Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBOT 5.60%
2 IVRS 4.45%
3 UTRN 3.99%
4 MAKX 3.76%
5 VERS 3.19%
6 MDCP 3.14%
7 OCFS 2.96%
8 BULD 2.80%
9 TCAF 2.67%
10 CSMD 2.59%
11 ARTY 2.58%
12 GAST 2.25%
13 IBOT 2.24%
14 STNC 2.21%
15 QQQN 2.16%
16 FMET 2.11%
17 SMAP 1.99%
18 FRTY 1.73%
19 INCE 1.59%
20 FLLV 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 17.26M (15.15%) 1.77M
Increased by +10.27%
Dec 31, 24
2 Vanguard Group Inc 14.29M (12.55%) 240.08K
Increased by +1.68%
Dec 31, 24
3 BlackRock Inc 12.26M (10.76%) -1.35M
Decreased by -11.02%
Dec 31, 24
4 State Street Corp 5.17M (4.53%) 88.96K
Increased by +1.72%
Dec 31, 24
5 State Street Corporation 4.95M (4.34%) 114.88K
Increased by +2.32%
Mar 31, 24
6 Geode Capital Management, LLC 3.03M (2.66%) 67.50K
Increased by +2.23%
Dec 31, 24
7 FMR Inc 2.92M (2.56%) 981.31K
Increased by +33.61%
Jun 30, 24
8 Nuveen Asset Management, LLC 2.70M (2.37%) -18.06K
Decreased by -0.67%
Dec 31, 24
9 AllianceBernstein L.P. 2.66M (2.33%) -1.12M
Decreased by -42.03%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 2.56M (2.24%) -133.90K
Decreased by -5.24%
Dec 31, 24
11 Lone Pine Capital LLC 2.33M (2.04%) -221.97K
Decreased by -9.54%
Dec 31, 24
12 Wellington Management Company LLP 2.33M (2.04%) -605.22K
Decreased by -26.02%
Dec 31, 24
13 Pictet Asset Manangement SA 2.03M (1.78%) -467.19K
Decreased by -22.99%
Dec 31, 24
14 Select Equity Group LP 1.87M (1.64%) -1.05M
Decreased by -56.23%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.55M (1.36%) 94.79K
Increased by +6.13%
Jun 30, 24
16 Amvescap Plc. 1.55M (1.36%) -58.42K
Decreased by -3.78%
Dec 31, 24
17 FERNBRIDGE CAPITAL MANAGEMENT LP 1.51M (1.33%) 85.56K
Increased by +5.65%
Dec 31, 24
18 Northern Trust Corp 1.31M (1.15%) 129.91K
Increased by +9.89%
Dec 31, 24
19 DnB NOR Asset Management (Asia) 1.29M (1.13%) -9.10K
Decreased by -0.71%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 1.19M (1.04%) 107.67K
Increased by +9.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 8.69M (7.63%) 515.64K
Increased by +5.93%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.60M (3.16%) 5.21K
Increased by +0.14%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 3.33M (2.93%) 23.50K
Increased by +0.71%
Feb 28, 25
4 T. Rowe Price Mid-Cap Growth 3.00M (2.63%) 110.90K
Increased by +3.70%
Feb 28, 25
5 Vanguard Small Cap Index 2.91M (2.56%) 2.37K
Increased by +0.08%
Feb 28, 25
6 T. Rowe Price US Mid-Cap Growth Equity 2.89M (2.54%) 97.40K
Increased by +3.37%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 1.64M (1.44%) -7.47K
Decreased by -0.46%
Feb 28, 25
8 JNL/T. Rowe Price Capital Appreciation A 1.59M (1.39%) 160.09K
Increased by +10.08%
Dec 31, 24
9 Fidelity 500 Index 1.50M (1.32%) 6.70K
Increased by +0.45%
Feb 28, 25
10 iShares Core S&P 500 ETF 1.47M (1.29%) 4.26K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 1.46M (1.28%) -7.67K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.44M (1.26%) -11.22K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 1.38M (1.22%) 8.81K
Increased by +0.64%
Nov 30, 23
14 Vanguard Information Technology ETF 1.05M (0.93%) 2.94K
Increased by +0.28%
Feb 28, 25
15 BlackRock Mid-Cap Growth Equity Instl 1.00M (0.88%) -125.84K
Decreased by -12.55%
Oct 31, 24
16 Invesco Global Multi Cap Growth 1.00M (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
17 Invesco Global Opportunities A 1.00M (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
18 Franklin Growth A 986.18K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
19 Franklin Growth Fund A 986.18K (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
20 Franklin U.S. Large Cap Gr Eq 986.18K (0.87%) -40.34K
Decreased by -4.09%
Dec 31, 24