Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 4.97%
2 FCTE 4.79%
3 QQQA 4.15%
4 UTRN 3.97%
5 IVRS 3.73%
6 CLOD 3.56%
7 BCUS 3.49%
8 AIBU 3.43%
9 XOVR 3.33%
10 ENTR 3.33%
11 STNC 3.30%
12 SHOC 3.29%
13 SMH 3.14%
14 DIP 3.12%
15 LCG 3.12%
16 ARVR 3.02%
17 LRGG 2.94%
18 LOUP 2.89%
19 AIPI 2.87%
20 KONG 2.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.36M (9.42%) 227.02K
Increased by +1.58%
Sep 30, 24
2 BlackRock Inc 12.83M (8.41%) 324.71K
Increased by +2.53%
Jun 30, 24
3 Capital World Investors 7.17M (4.70%) -230.01K
Decreased by -3.21%
Sep 30, 24
4 State Street Corp 6.83M (4.48%) 132.65K
Increased by +1.94%
Jun 30, 24
5 State Street Corporation 6.70M (4.39%) -79.24K
Decreased by -1.18%
Mar 31, 24
6 JPMorgan Chase & Co 5.92M (3.88%) 419.33K
Increased by +7.09%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 5.55M (3.64%) 210.44K
Increased by +3.79%
Jun 30, 24
8 Franklin Resources Inc 3.95M (2.59%) 93.40K
Increased by +2.36%
Jun 30, 24
9 FMR Inc 3.47M (2.28%) -935.21K
Decreased by -26.91%
Sep 30, 24
10 Geode Capital Management, LLC 3.22M (2.11%) 74.60K
Increased by +2.32%
Jun 30, 24
11 Edgewood Management LLC 3.07M (2.01%) 487.02K
Increased by +15.86%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.97M (1.94%) -129.13K
Decreased by -4.35%
Jun 30, 24
13 Jackson Square Partners, LLC 2.79M (1.83%) 2.79M
Increased by +100.00%
Sep 30, 23
14 GQG Partners LLC 2.20M (1.44%) 101.33K
Increased by +4.61%
Jun 30, 24
15 NORGES BANK 2.06M (1.35%) -411.09K
Decreased by -19.96%
Jun 30, 24
16 Massachusetts Financial Services Company 2.01M (1.32%) -437.57K
Decreased by -21.74%
Sep 30, 24
17 Pictet Asset Manangement SA 1.93M (1.26%) 59.11K
Increased by +3.07%
Jun 30, 24
18 Amvescap Plc. 1.79M (1.17%) -680.21K
Decreased by -38.04%
Dec 31, 23
19 Sustainable Growth Advisers, LP 1.78M (1.17%) 823.05K
Increased by +46.13%
Sep 30, 24
20 Swedbank AB 1.55M (1.02%) -312.67K
Decreased by -20.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Cap App & Income Comp 12.77M (8.37%) 12.76M
Increased by +100.00%
Mar 31, 24
2 Performer (AFRIS) 5.35M (3.51%) 5.35M
Increased by +100.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 4.85M (3.18%) -17.22K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 4.06M (2.66%) 48.40K
Increased by +1.19%
Oct 31, 24
5 Invesco QQQ Trust 2.97M (1.95%) -13.83K
Decreased by -0.47%
Oct 31, 24
6 American Funds Growth Fund of Amer A 2.64M (1.73%) -60.64K
Decreased by -2.30%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 2.64M (1.73%) -60.64K
Decreased by -2.30%
Sep 30, 24
8 Fidelity 500 Index 1.88M (1.23%) 4.18K
Increased by +0.22%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.87M (1.22%) 9.72K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 1.80M (1.18%) 4.09K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.77M (1.16%) 11.28K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.71M (1.12%) 2.64K
Increased by +0.15%
Oct 31, 24
13 JPM US Large Cap Growth-MA 1.64M (1.07%) 1.51M
Increased by +91.95%
Sep 30, 23
14 Vanguard Growth Index Investor 1.62M (1.06%) 9.94K
Increased by +0.61%
Oct 31, 24
15 American Funds New Perspective A 1.57M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
16 Capital Group New Perspective Comp 1.57M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
17 VanEck Semiconductor ETF 1.43M (0.94%) 2.17K
Increased by +0.15%
Oct 31, 24
18 Edgewood Growth Instl 1.38M (0.91%) 139.99K
Increased by +10.13%
Jun 30, 24
19 Franklin DynaTech Fund A 1.25M (0.82%) 0.00
Increased by 0.00%
Jul 31, 24
20 Franklin Innovation Composite 1.25M (0.82%) 0.00
Increased by 0.00%
Jun 30, 24