Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.20%
2 CWS 4.07%
3 UTRN 3.98%
4 KMID 3.40%
5 BOUT 3.29%
6 MDCP 2.48%
7 CBLS 2.29%
8 WBIL 2.28%
9 UPGD 2.16%
10 RYJ 2.12%
11 DEF 2.03%
12 VALQ 2.02%
13 POWA 1.98%
14 JSMD 1.91%
15 CBSE 1.82%
16 NBSM 1.48%
17 RSPN 1.29%
18 RGI 1.29%
19 QOWZ 1.26%
20 TMFX 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.67M (5.75%) 345.19K
Increased by +1.03%
Sep 30, 24
2 BlackRock Inc 27.95M (4.77%) -1.27M
Decreased by -4.56%
Sep 30, 24
3 Apg All Pensions Group 16.15M (2.76%) -3.29M
Decreased by -20.35%
Sep 30, 24
4 State Street Corporation 12.93M (2.21%) 224.82K
Increased by +1.74%
Mar 31, 24
5 State Street Corp 11.75M (2.01%) -268.14K
Decreased by -2.28%
Sep 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 10.23M (1.75%) 208.30K
Increased by +2.04%
Sep 30, 24
7 Montrusco Bolton Investments Inc 9.40M (1.60%) 1.15M
Increased by +12.29%
Sep 30, 24
8 Geode Capital Management, LLC 7.28M (1.24%) 157.62K
Increased by +2.17%
Sep 30, 24
9 Select Equity Group LP 4.45M (0.76%) -4.28M
Decreased by -96.24%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 3.93M (0.67%) -5.26M
Decreased by -133.86%
Sep 30, 24
11 Amvescap Plc. 3.65M (0.62%) 409.37K
Increased by +11.22%
Sep 30, 24
12 Macquarie Group Ltd 3.50M (0.60%) -21.72K
Decreased by -0.62%
Sep 30, 24
13 NORGES BANK 3.44M (0.59%) -2.44M
Decreased by -71.06%
Jun 30, 24
14 Durable Capital Partners LP 3.42M (0.58%) -24.03K
Decreased by -0.70%
Jun 30, 24
15 Millennium Management LLC 3.02M (0.52%) 1.02M
Increased by +33.77%
Dec 31, 23
16 Neuberger Berman Group LLC 2.97M (0.51%) -2.08K
Decreased by -0.07%
Sep 30, 24
17 Renaissance Technologies Corp 2.91M (0.50%) 87.47K
Increased by +3.00%
Sep 30, 24
18 Northern Trust Corp 2.72M (0.47%) -127.08K
Decreased by -4.66%
Sep 30, 24
19 Riverbridge Partners LLC 2.52M (0.43%) -403.97K
Decreased by -16.01%
Sep 30, 24
20 Ghisallo Capital Management LLC 2.50M (0.43%) 2.50M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.13M (1.56%) 8.68K
Increased by +0.10%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 7.60M (1.30%) 55.63K
Increased by +0.73%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 6.25M (1.07%) 48.78K
Increased by +0.78%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 3.54M (0.60%) 40.76K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 3.47M (0.59%) 23.61K
Increased by +0.68%
Nov 30, 24
6 Vanguard Growth Index Investor 3.42M (0.58%) -386.41K
Decreased by -11.30%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 3.39M (0.58%) -26.39K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 3.30M (0.56%) 2.32K
Increased by +0.07%
Dec 31, 24
9 Fidelity® 500 Index 3.27M (0.56%) 20.82K
Increased by +0.64%
Nov 30, 23
10 BlackRock Mid-Cap Growth Equity Instl 3.19M (0.54%) -249.01K
Decreased by -7.81%
Nov 30, 24
11 Invesco S&P 500® Equal Weight ETF 3.07M (0.52%) 3.38K
Increased by +0.11%
Dec 31, 24
12 NBI US Equity Priv Ptf F CAD 2.39M (0.41%) -236.80K
Decreased by -9.89%
Dec 31, 24
13 Vanguard Mid-Cap Growth ETF 2.15M (0.37%) 90.07K
Increased by +4.18%
Dec 31, 24
14 Delaware Ivy Mid Cap Growth A 2.05M (0.35%) 0.00
Increased by 0.00%
Oct 31, 24
15 Macquarie Mid Cap Growth A 2.05M (0.35%) 0.00
Increased by 0.00%
Nov 30, 24
16 Rathbone Global Opportunities Fund I Acc 1.91M (0.33%) 0.00
Increased by 0.00%
Nov 30, 24
17 Rathbone Global Opportunities I Acc 1.91M (0.33%) 0.00
Increased by 0.00%
May 31, 24
18 Rathbone Global Opportunities R Acc 1.91M (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Institutional Index I 1.77M (0.30%) -2.75K
Decreased by -0.16%
Dec 31, 24
20 iShares MSCI USA Min Vol Factor ETF 1.70M (0.29%) -6.69K
Decreased by -0.39%
Dec 31, 24