Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 CLOU 4.14%
3 UTRN 3.99%
4 PCGG 3.66%
5 NEWZ 3.32%
6 RISN 2.87%
7 SOVF 2.10%
8 NBDS 1.95%
9 WCLD 1.76%
10 RDVY 1.70%
11 FXL 1.59%
12 CLDL 1.56%
13 JSMD 1.40%
14 RGI 1.35%
15 SPGP 1.35%
16 RSPN 1.34%
17 JMID 1.30%
18 QMID 1.23%
19 FSGS 1.18%
20 RNSC 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.62M (11.40%) -45.45K
Decreased by -0.81%
Dec 31, 24
2 BlackRock Inc 3.84M (7.80%) 146.29K
Increased by +3.81%
Dec 31, 24
3 Harris Associates L.P. 3.50M (7.11%) -548.12K
Decreased by -15.65%
Dec 31, 24
4 Polen Capital 3.17M (6.44%) -339.24K
Decreased by -10.70%
Dec 31, 24
5 AllianceBernstein L.P. 2.90M (5.89%) -124.49K
Decreased by -4.29%
Dec 31, 23
6 FMR Inc 2.40M (4.86%) 1.39M
Increased by +57.94%
Dec 31, 24
7 State Street Corp 2.06M (4.18%) 53.00K
Increased by +2.58%
Dec 31, 24
8 Sylebra Capital LLC 1.96M (3.98%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corporation 1.90M (3.86%) 18.52K
Increased by +0.97%
Mar 31, 24
10 Geode Capital Management, LLC 1.52M (3.08%) 89.85K
Increased by +5.92%
Dec 31, 24
11 Franklin Resources Inc 1.19M (2.42%) 41.03K
Increased by +3.44%
Sep 30, 23
12 Amvescap Plc. 1.17M (2.39%) -231.77K
Decreased by -19.73%
Dec 31, 24
13 Echo Street Capital Management LLC 1.05M (2.14%) -27.75K
Decreased by -2.63%
Sep 30, 23
14 LORING WOLCOTT & COOLIDGE FID ADV LLP 970.26K (1.97%) -12.12K
Decreased by -1.25%
Dec 31, 24
15 ING Investment Management LLC 797.20K (1.62%) 540.48K
Increased by +67.80%
Sep 30, 23
16 D. E. Shaw & Co LP 782.62K (1.59%) -423.79K
Decreased by -54.15%
Sep 30, 24
17 Wellington Management Company LLP 763.16K (1.55%) -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 (1.47%) 70.90K
Increased by +9.79%
Dec 31, 24
20 Macquarie Group Ltd 689.92K (1.40%) -5.46K
Decreased by -0.79%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Select Investor 1.76M (3.58%) -420.50K
Decreased by -23.87%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.55M (3.15%) -18.87K
Decreased by -1.22%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 1.28M (2.60%) -15.85K
Decreased by -1.24%
Feb 28, 25
4 Vanguard Small Cap Index 1.26M (2.55%) -20.93K
Decreased by -1.66%
Feb 28, 25
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 (1.78%) 16.14K
Increased by +1.84%
Dec 31, 23
7 Vanguard Small Cap Growth Index Inv 744.19K (1.51%) -3.24K
Decreased by -0.44%
Feb 28, 25
8 Invesco S&P 500® Equal Weight ETF 635.26K (1.29%) 705.00
Increased by +0.11%
Feb 28, 25
9 Fidelity 500 Index 606.23K (1.23%) 2.67K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 598.14K (1.21%) -4.52K
Decreased by -0.76%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 576.42K (1.17%) 1.30K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 573.98K (1.17%) 3.65K
Increased by +0.64%
Nov 30, 23
13 Polen Growth Institutional 573.78K (1.16%) -68.17K
Decreased by -11.88%
Dec 31, 24
14 iShares Core S&P 500 ETF 570.34K (1.16%) -29.00
Decreased by -0.01%
Feb 28, 25
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 416.78K (0.85%) 602.00
Increased by +0.14%
Jan 31, 25
17 Fidelity Contrafund 407.71K (0.83%) 0.00
Increased by 0.00%
Jan 31, 25
18 Delaware Ivy Mid Cap Growth A 397.89K (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
19 Vanguard Mid-Cap Growth ETF 365.07K (0.74%) -463.00
Decreased by -0.13%
Jan 31, 24
20 Fidelity Dividend Growth 349.10K (0.71%) 116.00K
Increased by +33.23%
Jan 31, 25