Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.26%
2 MID 4.05%
3 VNSE 3.84%
4 VNMC 3.72%
5 QQQN 3.59%
6 SEMI 3.30%
7 GFGF 3.23%
8 SOXX 2.70%
9 SMHX 2.68%
10 FRTY 2.48%
11 KMID 2.42%
12 SOXQ 2.32%
13 FDG 2.27%
14 NBDS 2.25%
15 QQJG 2.19%
16 JMID 2.06%
17 AIEQ 2.03%
18 SWIN_old 1.98%
19 QQQJ 1.94%
20 XSD 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.91M (12.56%) 542.43K
Increased by +9.18%
Jun 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 2.04M (4.34%) 47.88K
Increased by +2.34%
Jun 30, 24
5 State Street Corporation 1.95M (4.15%) 70.10K
Increased by +3.59%
Dec 31, 23
6 Franklin Resources Inc 1.76M (3.73%) -39.21K
Decreased by -2.23%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 1.66M (3.53%) -501.48K
Decreased by -30.24%
Jun 30, 24
8 Geode Capital Management, LLC 1.20M (2.55%) 52.45K
Increased by +4.37%
Jun 30, 24
9 Amvescap Plc. 1.16M (2.47%) -39.38K
Decreased by -3.39%
Jun 30, 24
10 JPMorgan Chase & Co 1.13M (2.41%) 147.69K
Increased by +13.04%
Jun 30, 24
11 Wellington Management Company LLP 1.10M (2.35%) 150.34K
Increased by +13.62%
Jun 30, 24
12 Brown Advisory Holdings Inc 980.73K (2.09%) -6.71K
Decreased by -0.68%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 837.99K (1.78%) -148.33K
Decreased by -17.70%
Jun 30, 24
14 Bank of America Corp 800.08K (1.70%) -5.93K
Decreased by -0.74%
Jun 30, 24
15 Artisan Partners Limited Partnership 709.95K (1.51%) -74.14K
Decreased by -10.44%
Dec 31, 23
16 Massachusetts Financial Services Company 678.09K (1.44%) -263.28K
Decreased by -38.83%
Sep 30, 24
17 NORGES BANK 651.90K (1.39%) 77.25K
Increased by +11.85%
Jun 30, 24
18 Capital Research Global Investors 616.18K (1.31%) 7.32K
Increased by +1.19%
Dec 31, 23
19 Goldman Sachs Group Inc 510.02K (1.08%) 98.41K
Increased by +19.29%
Jun 30, 24
20 AllianceBernstein L.P. 498.33K (1.06%) 204.76K
Increased by +41.09%
Jun 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 (3.11%) -5.25K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 1.29M (2.75%) 15.18K
Increased by +1.17%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 982.63K (2.09%) 1.79K
Increased by +0.18%
Oct 31, 24
5 Fidelity Select Semiconductors 928.47K (1.97%) 22.90K
Increased by +2.47%
Sep 30, 24
6 iShares Semiconductor ETF 621.41K (1.32%) -3.94K
Decreased by -0.63%
Oct 31, 24
7 Fidelity 500 Index 599.31K (1.27%) -320.00
Decreased by -0.05%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 594.54K (1.26%) 3.13K
Increased by +0.53%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 577.40K (1.23%) -4.58K
Decreased by -0.79%
Mar 31, 24
10 Fidelity® 500 Index 556.75K (1.18%) 3.54K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 543.00K (1.15%) 841.00
Increased by +0.15%
Oct 31, 24
12 Vanguard Growth Index Investor 515.05K (1.10%) 3.33K
Increased by +0.65%
Oct 31, 24
13 Select Semiconductors 502.56K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
14 Franklin DynaTech A 500.00K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
15 Franklin DynaTech Fund A 500.00K (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
16 Franklin Innovation Composite 500.00K (1.06%) -25.00K
Decreased by -5.00%
Jun 30, 24
17 T. Rowe Price New Horizons 499.58K (1.06%) -178.01K
Decreased by -35.63%
Mar 31, 24
18 US Small-Cap Growth II Equity Comp 499.58K (1.06%) -178.01K
Decreased by -35.63%
Mar 31, 24
19 BlackRock Mid-Cap Growth Equity Instl 494.60K (1.05%) -5.73K
Decreased by -1.16%
Sep 30, 24
20 MFS Mid Cap Growth A 450.98K (0.96%) -100.38K
Decreased by -22.26%
Sep 30, 24