Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 9.81%
2 PJIO 7.63%
3 GK 6.63%
4 AADR 6.58%
5 USSE 5.57%
6 LRNZ 4.39%
7 FPXI 4.29%
8 SPWO 3.71%
9 GINX 3.61%
10 TOUS 3.22%
11 APIE 2.55%
12 PTIN 2.49%
13 WINN 2.47%
14 BLCR 2.42%
15 FFTY 1.88%
16 NUGO 1.77%
17 AVDE 1.75%
18 ESGY 1.68%
19 AVSD 1.67%
20 BOUT 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Jennison Associates LLC 22.53M (0.71%) -891.63K
Decreased by -3.96%
Dec 31, 23
2 Fisher Asset Management, LLC 14.13M (0.44%) -618.49K
Decreased by -4.38%
Dec 31, 23
3 Renaissance Technologies Corp 13.85M (0.43%) -2.38M
Decreased by -17.19%
Dec 31, 23
4 Bank of America Corp 12.98M (0.41%) 194.10K
Increased by +1.50%
Dec 31, 23
5 FMR Inc 12.66M (0.40%) 585.72K
Increased by +4.63%
Dec 31, 23
6 Fayez Sarofim & Company 11.81M (0.37%) 210.09K
Increased by +1.78%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 10.61M (0.33%) 1.40M
Increased by +13.19%
Dec 31, 23
8 Goldman Sachs Group Inc 9.25M (0.29%) 4.97M
Increased by +53.73%
Dec 31, 23
9 Loomis, Sayles & Company LP 9.00M (0.28%) -94.48K
Decreased by -1.05%
Dec 31, 23
10 Folketrygdfondet 8.63M (0.27%) 225.82K
Increased by +2.62%
Dec 31, 23
11 Polen Capital 7.96M (0.25%) 52.19K
Increased by +0.66%
Dec 31, 23
12 T. Rowe Price Associates, Inc. 7.77M (0.24%) -464.73K
Decreased by -5.98%
Dec 31, 23
13 BlackRock Inc 7.30M (0.23%) -754.39K
Decreased by -10.34%
Dec 31, 23
14 Capital Research & Mgmt Co - Division 3 7.11M (0.22%) 1.30M
Increased by +18.24%
Dec 31, 23
15 State Street Corporation 6.56M (0.21%) -114.77K
Decreased by -1.75%
Dec 31, 23
16 Everett Harris & Co 6.50M (0.20%) -15.42K
Decreased by -0.24%
Mar 31, 24
17 State Farm Mutual Automobile Ins Co 6.14M (0.19%) -612.88K
Decreased by -9.98%
Dec 31, 23
18 JPMorgan Chase & Co 4.74M (0.15%) 2.68M
Increased by +56.49%
Dec 31, 23
19 WCM Investment Management 4.22M (0.13%) -2.31M
Decreased by -54.71%
Dec 31, 23
20 Envestnet Asset Management Inc 4.21M (0.13%) 4.02M
Increased by +95.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harbor Capital Appreciation Instl 4.84M (0.15%) -237.67K
Decreased by -4.91%
Mar 31, 24
2 NT EAFE Index Fund - NL 4.38M (0.14%) 4.38M
Increased by +100.00%
Mar 31, 24
3 Capital Group Wash Mutual Invtrs Comp 3.44M (0.11%) 0.00
Increased by 0.00%
Dec 31, 23
4 American Funds Washington Mutual A 3.44M (0.11%) -2.39K
Decreased by -0.07%
Mar 31, 24
5 Bridge Builder Large Cap Growth 3.00M (0.09%) -380.52K
Decreased by -12.66%
Mar 31, 24
6 Fidelity Magellan 2.88M (0.09%) 0.00
Increased by 0.00%
Feb 29, 24
7 CREF Growth R1 2.58M (0.08%) 376.02K
Increased by +14.59%
Feb 29, 24
8 Vanguard US Growth Investor 2.43M (0.08%) -110.28K
Decreased by -4.54%
Dec 31, 23
9 Loomis Sayles Growth Y 2.35M (0.07%) 0.00
Increased by 0.00%
Feb 29, 24
10 T. Rowe Price International Growth Eq 2.31M (0.07%) 25.88K
Increased by +1.12%
Mar 31, 24
11 T. Rowe Price International Stock 2.31M (0.07%) 25.88K
Increased by +1.12%
Mar 31, 24
12 Jennison Concentrated LC Growth Equity 2.19M (0.07%) -237.15K
Decreased by -10.82%
Mar 31, 24
13 Fidelity Blue Chip Growth 2.17M (0.07%) 0.00
Increased by 0.00%
Feb 29, 24
14 Fidelity® Blue Chip Growth 2.17M (0.07%) -47.30K
Decreased by -2.18%
Nov 30, 23
15 Capital Group American Mutual Comp 2.03M (0.06%) 1.52M
Increased by +75.02%
Dec 31, 23
16 Amana Growth Investor 2.00M (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
17 T. Rowe Price International Gr Eq Tr-D 1.96M (0.06%) 152.86K
Increased by +7.79%
Mar 31, 24
18 American Funds American Mutual A 1.96M (0.06%) -72.46K
Decreased by -3.70%
Mar 31, 24
19 Fidelity Growth Compy Commingled Pl O 1.90M (0.06%) 43.70K
Increased by +2.30%
Feb 29, 24
20 Harbor Capital Appreciation CIT 4 1.87M (0.06%) -167.19K
Decreased by -8.96%
Mar 31, 24