Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 4.24%
3 CLOU 3.86%
4 PCGG 3.06%
5 SOVF 1.96%
6 NBDS 1.95%
7 SPGP 1.89%
8 WCLD 1.77%
9 FXL 1.58%
10 CLDL 1.57%
11 RGI 1.52%
12 RSPN 1.52%
13 QMID 1.18%
14 AOTG 1.06%
15 JSMD 1.03%
16 ALTL_old 1.01%
17 ALTL 1.00%
18 LGRO 0.99%
19 UBCB 0.96%
20 LCLG 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.66M (11.54%) -121.19K
Decreased by -2.14%
Sep 30, 24
2 Harris Associates L.P. 4.03M (8.21%) 634.03K
Increased by +15.74%
Jun 30, 24
3 BlackRock Inc 3.74M (7.63%) 153.00K
Increased by +4.09%
Jun 30, 24
4 Polen Capital 3.51M (7.16%) 1.27M
Increased by +36.31%
Sep 30, 24
5 AllianceBernstein L.P. 2.90M (5.91%) -124.49K
Decreased by -4.29%
Dec 31, 23
6 State Street Corp 2.04M (4.16%) 138.32K
Increased by +6.78%
Jun 30, 24
7 Sylebra Capital LLC 1.96M (4.00%) 5.00K
Increased by +0.25%
Sep 30, 24
8 State Street Corporation 1.90M (3.88%) 18.52K
Increased by +0.97%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.68M (3.43%) -174.21K
Decreased by -10.36%
Jun 30, 24
10 Amvescap Plc. 1.51M (3.08%) 682.87K
Increased by +45.18%
Jun 30, 24
11 Geode Capital Management, LLC 1.38M (2.82%) 173.37K
Increased by +12.55%
Jun 30, 24
12 D. E. Shaw & Co LP 1.21M (2.46%) -279.99K
Decreased by -23.21%
Jun 30, 24
13 Franklin Resources Inc 1.19M (2.43%) 41.03K
Increased by +3.44%
Sep 30, 23
14 LORING WOLCOTT & COOLIDGE FID ADV LLP 1.07M (2.18%) 92.05K
Increased by +8.61%
Jun 30, 24
15 Echo Street Capital Management LLC 1.05M (2.15%) -27.75K
Decreased by -2.63%
Sep 30, 23
16 FMR Inc 1.01M (2.05%) 357.72K
Increased by +35.49%
Sep 30, 24
17 ING Investment Management LLC 797.20K (1.62%) 540.48K
Increased by +67.80%
Sep 30, 23
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 776.48K (1.58%) 110.33K
Increased by +14.21%
Jun 30, 24
19 Wellington Management Company LLP 763.16K (1.56%) -209.19K
Decreased by -27.41%
Sep 30, 23
20 Brown Capital Management, LLC 743.03K (1.51%) -116.36K
Decreased by -15.66%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Select Investor 2.18M (4.45%) 77.61K
Increased by +3.56%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.33%) -6.25K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Small Cap Index 1.30M (2.64%) 2.55K
Increased by +0.20%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 1.29M (2.63%) 14.68K
Increased by +1.14%
Oct 31, 24
5 AllianceBernstein US L/C Growth Eqty MF 924.70K (1.88%) 22.51K
Increased by +2.43%
Dec 29, 23
6 AB Large Cap Growth A 877.21K (1.79%) 16.14K
Increased by +1.84%
Dec 31, 23
7 Invesco S&P 500® Equal Weight ETF 766.13K (1.56%) 3.57K
Increased by +0.47%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 711.41K (1.45%) -2.09K
Decreased by -0.29%
Oct 31, 24
9 Polen Growth Institutional 641.95K (1.31%) 222.15K
Increased by +34.61%
Sep 30, 24
10 Fidelity 500 Index 598.22K (1.22%) 5.94K
Increased by +0.99%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 593.48K (1.21%) 3.13K
Increased by +0.53%
Oct 31, 24
12 SPDR® S&P 500 ETF Trust 576.42K (1.17%) 1.30K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 573.98K (1.17%) 3.65K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 542.08K (1.10%) 841.00
Increased by +0.16%
Oct 31, 24
15 Vanguard Mid Cap Index Institutional 531.14K (1.08%) -612.85K
Decreased by -115.38%
Mar 31, 24
16 BNP Paribas Disrpt Tech Cl D 449.42K (0.92%) 303.00
Increased by +0.07%
Sep 30, 24
17 Delaware Ivy Mid Cap Growth A 397.89K (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
18 Invesco S&P 500 GARP ETF 368.66K (0.75%) -564.00
Decreased by -0.15%
Oct 31, 24
19 Vanguard Mid-Cap Growth ETF 365.07K (0.74%) -463.00
Decreased by -0.13%
Jan 31, 24
20 Brown Capital Mgmt Small Co Inv 337.13K (0.69%) -98.36K
Decreased by -29.18%
Jun 30, 24