Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 5.64%
2 LCG 4.42%
3 PCGG 4.10%
4 UTRN 3.93%
5 IAI 3.93%
6 GRW 3.41%
7 LBAY 3.03%
8 KMID 2.94%
9 AQGX 2.72%
10 AILG 2.64%
11 LRGG 2.48%
12 LGRO 2.16%
13 POWA 2.06%
14 SWIN_old 1.97%
15 RUFF 1.90%
16 PFUT 1.86%
17 FRTY 1.56%
18 AMOM 1.54%
19 KCE 1.52%
20 STNC 1.50%

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 Morgan Stanley - Brokerage Accounts 3.34M (4.40%) 562.42K
Increased by +16.86%
Jun 30, 24
4 State Street Corp 3.18M (4.20%) 66.62K
Increased by +2.09%
Jun 30, 24
5 State Street Corporation 3.11M (4.11%) -53.58K
Decreased by -1.72%
Mar 31, 24
6 Polen Capital 2.23M (2.94%) 577.84K
Increased by +25.93%
Sep 30, 24
7 BAMCO Inc 2.22M (2.92%) -38.63K
Decreased by -1.74%
Jun 30, 24
8 Edgewood Management LLC 2.20M (2.90%) 318.21K
Increased by +14.49%
Sep 30, 24
9 AllianceBernstein L.P. 1.89M (2.49%) -103.09K
Decreased by -5.46%
Mar 31, 24
10 Geode Capital Management, LLC 1.85M (2.44%) 53.66K
Increased by +2.90%
Jun 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 1.12M (1.48%) -96.32K
Decreased by -8.56%
Jun 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 997.12K (1.32%) 173.07K
Increased by +17.36%
Jun 30, 24
7 Fidelity 500 Index 966.85K (1.28%) -9.18K
Decreased by -0.95%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 958.54K (1.27%) 4.97K
Increased by +0.52%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 954.48K (1.26%) -7.43K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 921.61K (1.22%) 5.87K
Increased by +0.64%
Nov 30, 23
11 Principal Aligned MidCap Equity 903.80K (1.19%) 33.60K
Increased by +3.72%
Sep 30, 24
12 Principal MidCap R5 903.80K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
13 iShares Core S&P 500 ETF 874.93K (1.16%) 1.33K
Increased by +0.15%
Oct 31, 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