Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.56%
2 UTRN 4.26%
3 MID 4.05%
4 VNSE 4.00%
5 VNMC 3.72%
6 QQQN 3.59%
7 KMID 3.51%
8 GFGF 3.23%
9 SOXX 2.76%
10 PSI 2.69%
11 AIEQ 2.53%
12 SEMI 2.49%
13 SMHX 2.47%
14 SOXQ 2.35%
15 NBDS 2.31%
16 SMAP 2.30%
17 FDG 2.27%
18 QQJG 2.24%
19 JMID 2.06%
20 SWIN_old 1.98%

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 2.09M (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 (3.11%) -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 951.57K (2.02%) 23.10K
Increased by +2.43%
Oct 31, 24
6 iShares Semiconductor ETF 649.02K (1.38%) 0.00
Increased by 0.00%
Nov 30, 24
7 SPDR® S&P 500® ETF Trust 602.98K (1.28%) 3.60K
Increased by +0.60%
Nov 30, 24
8 Fidelity 500 Index 598.33K (1.27%) -983.00
Decreased by -0.16%
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 551.03K (1.17%) 0.00
Increased by 0.00%
Nov 30, 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%
Oct 31, 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 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