Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 8.40%
2 PIO 8.25%
3 QQLV 4.26%
4 FIW 4.17%
5 UTRN 3.92%
6 AIVL 3.34%
7 TCAF 3.02%
8 AIEQ 2.54%
9 SAMM 2.53%
10 QTEC 2.46%
11 USRD 2.35%
12 SIMS 2.32%
13 XKII 2.26%
14 PDP 2.16%
15 HUSV 2.15%
16 GRW 2.13%
17 BKUS 2.11%
18 QOWZ 2.10%
19 PLDR 2.07%
20 SWIN_old 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.58M (9.90%) 72.50K
Increased by +0.69%
Dec 31, 24
2 BlackRock Inc 8.98M (8.40%) -380.63K
Decreased by -4.24%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 5.46M (5.11%) -1.07M
Decreased by -19.63%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 5.15M (4.82%) 1.53M
Increased by +29.69%
Dec 31, 24
5 State Street Corp 4.83M (4.52%) 100.72K
Increased by +2.08%
Dec 31, 24
6 State Street Corporation 4.59M (4.29%) 38.18K
Increased by +0.83%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.45M (3.23%) 209.41K
Increased by +6.07%
Dec 31, 24
8 Principal Financial Group Inc 2.59M (2.43%) -96.52K
Decreased by -3.72%
Dec 31, 24
9 Geode Capital Management, LLC 2.48M (2.32%) 29.18K
Increased by +1.18%
Dec 31, 24
10 Mackenzie Investments 2.33M (2.18%) 1.18M
Increased by +50.83%
Dec 31, 24
11 Franklin Resources Inc 2.00M (1.87%) -1.06M
Decreased by -53.00%
Dec 31, 24
12 NORGES BANK 1.76M (1.65%) 233.50K
Increased by +13.28%
Dec 31, 24
13 Amvescap Plc. 1.49M (1.39%) 31.53K
Increased by +2.12%
Dec 31, 24
14 Akre Capital Management, LLC 1.48M (1.39%) -17.50K
Decreased by -1.18%
Dec 31, 24
15 AllianceBernstein L.P. 1.38M (1.29%) -43.65K
Decreased by -3.16%
Dec 31, 24
16 Goldman Sachs Group Inc 1.35M (1.26%) 943.92K
Increased by +70.11%
Dec 31, 23
17 Pictet Asset Manangement SA 1.19M (1.11%) 36.28K
Increased by +3.06%
Sep 30, 24
18 Durable Capital Partners LP 1.13M (1.06%) -141.39K
Decreased by -12.54%
Sep 30, 24
19 Northern Trust Corp 1.11M (1.04%) 97.27K
Increased by +8.75%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.09M (1.02%) 147.34K
Increased by +13.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.38M (3.16%) 12.54K
Increased by +0.37%
Feb 28, 25
2 T. Rowe Price Capital Appreciation 3.15M (2.95%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard Institutional 500 Index Trust 2.97M (2.78%) 20.83K
Increased by +0.70%
Feb 28, 25
4 Invesco QQQ Trust 2.22M (2.08%) -174.00
Decreased by -0.01%
Feb 28, 25
5 Akre Focus Instl 1.44M (1.34%) -58.25K
Decreased by -4.06%
Oct 31, 24
6 Franklin Rising Dividends A 1.43M (1.34%) -123.10K
Decreased by -8.61%
Dec 31, 24
7 Fidelity 500 Index 1.34M (1.25%) 5.90K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 1.33M (1.24%) -9.83K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 1.28M (1.20%) -9.95K
Decreased by -0.78%
Mar 31, 24
10 Principal Aligned MidCap Equity 1.28M (1.20%) -6.34K
Decreased by -0.50%
Dec 31, 24
11 Principal MidCap R5 1.27M (1.19%) -2.13K
Decreased by -0.17%
Feb 28, 25
12 Franklin Rising Dividends Fund A 1.26M (1.18%) -60.00K
Decreased by -4.75%
Feb 28, 25
13 iShares Core S&P 500 ETF 1.26M (1.18%) -63.00
Decreased by -0.01%
Feb 28, 25
14 Fidelity® 500 Index 1.24M (1.16%) 7.91K
Increased by +0.64%
Nov 30, 23
15 Vanguard Growth Index Investor 1.13M (1.06%) 910.00
Increased by +0.08%
Feb 28, 25
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 993.27K (0.93%) -13.97K
Decreased by -1.41%
Dec 31, 24
18 Morgan Stanley Glbl Franchise 993.27K (0.93%) 14.59K
Increased by +1.47%
Dec 31, 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 838.28K (0.78%) -5.63K
Decreased by -0.67%
Feb 28, 25