Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 4.84%
2 UTRN 4.07%
3 WBIG 3.99%
4 KMID 3.94%
5 MDCP 3.04%
6 RTH 2.82%
7 THRO 2.25%
8 BTHM 2.25%
9 WBIL 2.11%
10 CPAI 1.89%
11 FTCS 1.85%
12 RCD 1.83%
13 RSPD 1.83%
14 JGLO 1.83%
15 SPGP 1.71%
16 QQXT 1.57%
17 DEMZ 1.36%
18 TDVG 1.35%
19 CVRD 1.33%
20 AIEQ 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.40M (9.12%) 120.52K
Increased by +0.41%
Sep 30, 24
2 BlackRock Inc 24.92M (7.73%) -1.67M
Decreased by -6.69%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 15.52M (4.81%) -383.46K
Decreased by -2.47%
Sep 30, 24
4 State Street Corp 14.14M (4.38%) 67.86K
Increased by +0.48%
Sep 30, 24
5 JPMorgan Chase & Co 14.11M (4.38%) 3.94M
Increased by +27.95%
Sep 30, 24
6 State Street Corporation 14.04M (4.35%) -570.31K
Decreased by -4.06%
Mar 31, 24
7 PRIMECAP Management Company 10.54M (3.27%) -114.75K
Decreased by -1.09%
Sep 30, 24
8 Geode Capital Management, LLC 8.15M (2.53%) 34.48K
Increased by +0.42%
Sep 30, 24
9 Bank of America Corp 7.68M (2.38%) 1.76M
Increased by +22.91%
Jun 30, 24
10 FMR Inc 6.81M (2.11%) 316.65K
Increased by +4.65%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 5.75M (1.78%) -39.75K
Decreased by -0.69%
Sep 30, 24
12 Amundi 5.16M (1.60%) 424.82K
Increased by +8.23%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 4.83M (1.50%) -5.90M
Decreased by -122.28%
Sep 30, 24
14 Franklin Resources Inc 4.42M (1.37%) -121.58K
Decreased by -2.75%
Sep 30, 24
15 Goldman Sachs Group Inc 4.39M (1.36%) -222.44K
Decreased by -5.07%
Sep 30, 24
16 EdgePoint Investment Group, Inc. 4.11M (1.28%) -91.12K
Decreased by -2.22%
Sep 30, 23
17 NORGES BANK 4.09M (1.27%) 311.54K
Increased by +7.61%
Jun 30, 24
18 Massachusetts Financial Services Company 4.02M (1.25%) -25.44K
Decreased by -0.63%
Sep 30, 24
19 Marshfield Associates 3.91M (1.21%) 14.19K
Increased by +0.36%
Sep 30, 24
20 Wellington Management Company LLP 3.86M (1.20%) 1.51M
Increased by +39.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.54M (3.27%) -37.22K
Decreased by -0.35%
Oct 31, 24
2 Performer (AFRIS) 10.32M (3.20%) 10.32M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 8.84M (2.74%) 105.01K
Increased by +1.19%
Oct 31, 24
4 Vanguard PRIMECAP Inv 7.59M (2.35%) 0.00
Increased by 0.00%
Sep 30, 24
5 Invesco QQQ Trust 6.62M (2.05%) 15.46K
Increased by +0.23%
Nov 27, 24
6 SPDR® S&P 500® ETF Trust 4.10M (1.27%) -22.74K
Decreased by -0.55%
Nov 27, 24
7 Fidelity 500 Index 4.10M (1.27%) -30.26K
Decreased by -0.74%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 4.00M (1.24%) 9.00K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 3.97M (1.23%) 25.26K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.76M (1.17%) 11.62K
Increased by +0.31%
Nov 27, 24
11 Vanguard Growth Index Investor 3.60M (1.12%) 21.41K
Increased by +0.59%
Oct 31, 24
12 Franklin Rising Dividends A 3.37M (1.04%) 0.00
Increased by 0.00%
Oct 31, 24
13 Franklin Rising Dividends Fund A 3.37M (1.04%) -13.97K
Decreased by -0.42%
Sep 30, 24
14 T. Rowe Price Mid-Cap Growth 2.79M (0.86%) -5.90K
Decreased by -0.21%
Sep 30, 24
15 T. Rowe Price US Mid-Cap Growth Equity 2.79M (0.86%) -7.70K
Decreased by -0.28%
Sep 30, 24
16 JPMorgan Equity Premium Income ETF 2.70M (0.84%) 110.62K
Increased by +4.09%
Nov 27, 24
17 First Eagle Global A 2.63M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 T. Rowe Price Growth Stock 2.42M (0.75%) -578.52K
Decreased by -23.95%
Sep 30, 23
19 T. Rowe Price US Growth Stock Composite 2.42M (0.75%) -578.52K
Decreased by -23.95%
Sep 30, 23
20 EdgePoint Global 2.29M (0.71%) -66.26K
Decreased by -2.90%
Sep 30, 23