Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.53%
2 SMHX 4.86%
3 UTRN 4.26%
4 USSE 4.16%
5 KMID 3.96%
6 SOXX 3.80%
7 VNMC 3.72%
8 QQQN 3.59%
9 VNSE 3.42%
10 XSD 3.41%
11 GFGF 3.23%
12 PSI 2.98%
13 SOXQ 2.87%
14 SEMI 2.70%
15 MID 2.63%
16 AIEQ 2.44%
17 NBDS 2.40%
18 SOXL 2.39%
19 IVES 2.30%
20 AIVC 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.80M (12.60%) -103.39K
Decreased by -1.78%
Sep 30, 24
2 Vanguard Group Inc 5.75M (12.49%) 55.13K
Increased by +0.96%
Sep 30, 24
3 FMR Inc 3.52M (7.64%) 361.42K
Increased by +10.27%
Sep 30, 24
4 State Street Corp 2.09M (4.53%) 42.68K
Increased by +2.05%
Sep 30, 24
5 State Street Corporation 1.95M (4.24%) 70.10K
Increased by +3.59%
Dec 31, 23
6 JPMorgan Chase & Co 1.84M (4.00%) -423.78K
Decreased by -23.01%
Sep 30, 24
7 Franklin Resources Inc 1.61M (3.50%) -143.29K
Decreased by -8.89%
Sep 30, 24
8 Geode Capital Management, LLC 1.33M (2.90%) 133.84K
Increased by +10.03%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 1.31M (2.85%) -344.58K
Decreased by -26.23%
Sep 30, 24
10 Wellington Management Company LLP 1.10M (2.40%) 251.00
Increased by +0.02%
Sep 30, 24
11 Amvescap Plc. 1.08M (2.35%) -80.04K
Decreased by -7.40%
Sep 30, 24
12 Brown Advisory Holdings Inc 980.73K (2.13%) -6.71K
Decreased by -0.68%
Sep 30, 24
13 Van Eck Associates Corporation 776.03K (1.69%) 328.20K
Increased by +42.29%
Dec 31, 24
14 Bank of America Corp 764.20K (1.66%) -35.88K
Decreased by -4.70%
Sep 30, 24
15 Artisan Partners Limited Partnership 709.95K (1.54%) -74.14K
Decreased by -10.44%
Dec 31, 23
16 Massachusetts Financial Services Company 678.09K (1.47%) -263.28K
Decreased by -38.83%
Sep 30, 24
17 NORGES BANK 651.90K (1.42%) 77.25K
Increased by +11.85%
Jun 30, 24
18 Capital Research Global Investors 616.18K (1.34%) 7.32K
Increased by +1.19%
Dec 31, 23
19 Macquarie Group Ltd 454.14K (0.99%) -17.37K
Decreased by -3.82%
Dec 31, 23
20 Vaughan Nelson Scarbrgh & Mccullough LP 446.21K (0.97%) -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 (7.83%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.46M (3.16%) 1.27K
Increased by +0.09%
Dec 31, 24
3 Fidelity Select Semiconductors 1.38M (3.00%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 1.32M (2.87%) 10.49K
Increased by +0.79%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 996.47K (2.16%) 8.70K
Increased by +0.87%
Dec 31, 24
6 iShares Semiconductor ETF 761.98K (1.65%) -7.49K
Decreased by -0.98%
Jan 31, 25
7 Fidelity 500 Index 605.53K (1.32%) 3.11K
Increased by +0.51%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 598.15K (1.30%) -2.70K
Decreased by -0.45%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 577.40K (1.25%) -4.58K
Decreased by -0.79%
Mar 31, 24
10 iShares Core S&P 500 ETF 572.08K (1.24%) 876.00
Increased by +0.15%
Jan 31, 25
11 Fidelity® 500 Index 556.75K (1.21%) 3.54K
Increased by +0.64%
Nov 30, 23
12 Fidelity Blue Chip Growth 516.87K (1.12%) 46.30K
Increased by +8.96%
Dec 31, 24
13 Vanguard Growth Index Investor 508.17K (1.10%) -9.48K
Decreased by -1.87%
Dec 31, 24
14 Select Semiconductors 502.56K (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 Franklin DynaTech Fund A 500.00K (1.09%) 0.00
Increased by 0.00%
Jun 30, 24
16 BlackRock Mid-Cap Growth Equity Instl 466.66K (1.01%) -27.94K
Decreased by -5.99%
Oct 31, 24
17 MFS Mid Cap Growth A 456.69K (0.99%) 5.71K
Increased by +1.25%
Oct 31, 24
18 MFS Mid Cap Growth Equity 450.98K (0.98%) -207.28K
Decreased by -45.96%
Sep 30, 24
19 Fidelity Contrafund 427.40K (0.93%) 852.00
Increased by +0.20%
Oct 31, 24
20 Franklin Growth A 426.55K (0.93%) 0.00
Increased by 0.00%
Dec 31, 23