Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 5.64%
2 LCG 4.25%
3 PCGG 4.10%
4 IAI 4.07%
5 UTRN 3.93%
6 LBAY 3.37%
7 KMID 3.00%
8 AQGX 2.72%
9 AILG 2.64%
10 GRW 2.58%
11 LRGG 2.50%
12 POWA 2.11%
13 LGRO 2.07%
14 SWIN_old 1.97%
15 RUFF 1.90%
16 FRTY 1.87%
17 PFUT 1.86%
18 KCE 1.58%
19 STNC 1.50%
20 RYF 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.84M (11.67%) -23.33K
Decreased by -0.26%
Sep 30, 24
2 BlackRock Inc 6.83M (9.01%) -268.26K
Decreased by -3.93%
Jun 30, 24
3 State Street Corp 3.19M (4.21%) 11.35K
Increased by +0.36%
Sep 30, 24
4 State Street Corporation 3.11M (4.11%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 Polen Capital 2.23M (2.94%) 577.84K
Increased by +25.93%
Sep 30, 24
6 Edgewood Management LLC 2.20M (2.90%) 318.21K
Increased by +14.49%
Sep 30, 24
7 BAMCO Inc 2.16M (2.85%) -57.98K
Decreased by -2.69%
Sep 30, 24
8 AllianceBernstein L.P. 1.89M (2.49%) -103.09K
Decreased by -5.46%
Mar 31, 24
9 Geode Capital Management, LLC 1.86M (2.46%) 13.69K
Increased by +0.74%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.85M (2.44%) -1.49M
Decreased by -80.65%
Sep 30, 24
11 Massachusetts Financial Services Company 1.59M (2.10%) 198.67K
Increased by +12.51%
Sep 30, 24
12 Principal Financial Group Inc 1.49M (1.97%) 37.34K
Increased by +2.50%
Sep 30, 24
13 Capital Research Global Investors 1.42M (1.87%) -85.39K
Decreased by -6.02%
Jun 30, 24
14 Wellington Management Company LLP 1.41M (1.86%) -52.06K
Decreased by -3.70%
Dec 31, 23
15 Capital Research & Mgmt Co - Division 3 1.25M (1.65%) -232.44K
Decreased by -18.64%
Sep 30, 24
16 Sustainable Growth Advisers, LP 1.15M (1.52%) -191.89K
Decreased by -16.71%
Sep 30, 24
17 Fiera Capital Corporation 1.10M (1.45%) -25.84K
Decreased by -2.35%
Sep 30, 24
18 American Century Companies Inc 1.06M (1.41%) 16.27K
Increased by +1.53%
Sep 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 1.03M (1.36%) 59.19K
Increased by +5.73%
Sep 30, 24
20 NORGES BANK 972.71K (1.28%) 94.89K
Increased by +9.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.36M (3.12%) -8.31K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 2.08M (2.75%) 23.71K
Increased by +1.14%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 1.59M (2.09%) 2.88K
Increased by +0.18%
Oct 31, 24
4 Baron Growth Retail 1.40M (1.85%) -50.00K
Decreased by -3.57%
Sep 30, 24
5 Baron Small Cap Growth Strategy 1.40M (1.85%) -50.00K
Decreased by -3.57%
Sep 30, 24
6 Edgewood Growth Instl 1.18M (1.56%) 186.09K
Increased by +15.73%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 971.93K (1.28%) 5.70K
Increased by +0.59%
Nov 30, 24
8 Principal MidCap R5 970.78K (1.28%) 66.98K
Increased by +6.90%
Oct 31, 24
9 Fidelity 500 Index 965.26K (1.27%) -1.59K
Decreased by -0.16%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 954.48K (1.26%) -7.43K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 921.61K (1.22%) 5.87K
Increased by +0.64%
Nov 30, 23
12 Principal Aligned MidCap Equity 903.80K (1.19%) 33.60K
Increased by +3.72%
Sep 30, 24
13 iShares Core S&P 500 ETF 889.11K (1.17%) 0.00
Increased by 0.00%
Nov 30, 24
14 Vanguard Growth Index Investor 821.24K (1.08%) 5.25K
Increased by +0.64%
Oct 31, 24
15 Fidelity Magellan 791.70K (1.05%) 0.00
Increased by 0.00%
May 31, 24
16 American Funds Growth Fund of Amer A 727.38K (0.96%) -426.28K
Decreased by -58.60%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 727.38K (0.96%) -426.28K
Decreased by -58.60%
Sep 30, 24
18 Capital Group AMCAP Composite 716.23K (0.95%) -555.07K
Decreased by -77.50%
Mar 31, 24
19 VA CollegeAmerica Amcap 529A 715.72K (0.94%) -512.00
Decreased by -0.07%
Jun 30, 24
20 BlackRock Mid-Cap Growth Equity Instl 630.40K (0.83%) 0.00
Increased by 0.00%
Feb 29, 24