Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 8.09%
2 PHO 7.89%
3 UTRN 4.00%
4 FIW 3.90%
5 AIVL 3.05%
6 AIEQ 2.54%
7 XKII 2.26%
8 QTEC 2.19%
9 PDP 2.15%
10 HUSV 2.14%
11 BKUS 2.11%
12 PFUT 2.10%
13 SWIN_old 1.98%
14 TCAF 1.96%
15 USRD 1.92%
16 GRW 1.91%
17 PLDR 1.77%
18 QOWZ 1.71%
19 RUNN 1.70%
20 SWP 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.50M (9.84%) 246.55K
Increased by +2.35%
Sep 30, 24
2 BlackRock Inc 9.60M (9.00%) -56.19K
Decreased by -0.59%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 6.53M (6.12%) 473.64K
Increased by +7.25%
Sep 30, 24
4 State Street Corp 4.73M (4.43%) 132.57K
Increased by +2.80%
Sep 30, 24
5 State Street Corporation 4.59M (4.30%) 38.18K
Increased by +0.83%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 3.62M (3.39%) 109.26K
Increased by +3.02%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 3.24M (3.04%) -3.46M
Decreased by -106.91%
Sep 30, 24
8 Franklin Resources Inc 3.05M (2.86%) -524.88K
Decreased by -17.19%
Sep 30, 24
9 Principal Financial Group Inc 2.69M (2.52%) 4.72K
Increased by +0.18%
Sep 30, 24
10 Geode Capital Management, LLC 2.45M (2.29%) 51.13K
Increased by +2.09%
Sep 30, 24
11 NORGES BANK 1.52M (1.43%) 137.75K
Increased by +9.03%
Jun 30, 24
12 Akre Capital Management, LLC 1.50M (1.41%) -44.25K
Decreased by -2.95%
Sep 30, 24
13 Amvescap Plc. 1.46M (1.37%) 41.08K
Increased by +2.82%
Sep 30, 24
14 AllianceBernstein L.P. 1.42M (1.33%) 237.90K
Increased by +16.70%
Sep 30, 24
15 Goldman Sachs Group Inc 1.35M (1.26%) 943.92K
Increased by +70.11%
Dec 31, 23
16 Pictet Asset Manangement SA 1.19M (1.11%) 36.28K
Increased by +3.06%
Sep 30, 24
17 Mackenzie Investments 1.15M (1.07%) 26.65K
Increased by +2.33%
Sep 30, 24
18 Durable Capital Partners LP 1.13M (1.06%) -141.39K
Decreased by -12.54%
Sep 30, 24
19 Nuveen Asset Management, LLC 1.10M (1.03%) -13.07K
Decreased by -1.19%
Sep 30, 24
20 Bank of New York Mellon Corp 1.08M (1.01%) -135.95K
Decreased by -12.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.38M (3.17%) -11.34K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 2.84M (2.66%) 33.64K
Increased by +1.18%
Oct 31, 24
3 T. Rowe Price Capital Appreciation 2.74M (2.57%) 563.00K
Increased by +20.57%
Oct 31, 24
4 Invesco QQQ Trust 2.13M (1.99%) 1.88K
Increased by +0.09%
Nov 29, 24
5 Franklin Rising Dividends A 1.76M (1.65%) -123.50K
Decreased by -7.01%
Oct 31, 24
6 Franklin Rising Dividends Fund A 1.76M (1.65%) -123.50K
Decreased by -7.01%
Oct 31, 24
7 Akre Focus Instl 1.49M (1.40%) 0.00
Increased by 0.00%
Jul 31, 24
8 SPDR® S&P 500® ETF Trust 1.33M (1.24%) 7.81K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 1.32M (1.23%) -2.16K
Decreased by -0.16%
Oct 31, 24
10 Principal Aligned MidCap Equity 1.28M (1.20%) 6.52K
Increased by +0.51%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 1.28M (1.20%) -9.95K
Decreased by -0.78%
Mar 31, 24
12 Principal MidCap R5 1.28M (1.20%) -6.34K
Decreased by -0.50%
Oct 31, 24
13 Fidelity® 500 Index 1.24M (1.17%) 7.91K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.21M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
15 Vanguard Growth Index Investor 1.14M (1.07%) 6.97K
Increased by +0.61%
Oct 31, 24
16 MS INVF Global Brands A USD 1.03M (0.96%) -20.09K
Decreased by -1.96%
Jun 30, 24
17 MS INVF Global Brands A 978.67K (0.92%) -14.70K
Decreased by -1.50%
Sep 30, 24
18 Morgan Stanley Glbl Franchise 978.67K (0.92%) -47.14K
Decreased by -4.82%
Sep 30, 24
19 AllianceBernstein US L/C Growth Eqty MF 852.18K (0.80%) 20.76K
Increased by +2.44%
Dec 29, 23
20 The Technology Select Sector SPDR® ETF 833.46K (0.78%) 0.00
Increased by 0.00%
Nov 30, 24