Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 KONG 3.69%
3 EQWM 2.99%
4 BCDF 2.80%
5 EASI 2.56%
6 GFGF 2.05%
7 SWIN_old 1.92%
8 KCE 1.50%
9 RSPF 1.29%
10 IAI 1.20%
11 FDFF 1.16%
12 PLAT 1.06%
13 RYF 1.05%
14 SURE 1.03%
15 RISN 0.98%
16 QMID 0.97%
17 NIXT 0.81%
18 JSMD 0.58%
19 MMSC 0.57%
20 JOET 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.34M (11.75%) -186.68K
Decreased by -4.30%
Sep 30, 24
2 BlackRock Inc 2.95M (7.98%) -274.50K
Decreased by -9.31%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 2.06M (5.58%) -6.06K
Decreased by -0.29%
Sep 30, 24
4 GuardCap Asset Management Limited 2.00M (5.41%) -144.96K
Decreased by -7.24%
Sep 30, 24
5 FMR Inc 1.96M (5.30%) 291.13K
Increased by +14.86%
Sep 30, 24
6 Van Eck Associates Corporation 1.83M (4.94%) 170.09K
Increased by +9.30%
Jun 30, 24
7 State Street Corporation 1.73M (4.67%) 27.91K
Increased by +1.62%
Mar 31, 24
8 State Street Corp 1.64M (4.44%) -83.42K
Decreased by -5.08%
Jun 30, 24
9 Royal Bank of Canada 1.54M (4.17%) -227.30K
Decreased by -14.73%
Mar 31, 24
10 PRIMECAP Management Company 1.34M (3.62%) 8.04K
Increased by +0.60%
Sep 30, 24
11 Amvescap Plc. 999.93K (2.70%) 72.48K
Increased by +7.25%
Jun 30, 24
12 Macquarie Group Ltd 976.24K (2.64%) -70.11K
Decreased by -7.18%
Jun 30, 24
13 Geode Capital Management, LLC 936.93K (2.53%) 16.44K
Increased by +1.75%
Jun 30, 24
14 T. Rowe Price Associates, Inc. 868.83K (2.35%) 618.53K
Increased by +71.19%
Dec 31, 23
15 Marshall Wace Asset Management Ltd 820.06K (2.22%) 285.67K
Increased by +34.83%
Jun 30, 24
16 Wasatch Advisors LP 741.75K (2.01%) 25.07K
Increased by +3.38%
Jun 30, 24
17 JPMorgan Chase & Co 660.16K (1.79%) 246.85K
Increased by +37.39%
Jun 30, 24
18 Kayne Anderson Rudnick Investment Management LLC 658.99K (1.78%) -24.51K
Decreased by -3.72%
Dec 31, 23
19 Findlay Park Partners LLP 631.11K (1.71%) 631.11K
Increased by +100.00%
Sep 30, 24
20 Allianz Asset Management AG 537.02K (1.45%) 168.58K
Increased by +31.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.65M (4.47%) -73.03K
Decreased by -4.42%
Sep 30, 24
2 VanEck Morningstar Wide Moat ETF 1.64M (4.43%) -5.46K
Decreased by -0.33%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.13M (3.07%) -4.44K
Decreased by -0.39%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 1.00M (2.70%) 11.29K
Increased by +1.13%
Oct 31, 24
5 T. Rowe Price Mid-Cap Growth 996.00K (2.69%) -2.10K
Decreased by -0.21%
Sep 30, 24
6 T. Rowe Price US Mid-Cap Growth Equity 996.00K (2.69%) -2.70K
Decreased by -0.27%
Sep 30, 24
7 Vanguard Small Cap Index 899.50K (2.43%) 1.75K
Increased by +0.19%
Oct 31, 24
8 GuardCap Global Equity I USD Acc 692.00K (1.87%) -6.86K
Decreased by -0.99%
Aug 31, 24
9 Delaware Ivy Mid Cap Growth A 657.75K (1.78%) -6.91K
Decreased by -1.05%
Sep 30, 24
10 PRIMECAP Odyssey Aggressive Growth 558.04K (1.51%) 5.00K
Increased by +0.90%
Sep 30, 24
11 Vanguard Capital Opportunity Inv 545.90K (1.48%) 200.00
Increased by +0.04%
Sep 30, 24
12 Invesco S&P 500® Equal Weight ETF 504.89K (1.37%) 2.38K
Increased by +0.47%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 493.92K (1.34%) -1.12K
Decreased by -0.23%
Oct 31, 24
14 Fidelity 500 Index 464.09K (1.25%) -2.80K
Decreased by -0.60%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 460.01K (1.24%) 2.38K
Increased by +0.52%
Oct 31, 24
16 Strategic Advisers Fidelity US TtlStk 443.44K (1.20%) 109.80K
Increased by +24.76%
Sep 30, 24
17 SPDR® S&P 500 ETF Trust 442.49K (1.20%) -989.00
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 439.04K (1.19%) 2.79K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 428.19K (1.16%) 2.14K
Increased by +0.50%
Nov 30, 23
20 iShares Core S&P 500 ETF 419.94K (1.14%) 638.00
Increased by +0.15%
Oct 31, 24