Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAKX 5.41%
2 RSHO 5.01%
3 GAST 4.40%
4 UTRN 3.99%
5 ECOZ 3.70%
6 OCEN 2.60%
7 MADE 2.54%
8 FBOT 2.53%
9 IBOT 2.43%
10 FTDS 1.89%
11 WBIL 1.68%
12 ROBO 1.66%
13 FLV 1.51%
14 SNSR 1.50%
15 NETZ 1.25%
16 RSPN 1.22%
17 RGI 1.20%
18 BULD 1.17%
19 DQML 1.08%
20 RBLD 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.00M (12.35%) -45.38K
Decreased by -0.32%
Jun 30, 24
2 BlackRock Inc 9.06M (7.99%) 77.19K
Increased by +0.85%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 5.99M (5.28%) 452.76K
Increased by +7.56%
Jun 30, 24
4 State Street Corp 4.64M (4.09%) 31.08K
Increased by +0.67%
Jun 30, 24
5 State Street Corporation 4.61M (4.06%) 74.23K
Increased by +1.61%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.05M (3.57%) -493.33K
Decreased by -12.19%
Jun 30, 24
7 Geode Capital Management, LLC 2.67M (2.35%) 19.45K
Increased by +0.73%
Jun 30, 24
8 Capital World Investors 2.34M (2.06%) -2.92M
Decreased by -125.11%
Dec 31, 23
9 Lazard Asset Management LLC 2.24M (1.97%) 728.74K
Increased by +32.55%
Jun 30, 24
10 UBS Group AG 2.04M (1.80%) -69.07K
Decreased by -3.39%
Jun 30, 24
11 Amundi 2.02M (1.78%) 419.98K
Increased by +20.79%
Jun 30, 24
12 Massachusetts Financial Services Company 1.47M (1.30%) -435.62K
Decreased by -29.58%
Dec 31, 23
13 Bank of America Corp 1.45M (1.28%) -471.01K
Decreased by -32.41%
Jun 30, 24
14 Goldman Sachs Group Inc 1.44M (1.27%) 136.44K
Increased by +9.45%
Jun 30, 24
15 ING Investment Management LLC 1.42M (1.25%) 1.17M
Increased by +82.70%
Mar 31, 24
16 Northern Trust Corp 1.31M (1.16%) -11.74K
Decreased by -0.89%
Jun 30, 24
17 Charles Schwab Investment Management Inc 1.17M (1.03%) 506.38K
Increased by +43.45%
Jun 30, 24
18 Alecta Pensionsforsakring, Omsesidigt 1.09M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
19 Amvescap Plc. 1.09M (0.96%) 244.62K
Increased by +22.46%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 1.06M (0.94%) 278.04K
Increased by +26.20%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.59M (3.17%) -16.36K
Decreased by -0.46%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 2.97M (2.62%) -11.07K
Decreased by -0.37%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 2.40M (2.12%) -36.55K
Decreased by -1.52%
Sep 30, 24
4 Fidelity 500 Index 1.39M (1.23%) -9.64K
Decreased by -0.69%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 1.38M (1.22%) 7.24K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 1.35M (1.19%) -2.92K
Decreased by -0.22%
Apr 30, 24
7 Fidelity® 500 Index 1.34M (1.18%) 8.52K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.26M (1.11%) 1.94K
Increased by +0.15%
Oct 31, 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 (1.01%) 7.80K
Increased by +0.68%
Sep 30, 24
12 T. Rowe Price Value 1.15M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
13 JPM US Large Cap Growth-MA 1.11M (0.98%) 1.01M
Increased by +90.76%
Sep 30, 23
14 Vanguard Value Index Inv 960.93K (0.85%) 488.81K
Increased by +50.87%
Sep 30, 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 822.19K (0.73%) -3.69K
Decreased by -0.45%
Sep 30, 24
17 T. Rowe Price Growth Stock 794.95K (0.70%) 0.00
Increased by 0.00%
Sep 30, 24
18 T. Rowe Price US Growth Stock Composite 794.95K (0.70%) 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