Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.20%
2 CWS 4.19%
3 UTRN 3.98%
4 KMID 3.55%
5 BOUT 3.29%
6 MDCP 2.72%
7 CBLS 2.36%
8 WBIL 2.28%
9 UPGD 2.16%
10 RYJ 2.12%
11 POWA 2.03%
12 DEF 2.03%
13 VALQ 2.02%
14 JSMD 1.91%
15 CBSE 1.82%
16 NBSM 1.52%
17 RSPN 1.34%
18 RGI 1.34%
19 QOWZ 1.28%
20 TMFX 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.67M (11.49%) 345.19K
Increased by +1.03%
Sep 30, 24
2 BlackRock Inc 27.95M (9.54%) -1.27M
Decreased by -4.56%
Sep 30, 24
3 Apg All Pensions Group 16.15M (5.51%) -3.29M
Decreased by -20.35%
Sep 30, 24
4 State Street Corporation 12.93M (4.41%) 224.82K
Increased by +1.74%
Mar 31, 24
5 State Street Corp 11.75M (4.01%) -268.14K
Decreased by -2.28%
Sep 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 10.23M (3.49%) 208.30K
Increased by +2.04%
Sep 30, 24
7 Montrusco Bolton Investments Inc 7.46M (2.55%) -1.94M
Decreased by -25.93%
Dec 31, 24
8 Geode Capital Management, LLC 7.28M (2.48%) 157.62K
Increased by +2.17%
Sep 30, 24
9 JPMorgan Chase & Co 4.56M (1.56%) 840.80K
Increased by +18.44%
Sep 30, 24
10 Select Equity Group LP 4.45M (1.52%) -4.28M
Decreased by -96.24%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 3.93M (1.34%) -5.26M
Decreased by -133.86%
Sep 30, 24
12 Amvescap Plc. 3.65M (1.24%) 409.37K
Increased by +11.22%
Sep 30, 24
13 Macquarie Group Ltd 3.50M (1.19%) -21.72K
Decreased by -0.62%
Sep 30, 24
14 NORGES BANK 3.44M (1.17%) -2.44M
Decreased by -71.06%
Jun 30, 24
15 Durable Capital Partners LP 3.42M (1.17%) -24.03K
Decreased by -0.70%
Jun 30, 24
16 Millennium Management LLC 3.02M (1.03%) 1.02M
Increased by +33.77%
Dec 31, 23
17 Neuberger Berman Group LLC 2.97M (1.01%) -2.08K
Decreased by -0.07%
Sep 30, 24
18 Renaissance Technologies Corp 2.91M (0.99%) 87.47K
Increased by +3.00%
Sep 30, 24
19 Northern Trust Corp 2.72M (0.93%) -127.08K
Decreased by -4.66%
Sep 30, 24
20 Ghisallo Capital Management LLC 2.50M (0.85%) 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 (3.12%) 8.68K
Increased by +0.10%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 7.60M (2.59%) 55.63K
Increased by +0.73%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 6.25M (2.13%) 48.78K
Increased by +0.78%
Dec 31, 24
4 Fidelity 500 Index 3.49M (1.19%) 15.85K
Increased by +0.45%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 3.45M (1.18%) -15.35K
Decreased by -0.44%
Jan 31, 25
6 Vanguard Growth Index Investor 3.42M (1.17%) -386.41K
Decreased by -11.30%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 3.39M (1.15%) -26.39K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 3.29M (1.12%) 6.45K
Increased by +0.20%
Jan 31, 25
9 Fidelity® 500 Index 3.27M (1.12%) 20.82K
Increased by +0.64%
Nov 30, 23
10 BlackRock Mid-Cap Growth Equity Instl 3.17M (1.08%) -14.04K
Decreased by -0.44%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 3.08M (1.05%) 10.05K
Increased by +0.33%
Jan 31, 25
12 NBI US Equity Priv Ptf F CAD 2.24M (0.76%) -156.03K
Decreased by -6.97%
Jan 31, 25
13 Vanguard Mid-Cap Growth ETF 2.15M (0.73%) 90.07K
Increased by +4.18%
Dec 31, 24
14 Delaware Ivy Mid Cap Growth A 2.05M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
15 Macquarie Mid Cap Growth A 2.05M (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
16 Rathbone Global Opportunities Fund I Acc 1.91M (0.65%) 0.00
Increased by 0.00%
Nov 30, 24
17 Rathbone Global Opportunities I Acc 1.91M (0.65%) 0.00
Increased by 0.00%
May 31, 24
18 Rathbone Global Opportunities R Acc 1.91M (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Institutional Index I 1.77M (0.61%) -2.75K
Decreased by -0.16%
Dec 31, 24
20 iShares MSCI USA Min Vol Factor ETF 1.71M (0.58%) 2.01K
Increased by +0.12%
Jan 31, 25