Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.88%
2 MID 4.56%
3 PCGG 4.11%
4 UTRN 3.93%
5 IAI 3.84%
6 LCG 3.81%
7 LBAY 3.34%
8 KMID 2.89%
9 AQGX 2.72%
10 LRGG 2.66%
11 AILG 2.64%
12 GRW 2.41%
13 POWA 1.97%
14 SWIN_old 1.97%
15 LGRO 1.94%
16 RUFF 1.90%
17 KCE 1.60%
18 GDIV 1.46%
19 RYF 1.44%
20 FRTY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.84M (11.79%) -23.33K
Decreased by -0.26%
Sep 30, 24
2 BlackRock Inc 6.30M (8.41%) -524.98K
Decreased by -8.33%
Sep 30, 24
3 State Street Corp 3.19M (4.26%) 11.35K
Increased by +0.36%
Sep 30, 24
4 State Street Corporation 3.11M (4.15%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 Polen Capital 2.23M (2.97%) 577.84K
Increased by +25.93%
Sep 30, 24
6 Edgewood Management LLC 2.20M (2.93%) 318.21K
Increased by +14.49%
Sep 30, 24
7 BAMCO Inc 2.16M (2.88%) -57.98K
Decreased by -2.69%
Sep 30, 24
8 AllianceBernstein L.P. 1.89M (2.52%) -103.09K
Decreased by -5.46%
Mar 31, 24
9 Geode Capital Management, LLC 1.86M (2.48%) 13.69K
Increased by +0.74%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.85M (2.46%) -1.49M
Decreased by -80.65%
Sep 30, 24
11 Massachusetts Financial Services Company 1.59M (2.12%) 198.67K
Increased by +12.51%
Sep 30, 24
12 Principal Financial Group Inc 1.49M (1.99%) 37.34K
Increased by +2.50%
Sep 30, 24
13 Capital Research Global Investors 1.42M (1.89%) -85.39K
Decreased by -6.02%
Jun 30, 24
14 Wellington Management Company LLP 1.41M (1.88%) -52.06K
Decreased by -3.70%
Dec 31, 23
15 Capital Research & Mgmt Co - Division 3 1.25M (1.66%) -232.44K
Decreased by -18.64%
Sep 30, 24
16 Sustainable Growth Advisers, LP 1.15M (1.53%) -191.89K
Decreased by -16.71%
Sep 30, 24
17 Fiera Capital Corporation 1.10M (1.47%) -25.84K
Decreased by -2.35%
Sep 30, 24
18 American Century Companies Inc 1.06M (1.42%) 16.27K
Increased by +1.53%
Sep 30, 24
19 NORGES BANK 972.71K (1.30%) 94.89K
Increased by +9.76%
Jun 30, 24
20 Goldman Sachs Group Inc 911.07K (1.22%) 330.08K
Increased by +36.23%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.33M (3.11%) -15.59K
Decreased by -0.67%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.12M (2.83%) 7.59K
Increased by +0.36%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 1.60M (2.14%) 7.36K
Increased by +0.46%
Dec 31, 24
4 Baron Growth Retail 1.35M (1.80%) -50.00K
Decreased by -3.70%
Dec 31, 24
5 Baron Small Cap Growth Strategy 1.35M (1.80%) -50.00K
Decreased by -3.70%
Dec 31, 24
6 Edgewood Growth Instl 1.18M (1.58%) 186.09K
Increased by +15.73%
Sep 30, 24
7 Principal Aligned MidCap Equity 1.00M (1.34%) 100.59K
Increased by +10.02%
Dec 31, 24
8 Principal MidCap R5 1.00M (1.34%) 5.97K
Increased by +0.59%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 985.30K (1.31%) 11.36K
Increased by +1.15%
Dec 31, 24
10 Fidelity 500 Index 971.87K (1.30%) 6.60K
Increased by +0.68%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 954.48K (1.27%) -7.43K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 921.61K (1.23%) 5.87K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 920.26K (1.23%) 644.00
Increased by +0.07%
Dec 31, 24
14 Fidelity Magellan 791.70K (1.06%) 0.00
Increased by 0.00%
May 31, 24
15 Vanguard Growth Index Investor 789.57K (1.05%) -35.83K
Decreased by -4.54%
Dec 31, 24
16 American Funds Growth Fund of Amer A 727.38K (0.97%) -426.28K
Decreased by -58.60%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 727.38K (0.97%) -426.28K
Decreased by -58.60%
Sep 30, 24
18 Capital Group AMCAP Composite 716.23K (0.96%) -555.07K
Decreased by -77.50%
Mar 31, 24
19 VA CollegeAmerica Amcap 529A 715.72K (0.95%) -512.00
Decreased by -0.07%
Jun 30, 24
20 BlackRock Mid-Cap Growth Equity Instl 630.40K (0.84%) 0.00
Increased by 0.00%
Feb 29, 24