Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 4.24%
3 CLOU 3.63%
4 NEWZ 3.43%
5 PCGG 3.06%
6 SPGP 2.07%
7 SOVF 2.04%
8 NBDS 1.95%
9 WCLD 1.72%
10 RSPN 1.65%
11 RGI 1.65%
12 FXL 1.59%
13 CLDL 1.58%
14 QMID 1.16%
15 JSMD 1.11%
16 ALTL_old 1.01%
17 ALTL 1.00%
18 LGRO 1.00%
19 UBCB 0.96%
20 LCLG 0.82%

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. 4.05M (8.26%) 23.82K
Increased by +0.59%
Sep 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 2.00M (4.09%) -35.25K
Decreased by -1.76%
Sep 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 Geode Capital Management, LLC 1.43M (2.91%) 45.40K
Increased by +3.18%
Sep 30, 24
10 Amvescap Plc. 1.41M (2.87%) -104.93K
Decreased by -7.46%
Sep 30, 24
11 Franklin Resources Inc 1.19M (2.43%) 41.03K
Increased by +3.44%
Sep 30, 23
12 Echo Street Capital Management LLC 1.05M (2.15%) -27.75K
Decreased by -2.63%
Sep 30, 23
13 FMR Inc 1.01M (2.05%) 357.72K
Increased by +35.49%
Sep 30, 24
14 LORING WOLCOTT & COOLIDGE FID ADV LLP 982.38K (2.00%) -86.73K
Decreased by -8.83%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 817.70K (1.67%) -864.50K
Decreased by -105.72%
Sep 30, 24
16 ING Investment Management LLC 797.20K (1.62%) 540.48K
Increased by +67.80%
Sep 30, 23
17 D. E. Shaw & Co LP 782.62K (1.60%) -423.79K
Decreased by -54.15%
Sep 30, 24
18 Wellington Management Company LLP 763.16K (1.56%) -209.19K
Decreased by -27.41%
Sep 30, 23
19 Brown Capital Management, LLC 743.03K (1.51%) -116.36K
Decreased by -15.66%
Sep 30, 24
20 Macquarie Group Ltd 689.92K (1.41%) -5.46K
Decreased by -0.79%
Dec 31, 23

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 811.66K (1.65%) 1.16K
Increased by +0.14%
Nov 29, 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 SPDR® S&P 500® ETF Trust 601.91K (1.23%) 3.60K
Increased by +0.60%
Nov 30, 24
11 Fidelity 500 Index 597.24K (1.22%) -984.00
Decreased by -0.16%
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 549.62K (1.12%) 0.00
Increased by 0.00%
Nov 30, 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 426.29K (0.87%) -23.13K
Decreased by -5.43%
Oct 31, 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 368.54K (0.75%) 0.00
Increased by 0.00%
Nov 29, 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