%
Sep 30, 24
19 NORGES BANK 2.80M (1.22%) -329.02K
Decreased by -11.77%
Jun 30, 24
20 Man Group PLC 2.64M (1.15%) 46.95K
Increased by +1.78%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Davis NY Venture A 7.11M (3.09%) 2.69M
Increased by +37.91%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.58M (2.87%) -579.66K
Decreased by -8.80%
Dec 31, 24
3 American Funds Growth Fund of Amer A 6.46M (2.81%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 6.46M (2.81%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 6.13M (2.67%) -72.17K
Decreased by -1.18%
Dec 31, 24
6 Vanguard Small Cap Index 5.31M (2.31%) 2.43M
Increased by +45.83%
Dec 31, 24
7 Invesco S&P 500® Equal Weight ETF 4.07M (1.77%) 4.46K
Increased by +0.11%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 3.52M (1.53%) 1.58M
Increased by +44.89%
Dec 31, 24
9 T. Rowe Price Mid-Cap Growth 3.50M (1.52%) -3.50M
Decreased by -100.25%
Dec 31, 23
10 T. Rowe Price US Mid-Cap Growth Equity 3.50M (1.52%) -3.50M
Decreased by -100.25%
Dec 31, 23
11 Fidelity® 500 Index 3.27M (1.42%) 20.81K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 3.23M (1.41%) 7.29K
Increased by +0.23%
Apr 30, 24
13 Fidelity 500 Index 2.85M (1.24%) 19.40K
Increased by +0.68%
Nov 30, 24
14 SPDR® S&P 500® ETF Trust 2.84M (1.24%) 32.85K
Increased by +1.15%
Dec 31, 24
15 JHancock Disciplined Value I 2.66M (1.16%) -36.67K
Decreased by -1.38%
Nov 30, 24
16 iShares Core S&P 500 ETF 2.66M (1.16%) 1.86K
Increased by +0.07%
Dec 31, 24
17 Vanguard Mid Cap Index Institutional 2.43M (1.06%) 17.04K
Increased by +0.70%
Nov 30, 24
18 Vanguard Value Index Inv 1.95M (0.85%) 11.50K
Increased by +0.59%
Aug 31, 24
19 Selected American Shares S 1.89M (0.82%) 729.68K
Increased by +38.58%
Sep 30, 24
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.62M (0.71%) -573.00K
Decreased by -35.30%
Sep 30, 23