Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.53%
2 UTRN 4.26%
3 SMHX 4.22%
4 VNMC 3.72%
5 USSE 3.71%
6 VNSE 3.61%
7 QQQN 3.59%
8 KMID 3.55%
9 SOXX 3.40%
10 GFGF 3.23%
11 XSD 2.90%
12 MID 2.63%
13 SOXQ 2.52%
14 SEMI 2.51%
15 PSI 2.50%
16 AIEQ 2.44%
17 SOXL 2.30%
18 NBDS 2.19%
19 QQJG 2.12%
20 JMID 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.80M (12.34%) -103.39K
Decreased by -1.78%
Sep 30, 24
2 Vanguard Group Inc 5.75M (12.23%) 55.13K
Increased by +0.96%
Sep 30, 24
3 FMR Inc 3.52M (7.48%) 361.42K
Increased by +10.27%
Sep 30, 24
4 State Street Corp 2.09M (4.43%) 42.68K
Increased by +2.05%
Sep 30, 24
5 State Street Corporation 1.95M (4.15%) 70.10K
Increased by +3.59%
Dec 31, 23
6 Franklin Resources Inc 1.61M (3.43%) -143.29K
Decreased by -8.89%
Sep 30, 24
7 Geode Capital Management, LLC 1.33M (2.84%) 133.84K
Increased by +10.03%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 1.31M (2.79%) -344.58K
Decreased by -26.23%
Sep 30, 24
9 Wellington Management Company LLP 1.10M (2.35%) 251.00
Increased by +0.02%
Sep 30, 24
10 Amvescap Plc. 1.08M (2.30%) -80.04K
Decreased by -7.40%
Sep 30, 24
11 Brown Advisory Holdings Inc 980.73K (2.09%) -6.71K
Decreased by -0.68%
Sep 30, 24
12 JPMorgan Chase & Co 920.95K (1.96%) -211.89K
Decreased by -23.01%
Sep 30, 24
13 Bank of America Corp 764.20K (1.63%) -35.88K
Decreased by -4.70%
Sep 30, 24
14 Artisan Partners Limited Partnership 709.95K (1.51%) -74.14K
Decreased by -10.44%
Dec 31, 23
15 Massachusetts Financial Services Company 678.09K (1.44%) -263.28K
Decreased by -38.83%
Sep 30, 24
16 NORGES BANK 651.90K (1.39%) 77.25K
Increased by +11.85%
Jun 30, 24
17 Capital Research Global Investors 616.18K (1.31%) 7.32K
Increased by +1.19%
Dec 31, 23
18 Macquarie Group Ltd 454.14K (0.97%) -17.37K
Decreased by -3.82%
Dec 31, 23
19 Van Eck Associates Corporation 447.82K (0.95%) 93.36K
Increased by +20.85%
Sep 30, 24
20 Vaughan Nelson Scarbrgh & Mccullough LP 446.21K (0.95%) -19.69K
Decreased by -4.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 3.61M (7.67%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.46M (3.10%) 1.27K
Increased by +0.09%
Dec 31, 24
3 Fidelity Select Semiconductors 1.38M (2.94%) 429.00K
Increased by +31.07%
Nov 30, 24
4 Vanguard Institutional 500 Index Trust 1.32M (2.81%) 10.49K
Increased by +0.79%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 996.47K (2.12%) 8.70K
Increased by +0.87%
Dec 31, 24
6 iShares Semiconductor ETF 800.05K (1.70%) 1.25K
Increased by +0.16%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 613.61K (1.30%) 7.16K
Increased by +1.17%
Dec 31, 24
8 Fidelity 500 Index 602.42K (1.28%) 4.09K
Increased by +0.68%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 577.40K (1.23%) -4.58K
Decreased by -0.79%
Mar 31, 24
10 iShares Core S&P 500 ETF 572.74K (1.22%) 406.00
Increased by +0.07%
Dec 31, 24
11 Fidelity® 500 Index 556.75K (1.18%) 3.54K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 508.17K (1.08%) -9.48K
Decreased by -1.87%
Dec 31, 24
13 Select Semiconductors 502.56K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
14 Franklin DynaTech Fund A 500.00K (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
15 Franklin Innovation Composite 500.00K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
16 T. Rowe Price New Horizons 499.58K (1.06%) -178.01K
Decreased by -35.63%
Mar 31, 24
17 US Small-Cap Growth II Equity Comp 499.58K (1.06%) -178.01K
Decreased by -35.63%
Mar 31, 24
18 Fidelity Blue Chip Growth 470.57K (1.00%) 136.50K
Increased by +29.01%
Nov 30, 24
19 BlackRock Mid-Cap Growth Equity Instl 466.66K (0.99%) -27.94K
Decreased by -5.99%
Oct 31, 24
20 MFS Mid Cap Growth A 456.69K (0.97%) 5.71K
Increased by +1.25%
Oct 31, 24