Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IWB 1000.00%
3 SUPL 5.12%
4 BCUS 4.20%
5 PRN 3.81%
6 TPOR 3.36%
7 LCG 3.31%
8 XTN 2.94%
9 SHPP 2.75%
10 LCLG 2.59%
11 MDCP 2.56%
12 UPGD 2.39%
13 RUFF 2.34%
14 FRTY 2.26%
15 RDVY 2.12%
16 EQWM 2.11%
17 PDP 2.04%
18 TIME 2.04%
19 RYJ 1.90%
20 QQXT 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.80M (11.38%) 93.39K
Increased by +0.43%
Mar 31, 24
2 BlackRock Inc 18.25M (9.53%) 646.95K
Increased by +3.54%
Mar 31, 24
3 T. Rowe Price Associates, Inc. 13.73M (7.16%) 1.08M
Increased by +7.84%
Mar 31, 24
4 State Street Corporation 7.41M (3.87%) -68.48K
Decreased by -0.92%
Mar 31, 24
5 Atlantic Trust Group, LLC 7.36M (3.84%) 3.16M
Increased by +42.91%
Mar 31, 24
6 Capital Research Global Investors 6.59M (3.44%) -1.70M
Decreased by -25.76%
Mar 31, 24
7 Bank of New York Mellon Corp 5.94M (3.10%) -163.97K
Decreased by -2.76%
Mar 31, 24
8 FMR Inc 4.71M (2.46%) 279.32K
Increased by +5.93%
Mar 31, 24
9 Geode Capital Management, LLC 4.44M (2.32%) 124.26K
Increased by +2.80%
Mar 31, 24
10 Amvescap Plc. 3.26M (1.70%) 356.60K
Increased by +10.93%
Mar 31, 24
11 JPMorgan Chase & Co 3.07M (1.60%) -1.90M
Decreased by -61.82%
Mar 31, 24
12 Capital World Investors 2.44M (1.28%) 12.46K
Increased by +0.51%
Mar 31, 24
13 Goldman Sachs Group Inc 2.05M (1.07%) -2.42M
Decreased by -118.24%
Mar 31, 24
14 WCM Investment Management 1.99M (1.04%) -41.13K
Decreased by -2.07%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.93M (1.01%) -203.12K
Decreased by -10.54%
Mar 31, 24
16 Legal & General Group PLC 1.69M (0.88%) 41.24K
Increased by +2.44%
Mar 31, 24
17 London Company of Virginia 1.26M (0.66%) -277.40K
Decreased by -22.00%
Mar 31, 24
18 Royal London Asset Management Ltd 1.25M (0.65%) 39.55K
Increased by +3.15%
Mar 31, 24
19 NORGES BANK 1.22M (0.64%) 157.13K
Increased by +12.86%
Dec 31, 23
20 Northern Trust Corp 1.15M (0.60%) -674.33K
Decreased by -58.45%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.18M (3.22%) -25.23K
Decreased by -0.41%
Jun 30, 24
2 Capital Group Growth Fnd of Amer Comp 5.97M (3.12%) -699.35K
Decreased by -11.71%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 4.58M (2.39%) -13.93K
Decreased by -0.30%
Jun 30, 24
4 Invesco QQQ Trust 4.20M (2.19%) 20.30K
Increased by +0.48%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 4.19M (2.19%) -77.68K
Decreased by -1.85%
Jun 30, 24
6 Fidelity 500 Index 2.18M (1.14%) 11.05K
Increased by +0.51%
May 31, 24
7 SPDR® S&P 500® ETF Trust 2.13M (1.11%) 20.03K
Increased by +0.94%
Jun 30, 24
8 SPDR® S&P 500 ETF Trust 2.12M (1.10%) 4.77K
Increased by +0.23%
Apr 30, 24
9 Vanguard Growth Index Investor 2.09M (1.09%) 183.99K
Increased by +8.78%
Jun 30, 24
10 T. Rowe Price New Horizons 2.05M (1.07%) -2.21M
Decreased by -107.59%
Jun 30, 24
11 US Small-Cap Growth II Equity Comp 2.05M (1.07%) -2.21M
Decreased by -107.59%
Jun 30, 24
12 iShares Core S&P 500 ETF 1.90M (0.99%) 9.65K
Increased by +0.51%
Jun 28, 24
13 American Funds Growth Fund of Amer A 1.83M (0.96%) -10.11M
Decreased by -551.44%
Jun 30, 24
14 Capital Group AMCAP Composite 1.69M (0.88%) -978.46K
Decreased by -57.90%
Mar 31, 24
15 VA CollegeAmerica Amcap 529A 1.69M (0.88%) -978.46K
Decreased by -57.90%
Mar 31, 24
16 BlackRock Mid-Cap Growth Equity Instl 1.44M (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Mid-Cap Growth ETF 1.41M (0.73%) -5.08K
Decreased by -0.36%
Jun 30, 24
18 T. Rowe Price Growth Stock 1.32M (0.69%) -1.34M
Decreased by -101.79%
Jun 30, 24
19 T. Rowe Price US Growth Stock Composite 1.32M (0.69%) -1.34M
Decreased by -101.79%
Jun 30, 24
20 First Trust Rising Dividend Achiev ETF 1.22M (0.64%) 2.19K
Increased by +0.18%
Jun 30, 24