Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNG 4.31%
2 UTRN 3.99%
3 PCGG 3.66%
4 CLOU 3.40%
5 NEWZ 3.16%
6 SOVF 2.01%
7 NBDS 1.95%
8 WCLD 1.67%
9 FXL 1.31%
10 CLDL 1.30%
11 SPGP 1.14%
12 RGI 1.13%
13 RSPN 1.13%
14 QMID 1.06%
15 ALTL_old 1.01%
16 ALTL 1.00%
17 FSGS 1.00%
18 UBCB 0.96%
19 LGRO 0.91%
20 JSMD 0.90%

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 3.69M (7.53%) -49.71K
Decreased by -1.35%
Sep 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 1.57M (3.19%) -58.52K
Decreased by -3.74%
Dec 31, 24
3 Vanguard Small Cap Index 1.28M (2.60%) -27.54K
Decreased by -2.16%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 1.27M (2.59%) -36.11K
Decreased by -2.84%
Dec 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 Vanguard Small Cap Growth Index Inv 748.63K (1.53%) 31.09K
Increased by +4.15%
Dec 31, 24
8 Polen Growth Institutional 641.95K (1.31%) 222.15K
Increased by +34.61%
Sep 30, 24
9 Invesco S&P 500® Equal Weight ETF 625.65K (1.28%) 675.00
Increased by +0.11%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 613.75K (1.25%) 7.16K
Increased by +1.17%
Dec 31, 24
11 Fidelity 500 Index 601.33K (1.23%) 4.09K
Increased by +0.68%
Nov 30, 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 570.86K (1.16%) 406.00
Increased by +0.07%
Dec 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 416.11K (0.85%) -10.18K
Decreased by -2.45%
Nov 30, 24
17 Delaware Ivy Mid Cap Growth A 397.89K (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Contrafund 389.20K (0.79%) 212.29K
Increased by +54.54%
Nov 30, 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