Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 KMID 3.51%
3 BOTT 3.35%
4 KONG 3.01%
5 DVOL 2.18%
6 NBSM 1.98%
7 EQWM 1.95%
8 QQQN 1.39%
9 ROBO 1.37%
10 DEMZ 1.24%
11 RGI 1.18%
12 RSPN 1.18%
13 KSEA 1.10%
14 FLM 1.04%
15 PRAY 1.03%
16 JSTC 1.03%
17 PEXL 1.00%
18 RBLD 0.98%
19 FSCS 0.97%
20 RNMC 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.13M (11.36%) 5.48K
Increased by +0.09%
Jun 30, 24
2 BlackRock Inc 3.87M (7.18%) -41.14K
Decreased by -1.06%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 2.92M (5.41%) 62.95K
Increased by +2.16%
Jun 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.59M (4.80%) 68.81K
Increased by +2.66%
Jun 30, 24
5 State Street Corp 2.46M (4.56%) 9.82K
Increased by +0.40%
Jun 30, 24
6 State Street Corporation 2.45M (4.54%) -221.33K
Decreased by -9.03%
Mar 31, 24
7 Geode Capital Management, LLC 1.43M (2.65%) 25.42K
Increased by +1.78%
Jun 30, 24
8 Lazard Asset Management LLC 1.33M (2.46%) 383.05K
Increased by +28.90%
Jun 30, 24
9 Goldman Sachs Group Inc 1.22M (2.25%) 291.62K
Increased by +23.98%
Jun 30, 24
10 Amvescap Plc. 1.16M (2.15%) 326.07K
Increased by +28.11%
Jun 30, 24
11 Champlain Investment Partners, LLC 853.65K (1.58%) -3.87K
Decreased by -0.45%
Jun 30, 24
12 KeyBank National Association 832.29K (1.54%) -1.21K
Decreased by -0.15%
Sep 30, 23
13 ProShare Advisors LLC 682.13K (1.26%) -2.10K
Decreased by -0.31%
Jun 30, 24
14 Neuberger Berman Group LLC 676.36K (1.25%) -57.03K
Decreased by -8.43%
Jun 30, 24
15 NORGES BANK 655.34K (1.21%) 53.62K
Increased by +8.18%
Jun 30, 24
16 FMR Inc 636.13K (1.18%) 29.91K
Increased by +4.70%
Jun 30, 24
17 American Century Companies Inc 601.98K (1.12%) 15.95K
Increased by +2.65%
Jun 30, 24
18 Royal London Asset Management Ltd 537.28K (1.00%) -81.50K
Decreased by -15.17%
Jun 30, 24
19 Wells Fargo & Co 510.88K (0.95%) 13.34K
Increased by +2.61%
Jun 30, 24
20 Bank of New York Mellon Corp 490.17K (0.91%) 11.81K
Increased by +2.41%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.63M (3.02%) 1.17K
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 1.43M (2.64%) 4.05K
Increased by +0.28%
Sep 30, 24
3 Vanguard Small Cap Index 1.29M (2.39%) -15.68K
Decreased by -1.22%
Sep 30, 24
4 Champlain Mid Cap Fund, LLC 822.23K (1.52%) -1.91K
Decreased by -0.23%
Sep 30, 24
5 Eaton Vance Atlanta Capital SMID-Cap I 807.08K (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Windsor™ II Inv 792.22K (1.47%) 114.64K
Increased by +14.47%
Sep 30, 24
7 ProShares S&P 500 Dividend Aristocrats 750.26K (1.39%) -317.00
Decreased by -0.04%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 711.23K (1.32%) -9.34K
Decreased by -1.31%
Sep 30, 24
9 Fidelity 500 Index 668.81K (1.24%) -557.00
Decreased by -0.08%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 663.26K (1.23%) 3.46K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 637.43K (1.18%) 1.44K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 630.90K (1.17%) 4.01K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 605.54K (1.12%) 928.00
Increased by +0.15%
Oct 31, 24
14 Invesco S&P 500® Equal Weight ETF 515.18K (0.96%) 2.38K
Increased by +0.46%
Oct 31, 24
15 SPDR® S&P Dividend ETF 501.48K (0.93%) 21.73K
Increased by +4.33%
Oct 31, 24
16 Champlain Mid Cap Adv 415.00K (0.77%) -10.00K
Decreased by -2.41%
Jun 30, 24
17 Virtus KAR Mid-Cap Core I 358.31K (0.66%) 16.34K
Increased by +4.56%
Jun 30, 24
18 Vanguard Institutional Index I 346.09K (0.64%) -2.48K
Decreased by -0.72%
Sep 30, 24
19 Bridge Builder Large Cap Growth 334.41K (0.62%) 0.00
Increased by 0.00%
Oct 31, 24
20 Neuberger Berman Genesis Inv 331.44K (0.61%) -1.56K
Decreased by -0.47%
Sep 30, 24