Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.92%
2 IAI 4.62%
3 MID 4.56%
4 LCG 4.44%
5 PCGG 4.11%
6 UTRN 4.11%
7 LBAY 3.09%
8 KMID 2.93%
9 AQGX 2.72%
10 LRGG 2.70%
11 AILG 2.64%
12 GRW 2.45%
13 LGRO 2.18%
14 POWA 2.02%
15 SWIN_old 1.97%
16 RUFF 1.90%
17 KCE 1.77%
18 GDIV 1.58%
19 PFUT 1.53%
20 HAPY 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.86M (11.81%) 20.88K
Increased by +0.24%
Dec 31, 24
2 BlackRock Inc 5.94M (7.92%) -359.11K
Decreased by -6.04%
Dec 31, 24
3 State Street Corp 3.22M (4.29%) 26.65K
Increased by +0.83%
Dec 31, 24
4 State Street Corporation 3.11M (4.15%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 BAMCO Inc 2.13M (2.84%) -25.50K
Decreased by -1.20%
Dec 31, 24
6 Edgewood Management LLC 2.03M (2.71%) -163.21K
Decreased by -8.03%
Dec 31, 24
7 Polen Capital 2.03M (2.71%) -196.06K
Decreased by -9.65%
Dec 31, 24
8 Geode Capital Management, LLC 1.90M (2.53%) 35.09K
Increased by +1.85%
Dec 31, 24
9 AllianceBernstein L.P. 1.89M (2.52%) -103.09K
Decreased by -5.46%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.87M (2.49%) 21.73K
Increased by +1.16%
Dec 31, 24
11 Principal Financial Group Inc 1.61M (2.15%) 119.47K
Increased by +7.41%
Dec 31, 24
12 Capital Research Global Investors 1.42M (1.89%) -85.39K
Decreased by -6.02%
Jun 30, 24
13 Wellington Management Company LLP 1.41M (1.88%) -52.06K
Decreased by -3.70%
Dec 31, 23
14 Capital Research & Mgmt Co - Division 3 1.25M (1.66%) -232.44K
Decreased by -18.64%
Sep 30, 24
15 Massachusetts Financial Services Company 1.23M (1.64%) -355.37K
Decreased by -28.84%
Dec 31, 24
16 Fiera Capital Corporation 1.15M (1.53%) 49.68K
Increased by +4.33%
Dec 31, 24
17 NORGES BANK 1.02M (1.36%) 43.83K
Increased by +4.31%
Dec 31, 24
18 American Century Companies Inc 988.93K (1.32%) -75.30K
Decreased by -7.61%
Dec 31, 24
19 Sustainable Growth Advisers, LP 943.68K (1.26%) -204.49K
Decreased by -21.67%
Dec 31, 24
20 Goldman Sachs Group Inc 911.07K (1.21%) 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 2.35M (3.13%) 8.91K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 2.17M (2.90%) 14.94K
Increased by +0.69%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 1.61M (2.14%) 6.91K
Increased by +0.43%
Feb 28, 25
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 1.07M (1.43%) -111.97K
Decreased by -10.45%
Dec 31, 24
7 Principal MidCap R5 1.01M (1.35%) 7.54K
Increased by +0.74%
Feb 28, 25
8 Principal Aligned MidCap Equity 1.00M (1.34%) 100.59K
Increased by +10.02%
Dec 31, 24
9 Fidelity 500 Index 981.55K (1.31%) 4.37K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 954.48K (1.27%) -7.43K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 947.56K (1.26%) 2.76K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 940.26K (1.25%) -4.97K
Decreased by -0.53%
Mar 31, 25
13 Fidelity® 500 Index 921.61K (1.23%) 5.87K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 793.00K (1.06%) 610.00
Increased by +0.08%
Feb 28, 25
15 Fidelity Magellan 791.70K (1.06%) 0.00
Increased by 0.00%
May 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