Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 FCTE 5.98%
3 UTRN 4.09%
4 KONG 3.24%
5 EQWM 2.99%
6 EASI 2.56%
7 BCDF 2.37%
8 GFGF 2.05%
9 SWIN_old 1.92%
10 KCE 1.71%
11 HAPY 1.65%
12 RSPF 1.38%
13 PLAT 1.06%
14 RYF 1.05%
15 FSCS 1.02%
16 RNMC 1.02%
17 FDFF 1.00%
18 IAI 0.99%
19 RISN 0.85%
20 SURE 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.43M (12.00%) 90.81K
Increased by +2.05%
Dec 31, 24
2 BlackRock Inc 3.16M (8.56%) 259.98K
Increased by +8.22%
Dec 31, 24
3 FMR Inc 2.30M (6.22%) 341.49K
Increased by +14.84%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 2.30M (6.22%) 236.12K
Increased by +10.27%
Dec 31, 24
5 Van Eck Associates Corporation 2.00M (5.41%) 236.50K
Increased by +11.82%
Dec 31, 24
6 GuardCap Asset Management Limited 1.76M (4.77%) -238.62K
Decreased by -13.53%
Dec 31, 24
7 State Street Corporation 1.73M (4.67%) 27.91K
Increased by +1.62%
Mar 31, 24
8 State Street Corp 1.63M (4.41%) 49.61K
Increased by +3.04%
Dec 31, 24
9 Royal Bank of Canada 1.54M (4.17%) -227.30K
Decreased by -14.73%
Mar 31, 24
10 PRIMECAP Management Company 1.37M (3.70%) 30.18K
Increased by +2.20%
Dec 31, 24
11 Geode Capital Management, LLC 1.11M (3.01%) 36.43K
Increased by +3.27%
Dec 31, 24
12 Amvescap Plc. 1.04M (2.83%) 115.19K
Increased by +11.03%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 868.83K (2.35%) 618.53K
Increased by +71.19%
Dec 31, 23
14 Macquarie Group Ltd 720.29K (1.95%) -208.29K
Decreased by -28.92%
Dec 31, 24
15 Findlay Park Partners LLP 670.90K (1.81%) 39.79K
Increased by +5.93%
Dec 31, 24
16 Kayne Anderson Rudnick Investment Management LLC 658.99K (1.78%) -24.51K
Decreased by -3.72%
Dec 31, 23
17 JPMorgan Chase & Co 630.53K (1.71%) -597.12K
Decreased by -94.70%
Dec 31, 24
18 Wasatch Advisors LP 538.72K (1.46%) -15.79K
Decreased by -2.93%
Dec 31, 24
19 Allianz Asset Management AG 537.02K (1.45%) 168.58K
Increased by +31.39%
Mar 31, 24
20 NORGES BANK 526.87K (1.43%) 26.75K
Increased by +5.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.60M (4.34%) -48.53K
Decreased by -3.03%
Dec 31, 24
2 VanEck Morningstar Wide Moat ETF 1.54M (4.17%) -2.93K
Decreased by -0.19%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.13M (3.06%) 1.67K
Increased by +0.15%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 1.05M (2.84%) 54.00K
Increased by +5.14%
Dec 31, 24
5 T. Rowe Price Mid-Cap Growth 1.05M (2.84%) -400.00
Decreased by -0.04%
Jan 31, 25
6 Vanguard Institutional 500 Index Trust 1.05M (2.83%) 6.27K
Increased by +0.60%
Feb 28, 25
7 Vanguard Small Cap Index 914.48K (2.47%) 758.00
Increased by +0.08%
Feb 28, 25
8 Findlay Park American I USD Dist 670.90K (1.81%) 12.90K
Increased by +1.92%
Dec 31, 24
9 Delaware Ivy Mid Cap Growth A 657.75K (1.78%) -6.91K
Decreased by -1.05%
Sep 30, 24
10 Invesco S&P 500® Equal Weight ETF 649.58K (1.76%) 752.00
Increased by +0.12%
Feb 28, 25
11 GuardCap Global Equity I USD Acc 632.93K (1.71%) -59.07K
Decreased by -9.33%
Jan 31, 25
12 Vanguard Capital Opportunity Inv 590.10K (1.60%) 44.20K
Increased by +7.49%
Dec 31, 24
13 PRIMECAP Odyssey Aggressive Growth 559.91K (1.51%) 1.87K
Increased by +0.33%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 513.59K (1.39%) -2.96K
Decreased by -0.58%
Feb 28, 25
15 Macquarie Mid Cap Growth A 510.13K (1.38%) 0.00
Increased by 0.00%
Jan 31, 25
16 Fidelity 500 Index 470.12K (1.27%) 2.07K
Increased by +0.44%
Jan 31, 25
17 Strategic Advisers Fidelity US TtlStk 469.98K (1.27%) -13.90K
Decreased by -2.96%
Jan 31, 25
18 SPDR® S&P 500® ETF Trust 467.65K (1.27%) -3.43K
Decreased by -0.73%
Feb 28, 25
19 iShares Core S&P 500 ETF 443.01K (1.20%) -22.00
Decreased by -0.00%
Feb 28, 25
20 SPDR® S&P 500 ETF Trust 442.49K (1.20%) -989.00
Decreased by -0.22%
Apr 30, 24