Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 4.56%
2 LCG 4.36%
3 IAI 4.34%
4 PCGG 4.11%
5 UTRN 3.93%
6 LBAY 3.51%
7 KMID 3.05%
8 LRGG 2.80%
9 AQGX 2.72%
10 GRW 2.67%
11 AILG 2.64%
12 POWA 2.13%
13 LGRO 2.11%
14 SWIN_old 1.97%
15 RUFF 1.90%
16 FRTY 1.88%
17 KCE 1.74%
18 PFUT 1.73%
19 RYF 1.44%
20 HAPY 1.36%

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 6.30M (8.32%) -524.98K
Decreased by -8.33%
Sep 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 NORGES BANK 972.71K (1.28%) 94.89K
Increased by +9.76%
Jun 30, 24
20 Goldman Sachs Group Inc 911.07K (1.20%) 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 (3.08%) -15.59K
Decreased by -0.67%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.12M (2.80%) 7.59K
Increased by +0.36%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 1.60M (2.11%) 7.36K
Increased by +0.46%
Dec 31, 24
4 Baron Growth Retail 1.35M (1.78%) -50.00K
Decreased by -3.70%
Dec 31, 24
5 Baron Small Cap Growth Strategy 1.35M (1.78%) -50.00K
Decreased by -3.70%
Dec 31, 24
6 Edgewood Growth Instl 1.18M (1.56%) 186.09K
Increased by +15.73%
Sep 30, 24
7 Principal MidCap R5 998.43K (1.32%) 27.64K
Increased by +2.77%
Nov 30, 24
8 SPDR® S&P 500® ETF Trust 985.30K (1.30%) 11.36K
Increased by +1.15%
Dec 31, 24
9 Fidelity 500 Index 971.87K (1.28%) 6.60K
Increased by +0.68%
Nov 30, 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 iShares Core S&P 500 ETF 920.26K (1.21%) 644.00
Increased by +0.07%
Dec 31, 24
13 Principal Aligned MidCap Equity 903.80K (1.19%) 33.60K
Increased by +3.72%
Sep 30, 24
14 Fidelity Magellan 791.70K (1.05%) 0.00
Increased by 0.00%
May 31, 24
15 Vanguard Growth Index Investor 789.57K (1.04%) -35.83K
Decreased by -4.54%
Dec 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