Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 6.12%
2 MAKX 5.91%
3 GAST 4.13%
4 UTRN 3.99%
5 ECOZ 3.70%
6 MADE 2.75%
7 FBOT 2.62%
8 OCEN 2.60%
9 IBOT 2.58%
10 FTDS 1.89%
11 ROBO 1.78%
12 WBIL 1.68%
13 DIVL 1.58%
14 SNSR 1.58%
15 FLV 1.51%
16 RGI 1.34%
17 RSPN 1.34%
18 NETZ 1.25%
19 BULD 1.20%
20 DQML 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.80M (12.25%) -208.16K
Decreased by -1.51%
Sep 30, 24
2 BlackRock Inc 9.06M (8.05%) 77.19K
Increased by +0.85%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 6.68M (5.94%) 696.63K
Increased by +10.42%
Sep 30, 24
4 State Street Corp 4.65M (4.13%) 11.95K
Increased by +0.26%
Sep 30, 24
5 State Street Corporation 4.61M (4.09%) 74.23K
Increased by +1.61%
Mar 31, 24
6 Geode Capital Management, LLC 2.68M (2.38%) 14.04K
Increased by +0.52%
Sep 30, 24
7 Lazard Asset Management LLC 2.55M (2.26%) 310.98K
Increased by +12.20%
Sep 30, 24
8 Capital World Investors 2.34M (2.08%) -2.92M
Decreased by -125.11%
Dec 31, 23
9 UBS Group AG 1.95M (1.74%) -86.12K
Decreased by -4.41%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.95M (1.73%) -2.10M
Decreased by -107.45%
Sep 30, 24
11 Amundi 1.64M (1.46%) -377.11K
Decreased by -22.95%
Sep 30, 24
12 Charles Schwab Investment Management Inc 1.56M (1.38%) 390.78K
Increased by +25.11%
Sep 30, 24
13 Massachusetts Financial Services Company 1.47M (1.31%) -435.62K
Decreased by -29.58%
Dec 31, 23
14 Bank of America Corp 1.45M (1.29%) -471.01K
Decreased by -32.41%
Jun 30, 24
15 ING Investment Management LLC 1.42M (1.26%) 1.17M
Increased by +82.70%
Mar 31, 24
16 Amvescap Plc. 1.36M (1.21%) 274.94K
Increased by +20.16%
Sep 30, 24
17 Northern Trust Corp 1.22M (1.08%) -94.72K
Decreased by -7.77%
Sep 30, 24
18 Goldman Sachs Group Inc 1.21M (1.07%) -236.87K
Decreased by -19.62%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 1.13M (1.00%) 67.68K
Increased by +6.00%
Sep 30, 24
20 Alecta Pensionsforsakring, Omsesidigt 1.09M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.58M (3.18%) -12.93K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 3.01M (2.67%) 34.99K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 2.41M (2.14%) 4.34K
Increased by +0.18%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 1.40M (1.24%) -7.77K
Decreased by -0.56%
Nov 27, 24
5 Fidelity 500 Index 1.39M (1.24%) -9.64K
Decreased by -0.69%
Sep 30, 24
6 SPDR® S&P 500 ETF Trust 1.35M (1.20%) -2.92K
Decreased by -0.22%
Apr 30, 24
7 Fidelity® 500 Index 1.34M (1.19%) 8.52K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.28M (1.14%) 3.95K
Increased by +0.31%
Nov 27, 24
9 American Funds American Balanced A 1.22M (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 T. Rowe Price U.S. Value Equity Tr-Z 1.21M (1.07%) 30.50K
Increased by +2.52%
Sep 30, 24
11 T. Rowe Price US Value Equity Composite 1.15M (1.02%) 7.80K
Increased by +0.68%
Sep 30, 24
12 T. Rowe Price Value 1.15M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
13 JPM US Large Cap Growth-MA 1.11M (0.99%) 1.01M
Increased by +90.76%
Sep 30, 23
14 Vanguard Value Index Inv 963.42K (0.86%) 2.48K
Increased by +0.26%
Oct 31, 24
15 JPMorgan Large Cap Growth I 879.08K (0.78%) -232.91K
Decreased by -26.49%
Nov 30, 23
16 Champlain Mid Cap Fund, LLC 874.98K (0.78%) 52.78K
Increased by +6.03%
Oct 31, 24
17 T. Rowe Price Growth Stock 794.95K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
18 T. Rowe Price US Growth Stock Composite 794.95K (0.71%) 167.56K
Increased by +21.08%
Sep 30, 24
19 American Funds Fundamental Invs A 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
20 Capital Group Fundamental Invtrs Comp 792.89K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23