Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBOT 5.80%
2 IVRS 4.63%
3 UTRN 3.99%
4 MAKX 3.58%
5 VERS 3.36%
6 MDCP 3.34%
7 OCFS 2.95%
8 TCAF 2.93%
9 BULD 2.87%
10 CSMD 2.68%
11 ARTY 2.60%
12 IBOT 2.29%
13 STNC 2.21%
14 FMET 2.18%
15 QQQN 2.16%
16 SMAP 2.11%
17 GAST 2.02%
18 FRTY 1.73%
19 FLLV 1.59%
20 INCE 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 17.26M (14.45%) 1.77M
Increased by +10.27%
Dec 31, 24
2 Vanguard Group Inc 14.29M (11.96%) 240.08K
Increased by +1.68%
Dec 31, 24
3 BlackRock Inc 12.26M (10.26%) -1.35M
Decreased by -11.02%
Dec 31, 24
4 State Street Corp 5.17M (4.32%) 88.96K
Increased by +1.72%
Dec 31, 24
5 State Street Corporation 4.95M (4.14%) 114.88K
Increased by +2.32%
Mar 31, 24
6 Geode Capital Management, LLC 3.03M (2.54%) 67.50K
Increased by +2.23%
Dec 31, 24
7 FMR Inc 2.92M (2.44%) 981.31K
Increased by +33.61%
Jun 30, 24
8 Nuveen Asset Management, LLC 2.70M (2.26%) -18.06K
Decreased by -0.67%
Dec 31, 24
9 AllianceBernstein L.P. 2.66M (2.22%) -1.12M
Decreased by -42.03%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 2.56M (2.14%) -133.90K
Decreased by -5.24%
Dec 31, 24
11 Lone Pine Capital LLC 2.33M (1.95%) -221.97K
Decreased by -9.54%
Dec 31, 24
12 Wellington Management Company LLP 2.33M (1.95%) -605.22K
Decreased by -26.02%
Dec 31, 24
13 Pictet Asset Manangement SA 2.03M (1.70%) -467.19K
Decreased by -22.99%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.55M (1.29%) 94.79K
Increased by +6.13%
Jun 30, 24
15 Amvescap Plc. 1.55M (1.29%) -58.42K
Decreased by -3.78%
Dec 31, 24
16 FERNBRIDGE CAPITAL MANAGEMENT LP 1.51M (1.27%) 85.56K
Increased by +5.65%
Dec 31, 24
17 Northern Trust Corp 1.31M (1.10%) 129.91K
Increased by +9.89%
Dec 31, 24
18 DnB NOR Asset Management (Asia) 1.29M (1.08%) -9.10K
Decreased by -0.71%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 1.19M (1.00%) 107.67K
Increased by +9.05%
Dec 31, 24
20 40 North Industries LLC 1.16M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 8.69M (7.28%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.61M (3.02%) 9.69K
Increased by +0.27%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.61M (3.02%) 2.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.34M (2.80%) 11.07K
Increased by +0.33%
Mar 31, 25
5 T. Rowe Price Mid-Cap Growth 3.00M (2.51%) -3.60K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 3.00M (2.51%) 106.10K
Increased by +3.54%
Mar 31, 25
7 Vanguard Small Cap Index 2.85M (2.39%) -61.54K
Decreased by -2.16%
Mar 31, 25
8 JNL/T. Rowe Price Capital Appreciation A 1.90M (1.59%) 309.22K
Increased by +16.30%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 1.60M (1.34%) -37.33K
Decreased by -2.33%
Mar 31, 25
10 Fidelity 500 Index 1.51M (1.26%) 5.05K
Increased by +0.33%
Mar 31, 25
11 SPDR® S&P 500 ETF 1.50M (1.25%) -22.01K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.46M (1.22%) 1.21K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 1.46M (1.22%) -7.67K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.44M (1.20%) -11.22K
Decreased by -0.78%
Mar 31, 24
15 iShares Core S&P 500 ETF 1.42M (1.19%) -1.49K
Decreased by -0.10%
Apr 30, 25
16 Fidelity® 500 Index 1.38M (1.16%) 8.81K
Increased by +0.64%
Nov 30, 23
17 Vanguard Information Technology ETF 1.06M (0.89%) 3.54K
Increased by +0.33%
Mar 31, 25
18 Janus Henderson Enterprise D 1.01M (0.85%) 643.87K
Increased by +63.71%
Feb 28, 25
19 BlackRock Mid-Cap Growth Equity Instl 1.00M (0.84%) -125.84K
Decreased by -12.55%
Oct 31, 24
20 Invesco Global Multi Cap Growth 1.00M (0.84%) 0.00
Increased by 0.00%
Dec 31, 23