Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCGG 4.87%
2 FNG 4.31%
3 CLOU 4.26%
4 UTRN 3.99%
5 NEWZ 3.47%
6 RISN 3.43%
7 SOVF 2.45%
8 NBDS 1.95%
9 RDVY 1.94%
10 WCLD 1.85%
11 CLDL 1.70%
12 SPGP 1.53%
13 JSMD 1.52%
14 RGI 1.50%
15 RSPN 1.50%
16 FXL 1.41%
17 QMID 1.40%
18 JMID 1.30%
19 XITK 1.17%
20 LGRO 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.62M (11.35%) -45.45K
Decreased by -0.81%
Dec 31, 24
2 BlackRock Inc 3.84M (7.76%) 146.29K
Increased by +3.81%
Dec 31, 24
3 Harris Associates L.P. 3.50M (7.08%) -548.12K
Decreased by -15.65%
Dec 31, 24
4 Polen Capital 3.17M (6.41%) -339.24K
Decreased by -10.70%
Dec 31, 24
5 AllianceBernstein L.P. 2.90M (5.86%) -124.49K
Decreased by -4.29%
Dec 31, 23
6 FMR Inc 2.40M (4.84%) 1.39M
Increased by +57.94%
Dec 31, 24
7 State Street Corp 2.06M (4.16%) 53.00K
Increased by +2.58%
Dec 31, 24
8 Sylebra Capital LLC 1.96M (3.97%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corporation 1.90M (3.84%) 18.52K
Increased by +0.97%
Mar 31, 24
10 Geode Capital Management, LLC 1.52M (3.07%) 89.85K
Increased by +5.92%
Dec 31, 24
11 Franklin Resources Inc 1.19M (2.41%) 41.03K
Increased by +3.44%
Sep 30, 23
12 Amvescap Plc. 1.17M (2.37%) -231.77K
Decreased by -19.73%
Dec 31, 24
13 Echo Street Capital Management LLC 1.05M (2.13%) -27.75K
Decreased by -2.63%
Sep 30, 23
14 LORING WOLCOTT & COOLIDGE FID ADV LLP 970.26K (1.96%) -12.12K
Decreased by -1.25%
Dec 31, 24
15 ING Investment Management LLC 797.20K (1.61%) 540.48K
Increased by +67.80%
Sep 30, 23
16 D. E. Shaw & Co LP 782.62K (1.58%) -423.79K
Decreased by -54.15%
Sep 30, 24
17 Wellington Management Company LLP 763.16K (1.54%) -209.19K
Decreased by -27.41%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 736.39K (1.49%) -81.31K
Decreased by -11.04%
Dec 31, 24
19 Northern Trust Corp 724.02K (1.46%) 70.90K
Increased by +9.79%
Dec 31, 24
20 Macquarie Group Ltd 689.92K (1.39%) -5.46K
Decreased by -0.79%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.32%) 69.89K
Increased by +4.26%
Sep 30, 24
2 Oakmark Select Investor 1.56M (3.15%) -201.30K
Decreased by -12.90%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.11%) -10.09K
Decreased by -0.65%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 1.24M (2.50%) -39.37K
Decreased by -3.18%
Mar 31, 25
5 Vanguard Small Cap Index 1.22M (2.46%) -38.81K
Decreased by -3.18%
Mar 31, 25
6 First Trust Rising Dividend Achiev ETF 1.06M (2.15%) 1.14K
Increased by +0.11%
Apr 30, 25
7 AllianceBernstein US L/C Growth Eqty MF 924.70K (1.87%) 22.51K
Increased by +2.43%
Dec 29, 23
8 AB Large Cap Growth A 877.21K (1.77%) 16.14K
Increased by +1.84%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 721.12K (1.46%) -23.07K
Decreased by -3.20%
Mar 31, 25
10 Invesco S&P 500® Equal Weight ETF 681.23K (1.38%) -2.29K
Decreased by -0.34%
Apr 30, 25
11 Fidelity 500 Index 590.77K (1.19%) -18.18K
Decreased by -3.08%
Mar 31, 25
12 SPDR® S&P 500 ETF 585.92K (1.18%) -25.15K
Decreased by -4.29%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 576.42K (1.16%) 1.30K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 573.98K (1.16%) 3.65K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 571.11K (1.15%) 476.00
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500® ETF Trust 570.21K (1.15%) -3.02K
Decreased by -0.53%
Mar 31, 25
17 iShares Core S&P 500 ETF 558.42K (1.13%) -560.00
Decreased by -0.10%
Apr 29, 25
18 Polen Growth Institutional 531.28K (1.07%) -42.50K
Decreased by -8.00%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 531.14K (1.07%) -612.85K
Decreased by -115.38%
Mar 31, 24
20 Fidelity Dividend Growth 431.70K (0.87%) 10.40K
Increased by +2.41%
Mar 31, 25