Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 8.54%
2 CARU 8.54%
3 PMR 4.72%
4 QQQA 4.52%
5 RTH 4.51%
6 FMCX 4.07%
7 UTRN 3.73%
8 USSE 3.57%
9 VNSE 3.30%
10 BCUS 3.11%
11 RUFF 3.02%
12 IWFG 2.87%
13 CAML 2.82%
14 PDP 2.75%
15 PKW 2.42%
16 EMOT 2.27%
17 RCD 2.03%
18 SWIN_old 2.02%
19 RSPD 2.01%
20 QNXT 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.15M (9.00%) -35.08K
Decreased by -0.68%
Sep 30, 24
2 BlackRock Inc 4.16M (7.28%) 27.89K
Increased by +0.67%
Jun 30, 24
3 State Street Corporation 2.42M (4.23%) -19.88K
Decreased by -0.82%
Mar 31, 24
4 State Street Corp 2.40M (4.19%) -21.90K
Decreased by -0.91%
Sep 30, 24
5 Principal Financial Group Inc 1.82M (3.19%) -25.78K
Decreased by -1.41%
Sep 30, 24
6 Wellington Management Company LLP 1.73M (3.02%) 728.04K
Increased by +42.20%
Sep 30, 24
7 Geode Capital Management, LLC 1.48M (2.59%) 24.14K
Increased by +1.63%
Sep 30, 24
8 FMR Inc 1.43M (2.51%) -74.58K
Decreased by -5.21%
Sep 30, 24
9 Bank of New York Mellon Corp 1.38M (2.41%) -47.58K
Decreased by -3.45%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.16M (2.04%) -1.14M
Decreased by -97.52%
Sep 30, 24
11 JPMorgan Chase & Co 1.09M (1.90%) -262.47K
Decreased by -24.15%
Sep 30, 24
12 Akre Capital Management, LLC 919.07K (1.61%) -37.01K
Decreased by -4.03%
Sep 30, 24
13 Jennison Associates LLC 893.98K (1.56%) -40.11K
Decreased by -4.49%
Sep 30, 24
14 International Assets Investment Management, LLC 854.49K (1.49%) 853.63K
Increased by +99.90%
Sep 30, 24
15 Amvescap Plc. 752.87K (1.32%) -56.77K
Decreased by -7.54%
Sep 30, 24
16 Amundi 752.74K (1.32%) -39.49K
Decreased by -5.25%
Sep 30, 24
17 NORGES BANK 698.40K (1.22%) -8.26K
Decreased by -1.18%
Jun 30, 24
18 Bank of America Corp 689.33K (1.21%) 15.58K
Increased by +2.26%
Sep 30, 24
19 Franklin Resources Inc 628.74K (1.10%) -54.12K
Decreased by -8.61%
Sep 30, 24
20 Goldman Sachs Group Inc 612.67K (1.07%) 31.94K
Increased by +5.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.83M (3.20%) -6.56K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.54M (2.69%) 18.05K
Increased by +1.17%
Oct 31, 24
3 AF High Growth (AFRIS) 1.28M (2.23%) 1.28M
Increased by +100.00%
Feb 29, 24
4 Invesco QQQ Trust 1.15M (2.01%) 1.02K
Increased by +0.09%
Nov 29, 24
5 Principal Aligned MidCap Equity 1.03M (1.80%) -7.89K
Decreased by -0.77%
Sep 30, 24
6 Principal MidCap R5 1.02M (1.79%) -6.44K
Decreased by -0.63%
Oct 31, 24
7 SPDR® S&P 500® ETF Trust 715.15K (1.25%) 4.22K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 711.90K (1.25%) -1.17K
Decreased by -0.16%
Oct 31, 24
9 Fidelity® 500 Index 703.85K (1.23%) 4.48K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 699.52K (1.22%) 1.57K
Increased by +0.23%
Apr 30, 24
11 Akre Focus Instl 681.00K (1.19%) -52.00K
Decreased by -7.64%
Jul 31, 24
12 iShares Core S&P 500 ETF 655.50K (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
13 Vanguard Wellington™ Inv 654.21K (1.14%) 654.21K
Increased by +100.00%
Sep 30, 24
14 Vanguard Growth Index Investor 615.29K (1.08%) 3.81K
Increased by +0.62%
Oct 31, 24
15 Global Balanced (AFRIS) 585.79K (1.02%) 585.79K
Increased by +100.00%
Feb 29, 24
16 Vanguard Institutional Index I 368.63K (0.64%) -23.00
Decreased by -0.01%
Oct 31, 24
17 Fidelity Magellan 368.50K (0.64%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity® Magellan® 366.80K (0.64%) -200.00
Decreased by -0.05%
Nov 30, 23
19 Fidelity® Contrafund® 345.44K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
20 The Consumer Discret Sel SectSPDR® ETF 340.64K (0.60%) 0.00
Increased by 0.00%
Nov 30, 24